FIDUCIARY FAMILY OFFICE, LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 347,888
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 183 | 347,888 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
| Q3 2025 | 10/29/2025 | 185 | 351,492 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
| Q2 2025 | 7/30/2025 | 187 | 305,351 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 326 K | 93.7% | 0 | 2.512 K | -2.512 K |
| ETFs | 20.77 K | 6.0% | 0 | 1.567 K | -1.567 K |
| Other | 1.148 K | 0.3% | 467 | 0 | 467 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
347,888
Holdings
183
QoQ value change ($000)
-3,604
(-1.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.