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CIK: 0001964344
Total reported value
$258.0M
$258.0M
100 檔
32.6%
According to the latest 13F quarterly dataset, Family Capital Management, Inc. managed an equity portfolio of $258.0M at the end of Q3 2025, spanning 100 distinct U.S. exchange-listed positions.
In Q3 2025, Family Capital Management, Inc. displayed an active expansion posture, initiating 29 new positions and adding to 46 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 | 10.48% | +1.05% | -0.66% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 8.30% | +0.20% | +0.59% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.11% | -0.01% | +0.74% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.38% | +0.02% | +13.53% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.90% | -0.35% | -10.93% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 5.18% | -0.11% | -7.09% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.36% | -0.54% | -1.66% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.71% | -0.02% | +6.03% | |
| 9 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.32% | -0.14% | +2.25% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-Other | 2.32% | -0.19% | -1.31% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.13% | -0.16% | +3.95% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.08% | +0.02% | -2.57% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.30% | +13.62% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.83% | -0.19% | -1.63% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.60% | -0.22% | -0.92% | |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.47% | -0.07% | -2.57% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.45% | +0.01% | +3.47% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.11% | +12.22% | |
| 19 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.22% | -0.02% | +2.05% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.22% | +0.25% | +29.15% | |
| 21 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.17% | — | +0.01% | |
| 22 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.96% | +0.91% | -2.37% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.03% | +33.00% | |
| 24 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.82% | -0.18% | +3.93% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.07% | -0.47% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | +0.07% | +5.46% | |
| 27 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.78% | -0.02% | +9.33% | |
| 28 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.75% | -0.43% | +4.72% | |
| 29 | FMB | First Trust Managed Municipa | ETF-Other | 0.71% | -0.04% | -6.04% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-Other | 0.70% | +0.02% | +8.38% | |
| 31 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 0.69% | -0.01% | +65.20% | |
| 32 | MSTR | Strategy Inc | Stock-Tech | 0.68% | -0.08% | -4.70% | |
| 33 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.66% | -0.04% | — | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.01% | +8.38% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.56% | -0.04% | +9.65% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.53% | +0.10% | +1.77% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | — | +6.75% | |
| 38 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.52% | -0.06% | -0.55% | |
| 39 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.51% | -0.05% | -0.56% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | — | +13.71% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | -0.02% | +2.85% | |
| 42 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.50% | -0.75% | +12.64% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.49% | — | -7.29% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.02% | +3.25% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.03% | +20.31% | |
| 46 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.42% | -0.02% | -0.13% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | +17.83% | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.42% | +0.16% | -3.70% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.41% | +0.46% | -1.78% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | +8.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | +0.7% | +29.15% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +12.22% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +13.62% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | +5.46% | Add |
| 5 | FNDB | Schwab Fndmntl US Brd Mr ETF | +0.4% | +65.20% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | +13.53% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -0.66% | Add |
| 8 | AAPL | Apple Inc | +0.4% | +6.03% | Add |
| 9 | IWY | Ishares Russell Top 200 Grow | +0.3% | +0.59% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.2% | +20.31% | Add |
| 11 | AXP | American Express Co | +0.2% | +9.65% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +17.83% | Add |
| 13 | RTX | Rtx CORP | +0.2% | +15.79% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +43.81% | Add |
| 15 | ABBV | Abbvie Inc | +0.2% | +13.54% | Add |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +3.25% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +33.00% | Trim |
| 18 | MA | Mastercard Inc - A | +0.1% | +13.71% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | +14.29% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | +30.62% | Add |
| 21 | TQQQ | Proshares Ultrapro Qqq | +0.1% | +0.65% | Trim |
| 22 | XLK | Ss Technology Select Sector | 0% | +1.77% | Add |
| 23 | V | Visa Inc-class A Shares | 0% | +8.38% | Add |
| 24 | ASML | ASML Holding N.V. | 0% | -3.70% | Trim |
| 25 | AMAT | Applied Materials Inc | 0% | -1.78% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +25.74% | Add |
| 27 | COST | Costco Wholesale CORP | 0% | +20.97% | Add |
| 28 | IUSV | Ishares Core S&p U.s. Value | 0% | +3.95% | Add |
| 29 | FPX | First Trust US Equity Opport | 0% | — | Unchanged |
| 30 | VTV | Vanguard Value ETF | 0% | +27.33% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | — | +2.85% | Add |
| 32 | VOO | Vanguard S&p 500 ETF | — | +8.23% | Add |
| 33 | VUG | Vanguard Growth ETF | — | +0.18% | Add |
| 34 | KO | Coca-cola Co/the | 0% | +5.04% | Add |
| 35 | ITB | Ishares U.s. Home Constructi | 0% | — | Unchanged |
| 36 | RDVY | First Trust Rising Dividend | 0% | +8.38% | Add |
| 37 | IGRO | Ishares Intl Div Growth ETF | 0% | -0.56% | Add |
| 38 | SCMB | Schwab Municipal Bond ETF | 0% | +10.90% | Add |
| 39 | MOAT | Vaneck Morningstar Wide Moat | 0% | — | Unchanged |
| 40 | TMUS | T-mobile US Inc | 0% | +11.20% | Add |
| 41 | IWF | Ishares Russell 1000 Growth | 0% | -2.57% | Trim |
| 42 | EPS | Wisdomtree US Large Cap Fund | 0% | — | Unchanged |
| 43 | VFH | Vanguard Financials ETF | 0% | +2.04% | Add |
| 44 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | -0.1% | +4.72% | Add |
| 45 | XOM | Exxon Mobil CORP | -0.1% | +2.44% | Add |
| 46 | JPSE | JPM Diversified Rt Small Cap | -0.1% | +2.05% | Add |
| 47 | SPLV | Invesco S&p 500 Low Volatili | -0.1% | — | Unchanged |
| 48 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | -2.57% | Add |
| 49 | VB | Vanguard Small-cap ETF | -0.1% | +3.47% | Add |
| 50 | IWL | Ishares Russell Top 200 ETF | -0.1% | +0.01% | 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 100 disclosed positions in Q3 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, IWY, SPY) accounted for 32.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
HELO
市值: $1.0M
Top Position Liquidated / Trimmed
OMFL
前期市值: $235.8K
During Q3 2025, Family Capital Management, Inc.'s top holdings by market value included QQQ (10.5%)、IWY (8.3%)、SPY (8.1%). The largest single position, QQQ, represented 10.5% of total portfolio value.
In Q3 2025, Family Capital Management, Inc. made 96 total portfolio adjustments, initiating 29 new buys, adding to 46 positions, trimming 20 holdings, and fully liquidating 1 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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