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Home > Institutional Investor > Fiduciary Family Office, Llc > Profile

Instuitional Investor - Fiduciary Family Office, Llc

Fund Profile
Filing Period:
Fund Name: Fiduciary Family Office, Llc
Portfolio Value $399,787,596
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 450,152 $130,256,230 32.58%
2.
Nvidia Corp
 NVDA 79,056 $15,818,315 3.96%
3.
Alphabet Inc.
 GOOGL 32,650 $11,668,282 2.92%
4.
Amazon Com Inc
 AMZN 41,977 $10,004,990 2.5%
5.
Microsoft Corp
 MSFT 24,078 $8,981,665 2.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.