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Portfolio (Quarterly) Guide ↗

FIDUCIARY FAMILY OFFICE, LLC

· CIK 0002020280
13F Portfolio $400M AUM 177 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 76 Added 51 Reduced 22 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SCHG SCHWAB STRATEGIC TR 7,995 $233K 0.07% SOLD
22 CLX CLOROX CO DEL Consumer Defensive 2,000 $207K 0.06% SOLD
Page 2 of 2  ·  22 positions
Sector Allocation
Technology 54.8%
Financial Services 12.2%
Healthcare 6.9%
Industrials 6.2%
Consumer Cyclical 5.7%
Communication Services 5.4%
Consumer Defensive 4.4%
Utilities 1.4%
Energy 1.4%
Basic Materials 0.8%