First seen by DFX
Sep 13, 2026
date not stated
Fiduciary Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (Fiduciary Family Office acts as family CFO for many client families across generations.)
First seen by DFX
Sep 12, 2026
date not stated
Fiduciary Family Office, LLC found on the SEC adviser roster (name)
First seen by DFX
Sep 12, 2026
date not stated
Fiduciary Family Office, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a multi-family office by construction)
Fiduciary Family Office, LLC reported $350,849,317 across 179 13(f) positions for the quarter ended 2026-03-31
Fiduciary Family Office, LLC exited J P Morgan Exchange Traded F (was $9,472,863, 118,000 shares)
Fiduciary Family Office, LLC reduced Walmart Inc 21,500 -> 14,890 shares ($2,395,324 -> $1,850,512)
Fiduciary Family Office, LLC opened a $2,424,604 position in Invesco Currencyshares Swiss (21,960 shares)
Fiduciary Family Office, LLC increased Oracle Corp 12,292 -> 17,494 shares ($2,395,834 -> $2,573,554)
Fiduciary Family Office, LLC increased Procter & Gamble Co 5,222 -> 14,143 shares ($748,359 -> $2,042,849)
Fiduciary Family Office, LLC increased Spdr Gold Tr 7,393 -> 11,223 shares ($2,929,920 -> $4,829,145)
Fiduciary Family Office, LLC increased Abbvie Inc 9,891 -> 14,140 shares ($2,259,883 -> $3,075,278)
Fiduciary Family Office, LLC increased Alphabet Inc 7,688 -> 10,713 shares ($2,412,494 -> $3,073,131)
Fiduciary Family Office, LLC increased Amazon Com Inc 23,763 -> 33,394 shares ($5,485,051 -> $6,954,887)
Fiduciary Family Office, LLC increased American Express Co 8,920 -> 12,191 shares ($3,299,983 -> $3,687,557)
Fiduciary Family Office, LLC increased Bank America Corp 36,929 -> 46,281 shares ($2,031,075 -> $2,256,206)
Fiduciary Family Office, LLC increased ELI Lilly & Co 2,848 -> 6,070 shares ($3,060,873 -> $5,582,756)
Fiduciary Family Office, LLC increased Johnson & Johnson 9,307 -> 15,413 shares ($1,926,141 -> $3,767,643)
Fiduciary Family Office, LLC reported $347,888,153 across 183 13(f) positions for the quarter ended 2025-12-31
Fiduciary Family Office, LLC reported $351,491,774 across 185 13(f) positions for the quarter ended 2025-09-30
Fiduciary Family Office, LLC reduced Vanguard Index Fds 5,290 -> 3,869 shares ($3,004,879 -> $2,369,298)
Fiduciary Family Office, LLC opened a $8,897,200 position in J P Morgan Exchange Traded F (118,000 shares)
Fiduciary Family Office, LLC increased Cisco Sys Inc 15,407 -> 32,016 shares ($1,068,947 -> $2,190,544)
Fiduciary Family Office, LLC increased ELI Lilly & Co 2,241 -> 2,876 shares ($1,746,927 -> $2,194,464)
Fiduciary Family Office, LLC reported $305,351,147 across 187 13(f) positions for the quarter ended 2025-06-30
Fiduciary Family Office, LLC opened a $2,286,864 position in Ishares Tr (11,774 shares)
Fiduciary Family Office, LLC opened a $5,467,275 position in Vanguard Index Fds (30,934 shares)
Fiduciary Family Office, LLC reduced Vanguard Index Fds 13,709 -> 9,851 shares ($3,039,971 -> $2,334,490)
Fiduciary Family Office, LLC increased Interactive Brokers Group in 14,533 -> 44,056 shares ($2,406,519 -> $2,441,143)
Fiduciary Family Office, LLC reported $300,554,373 across 187 13(f) positions for the quarter ended 2025-03-31
Fiduciary Family Office, LLC exited Ishares Tr (was $23,577,971, 269,987 shares)
Fiduciary Family Office, LLC opened a $2,406,519 position in Interactive Brokers Group in (14,533 shares)
Fiduciary Family Office, LLC reduced Ishares Tr 362,276 -> 4,190 shares ($22,573,418 -> $244,487)
Fiduciary Family Office, LLC exited Alps Etf Tr (was $11,850,779, 246,071 shares)
Fiduciary Family Office, LLC exited Harbor Etf Trust (was $23,324,979, 1,053,741 shares)
Fiduciary Family Office, LLC exited Invesco Exchange Traded Fd T (was $45,106,130, 257,411 shares)
Fiduciary Family Office, LLC exited Ishares Tr (was $11,980,549, 227,594 shares)
Fiduciary Family Office, LLC exited Ishares Inc (was $22,919,449, 413,335 shares)
Fiduciary Family Office, LLC exited Ishares Tr (was $3,210,039, 31,998 shares)
Fiduciary Family Office, LLC exited Spdr Ser Tr (was $13,538,312, 126,479 shares)
Fiduciary Family Office, LLC exited Spdr Ser Tr (was $10,561,412, 106,832 shares)