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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, SPMO, RISR, SPHQ, and represent 48.70% of Family Investment Center's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$6.9M), VO (+$6.2M), BIV (+$5.5M), RISR (+$5.3M), AVDE, DFEV, AMD, SPHQ, GEV, AVMV.
Started 33 new stock positions in AMKR, BKR, COST, APP, TER, VUG, SNDK, VLO, AMD, IRM.
Reduced shares in these 10 stocks: SPMO, JPST, JIRE, XMMO, XMHQ, TBUX, FLIN, QQQ, VIG, MSFT.
Sold out of its positions in COP, FLIN, GE, RTX.
Family Investment Center was a net buyer of stock by $39M.
Family Investment Center has $602M in assets under management (AUM), dropping by 15.89%.
Central Index Key (CIK): 0001897700

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Portfolio Holdings for Family Investment Center

Family Investment Center holds 120 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	13.2	$80M	+7%	1.0M	76.70	View chart
Pimco Etf Tr Multisector Bd (PYLD)	10.5	$63M	+12%	2.4M	26.52	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	8.9	$53M	-8%	330k	161.54	View chart
Tidal Trust I Foli Al Rate Etf (RISR)	8.1	$49M	+12%	1.3M	36.20	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	8.0	$48M	+2%	535k	90.10	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.6	$46M	+12%	512k	89.20	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	4.3	$26M	+6%	604k	42.67	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	3.7	$22M	-13%	440k	50.57	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	3.4	$21M	-8%	250k	82.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.8	$17M	+2%	135k	124.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$16M	-2%	68k	236.62	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.6	$16M	-4%	93k	170.14	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	2.3	$14M	+7%	173k	80.54	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.3	$14M		140k	98.20	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.7	$10M	+6%	111k	93.63	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$8.3M	+294%	104k	80.57	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$7.2M		24k	303.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$7.1M	-2%	224k	31.71	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$5.3M		144k	36.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$4.6M		6.7k	686.77	View chart
Spdr Series Trust St Str R1k Yld (ONEY)	0.7	$4.5M	-2%	35k	128.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$4.0M	+2%	41k	98.98	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$3.3M	+4%	36k	93.38	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$2.8M		32k	85.49	View chart
Apple (AAPL)	0.4	$2.6M	+6%	9.0k	289.37	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$2.4M		26k	95.61	View chart
Norfolk Southern (NSC)	0.3	$2.0M		6.5k	314.59	View chart
Micron Technology (MU)	0.3	$2.0M	+83%	1.7k	1154.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.0M	-17%	2.7k	736.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$1.7M	-21%	15k	112.88	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.6M		19k	82.84	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$1.5M	+33%	34k	45.34	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.5M	+129%	30k	50.66	View chart
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH)	0.2	$1.5M		32k	45.65	View chart
NVIDIA Corporation (NVDA)	0.2	$1.4M	+138%	6.9k	200.09	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.4M		9.9k	136.71	View chart
Advanced Micro Devices (AMD)	0.2	$1.3M	NEW	2.3k	580.91	View chart
Western Digital (WDC)	0.2	$1.3M	+93%	2.0k	638.72	View chart
Ge Vernova (GEV)	0.2	$1.3M	+350%	1.1k	1174.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.0M		29k	36.13	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$1.0M	+10%	18k	56.18	View chart
Vanguard World Consum Stp Etf (VDC)	0.2	$986k	+43%	4.4k	225.49	View chart
Amazon (AMZN)	0.2	$979k	+205%	4.1k	238.34	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$976k		12k	81.94	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$924k	+3%	38k	24.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$917k		2.5k	370.00	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$893k		17k	51.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$842k	+295%	6.8k	124.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$806k	+174%	2.3k	353.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$760k		1.5k	500.39	View chart
Sandisk Corp (SNDK)	0.1	$625k	NEW	275.00	2273.73	View chart
Eli Lilly & Co. (LLY)	0.1	$625k	NEW	521.00	1199.43	View chart
Corning Incorporated (GLW)	0.1	$623k	NEW	2.4k	255.43	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$604k		2.5k	242.98	View chart
Broadcom (AVGO)	0.1	$592k	NEW	1.6k	377.75	View chart
Incyte Corporation (INCY)	0.1	$589k	NEW	5.2k	113.36	View chart
Wal-Mart Stores (WMT)	0.1	$569k		5.0k	113.26	View chart
Marvell Technology (MRVL)	0.1	$567k	NEW	1.9k	297.89	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$563k		23k	24.66	View chart
Home Depot (HD)	0.1	$546k		1.5k	352.68	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$544k	+3%	5.6k	96.50	View chart
Costco Wholesale Corporation (COST)	0.1	$539k	NEW	576.00	935.47	View chart
Gilead Sciences (GILD)	0.1	$524k	+179%	4.1k	126.34	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$515k		19k	27.70	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$508k	+34%	8.3k	61.46	View chart
Palantir Technologies Cl A (PLTR)	0.1	$470k	NEW	4.0k	116.67	View chart
Jabil Circuit (JBL)	0.1	$461k	NEW	1.2k	385.48	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.1	$432k	-39%	11k	40.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$429k	+23%	1.2k	357.47	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$426k		2.2k	197.62	View chart
Johnson Controls Internation SHS (JCI)	0.1	$406k	NEW	2.8k	146.11	View chart
Baker Hughes Company Cl A (BKR)	0.1	$400k	NEW	7.2k	55.50	View chart
Newmont Mining Corporation (NEM)	0.1	$367k	NEW	3.9k	93.40	View chart
O'reilly Automotive (ORLY)	0.1	$366k		4.0k	92.09	View chart
Boeing Company (BA)	0.1	$363k		1.7k	216.47	View chart
Valero Energy Corporation (VLO)	0.1	$360k	NEW	1.4k	260.44	View chart
Marathon Petroleum Corp (MPC)	0.1	$356k	NEW	1.4k	255.67	View chart
Microsoft Corporation (MSFT)	0.1	$348k	-49%	933.00	373.02	View chart
Iron Mountain (IRM)	0.1	$345k	NEW	2.7k	126.31	View chart
JPMorgan Chase & Co. (JPM)	0.1	$341k	-7%	1.0k	327.33	View chart
Tesla Motors (TSLA)	0.1	$337k		800.00	420.60	View chart
Ford Motor Company (F)	0.1	$332k		24k	13.90	View chart
Chevron Corporation (CVX)	0.1	$328k	-3%	2.0k	165.76	View chart
Lumentum Hldgs (LITE)	0.1	$323k	NEW	376.00	858.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$318k		11k	29.43	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$317k		3.1k	100.68	View chart
Meta Platforms Cl A (META)	0.1	$316k	+52%	561.00	563.29	View chart
Monster Beverage Corp (MNST)	0.1	$316k	NEW	3.3k	96.12	View chart
Expedia Group Com New (EXPE)	0.1	$315k	NEW	1.2k	255.88	View chart
Spotify Technology S A SHS (SPOT)	0.1	$314k	NEW	683.00	459.13	View chart
Applovin Corp Com Cl A (APP)	0.1	$311k	NEW	603.00	515.23	View chart
Teradyne (TER)	0.1	$305k	NEW	630.00	483.84	View chart
Dell Technologies CL C (DELL)	0.1	$302k	NEW	699.00	431.46	View chart
Corteva (CTVA)	0.0	$296k	NEW	3.5k	84.69	View chart
Procter & Gamble Company (PG)	0.0	$295k		2.0k	146.64	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$293k		2.7k	107.63	View chart
Dollar Tree (DLTR)	0.0	$292k	NEW	2.4k	120.95	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$284k		3.4k	82.34	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$281k		2.4k	117.03	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$263k		3.2k	83.07	View chart
Amkor Technology (AMKR)	0.0	$254k	NEW	2.9k	86.23	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.0	$252k	+3%	6.0k	41.93	View chart
Pepsi (PEP)	0.0	$252k		1.9k	135.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$252k		3.0k	83.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$245k		2.2k	109.43	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$241k	-9%	4.6k	52.38	View chart
Hubspot (HUBS)	0.0	$235k	-48%	1.3k	182.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$234k	NEW	4.2k	56.48	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.0	$231k	-66%	4.6k	49.77	View chart
Deere & Company (DE)	0.0	$229k		361.00	634.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$225k	NEW	774.00	290.62	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.0	$222k	NEW	2.2k	103.22	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$222k	NEW	4.1k	54.69	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$220k	NEW	559.00	393.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$210k	NEW	2.4k	86.15	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$206k	-5%	4.1k	50.60	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$205k	+3%	1.1k	181.15	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.0	$205k		4.2k	49.31	View chart
Vanguard World Utilities Etf (VPU)	0.0	$200k	-4%	1.0k	195.66	View chart
Mid-America Apartment (MAA)	0.0	$200k	NEW	1.4k	138.94	View chart

Past Filings by Family Investment Center

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

Family Investment Center 2026 Q2 filed July 23, 2026
Family Investment Center 2026 Q1 filed April 24, 2026
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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