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Family Investment Center

Latest statistics and disclosures from Family Investment Center's latest quarterly 13F-HR filing:

Top 5 stock holdings are BIV, PYLD, SPHQ, SPMO, RISR, and represent 49.90% of Family Investment Center's stock portfolio.
Added to shares of these 10 stocks: BIV (+$14M), JPST (+$6.9M), PYLD (+$5.6M), RISR, AVDE, SPHQ, MU, BABA, LDUR, XMMO.
Started 19 new stock positions in RTX, AMGN, GNRC, VUG, GILD, MU, TSLA, T, NEM, INCY. COIN, BABA, WDC, LDOS, VPU, NUSC, BLOK, IWY, PEP.
Reduced shares in these 10 stocks: SPMO (-$6.5M), FLJH, JIRE, DBMF, GOOG, VYMI, AMZN, JAAA, VB, VTEB.
Sold out of its positions in ADBE, GOOG, CAH, JAAA, DBMF, MMM, BNDX, VTEB, SPOT.
Family Investment Center was a net buyer of stock by $23M.
Family Investment Center has $482M in assets under management (AUM), dropping by 9.10%.
Central Index Key (CIK): 0001897700

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Portfolio Holdings for Family Investment Center

Family Investment Center holds 102 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	14.2	$69M	+25%	878k	78.09	View chart
Pimco Etf Tr Multisector Bd (PYLD)	10.4	$50M	+12%	1.9M	26.84	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	9.5	$46M		623k	73.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	9.3	$45M	-12%	370k	121.06	View chart
Tidal Trust I Foliobeyond Alte (RISR)	6.5	$31M	+8%	869k	35.84	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	4.4	$21M	-6%	290k	73.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.0	$19M	+56%	379k	50.73	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.9	$19M	+5%	236k	78.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.6	$17M		173k	99.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.3	$16M		73k	215.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	3.1	$15M		142k	104.96	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.9	$14M	+3%	103k	135.23	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.6	$12M	-3%	145k	84.68	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	2.3	$11M	+2%	294k	37.29	View chart
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH)	2.0	$9.9M	-13%	274k	36.05	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.7	$8.1M	-2%	28k	293.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$6.9M		252k	27.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$6.4M	-4%	25k	254.30	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$4.5M	-4%	152k	29.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$4.3M		7.1k	612.42	View chart
Spdr Series Trust Russell Yield (ONEY)	0.9	$4.2M		37k	113.16	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$3.9M	+3%	39k	100.25	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.7	$3.4M	+3%	108k	31.89	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.7	$3.1M		35k	89.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$2.5M	-3%	34k	73.46	View chart
Apple (AAPL)	0.4	$2.2M	-3%	8.4k	254.63	View chart
Norfolk Southern (NSC)	0.4	$2.0M		6.5k	300.41	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$1.9M	+33%	19k	96.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.8M		3.0k	600.30	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.3M	-3%	19k	65.92	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.0M	+4%	9.1k	112.75	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$908k	-2%	13k	72.44	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$892k		37k	24.40	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$872k		19k	46.81	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$870k	-3%	31k	27.90	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$866k	+58%	9.9k	87.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$846k		2.6k	328.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$814k		1.7k	468.41	View chart
NVIDIA Corporation (NVDA)	0.2	$765k	-14%	4.1k	186.60	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$736k	+2%	19k	38.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$687k		1.4k	502.74	View chart
Netflix (NFLX)	0.1	$622k	+8%	519.00	1198.92	View chart
Home Depot (HD)	0.1	$616k	-7%	1.5k	405.19	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$607k	+121%	2.8k	213.73	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.1	$600k	-30%	12k	51.07	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$591k		12k	50.47	View chart
JPMorgan Chase & Co. (JPM)	0.1	$574k	-13%	1.8k	315.49	View chart
Microsoft Corporation (MSFT)	0.1	$560k	-22%	1.1k	518.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$557k		2.7k	209.24	View chart
Micron Technology (MU)	0.1	$539k	NEW	3.2k	167.32	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$528k	NEW	3.0k	178.73	View chart
Meta Platforms Cl A (META)	0.1	$520k	-13%	708.00	734.38	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$501k	+54%	8.7k	57.52	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$497k		20k	25.13	View chart
Advanced Micro Devices (AMD)	0.1	$490k	+75%	3.0k	161.80	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$483k	-14%	11k	46.08	View chart
Costco Wholesale Corporation (COST)	0.1	$454k	+31%	490.00	926.31	View chart
Broadcom (AVGO)	0.1	$450k	-17%	1.4k	329.91	View chart
Wal-Mart Stores (WMT)	0.1	$444k		4.3k	103.05	View chart
Applovin Corp Com Cl A (APP)	0.1	$440k	-3%	612.00	718.54	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$425k		18k	23.28	View chart
O'reilly Automotive (ORLY)	0.1	$424k		3.9k	107.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$405k		5.4k	75.11	View chart
Palantir Technologies Cl A (PLTR)	0.1	$389k	-21%	2.1k	182.42	View chart
Raytheon Technologies Corp (RTX)	0.1	$384k	NEW	2.3k	167.35	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$379k		2.2k	175.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$348k	+19%	3.5k	100.70	View chart
Western Digital (WDC)	0.1	$335k	NEW	2.8k	120.06	View chart
Newmont Mining Corporation (NEM)	0.1	$320k	NEW	3.8k	84.31	View chart
Chevron Corporation (CVX)	0.1	$309k	+17%	2.0k	155.26	View chart
Uber Technologies (UBER)	0.1	$309k	+18%	3.2k	97.97	View chart
Ge Aerospace Com New (GE)	0.1	$301k	-25%	999.00	300.87	View chart
Procter & Gamble Company (PG)	0.1	$293k		1.9k	153.65	View chart
Ford Motor Company (F)	0.1	$291k		24k	11.96	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$290k	-14%	2.7k	106.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$284k	-13%	11k	26.34	View chart
Amgen (AMGN)	0.1	$279k	NEW	988.00	282.20	View chart
Ge Vernova (GEV)	0.1	$274k	-34%	445.00	614.90	View chart
Tesla Motors (TSLA)	0.1	$269k	NEW	605.00	444.70	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.1	$258k	-5%	3.3k	78.63	View chart
Coinbase Global Com Cl A (COIN)	0.1	$250k	NEW	742.00	337.49	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$250k		2.4k	104.31	View chart
Pepsi (PEP)	0.1	$249k	NEW	1.8k	140.44	View chart
Leidos Holdings (LDOS)	0.1	$248k	NEW	1.3k	188.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$246k		367.00	669.85	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$246k		4.8k	51.23	View chart
Gilead Sciences (GILD)	0.1	$246k	NEW	2.2k	110.99	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$241k		2.2k	111.23	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$236k		3.4k	68.46	View chart
Amazon (AMZN)	0.0	$235k	-58%	1.1k	219.57	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$234k		731.00	320.04	View chart
Incyte Corporation (INCY)	0.0	$231k	NEW	2.7k	84.81	View chart
At&t (T)	0.0	$222k	NEW	7.8k	28.24	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$219k	NEW	3.3k	67.03	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$218k	+2%	3.8k	57.10	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$213k	-34%	2.4k	89.13	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$212k	NEW	774.00	273.65	View chart
Vanguard World Utilities Etf (VPU)	0.0	$202k	NEW	1.1k	189.41	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$202k	NEW	4.6k	44.10	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$201k	NEW	420.00	479.63	View chart
Mid-America Apartment (MAA)	0.0	$201k		1.4k	139.73	View chart
Generac Holdings (GNRC)	0.0	$200k	NEW	1.2k	167.40	View chart

Past Filings by Family Investment Center

SEC 13F filings are viewable for Family Investment Center going back to 2022

Family Investment Center 2025 Q3 filed Oct. 22, 2025
Family Investment Center 2025 Q2 filed July 15, 2025
Family Investment Center 2025 Q1 filed April 24, 2025
Family Investment Center 2024 Q4 filed Jan. 24, 2025
Family Investment Center 2024 Q3 filed Oct. 24, 2024
Family Investment Center 2024 Q2 filed July 19, 2024
Family Investment Center 2024 Q1 filed April 22, 2024
Family Investment Center 2023 Q4 filed Jan. 17, 2024
Family Investment Center 2023 Q3 filed Oct. 5, 2023
Family Investment Center 2023 Q2 filed July 13, 2023
Family Investment Center 2023 Q1 filed April 13, 2023
Family Investment Center 2022 Q4 filed Jan. 20, 2023

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