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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 50.77% of Family Investment Center's stock portfolio.
Added to shares of these 10 stocks: BIV (+$5.3M), PYLD, RISR, GOOG, JPST, SPMO, AVDE, XLU, LLY, BA.
Started 10 new stock positions in LLY, ADBE, TBUX, GOOGL, BA, GOOG, GLTR, XLP, MCK, SHOP.
Reduced shares in these 10 stocks: JIRE, NFLX, SCHD, BABA, , VIG, , LONZ, VYMI, AMD.
Sold out of its positions in BABA, AMGN, BLOK, COIN, COST, META, GNRC, IVV, IWO, JEPI. LDOS, NFLX, NUSC, VPLS, VPU.
Family Investment Center was a net buyer of stock by $8.8M.
Family Investment Center has $495M in assets under management (AUM), dropping by 2.83%.
Central Index Key (CIK): 0001897700

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Portfolio Holdings for Family Investment Center

Family Investment Center holds 97 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	14.9	$74M	+7%	946k	77.88	View chart
Pimco Etf Tr Multisector Bd (PYLD)	10.8	$53M	+7%	2.0M	26.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	9.5	$47M		624k	75.05	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	9.1	$45M		376k	119.32	View chart
Tidal Trust I Foliobeyond Alte (RISR)	6.6	$33M	+4%	904k	36.11	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	4.3	$21M	-2%	282k	74.88	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.1	$20M	+3%	244k	82.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	4.0	$20M	+4%	395k	50.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.5	$18M		172k	101.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.1	$16M	-2%	71k	219.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.9	$15M		143k	102.42	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.9	$14M		103k	138.46	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.6	$13M	-2%	141k	90.00	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	2.3	$11M		295k	38.59	View chart
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH)	2.1	$10M		272k	37.67	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$7.9M		27k	290.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$6.4M		25k	257.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$6.4M	-8%	232k	27.43	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$4.5M		149k	30.07	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$4.4M		7.0k	627.14	View chart
Spdr Series Trust State Street Spd (ONEY)	0.8	$4.1M		36k	113.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$3.9M		39k	99.88	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.7	$3.7M		108k	33.74	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$3.1M	-2%	34k	91.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$2.5M	-4%	33k	75.44	View chart
Apple (AAPL)	0.5	$2.4M	+6%	9.0k	271.87	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$2.1M	+14%	22k	95.94	View chart
Norfolk Southern (NSC)	0.4	$1.9M		6.5k	288.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.9M		3.0k	614.37	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.3M		19k	67.22	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M		9.1k	120.34	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$898k		37k	24.37	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$895k	-3%	12k	74.17	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$893k	+110%	21k	42.69	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$875k	+6%	20k	42.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$853k		2.5k	335.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$844k	-5%	30k	28.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$824k	NEW	2.6k	313.80	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$821k		1.7k	473.30	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$820k	-5%	18k	46.81	View chart
Micron Technology (MU)	0.2	$796k	-13%	2.8k	285.43	View chart
Broadcom (AVGO)	0.1	$685k	+45%	2.0k	346.10	View chart
NVIDIA Corporation (NVDA)	0.1	$639k	-16%	3.4k	186.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$634k	-7%	1.3k	502.65	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$592k		12k	50.59	View chart
JPMorgan Chase & Co. (JPM)	0.1	$586k		1.8k	322.22	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$566k		2.7k	211.80	View chart
Microsoft Corporation (MSFT)	0.1	$539k	+3%	1.1k	483.62	View chart
Amazon (AMZN)	0.1	$522k	+111%	2.3k	230.82	View chart
Home Depot (HD)	0.1	$517k		1.5k	344.10	View chart
Western Digital (WDC)	0.1	$506k	+5%	2.9k	172.27	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$503k		20k	25.08	View chart
Wal-Mart Stores (WMT)	0.1	$480k		4.3k	111.41	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$474k	-6%	8.1k	58.52	View chart
Applovin Corp Com Cl A (APP)	0.1	$454k	+10%	674.00	673.82	View chart
Eli Lilly & Co. (LLY)	0.1	$446k	NEW	415.00	1074.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$446k		19k	24.04	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$421k	-29%	2.0k	211.24	View chart
Ge Aerospace Com New (GE)	0.1	$417k	+35%	1.4k	308.07	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$417k		5.4k	77.01	View chart
Palantir Technologies Cl A (PLTR)	0.1	$399k	+5%	2.2k	177.75	View chart
Boeing Company (BA)	0.1	$387k	NEW	1.8k	217.12	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$385k		2.2k	177.40	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$384k	-24%	7.9k	48.66	View chart
Newmont Mining Corporation (NEM)	0.1	$373k		3.7k	99.85	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$359k	NEW	7.2k	49.85	View chart
O'reilly Automotive (ORLY)	0.1	$359k		3.9k	91.21	View chart
Advanced Micro Devices (AMD)	0.1	$351k	-45%	1.6k	214.16	View chart
Raytheon Technologies Corp (RTX)	0.1	$344k	-18%	1.9k	183.35	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$324k	-6%	3.2k	100.37	View chart
Ford Motor Company (F)	0.1	$320k		24k	13.12	View chart
Gilead Sciences (GILD)	0.1	$318k	+16%	2.6k	122.74	View chart
Incyte Corporation (INCY)	0.1	$304k	+13%	3.1k	98.77	View chart
Chevron Corporation (CVX)	0.1	$303k		2.0k	152.41	View chart
Uber Technologies (UBER)	0.1	$297k	+15%	3.6k	81.71	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$292k		2.7k	107.12	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$290k		11k	26.91	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$279k	NEW	1.7k	160.97	View chart
Procter & Gamble Company (PG)	0.1	$273k		1.9k	143.31	View chart
Tesla Motors (TSLA)	0.1	$271k		602.00	449.72	View chart
McKesson Corporation (MCK)	0.1	$258k	NEW	315.00	820.35	View chart
Pepsi (PEP)	0.1	$254k		1.8k	143.52	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$250k		2.4k	104.05	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$246k	NEW	3.2k	77.68	View chart
Ge Vernova (GEV)	0.0	$244k	-16%	373.00	653.57	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.0	$243k	-58%	4.8k	50.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$240k		3.4k	69.67	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$240k		2.2k	109.91	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$240k		4.8k	50.01	View chart
At&t (T)	0.0	$235k	+20%	9.5k	24.84	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$228k	NEW	1.1k	205.60	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$218k		2.4k	91.40	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$214k		774.00	276.94	View chart
Adobe Systems Incorporated (ADBE)	0.0	$205k	NEW	585.00	349.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$201k	NEW	642.00	313.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$201k	-2%	411.00	487.92	View chart
Mid-America Apartment (MAA)	0.0	$200k		1.4k	138.91	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 Q4 filed Jan. 23, 2026
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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