FIDUCIARY FAMILY OFFICE, LLC
Family Office
FIDUCIARY FAMILY OFFICE, LLC is a Family Office based in Boca Raton, FL led by Kathleen Anne Grace, reporting $696.1M in AUM as of Q3 2025 with 47% Technology concentration, 52% concentrated in top 10 holdings, 32% allocation to AAPL, and 47% technology allocation.
CEOKathleen Anne Grace
- Portfolio Value
- $350.9M
- Positions
- 183
- Top Holding
- AAPL at 32.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in FIDUCIARY FAMILY OFFICE, LLC's portfolio (51.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $112.5M | 32.07% | -$141.1K Sold | 0.00% 441.9K shares | |
Semiconductors Technology | $12.1M | 3.43% | +$1.1M Bought | 0.00% 64.6K shares | |
ETF ETF | $10.8M | 3.09% | -$190.7K Sold | — 189.6K shares | |
Software - Infrastructure Technology | $9.8M | 2.80% | +$711.1K Bought | 0.00% 19.0K shares | |
Unknown Unknown | $8.9M | 2.54% | +$8.9M New | — 118.0K shares | |
Internet Content & Information Communication Services | $8.4M | 2.41% | -$16.8K Sold | 0.00% 34.8K shares | |
Specialty Retail Consumer Cyclical | $4.9M | 1.39% | +$426.6K Bought | 0.00% 22.3K shares | |
Internet Content & Information Communication Services | $4.8M | 1.36% | -$190.2K Sold | 0.00% 6.5K shares | |
ETF ETF | $4.5M | 1.29% | -$1.2M Sold | — 24.3K shares | |
Software - Infrastructure Technology | $4.5M | 1.28% | -$174.1K Sold | 0.00% 16.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in FIDUCIARY FAMILY OFFICE, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for FIDUCIARY FAMILY OFFICE, LLC
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