Fiduciary Family Office
Fiduciary Family Office reported 177 stocks worth $400M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are AAPL (32.6%), NVDA (4.0%) and GOOGL (2.9%). Compared with Q1 2026, the fund opened new positions in MU, JCI and CCL, added to AAPL, NVDA and AMZN, trimmed GOOGL, JEPI and JNJ and sold out of XOM, ACN and WM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $130M | 32.6% | 450K | +3,750 (+1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $15.8M | 4.0% | 79K | +2,312 (+3%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $11.7M | 2.9% | 33K | −1,150 (−3%) | 7 of 8 | |
| 4 |  AMZN Amazon Com Inc | $10M | 2.5% | 42K | +8,583 (+26%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $9M | 2.3% | 24K | +2,394 (+11%) | 8 of 8 | |
| 6 |  JEPI J P Morgan Exchange Traded F | $8.8M | 2.2% | 157K | −17K (−10%) | 7 of 8 | |
| 7 |  LRCX Lam Research Corp | $7.7M | 1.9% | 18K | +1,328 (+8%) | 6 of 8 | |
| 8 |  LLY Eli Lilly & Co | $7.3M | 1.8% | 6,119 | +49 (+1%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $6M | 1.5% | 16K | +1,052 (+7%) | 7 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $5M | 1.3% | 15K | +675 (+5%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $2M | 12K |
 ACN Accenture PLC Ireland | $1.2M | 6,243 |
CARNIVAL CORP COMMON PAIRED STOCK | $1M | 40K |
 WM Waste Mgmt Inc Del | $540K | 2,350 |
 LMT Lockheed Martin Corp | $490K | 810 |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Fiduciary Family Office 13F FAQ
What does Fiduciary Family Office own?
Fiduciary Family Office reported 177 stocks worth $400M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are AAPL (32.6%), NVDA (4.0%) and GOOGL (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Fiduciary Family Office buy and sell in Q2 2026?
Compared with Q1 2026: 20 new positions, 76 added to, 55 trimmed and 22 sold out. New positions include MU, JCI and CCL. It sold all of XOM, ACN and WM.
When will Fiduciary Family Office file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Fiduciary Family Office's portfolio worth?
The Q2 2026 filing reports $400M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.