FIDUCIARY FAMILY OFFICE, LLC - Portfolio overview

FIDUCIARY FAMILY OFFICE, LLC has 205 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 30.39%
2. NVDA - NVIDIA CORPORATION, 3.59%
3. JEPI - J P MORGAN EXCHANGE TRADED F, 2.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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