FIDUCIARY FAMILY OFFICE, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, FIDUCIARY FAMILY OFFICE, LLC opened 4 positions, added to 6, reduced 5, sold out of 4 and left 10 unchanged. The largest increase in value was VO (+$1,381,663); the largest decrease was VTV (-$1,156,319).
- VTV: Country of operation —; Class VALUE ETF; Shares 2026-03-31 20,623; Shares 2026-06-30 13,260.
- JEPI: Country of operation —; Class EQUITY PREMIUM; Shares 2026-03-31 173,778; Shares 2026-06-30 156,548.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 3,179; Shares 2026-06-30 3,168.
- BDYN: Country of operation —; Class DYNAMIC EQTY ACT; Shares 2026-03-31 15,599; Shares 2026-06-30 8,903.
Two Form 13F-HR filings compared (SEC CIK 2020280): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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