FIDUCIARY FAMILY OFFICE, LLC
All 13F Filings
- Location
- Boca Raton, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 447,241
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/4/2026 | 178 | 447,241 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
| Q2 2026 | 8/5/2026 | 177 | 399,788 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
| Q1 2026 | 5/13/2026 | 179 | 350,849 | 13F-HR | FIDUCIARY FAMILY OFFICE, LLC |
| 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)
Derivatives reported exposure ($000):
46
(0.0% of total reported value)
· QoQ Δ:
+46
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 404.9 K | 90.5% | 48.49 K | 0 | 48.49 K |
| ETFs | 41.85 K | 9.4% | 0 | 1.077 K | -1.077 K |
| Other | 433 | 0.1% | 0 | 1 | -1 |
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Fund Snapshot
Q3 2026
Latest filed
11/4/2026
Total value ($000)
447,241
Holdings
178
QoQ value change ($000)
47,453
(11.9%)
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.