FIDUCIARY FAMILY OFFICE, LLC

CIK 0002020280 • 6 13F filings • May 12, 2025 – Aug 5, 2026

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Filer information

Filed by: FIDUCIARY FAMILY OFFICE, LLC, Chief Compliance Officer
Address: 150 East Palmetto Park Road, Suite 301, Boca Raton, FL, 33432
Phone: 561-353-4440
AUM: $347.9M

AUM over time

$399.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $350.8M179 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$407K	0.1%	2,803 SH	New
ABBOTT LABORATORIES	COM	$975K	0.3%	9,499 SH	New
ABBVIE INC	COM	$3.1M	0.9%Prev: 0.7%	14,140 SH	Increased+4,590 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.2M	0.4%Prev: 0.5%	6,243 SH	Decreased+1,592 SH
ADVANCED MICRO DEVICES INC	COM	$898K	0.3%Prev: 0.2%	4,414 SH	Increased-171 SH
AIR PRODUCTS AND CHEMICALS I	COM	$319K	0.1%	1,099 SH	New
ALLSTATE CORP	COM	$913K	0.3%Prev: 0.1%	4,404 SH	Increased+3,186 SH
ALPHABET INC	CAP STK CL A	$9.7M	2.8%Prev: 1.9%	33,800 SH	Increased-2,351 SH
ALPHABET INC	CAP STK CL C	$3.1M	0.9%Prev: 0.4%	10,713 SH	Increased+3,934 SH
ALTRIA GROUP INC	COM	$245K	0.1%Prev: 0.1%	3,711 SH	Decreased-394 SH
AMAZON COM INC	COM	$7.0M	2.0%Prev: 1.4%	33,394 SH	Increased+11,599 SH
AMERICAN EXPRESS CO	COM	$3.7M	1.1%Prev: 0.8%	12,191 SH	Increased+3,526 SH
AMERICAN TOWER CORP	COM	$1.3M	0.4%	7,364 SH	New
AMERIPRISE FINL INC	COM	$212K	0.1%	478 SH	New
AMGEN INC	COM	$248K	0.1%Prev: 0.1%	706 SH	Increased+15 SH
AMPHENOL CORP	CL A	$774K	0.2%	6,127 SH	New
ANALOG DEVICES INC	COM	$1.7M	0.5%Prev: 0.1%	5,379 SH	Increased+4,356 SH
APPLE INC	COM	$113.3M	32.3%Prev: 32.9%	446,402 SH	Increased+1,023 SH
ARES CAPITAL CORP	COM	$202K	0.1%Prev: 0.1%	11,186 SH	Decreased
ARK ETF TR	INNOVATION ETF	$253K	0.1%	3,745 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$316K	0.1%Prev: 0.4%	1,553 SH	Decreased-1,981 SH
AUTOZONE INC	COM	$622K	0.2%Prev: 0.2%	184 SH	Increased+34 SH
AXSOME THERAPEUTICS INC.	COM	$282K	0.1%	1,669 SH	New
BANK AMERICA CORP	COM	$2.3M	0.6%Prev: 0.5%	46,281 SH	Increased+10,712 SH
BANK NEW YORK MELLON CORP	COM	$1.9M	0.5%Prev: 0.7%	16,106 SH	Decreased-7,197 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.1M	0.6%Prev: 0.8%	4,466 SH	Decreased-75 SH
BLACKROCK ETF TRUST	DISCIPLINED VOLA	$213K	0.1%	8,638 SH	New
BLACKROCK ETF TRUST	DYNAMIC EQTY ACT	$379K	0.1%	15,599 SH	New
BLACKROCK INC	COM	$390K	0.1%Prev: 0.2%	406 SH	Decreased-184 SH
BLACKSTONE INC	COM	$438K	0.1%Prev: 0.2%	3,810 SH	Decreased
BOSTON SCIENTIFIC CORP	COM	$1.4M	0.4%Prev: 0.5%	22,536 SH	Decreased+8,300 SH
BROADCOM INC	COM	$4.6M	1.3%Prev: 0.8%	14,770 SH	Increased+55 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$267K	0.1%Prev: 0.2%	1,642 SH	Decreased-1,282 SH
CADENCE DESIGN SYSTEM INC	COM	$247K	0.1%Prev: 0.1%	889 SH	Increased-41 SH
CAESARS ENTERTAINMENT INC NE	COM	$408K	0.1%Prev: 0.1%	15,451 SH	Increased+931 SH
CAPITAL ONE FINL CORP	COM	$848K	0.2%Prev: 0.1%	4,649 SH	Increased+3,391 SH
CARNIVAL CORP	COMMON STOCK	$1.0M	0.3%	39,944 SH	New
CATERPILLAR INC	COM	$1.6M	0.4%Prev: 0.3%	2,228 SH	Increased-761 SH
CENTERPOINT ENERGY INC	COM	$1.6M	0.5%Prev: 0.4%	36,937 SH	Increased+5,515 SH
CHEVRON CORPORATION	COM	$875K	0.2%	4,230 SH	New
CHUBB LTD SWITZ	COM	$384K	0.1%	1,177 SH	New
CHURCH & DWIGHT CO INC	COM	$367K	0.1%Prev: 0.3%	3,930 SH	Decreased-4,008 SH
CISCO SYS INC	COM	$2.4M	0.7%Prev: 0.3%	30,674 SH	Increased+16,113 SH
CLOROX CO DEL	COM	$207K	0.1%Prev: 0.2%	2,000 SH	Decreased-2,852 SH
COCA COLA CO	COM	$1.4M	0.4%Prev: 0.4%	18,067 SH	Increased+1,067 SH
COLGATE PALMOLIVE CO	COM	$367K	0.1%Prev: 0.3%	4,310 SH	Decreased-4,570 SH
CONOCOPHILLIPS	COM	$376K	0.1%Prev: 0.1%	2,846 SH	Increased-266 SH
CORNING INC	COM	$367K	0.1%	2,700 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.8M	0.5%	1,791 SH	New
CROWDSTRIKE HLDGS INC	CL A	$217K	0.1%Prev: 0.1%	555 SH	Decreased-284 SH
CSX CORP	COM	$764K	0.2%	18,605 SH	New
CUMMINS INC	COM	$1.0M	0.3%Prev: 0.3%	1,886 SH	Increased-1,189 SH
DELL TECHNOLOGIES INC	CL C	$548K	0.2%Prev: 0.3%	3,341 SH	Decreased-4,951 SH
DELTA AIR LINES INC	COM NEW	$1.4M	0.4%	21,024 SH	New
DIAMONDBACK ENERGY INC	COM	$1.1M	0.3%Prev: 0.5%	5,587 SH	Decreased-3,956 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$308K	0.1%Prev: 0.1%	6,366 SH	Increased
DISNEY WALT CO	COM	$1.5M	0.4%Prev: 0.3%	15,454 SH	Increased+6,492 SH
DOVER CORP	COM	$369K	0.1%	1,768 SH	New
DTE ENERGY CO	COM	$267K	0.1%Prev: 0.1%	1,823 SH	Decreased-211 SH
DUPONT DE NEMOURS INC	COM	$298K	0.1%	6,516 SH	New
EATON CORP PLC	SHS	$398K	0.1%	1,112 SH	New
ELI LILLY & CO	COM	$5.6M	1.6%Prev: 0.7%	6,070 SH	Increased+3,613 SH
EMERSON ELEC CO	COM	$667K	0.2%Prev: 0.3%	5,090 SH	Decreased-2,210 SH
ENTERPRISE PRODS PARTNERS L	COM	$229K	0.1%Prev: 0.1%	6,060 SH	Increased
EOG RES INC	COM	$467K	0.1%	3,231 SH	New
EQUIFAX INC	COM	$432K	0.1%	2,400 SH	New
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$440K	0.1%	4,100 SH	New
EXPEDITORS INTL WASH INC	COM	$266K	0.1%Prev: 0.1%	1,859 SH	Increased-185 SH
EXXON MOBIL CORP	COM	$2.0M	0.6%Prev: 0.2%	11,633 SH	Increased+5,548 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$483K	0.1%	2,070 SH	New
GE AEROSPACE	COM NEW	$456K	0.1%	1,606 SH	New
GE VERNOVA INC	COM	$381K	0.1%	436 SH	New
GENERAL DYNAMICS CORP	COM	$414K	0.1%Prev: 0.2%	1,208 SH	Decreased-525 SH
GENUINE PARTS CO	COM	$369K	0.1%Prev: 0.1%	3,492 SH	Decreased-55 SH
HERSHEY CO	COM	$1.3M	0.4%Prev: 0.1%	6,400 SH	Increased+4,771 SH
HOME DEPOT INC	COM	$1.3M	0.4%Prev: 0.7%	3,847 SH	Decreased-1,510 SH
HUBBELL INC	COM	$625K	0.2%	1,274 SH	New
ILLINOIS TOOL WKS INC	COM	$388K	0.1%Prev: 0.2%	1,491 SH	Decreased-1,274 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$2.1M	0.6%Prev: 0.8%	31,948 SH	Decreased+17,415 SH
INTERNATIONAL BUSINESS MACHS	COM	$615K	0.2%	2,536 SH	New
INVESCO CURRENCYSHARES SWISS	SWISS FRANC	$2.4M	0.7%	21,960 SH	New
IQVIA HLDGS INC	COM	$1.6M	0.4%Prev: 0.3%	9,204 SH	Increased+3,748 SH
IRON MTN INC DEL	COM	$433K	0.1%Prev: 0.2%	4,236 SH	Decreased-4,346 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$927K	0.3%	24,120 SH	New
ISHARES GOLD TR	ISHARES NEW	$463K	0.1%Prev: 0.1%	5,249 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$221K	0.1%Prev: 0.1%	3,275 SH	Decreased-915 SH
ISHARES TR	RUS 1000 VAL ETF	$2.2M	0.6%	10,380 SH	New
ISHARES TR	RUS TP200 GR ETF	$265K	0.1%Prev: 0.1%	1,065 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$9.8M	2.8%Prev: 3.8%	173,778 SH	Decreased-23,612 SH
JOHNSON & JOHNSON	COM	$3.8M	1.1%Prev: 0.5%	15,413 SH	Increased+6,321 SH
JPMORGAN CHASE & CO	COM	$4.3M	1.2%	14,644 SH	New
KEURIG DR PEPPER INC	COM	$219K	0.1%Prev: 0.1%	8,321 SH	Decreased-1,774 SH
KIMBERLY-CLARK CORP	COM	$310K	0.1%Prev: 0.2%	3,210 SH	Decreased-715 SH
KROGER CO	COM	$1.1M	0.3%Prev: 0.8%	15,740 SH	Decreased-19,312 SH
L3HARRIS TECHNOLOGIES INC	COM	$1.2M	0.3%Prev: 0.3%	3,489 SH	Increased-612 SH
LAM RESEARCH CORP	COM NEW	$3.5M	1.0%Prev: 0.3%	16,399 SH	Increased+3,735 SH
LINDE PLC	SHS	$1.7M	0.5%Prev: 0.2%	3,438 SH	Increased+2,013 SH
LOCKHEED MARTIN CORP	COM	$490K	0.1%Prev: 0.2%	810 SH	Decreased-525 SH
LOWES COS INC	COM	$899K	0.3%Prev: 0.2%	3,804 SH	Increased+1,012 SH
MARATHON PETE CORP	COM	$461K	0.1%	1,889 SH	New
MARSH & MCLENNAN COS INC	COM	$354K	0.1%Prev: 0.4%	2,040 SH	Decreased-2,301 SH
MASTERCARD INCORPORATED	CL A	$1.2M	0.3%Prev: 0.4%	2,447 SH	Decreased+120 SH
MCDONALDS CORP	COM	$695K	0.2%Prev: 0.2%	2,236 SH	Increased+245 SH
MCKESSON CORP	COM	$2.2M	0.6%Prev: 0.5%	2,495 SH	Increased+71 SH
MEDTRONIC PLC	SHS	$375K	0.1%Prev: 0.2%	4,333 SH	Decreased-3,951 SH
MERCK & CO INC	COM	$1.3M	0.4%Prev: 0.6%	10,865 SH	Decreased-7,970 SH
META PLATFORMS INC	CL A	$4.1M	1.2%Prev: 1.3%	7,123 SH	Increased+103 SH
MICROCHIP TECHNOLOGY INC.	COM	$267K	0.1%Prev: 0.1%	4,139 SH	Increased-199 SH
MICROSOFT CORP	COM	$8.0M	2.3%Prev: 2.3%	21,684 SH	Increased+3,571 SH
MONDELEZ INTL INC	CL A	$352K	0.1%Prev: 0.2%	6,107 SH	Decreased-1,970 SH
MOODYS CORP	COM	$698K	0.2%	1,599 SH	New
MORGAN STANLEY	COM NEW	$861K	0.2%Prev: 0.1%	5,232 SH	Increased+2,386 SH
MOTOROLA SOLUTIONS INC	COM NEW	$417K	0.1%	960 SH	New
NEXTERA ENERGY INC	COM	$1.3M	0.4%Prev: 0.3%	14,459 SH	Increased+3,632 SH
NORFOLK SOUTHN CORP	COM	$435K	0.1%Prev: 0.4%	1,515 SH	Decreased-3,239 SH
NVIDIA CORPORATION	COM	$13.4M	3.8%Prev: 2.2%	76,744 SH	Increased+15,979 SH
ORACLE CORP	COM	$2.6M	0.7%Prev: 0.9%	17,494 SH	Decreased-1,503 SH
PACKAGING CORP AMER	COM	$319K	0.1%Prev: 0.1%	1,503 SH	Increased+331 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.8M	0.5%Prev: 0.4%	12,517 SH	Increased+17 SH
PARKER-HANNIFIN CORP	COM	$2.4M	0.7%Prev: 0.5%	2,711 SH	Increased+145 SH
PEPSICO INC	COM	$1.1M	0.3%Prev: 0.4%	7,376 SH	Decreased-379 SH
PFIZER INC	COM	$797K	0.2%Prev: 0.1%	28,367 SH	Increased+13,914 SH
PHILIP MORRIS INTL INC	COM	$3.2M	0.9%Prev: 1.2%	19,168 SH	Decreased-3,520 SH
PPG INDS INC	COM	$250K	0.1%Prev: 0.1%	2,342 SH	Decreased-111 SH
PPL CORP	COM	$733K	0.2%Prev: 0.2%	19,183 SH	Increased+5,493 SH
PROCTER & GAMBLE CO	COM	$2.0M	0.6%	14,143 SH	New
PULTE GROUP INC	COM	$1.0M	0.3%Prev: 0.3%	8,723 SH	Decreased-1,285 SH
REGENERON PHARMACEUTICALS	COM	$830K	0.2%	1,074 SH	New
REINSURANCE GROUP AMER INC	COM NEW	$374K	0.1%	1,830 SH	New
REPUBLIC SVCS INC	COM	$712K	0.2%Prev: 0.4%	3,252 SH	Decreased-2,059 SH
RESTAURANT BRANDS INTL INC	COM	$2.1M	0.6%Prev: 0.4%	27,752 SH	Increased+11,084 SH
RTX CORPORATION	COM	$1.1M	0.3%Prev: 0.4%	5,650 SH	Decreased-2,784 SH
S&P GLOBAL INC	COM	$1.6M	0.5%Prev: 0.3%	3,806 SH	Increased+2,178 SH
SALESFORCE INC	COM	$409K	0.1%Prev: 0.5%	2,191 SH	Decreased-3,099 SH
SCHWAB CHARLES CORP	COM	$408K	0.1%Prev: 0.1%	4,345 SH	Increased+1,270 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$460K	0.1%Prev: 0.1%	15,000 SH	Increased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$233K	0.1%	7,995 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$851K	0.2%Prev: 0.2%	33,177 SH	Increased
SERVICENOW INC	COM	$638K	0.2%Prev: 0.2%	6,100 SH	Increased+5,449 SH
SLB LIMITED	COM STK	$1.0M	0.3%	19,560 SH	New
SMUCKER J M CO	COM NEW	$581K	0.2%	6,029 SH	New
SPDR GOLD TR	GOLD SHS	$4.8M	1.4%Prev: 0.7%	11,223 SH	Increased+3,830 SH
SPDR SERIES TRUST	STATE STREET SPD	$460K	0.1%	3,151 SH	New
STARBUCKS CORP	COM	$239K	0.1%Prev: 0.2%	2,670 SH	Decreased-2,276 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	0.6%	3,028 SH	New
STERIS PLC	SHS USD	$475K	0.1%Prev: 0.2%	2,148 SH	Decreased-696 SH
STRYKER CORPORATION	COM	$247K	0.1%Prev: 0.2%	753 SH	Decreased-953 SH
SYSCO CORP	COM	$779K	0.2%Prev: 0.2%	10,916 SH	Increased+1,799 SH
T-MOBILE US INC	COM	$1.7M	0.5%Prev: 0.6%	8,229 SH	Increased+1,786 SH
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$327K	0.1%	967 SH	New
TESLA INC	COM	$292K	0.1%	786 SH	New
TEXAS INSTRS INC	COM	$739K	0.2%Prev: 0.2%	3,804 SH	Increased+165 SH
THERMO FISHER SCIENTIFIC INC	COM	$720K	0.2%Prev: 0.2%	1,465 SH	Increased+538 SH
TJX COS INC NEW	COM	$1.2M	0.3%Prev: 0.2%	7,234 SH	Increased+2,884 SH
TRACTOR SUPPLY CO	COM	$404K	0.1%Prev: 0.4%	8,918 SH	Decreased-14,937 SH
TRANE TECHNOLOGIES PLC	SHS	$888K	0.3%Prev: 0.2%	2,132 SH	Increased+616 SH
TRUIST FINL CORP	COM	$450K	0.1%Prev: 0.3%	9,798 SH	Decreased-12,992 SH
UBER TECHNOLOGIES INC	COM	$972K	0.3%Prev: 0.3%	13,513 SH	Increased+1,543 SH
UNION PAC CORP	COM	$535K	0.2%Prev: 0.3%	2,204 SH	Decreased-2,201 SH
UNITEDHEALTH GROUP INC	COM	$412K	0.1%Prev: 0.8%	1,521 SH	Decreased-3,290 SH
US BANCORP	COM NEW	$207K	0.1%	3,984 SH	New
VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$365K	0.1%Prev: 0.2%	3,190 SH	Decreased-1,460 SH
VANGUARD INDEX FDS	GROWTH ETF	$218K	0.1%Prev: 0.1%	500 SH	Decreased-355 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.3M	0.4%Prev: 0.5%	4,528 SH	Decreased-875 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	0.5%Prev: 0.9%	3,179 SH	Decreased-2,239 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$3.7M	1.1%Prev: 1.1%	17,160 SH	Increased
VANGUARD INDEX FDS	SMALL CP ETF	$2.4M	0.7%Prev: 1.0%	9,201 SH	Decreased-4,508 SH
VANGUARD INDEX FDS	VALUE ETF	$4.0M	1.2%	20,623 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$244K	0.1%Prev: 0.1%	4,517 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.4%Prev: 0.4%	5,766 SH	Increased-534 SH
VANGUARD WORLD FD	INF TECH ETF	$253K	0.1%Prev: 0.1%	363 SH	Increased-28 SH
VERTIV HOLDINGS CO	COM CL A	$2.6M	0.7%Prev: 0.2%	10,214 SH	Increased+3,420 SH
VICI PPTYS INC	COM	$240K	0.1%	8,779 SH	New
VISA INC	COM CL A	$3.0M	0.8%Prev: 1.3%	9,820 SH	Decreased-1,313 SH
WALMART INC	COM	$1.9M	0.5%Prev: 0.8%	14,890 SH	Decreased-11,094 SH
WASTE MGMT INC DEL	COM	$540K	0.2%Prev: 0.3%	2,350 SH	Decreased-956 SH
WELLS FARGO & CO	COM	$3.0M	0.9%	37,924 SH	New
WW GRAINGER INC	COM	$279K	0.1%	256 SH	New
YUM BRANDS INC	COM	$376K	0.1%	2,421 SH	New

Sold (vs prior filing)

ABBOTT LABS — $440K
ADOBE INC — $934K
AIR PRODS & CHEMS INC — $771K
AIRBNB INC — $203K
AMERICAN TOWER CORP NEW — $614K
AMPHENOL CORP NEW — $860K
ANNALY CAPITAL MANAGEMENT IN — $494K
ARES MANAGEMENT CORPORATION — $468K
BOOKING HOLDINGS INC — $571K
BRISTOL-MYERS SQUIBB CO — $1.3M
CDW CORP — $352K
CHEVRON CORP NEW — $603K
CHUBB LIMITED — $242K
COMCAST CORP NEW — $494K
COSTCO WHSL CORP NEW — $1.8M
CRA INTL INC — $456K
DELTA AIR LINES INC DEL — $807K
DISCOVER FINL SVCS — $991K
DOUGLAS EMMETT INC — $522K
ELEVANCE HEALTH INC — $620K
… and 39 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0001172661-26-000576	$347.9M	View
Oct 29, 2025	Q3 2025	13F-HR	0001172661-25-004471	$351.5M	View
Aug 5, 2026	Q2 2026