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TABITHA LETOURNEAU MEYERER

Fiduciary Family Office, Llc

Assets Managed
$350.849M
Holdings
179
Last Quarter
2026 - Q1
Filed Date
1mo 15d ago
Growth Rate
0.86%(2Q avg: -0.08%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Fiduciary Family Office, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 179 positions.

Assets under management

The assets under management (AUM) of Fiduciary Family Office, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 350.849M in assets, with a quarterly growth rate of 0.86% and a 2-quarter average growth rate of -0.08%. The portfolio is managed by TABITHA LETOURNEAU MEYERER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.15%
32.3%
$113.292M
446,402 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 18.08%
3.82%
$13.384M
76,744 shares@ $174.41 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -5.72%
2.81%
$9.85M
173,778 shares@ $56.68 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.7%
2.78%
$9.719M
33,800 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 15.84%
2.29%
$8.027M
21,684 shares@ $370.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 40.53%
1.99%
$6.955M
33,394 shares@ $208.27 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 113.14%
1.6%
$5.583M
6,070 shares@ $919.73 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 51.81%
1.38%
$4.829M
11,223 shares@ $430.3 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 14.06%
1.31%
$4.571M
14,770 shares@ $309.52 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.78%
1.23%
$4.308M
14,644 shares@ $294.16 avg price

1-10 of 179