Long-term investor
Fiduciary Family Office, LLC @fiduciaryfamilyofficellc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002020280).
Record
- Tracked since 2025-12-31 (257 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.9%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 32.6% · long · since 2025-12-31
- NVDA · 4.0% · long · since 2025-12-31
- GOOGL · 2.9% · long · since 2025-12-31
- AMZN · 2.5% · long · since 2025-12-31
- MSFT · 2.2% · long · since 2025-12-31
- JEPI · 2.2% · long · since 2025-12-31
- LRCX · 1.9% · long · since 2025-12-31
- LLY · 1.8% · long · since 2025-12-31
- AVGO · 1.5% · long · since 2025-12-31
- JPM · 1.3% · long · since 2025-12-31
- AXP · 1.1% · long · since 2025-12-31
- META · 1.1% · long · since 2025-12-31