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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, RISR, SPMO, SPHQ, and represent 48.75% of Family Investment Center's stock portfolio.
Added to shares of these 10 stocks: AVDE (+$18M), DFEV (+$17M), AVMV (+$12M), RISR (+$11M), XSMO (+$7.9M), JPST (+$5.9M), PYLD, BIV, IGE, HUBS.
Started 10 new stock positions in COP, HUBS, IGE, META, AVMV, VEU, TPYP, XSMO, VPU, DE.
Reduced shares in these 10 stocks: XMHQ (-$13M), FLJH (-$9.6M), FLIN (-$9.4M), SPHQ (-$7.8M), AVUV, SPMO, XMMO, AVGO, MU, JIRE.
Sold out of its positions in T, ADBE, AMD, APP, AVGO, ONEQ, INCY, IWY, LLY, MCK. MAA, NEM, PLTR, SHOP, UBER, VUG.
Family Investment Center was a net buyer of stock by $25M.
Family Investment Center has $520M in assets under management (AUM), dropping by 4.93%.
Central Index Key (CIK): 0001897700

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Portfolio Holdings for Family Investment Center

Family Investment Center holds 91 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Intermed Term (BIV)	14.4	$75M	+2%	967k	77.18	View chart
Pimco Etf Tr Multisector Bd (PYLD)	10.8	$56M	+6%	2.1M	26.20	View chart
Tidal Trust I Foliobeyond Alte (RISR)	8.3	$43M	+32%	1.2M	36.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	7.8	$40M	-4%	359k	112.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	7.5	$39M	-16%	521k	75.19	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	7.5	$39M	+87%	456k	84.84	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.0	$26M	+29%	511k	50.61	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	4.0	$21M	-2%	275k	75.74	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	3.9	$20M	+426%	570k	35.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$15M	-2%	69k	215.06	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.8	$15M	-23%	131k	110.47	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.7	$14M	-5%	98k	145.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.6	$13M		142k	94.24	View chart
American Centy Etf Tr Avantis Us Mid C (AVMV)	2.3	$12M	NEW	161k	74.18	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.5	$7.9M	NEW	104k	76.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$7.5M	-4%	26k	287.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$7.1M		230k	30.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$6.2M	-3%	24k	261.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$4.5M	-2%	146k	30.96	View chart
Spdr Series Trust State Street Spd (ONEY)	0.8	$4.3M		36k	120.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$4.1M	-2%	6.8k	597.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$4.0M		40k	99.27	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.6	$3.0M		34k	88.46	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$2.5M		33k	77.11	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.5	$2.5M	+17%	26k	95.82	View chart
Apple (AAPL)	0.4	$2.1M	-5%	8.4k	253.78	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.4	$2.0M	-86%	20k	103.37	View chart
Norfolk Southern (NSC)	0.4	$1.9M		6.5k	287.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$1.9M	+6%	3.2k	577.12	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.7M	+8%	9.9k	169.66	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.3M		19k	69.75	View chart
Franklin Templeton Etf Tr Ftse Japan Hdg (FLJH)	0.3	$1.3M	-88%	33k	40.08	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.2	$1.2M	+20%	25k	45.89	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$1.0M	NEW	16k	62.94	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$898k		37k	24.27	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.2	$852k		12k	70.91	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$845k		29k	29.08	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$834k	-12%	18k	46.70	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$812k		17k	46.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$800k	-2%	2.5k	320.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$732k		1.7k	426.40	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$727k	+20%	1.5k	479.20	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$689k	+92%	14k	49.75	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$686k	+53%	3.1k	224.59	View chart
Microsoft Corporation (MSFT)	0.1	$679k	+64%	1.8k	370.17	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$645k	+10%	13k	49.99	View chart
Wal-Mart Stores (WMT)	0.1	$624k	+16%	5.0k	124.28	View chart
Hubspot (HUBS)	0.1	$610k	NEW	2.5k	244.10	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$564k	+12%	23k	24.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$539k	-7%	2.5k	217.21	View chart
Home Depot (HD)	0.1	$517k	+4%	1.6k	328.89	View chart
NVIDIA Corporation (NVDA)	0.1	$506k	-15%	2.9k	174.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$459k		19k	24.75	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.1	$458k	-95%	14k	33.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$440k		5.5k	80.58	View chart
Chevron Corporation (CVX)	0.1	$425k	+3%	2.1k	206.90	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$398k		2.2k	184.32	View chart
O'reilly Automotive (ORLY)	0.1	$367k		4.0k	92.31	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$342k	-23%	6.2k	55.52	View chart
Boeing Company (BA)	0.1	$334k	-5%	1.7k	199.03	View chart
JPMorgan Chase & Co. (JPM)	0.1	$331k	-38%	1.1k	294.16	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$321k		3.2k	100.66	View chart
Micron Technology (MU)	0.1	$321k	-65%	949.00	337.91	View chart
Tesla Motors (TSLA)	0.1	$297k	+32%	800.00	371.75	View chart
Procter & Gamble Company (PG)	0.1	$290k	+5%	2.0k	144.44	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$289k		2.7k	106.16	View chart
Pepsi (PEP)	0.1	$289k	+5%	1.9k	155.29	View chart
Western Digital (WDC)	0.1	$281k	-64%	1.0k	270.49	View chart
Amazon (AMZN)	0.1	$280k	-40%	1.3k	208.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$279k	+51%	971.00	287.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$276k		11k	25.64	View chart
Ford Motor Company (F)	0.1	$276k		24k	11.54	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$259k		3.2k	81.98	View chart
Raytheon Technologies Corp (RTX)	0.0	$255k	-29%	1.3k	192.89	View chart
ConocoPhillips (COP)	0.0	$254k	NEW	1.9k	132.00	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.0	$247k	NEW	5.8k	42.36	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$245k		3.4k	71.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$245k		2.2k	110.36	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.0	$245k	-35%	5.1k	48.15	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.0	$240k		1.1k	218.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$239k	-68%	832.00	286.86	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$229k		2.4k	95.49	View chart
Ge Aerospace Com New (GE)	0.0	$227k	-40%	801.00	283.85	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$225k	NEW	3.0k	75.10	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$215k	-10%	4.3k	50.04	View chart
Vanguard World Utilities Etf (VPU)	0.0	$212k	NEW	1.1k	198.15	View chart
Meta Platforms Cl A (META)	0.0	$210k	NEW	367.00	572.13	View chart
Ge Vernova (GEV)	0.0	$207k	-36%	237.00	872.90	View chart
Gilead Sciences (GILD)	0.0	$207k	-42%	1.5k	139.37	View chart
Deere & Company (DE)	0.0	$203k	NEW	361.00	563.30	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.0	$201k	-15%	4.1k	49.38	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 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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