Family Management Corporation
Latest statistics and disclosures from Family Management Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MINT, SHV, NVDA, QUAL, SPY, and represent 25.17% of Family Management Corp's stock portfolio.
- Added to shares of these 10 stocks: VICI (+$5.4M), QQQ, SYF, NTR, IBIT, CDNS, ALLW, FOXA, ZM, INCY.
- Started 48 new stock positions in USB, INCY, MTG, BSTZ, RL, DFAC, CRBG, PINC, BLK, TMUS.
- Reduced shares in these 10 stocks: NRG (-$6.5M), SPY (-$5.4M), , MINT, LMT, CPAY, PHM, CALF, HD, REGN.
- Sold out of its positions in COF, CPAY, HON, QQQM, IWO, PFF, NVO, PDX, PHM, VRNA. AMCR.
- Family Management Corp was a net buyer of stock by $18M.
- Family Management Corp has $727M in assets under management (AUM), dropping by 8.83%.
- Central Index Key (CIK): 0001539947
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Portfolio Holdings for Family Management Corp
Family Management Corp holds 257 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 | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 7.5 | $54M | -6% | 538k | 100.69 |
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| Ishares Tr Short Treas Bd (SHV) | 5.0 | $37M | -2% | 332k | 110.49 |
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| NVIDIA Corporation (NVDA) | 4.9 | $35M | 190k | 186.58 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 4.0 | $29M | 151k | 194.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.8 | $28M | -16% | 41k | 666.18 |
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| Apple (AAPL) | 3.7 | $27M | 106k | 254.63 |
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| Microsoft Corporation (MSFT) | 3.6 | $26M | 51k | 517.95 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 2.8 | $20M | -3% | 94k | 215.79 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $19M | 76k | 243.10 |
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| Meta Platforms Cl A (META) | 2.3 | $17M | -4% | 23k | 734.38 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.9 | $14M | +2% | 97k | 145.65 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 1.9 | $14M | +17% | 51k | 273.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.7 | $13M | +64% | 21k | 600.37 |
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| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 1.7 | $13M | 97k | 130.28 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.5 | $11M | +12% | 402k | 26.84 |
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| Amazon (AMZN) | 1.4 | $9.9M | 45k | 219.57 |
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| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 1.4 | $9.8M | 195k | 50.35 |
|
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 1.3 | $9.8M | -20% | 223k | 43.78 |
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| Vanguard Index Fds Value Etf (VTV) | 1.3 | $9.6M | 51k | 186.49 |
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| Citigroup Com New (C) | 1.3 | $9.4M | +2% | 92k | 101.50 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $7.6M | 27k | 279.29 |
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| American Express Company (AXP) | 1.0 | $7.4M | 22k | 332.16 |
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| Ishares Tr S&p 100 Etf (OEF) | 1.0 | $7.2M | -5% | 22k | 332.84 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $7.1M | 23k | 315.43 |
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| Booking Holdings (BKNG) | 1.0 | $7.1M | 1.3k | 5399.27 |
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| Johnson & Johnson (JNJ) | 0.9 | $6.8M | 37k | 185.42 |
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| Ishares Tr Core Msci Total (IXUS) | 0.9 | $6.5M | +22% | 79k | 82.58 |
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| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 0.9 | $6.5M | +23% | 122k | 53.24 |
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| Qualcomm (QCOM) | 0.9 | $6.3M | +4% | 38k | 166.36 |
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| Visa Com Cl A (V) | 0.8 | $6.1M | +2% | 18k | 341.38 |
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| CF Industries Holdings (CF) | 0.8 | $6.1M | +49% | 68k | 89.70 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.8 | $6.1M | +228% | 94k | 65.00 |
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| Gilead Sciences (GILD) | 0.8 | $6.0M | +5% | 54k | 111.00 |
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| Kroger (KR) | 0.8 | $5.9M | 88k | 67.41 |
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| salesforce (CRM) | 0.8 | $5.8M | +3% | 25k | 237.00 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.8 | $5.7M | 19k | 298.28 |
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| EOG Resources (EOG) | 0.8 | $5.7M | +40% | 51k | 112.12 |
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| Snap-on Incorporated (SNA) | 0.7 | $5.4M | 16k | 346.53 |
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| Vici Pptys (VICI) | 0.7 | $5.4M | NEW | 164k | 32.61 |
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| Shell Spon Ads (SHEL) | 0.7 | $4.9M | +4% | 69k | 71.53 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $4.8M | -3% | 9.6k | 502.74 |
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| Caterpillar (CAT) | 0.6 | $4.7M | -3% | 9.8k | 477.15 |
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| Home Depot (HD) | 0.6 | $4.6M | -32% | 11k | 405.19 |
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| Synchrony Financial (SYF) | 0.6 | $4.4M | NEW | 62k | 71.05 |
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| Nutrien (NTR) | 0.6 | $4.4M | NEW | 75k | 58.75 |
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| Fox Corp Cl A Com (FOXA) | 0.6 | $4.4M | +118% | 69k | 63.06 |
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| Ishares Gold Tr Ishares New (IAU) | 0.6 | $4.2M | +51% | 58k | 72.77 |
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| Bank of New York Mellon Corporation (BK) | 0.5 | $4.0M | 37k | 108.96 |
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| Marathon Petroleum Corp (MPC) | 0.5 | $4.0M | 21k | 192.74 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $3.9M | 22k | 178.73 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.5 | $3.8M | 30k | 125.05 |
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| Ishares Tr Ultra Short Dur (ICSH) | 0.5 | $3.7M | -12% | 73k | 50.75 |
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| Cardinal Health (CAH) | 0.5 | $3.6M | 23k | 156.96 |
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| Texas Pacific Land Corp (TPL) | 0.5 | $3.6M | 3.8k | 933.64 |
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| AFLAC Incorporated (AFL) | 0.5 | $3.5M | +2% | 32k | 111.70 |
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| Humana (HUM) | 0.5 | $3.5M | 13k | 260.17 |
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| First Ctzns Bancshares Inc D Cl A (FCNCA) | 0.5 | $3.5M | +2% | 1.9k | 1789.16 |
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| Pfizer (PFE) | 0.5 | $3.4M | 134k | 25.48 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $3.4M | 9.6k | 352.75 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $3.4M | 5.0k | 669.29 |
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| Cadence Design Systems (CDNS) | 0.4 | $3.2M | +1296% | 9.1k | 351.26 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.4 | $3.2M | 34k | 95.14 |
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| Ssga Active Tr Spdr Bridgewater (ALLW) | 0.4 | $3.1M | +850% | 113k | 27.88 |
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| Broadcom (AVGO) | 0.4 | $3.1M | +6% | 9.5k | 329.91 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.4 | $3.1M | 31k | 99.95 |
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| Ameriprise Financial (AMP) | 0.4 | $3.0M | 6.2k | 491.25 |
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| Bristol Myers Squibb (BMY) | 0.4 | $2.9M | 65k | 45.10 |
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| D.R. Horton (DHI) | 0.4 | $2.8M | 17k | 169.47 |
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| Rithm Capital Corp Com New (RITM) | 0.4 | $2.6M | 228k | 11.39 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.4 | $2.6M | -10% | 28k | 91.75 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $2.6M | -4% | 20k | 128.24 |
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| Owens Corning (OC) | 0.3 | $2.4M | +2% | 17k | 141.46 |
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| Zoom Communications Cl A (ZM) | 0.3 | $2.3M | NEW | 28k | 82.50 |
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| Great Ajax Corp reit (RPT) | 0.3 | $2.2M | +27% | 887k | 2.52 |
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| Unum (UNM) | 0.3 | $2.2M | +2% | 29k | 77.78 |
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| Incyte Corporation (INCY) | 0.3 | $2.2M | NEW | 25k | 84.81 |
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| Nrg Energy Com New (NRG) | 0.3 | $2.0M | -76% | 13k | 161.95 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $2.0M | +5% | 29k | 67.26 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.9M | +4% | 8.0k | 243.55 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $1.8M | 6.2k | 293.79 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.8M | +65% | 3.9k | 468.41 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.8M | 21k | 86.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.7M | 5.3k | 328.17 |
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| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.2 | $1.7M | +11% | 74k | 22.77 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.6M | 62k | 26.34 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.4M | 28k | 50.73 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.3M | 12k | 103.06 |
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| Ares Capital Corporation (ARCC) | 0.2 | $1.3M | -3% | 62k | 20.41 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.2 | $1.2M | 9.0k | 137.80 |
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| Pilgrim's Pride Corporation (PPC) | 0.2 | $1.1M | -56% | 27k | 40.72 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | -32% | 1.8k | 612.40 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) | 0.1 | $1.1M | 25k | 43.03 |
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| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | -3% | 3.0k | 346.26 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $967k | 20k | 47.94 |
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| Golub Capital BDC (GBDC) | 0.1 | $957k | +9% | 70k | 13.69 |
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| Blackrock Science & Technolo Shs Ben Int (BSTZ) | 0.1 | $931k | NEW | 42k | 22.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $897k | 2.5k | 355.47 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $862k | +11% | 17k | 51.93 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $756k | 3.9k | 195.86 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $753k | +17% | 1.3k | 568.81 |
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| Arista Networks Com Shs (ANET) | 0.1 | $752k | NEW | 5.2k | 145.71 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $747k | NEW | 22k | 34.16 |
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| Progressive Corporation (PGR) | 0.1 | $734k | 3.0k | 246.95 |
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| Simplify Exchange Traded Fun Short Term Trea (TUA) | 0.1 | $716k | 33k | 21.87 |
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| International Business Machines (IBM) | 0.1 | $698k | +9% | 2.5k | 282.16 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $692k | +18% | 1.4k | 490.38 |
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| Oracle Corporation (ORCL) | 0.1 | $681k | +50% | 2.4k | 281.24 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $658k | -4% | 3.9k | 170.85 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $657k | +103% | 679.00 | 968.09 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $631k | 5.6k | 112.75 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $610k | 5.1k | 120.72 |
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| Abbvie (ABBV) | 0.1 | $607k | +45% | 2.6k | 231.54 |
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| Costco Wholesale Corporation (COST) | 0.1 | $599k | 647.00 | 925.63 |
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| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.1 | $596k | 6.5k | 91.97 |
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| Kkr & Co (KKR) | 0.1 | $590k | 4.5k | 129.95 |
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| Procter & Gamble Company (PG) | 0.1 | $559k | -20% | 3.6k | 153.65 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $555k | -75% | 987.00 | 562.27 |
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| Enterprise Products Partners (EPD) | 0.1 | $552k | 18k | 31.27 |
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| Netflix (NFLX) | 0.1 | $549k | +10% | 458.00 | 1198.92 |
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| Wells Fargo & Company (WFC) | 0.1 | $543k | +49% | 6.5k | 83.82 |
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| Legg Mason Etf Invt Clearbridge Lrg (LRGE) | 0.1 | $535k | 6.4k | 83.35 |
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| Fastenal Company (FAST) | 0.1 | $534k | -43% | 11k | 49.04 |
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| Black Stone Minerals Com Unit (BSM) | 0.1 | $523k | 40k | 13.14 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $515k | +10% | 3.5k | 148.61 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $494k | 3.0k | 167.33 |
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| Bank of America Corporation (BAC) | 0.1 | $474k | +45% | 9.2k | 51.59 |
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| Eaton Corp SHS (ETN) | 0.1 | $461k | +22% | 1.2k | 374.25 |
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| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.1 | $423k | -49% | 5.4k | 78.21 |
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| Cisco Systems (CSCO) | 0.1 | $422k | +71% | 6.2k | 68.42 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $412k | 543.00 | 758.15 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $403k | -89% | 808.00 | 499.21 |
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| Spdr Index Shs Fds Portflo Eurp Etf (SPEU) | 0.1 | $403k | -50% | 8.1k | 49.81 |
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| Chubb (CB) | 0.1 | $402k | 1.4k | 282.25 |
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| Xylem (XYL) | 0.1 | $392k | 2.7k | 147.50 |
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| Constellation Energy (CEG) | 0.1 | $390k | 1.2k | 329.07 |
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| Servicenow (NOW) | 0.1 | $387k | +15% | 421.00 | 920.28 |
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| Chevron Corporation (CVX) | 0.1 | $382k | NEW | 2.5k | 155.29 |
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| MercadoLibre (MELI) | 0.1 | $381k | -4% | 163.00 | 2336.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $376k | 4.0k | 93.37 |
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| Martin Marietta Materials (MLM) | 0.1 | $374k | -3% | 593.00 | 630.28 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $364k | -45% | 5.3k | 68.64 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $359k | +53% | 7.1k | 50.57 |
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| Cintas Corporation (CTAS) | 0.0 | $351k | 1.7k | 205.26 |
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| Hut 8 Corp (HUT) | 0.0 | $348k | 10k | 34.81 |
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| Ge Aerospace Com New (GE) | 0.0 | $344k | -3% | 1.1k | 300.82 |
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| Arm Holdings Sponsored Ads (ARM) | 0.0 | $333k | NEW | 2.4k | 141.49 |
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| Synopsys (SNPS) | 0.0 | $329k | NEW | 667.00 | 493.39 |
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| Amgen (AMGN) | 0.0 | $329k | 1.2k | 282.20 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $327k | -49% | 2.8k | 118.83 |
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| Ralph Lauren Corp Cl A (RL) | 0.0 | $324k | NEW | 1.0k | 313.56 |
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| Pepsi (PEP) | 0.0 | $320k | -29% | 2.3k | 140.44 |
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| Premier Cl A (PINC) | 0.0 | $319k | NEW | 12k | 27.80 |
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| Ingredion Incorporated (INGR) | 0.0 | $319k | +62% | 2.6k | 122.11 |
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| Morgan Stanley Com New (MS) | 0.0 | $310k | 2.0k | 158.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $302k | -7% | 4.6k | 65.26 |
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| Union Pacific Corporation (UNP) | 0.0 | $302k | -3% | 1.3k | 236.37 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.0 | $299k | NEW | 9.5k | 31.38 |
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| ON Semiconductor (ON) | 0.0 | $298k | 6.0k | 49.31 |
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| Eli Lilly & Co. (LLY) | 0.0 | $295k | -25% | 387.00 | 763.00 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $295k | -2% | 659.00 | 447.23 |
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| MGIC Investment (MTG) | 0.0 | $291k | NEW | 10k | 28.37 |
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| Old Republic International Corporation (ORI) | 0.0 | $290k | NEW | 6.8k | 42.47 |
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| Aeva Technologies Com New (AEVA) | 0.0 | $290k | -10% | 20k | 14.50 |
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| Global X Fds Superdvdnd Reit (SRET) | 0.0 | $289k | NEW | 13k | 21.64 |
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| National Fuel Gas (NFG) | 0.0 | $289k | NEW | 3.1k | 92.37 |
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| TransDigm Group Incorporated (TDG) | 0.0 | $281k | +13% | 213.00 | 1318.02 |
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| Corebridge Finl (CRBG) | 0.0 | $274k | NEW | 8.6k | 32.05 |
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| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $269k | +16% | 15k | 18.25 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $269k | +102% | 33k | 8.27 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $269k | NEW | 1.8k | 150.86 |
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| Strategy Cl A New (MSTR) | 0.0 | $264k | 820.00 | 322.21 |
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| Landbridge Company Cl A (LB) | 0.0 | $258k | -75% | 4.8k | 53.35 |
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| Palo Alto Networks (PANW) | 0.0 | $254k | +3% | 1.2k | 203.62 |
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| Invesco Exch Traded Fd Tr Ii Kbw Regl Bkg (KBWR) | 0.0 | $253k | -50% | 4.2k | 60.69 |
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| Axis Cap Hldgs SHS (AXS) | 0.0 | $252k | NEW | 2.6k | 95.80 |
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| UGI Corporation (UGI) | 0.0 | $251k | NEW | 7.6k | 33.26 |
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| Philip Morris International (PM) | 0.0 | $250k | +3% | 1.5k | 162.20 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $246k | NEW | 1.8k | 133.90 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $244k | -14% | 1.3k | 182.42 |
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| American Electric Power Company (AEP) | 0.0 | $244k | 2.2k | 112.50 |
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| Tesla Motors (TSLA) | 0.0 | $243k | NEW | 547.00 | 444.72 |
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| Talen Energy Corp (TLN) | 0.0 | $241k | NEW | 567.00 | 425.38 |
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| Itt (ITT) | 0.0 | $238k | 1.3k | 178.76 |
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| Us Bancorp Del Com New (USB) | 0.0 | $237k | NEW | 4.9k | 48.33 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $236k | 4.1k | 57.52 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $235k | 14k | 17.16 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $234k | 7.9k | 29.64 |
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| Allison Transmission Hldngs I (ALSN) | 0.0 | $232k | NEW | 2.7k | 84.88 |
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| UnitedHealth (UNH) | 0.0 | $230k | 666.00 | 345.30 |
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| Ishares Tr Esg Optimized (SUSA) | 0.0 | $229k | 1.7k | 135.65 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $226k | NEW | 1.7k | 135.65 |
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| ConocoPhillips (COP) | 0.0 | $226k | 2.4k | 94.59 |
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| eBay (EBAY) | 0.0 | $225k | NEW | 2.5k | 90.95 |
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| Apogee Therapeutics (APGE) | 0.0 | $222k | -18% | 5.6k | 39.73 |
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| Blackrock (BLK) | 0.0 | $222k | NEW | 190.00 | 1165.87 |
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| Invesco Insured Municipal Income Trust (IIM) | 0.0 | $220k | -16% | 18k | 12.55 |
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| Pool Corporation (POOL) | 0.0 | $218k | -2% | 702.00 | 310.07 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.0 | $216k | NEW | 6.3k | 34.27 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $216k | 3.8k | 56.93 |
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| Suncor Energy (SU) | 0.0 | $216k | NEW | 5.2k | 41.81 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $215k | NEW | 6.8k | 31.42 |
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| Figure Technology Solutio Com Cl A | 0.0 | $214k | NEW | 5.9k | 36.37 |
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| Coca-Cola Company (KO) | 0.0 | $213k | +2% | 3.2k | 66.32 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $209k | NEW | 430.00 | 485.02 |
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| Api Group Corp Com Stk (APG) | 0.0 | $206k | +50% | 6.0k | 34.37 |
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| Amplify Etf Tr Amplify Bluestar (ITEQ) | 0.0 | $205k | NEW | 3.5k | 58.64 |
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| At&t (T) | 0.0 | $205k | 7.2k | 28.24 |
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| General Mills (GIS) | 0.0 | $202k | 4.0k | 50.42 |
|
|
| Merck & Co (MRK) | 0.0 | $202k | -43% | 2.4k | 83.93 |
|
| Metropcs Communications (TMUS) | 0.0 | $201k | NEW | 838.00 | 239.38 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $200k | NEW | 4.2k | 47.25 |
|
| Nuveen Municipal Credit Com Sh Ben Int (NZF) | 0.0 | $187k | 15k | 12.56 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $159k | 1.1k | 144.37 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $148k | 405.00 | 365.48 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $144k | -49% | 1.0k | 139.17 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $142k | 685.00 | 206.51 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $139k | +3051% | 2.6k | 53.87 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $138k | 469.00 | 293.74 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $132k | 803.00 | 164.54 |
|
|
| Northern Lts Fd Tr Ii One Global Etf (FFND) | 0.0 | $131k | 4.4k | 29.86 |
|
|
| Northern Lts Fd Tr Ii Future Fd Lng Sh (FFLS) | 0.0 | $124k | +16% | 4.9k | 25.40 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $121k | NEW | 1.8k | 68.46 |
|
| Meiragtx Holdings (MGTX) | 0.0 | $82k | 10k | 8.23 |
|
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $73k | 1.8k | 41.14 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $63k | 879.00 | 71.41 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $53k | 771.00 | 68.08 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $52k | 986.00 | 53.05 |
|
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $45k | NEW | 1.8k | 25.57 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $44k | 750.00 | 58.72 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $42k | 464.00 | 89.34 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $38k | NEW | 500.00 | 76.40 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $38k | 150.00 | 254.28 |
|
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $33k | 2.1k | 15.48 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $32k | 400.00 | 79.80 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $30k | 1.1k | 27.77 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $29k | 60.00 | 479.62 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $27k | 226.00 | 119.51 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $27k | 94.00 | 281.86 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $19k | 131.00 | 142.09 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $15k | 57.00 | 256.46 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $15k | 123.00 | 118.37 |
|
|
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.0 | $12k | 10.00 | 1234.30 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $12k | 49.00 | 241.96 |
|
|
| Ark Etf Tr 3d Printing Etf (PRNT) | 0.0 | $8.0k | 343.00 | 23.24 |
|
|
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.0 | $7.7k | 6.00 | 1280.00 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $3.1k | 13.00 | 239.62 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $2.3k | 29.00 | 78.38 |
|
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $2.2k | NEW | 85.00 | 25.51 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.0 | $1.8k | 10.00 | 176.90 |
|
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $1.4k | 16.00 | 87.19 |
|
|
| Amplify Etf Tr Altrntv Harv Etf (MJ) | 0.0 | $1.1k | NEW | 29.00 | 37.38 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.0 | $590.000600 | 14.00 | 42.14 |
|
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.0 | $171.000000 | NEW | 4.00 | 42.75 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $116.000100 | NEW | 3.00 | 38.67 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.0 | $66.000000 | NEW | 2.00 | 33.00 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.0 | $48.000000 | NEW | 1.00 | 48.00 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $32.000000 | NEW | 1.00 | 32.00 |
|
Past Filings by Family Management Corp
SEC 13F filings are viewable for Family Management Corp going back to 2011
- Family Management Corp 2025 Q3 filed Nov. 13, 2025
- Family Management Corp 2025 Q2 filed Aug. 14, 2025
- Family Management Corp 2025 Q1 filed May 15, 2025
- Family Management Corp 2024 Q4 filed Feb. 14, 2025
- Family Management Corp 2024 Q3 filed Nov. 14, 2024
- Family Management Corp 2024 Q2 filed Aug. 14, 2024
- Family Management Corp 2024 Q1 filed May 15, 2024
- Family Management Corp 2023 Q4 filed Feb. 14, 2024
- Family Management Corp 2023 Q3 filed Nov. 14, 2023
- Family Management Corp 2023 Q2 filed Aug. 14, 2023
- Family Management Corp 2023 Q1 filed May 15, 2023
- Family Management Corp 2022 Q4 filed Feb. 14, 2023
- Family Management Corp 2022 Q3 filed Nov. 14, 2022
- Family Management Corp 2022 Q2 filed Aug. 15, 2022
- Family Management Corp 2022 Q1 filed May 16, 2022
- Family Management Corp 2021 Q4 filed Feb. 14, 2022