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CIK: 0001964344
Total reported value
$258.0M
$258.0M
91 檔
30.5%
In Q2 2025, Family Capital Management, Inc.'s U.S. equity holdings reached a combined market value of $258.0M, distributed across 91 disclosed stock positions.
In Q2 2025, Family Capital Management, Inc. displayed an active expansion posture, initiating 19 new positions and adding to 40 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 | 10.64% | +1.05% | +5.17% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.19% | -0.01% | +6.25% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.16% | +0.20% | +3.20% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.13% | +0.02% | +3.60% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 7.06% | -0.35% | +1.64% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.75% | -0.11% | -4.23% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.57% | -0.54% | -8.85% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-Other | 2.49% | -0.19% | -1.01% | |
| 9 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.39% | -0.14% | -0.31% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.26% | -0.02% | +21.85% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.13% | -0.16% | +15.86% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.12% | +0.02% | -0.05% | |
| 13 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.02% | -0.19% | +2.26% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | -0.30% | +5.82% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.75% | -0.22% | +3.05% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.55% | -0.07% | +9.75% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | +0.01% | +3.07% | |
| 18 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.20% | -0.02% | +5.02% | |
| 19 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.18% | — | -0.42% | |
| 20 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.08% | +0.91% | -0.67% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.01% | +0.25% | +102.38% | |
| 22 | MSTR | Strategy Inc | Stock-Tech | 0.99% | -0.08% | -7.02% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.11% | +35.07% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.87% | -0.07% | -1.30% | |
| 25 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.85% | -0.18% | +8.28% | |
| 26 | FMB | First Trust Managed Municipa | ETF-Other | 0.81% | -0.04% | -0.96% | |
| 27 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.77% | -0.02% | +2.21% | |
| 28 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.75% | -0.43% | +3.92% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.07% | +23.90% | |
| 30 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.70% | -0.04% | -1.89% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.66% | +0.02% | -1.18% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.03% | -37.22% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.01% | +31.15% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.57% | — | -2.20% | |
| 35 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.57% | -0.06% | -0.48% | |
| 36 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.56% | -0.05% | +12.82% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.54% | -0.04% | +49.68% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | — | +3.46% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.02% | +7.45% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.10% | +0.37% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | — | +34.26% | |
| 42 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.47% | -0.75% | — | |
| 43 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.44% | -0.02% | -5.02% | |
| 44 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.43% | -0.01% | +71.83% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | +0.46% | +0.28% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.40% | +0.16% | -0.32% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.39% | -0.09% | — | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.03% | +135.54% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.02% | +5.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +5.17% | Add |
| 2 | HELO | Jpmorgan Hedged Equity ETF | +0.5% | NEW | New buy |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | +0.5% | +102.38% | Add |
| 4 | PFE | Pfizer Inc | +0.4% | NEW | New buy |
| 5 | DOW | Dow Inc | +0.3% | NEW | New buy |
| 6 | AVGO | Broadcom Inc | +0.3% | +23.90% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +5.82% | Add |
| 8 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 9 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +35.07% | Add |
| 11 | PEP | Pepsico Inc | +0.2% | NEW | New buy |
| 12 | IWY | Ishares Russell Top 200 Grow | +0.2% | +3.20% | Add |
| 13 | SPGI | S&p Global Inc | +0.2% | NEW | New buy |
| 14 | MAR | Marriott International -cl A | +0.2% | NEW | New buy |
| 15 | AXP | American Express Co | +0.2% | +49.68% | Add |
| 16 | SMR | Nuscale Power CORP | +0.2% | NEW | New buy |
| 17 | MRK | Merck & Co. Inc. | +0.2% | +135.54% | Add |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | NEW | New buy |
| 19 | DIS | Walt Disney Co/the | +0.2% | NEW | New buy |
| 20 | FNDB | Schwab Fndmntl US Brd Mr ETF | +0.2% | +71.83% | Add |
| 21 | SYY | Sysco CORP | +0.2% | NEW | New buy |
| 22 | MCD | Mcdonald's CORP | +0.1% | NEW | New buy |
| 23 | RTX | Rtx CORP | +0.1% | +101.04% | Add |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 25 | PG | Procter & Gamble Co/the | +0.1% | NEW | New buy |
| 26 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 27 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 28 | AMZN | Amazon.com Inc | +0.1% | +3.60% | Add |
| 29 | HON | Honeywell International Inc | +0.1% | NEW | New buy |
| 30 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 31 | MSTR | Strategy Inc | +0.1% | -7.02% | Trim |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +35.50% | Add |
| 33 | ABBV | Abbvie Inc | +0.1% | +89.24% | Add |
| 34 | MA | Mastercard Inc - A | +0.1% | +34.26% | Add |
| 35 | V | Visa Inc-class A Shares | +0.1% | +31.15% | Add |
| 36 | LLY | Eli Lilly & Co | +0.1% | +83.14% | Add |
| 37 | TSLA | Tesla Inc | +0.1% | +16.41% | Add |
| 38 | CAT | Caterpillar Inc | 0% | +23.53% | Add |
| 39 | AMAT | Applied Materials Inc | 0% | +0.28% | Add |
| 40 | IUSV | Ishares Core S&p U.s. Value | 0% | +15.86% | Add |
| 41 | IGRO | Ishares Intl Div Growth ETF | 0% | +12.82% | Add |
| 42 | XLK | Ss Technology Select Sector | 0% | +0.37% | Add |
| 43 | TQQQ | Proshares Ultrapro Qqq | 0% | -5.89% | Trim |
| 44 | COST | Costco Wholesale CORP | 0% | +28.52% | Add |
| 45 | FPX | First Trust US Equity Opport | 0% | — | Unchanged |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +7.45% | Add |
| 47 | ASML | ASML Holding N.V. | 0% | -0.32% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | 0% | +5.37% | Add |
| 49 | KO | Coca-cola Co/the | 0% | +24.21% | Add |
| 50 | IWF | Ishares Russell 1000 Growth | — | -0.05% | Trim |
According to official SEC Form 13F filings, Family Capital Management, Inc. reported a total U.S. public equity portfolio value of $258.0M across 91 disclosed positions in Q2 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, SPY, IWY) accounted for 30.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
HELO
市值: $896.4K
Top Position Liquidated / Trimmed
DGRW
前期市值: $10.9M
During Q2 2025, Family Capital Management, Inc.'s top holdings by market value included QQQ (10.6%)、SPY (8.2%)、IWY (8.2%). The largest single position, QQQ, represented 10.6% of total portfolio value.
In Q2 2025, Family Capital Management, Inc. made 80 total portfolio adjustments, initiating 19 new buys, adding to 40 positions, trimming 21 holdings, and fully liquidating 0 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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