FIDUCIARY FAMILY OFFICE, LLC NVDA — NVIDIA CORPORATION

Ownership history in FIDUCIARY FAMILY OFFICE, LLC  ·  11 quarters on record

AI Ownership Summary

FIDUCIARY FAMILY OFFICE, LLC reported NVIDIA CORPORATION (NVDA) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.81% in 2026 Q1. The latest visible filing shows NVDA at 3.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVDA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY FAMILY OFFICE, LLC's position in NVIDIA CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVDA was reported at 3.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVDA stock page FIDUCIARY FAMILY OFFICE, LLC fund profile FIDUCIARY FAMILY OFFICE, LLC full holdings
How FIDUCIARY FAMILY OFFICE, LLC held NVDA — position size vs. price
% of Fund (quarterly)    NVDA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 76,744 +11,750 +18.1% 3.81% $13.4M 2026-05-14 $235.47
2025 Q4 ADDED — — — 64,994 +405 +0.6% 3.48% $12.1M 2026-02-10 $188.31
2025 Q3 ADDED — — — 64,589 +6,161 +10.5% 3.43% $12.1M 2025-10-29 $206.78
2025 Q2 REDUCED — — — 58,428 -2,337 -3.8% 3.02% $9.2M 2025-07-30 $179.03
2025 Q1 ADDED — — — 60,765 +55,527 +1060.1% 2.19% $6.6M 2025-05-12 $122.83
2024 Q4 ADDED — — — 5,238 +538 +11.4% 0.21% $703K 2025-01-17 $137.50
2024 Q4 ADDED — — — 4,700 +3,300 +235.7% 0.19% $631K 2025-01-17 $137.50
2024 Q4 REDUCED 96.1% -19.3% ✅ 1,400 -34,474 -96.1% 0.06% $188K 2025-01-17 $137.50
2024 Q3 ADDED — — — 35,874 +1,314 +3.8% 1.44% $4.4M 2024-10-30 $139.12
2024 Q2 ADDED — — — 34,560 +31,117 +903.8% 1.68% $4.3M 2024-08-01 $109.03
2024 Q1 INITIATED — — — 3,443 — — 0.75% $1.7M 2024-05-07 $90.40

🏢 Other funds also holding NVDA

As of 2026 Q2 — sorted by position size

Brick & Kyle, Associates 3Y 7Y 8.63% EASTERN BANK 3Y 7Y 4.82% MassMutual Private Wealth & Trust, FSB 3Y 7Y 4.76% Adelphi Trust Co 4.6% First County Bank /CT/ 3Y 4.21% Kozak & Associates, Inc. 3Y 3.99% Hilltop National Bank 2.77% Eleva Capital SAS 2.64% Box Hill Private Wealth LLC 2.44% PVG ASSET MANAGEMENT CORP 3Y 7Y 2.21%

FAQ About FIDUCIARY FAMILY OFFICE, LLC and NVDA

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY FAMILY OFFICE, LLC reported owning NVDA?

FIDUCIARY FAMILY OFFICE, LLC reported NVDA across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported NVDA position in FIDUCIARY FAMILY OFFICE, LLC's portfolio?

The largest reported portfolio weight for NVDA was 3.81% in 2026 Q1.

What is the latest reported NVDA position on this page?

The most recent filing on this page is 2026 Q1, when FIDUCIARY FAMILY OFFICE, LLC reported 76,744 shares, equal to 3.81% of portfolio, with an estimated market value of $13.4M.

What does the chart on this NVDA ownership page compare?

The chart compares FIDUCIARY FAMILY OFFICE, LLC's quarterly NVDA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FIDUCIARY FAMILY OFFICE, LLC time their NVDA position?

Based on 13F filing dates vs. subsequent NVDA price moves, FIDUCIARY FAMILY OFFICE, LLC correctly timed 5 out of 10 reported position changes (50%). The annualised alpha on NVDA relative to SPY over the holding period was +32.2%.

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