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Portfolio (Quarterly) Guide ↗

FIDUCIARY FAMILY OFFICE, LLC

· CIK 0002020280
13F Portfolio $351M AUM 179 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 85 Added 53 Reduced 22 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 PLD PROLOGIS INC. Real Estate 1,628 $208K 0.06% SOLD
22 XLF SELECT SECTOR SPDR TR 3,793 $208K 0.06% SOLD
Page 2 of 2  ·  22 positions
Sector Allocation
Technology 50.8%
Financial Services 12.8%
Healthcare 7.2%
Industrials 6.7%
Communication Services 6.4%
Consumer Cyclical 5.7%
Consumer Defensive 5.5%
Energy 2.1%
Utilities 1.4%
Basic Materials 0.8%