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CIK: 0001964344
Total reported value
$258.0M
$258.0M
72 檔
26.4%
As reported in its official Q1 2025 Form 13F filing, Family Capital Management, Inc.'s tracked investment portfolio stood at $258.0M with 72 total positions.
In Q1 2025, Family Capital Management, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.13% | +1.05% | +1.26% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 8.63% | -0.35% | -1.51% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.21% | -0.01% | +5.67% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 7.96% | +0.20% | +2.21% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.03% | +0.02% | +0.79% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 6.75% | -0.11% | -5.91% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.30% | -0.54% | +3.74% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 2.95% | -0.19% | -0.48% | |
| 9 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.76% | -0.14% | +0.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.36% | -0.02% | +1.85% | |
| 11 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.32% | -0.19% | +0.57% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.12% | +0.02% | -0.52% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.11% | -0.16% | +12.24% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.00% | -0.22% | +0.12% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.55% | -0.07% | +4.80% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.53% | +0.01% | -0.14% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.30% | +4.78% | |
| 18 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.29% | -0.02% | +5.38% | |
| 19 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.28% | +0.91% | -4.59% | |
| 20 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.25% | — | -0.46% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.07% | -1.67% | |
| 22 | FMB | First Trust Managed Municipa | ETF-Other | 0.98% | -0.04% | -6.50% | |
| 23 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.92% | -0.18% | +15.74% | |
| 24 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.89% | -0.02% | +155.23% | |
| 25 | MSTR | Strategy Inc | Stock-Tech | 0.89% | -0.08% | -25.88% | |
| 26 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.81% | -0.04% | -1.64% | |
| 27 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.80% | -0.43% | +14.92% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | +0.03% | +6.73% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.73% | +0.02% | -0.53% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.71% | +0.11% | +3.08% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.68% | — | -10.13% | |
| 32 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.67% | -0.06% | -1.35% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | — | +2.01% | |
| 34 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.56% | -0.02% | -1.64% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.54% | +0.25% | +266.39% | |
| 36 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.54% | -0.05% | +7.77% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.54% | +0.01% | +13.95% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.02% | +8.30% | |
| 39 | XLK | Ss Technology Select Sector | ETF-Tech | 0.49% | +0.10% | -1.09% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | — | +18.73% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.07% | +39.75% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.39% | +0.16% | -3.46% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.38% | +0.46% | -1.11% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | +0.17% | |
| 45 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 0.37% | — | — | |
| 46 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.36% | +0.01% | +4.65% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.36% | -0.04% | +32.97% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.02% | +4.52% | |
| 49 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.33% | -0.03% | -0.26% | |
| 50 | VFH | Vanguard Financials ETF | ETF-Other | 0.33% | -0.01% | — |
According to official SEC Form 13F filings, Family Capital Management, Inc. reported a total U.S. public equity portfolio value of $258.0M across 72 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHD, SPY) accounted for 26.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
FNDB
市值: $456.2K
Top Position Liquidated / Trimmed
XNEAX
前期市值: $331.7K
During Q1 2025, Family Capital Management, Inc.'s top holdings by market value included QQQ (10.1%)、SCHD (8.6%)、SPY (8.2%). The largest single position, QQQ, represented 10.1% of total portfolio value.
In Q1 2025, Family Capital Management, Inc. made 66 total portfolio adjustments, initiating 6 new buys, adding to 36 positions, trimming 20 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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