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CIK: 0001964344
Total reported value
$258.0M
$258.0M
100 檔
33.5%
During the Q4 2025 filing period, Family Capital Management, Inc. (CIK: 0001964344) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $258.0M across 100 reported positions.
Family Capital Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 10 new positions while fully exiting 10 holdings and trimming 34 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.06% | +1.05% | +0.80% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 7.99% | +0.20% | +2.27% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.99% | -0.01% | +3.51% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.20% | +0.02% | -0.20% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.09% | -0.35% | -7.69% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 4.58% | -0.11% | -5.41% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.35% | -0.54% | +4.57% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.73% | -0.02% | +1.69% | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 2.27% | -0.16% | +11.98% | |
| 10 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 2.17% | -0.14% | +1.12% | |
| 11 | FVD | First Trust Value Line Dvd | ETF-Other | 2.13% | -0.19% | -0.73% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.01% | — | +464.89% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.93% | +0.02% | -1.06% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.90% | -0.19% | +11.69% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.30% | +2.50% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.72% | -0.22% | +15.87% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.58% | +0.25% | +36.31% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.11% | -0.29% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.43% | +0.01% | +4.36% | |
| 20 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.39% | -0.07% | +3.97% | |
| 21 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.19% | -0.02% | +4.10% | |
| 22 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.12% | -0.43% | +58.49% | |
| 23 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 1.12% | — | -0.02% | |
| 24 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.10% | -0.75% | +130.11% | |
| 25 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 1.09% | -0.01% | +64.63% | |
| 26 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.03% | -0.18% | +35.62% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.93% | +0.03% | +13.49% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.84% | +0.91% | -6.87% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.83% | +0.07% | +4.73% | |
| 30 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.80% | -0.02% | +9.55% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.07% | -0.59% | |
| 32 | FMB | First Trust Managed Municipa | ETF-Other | 0.70% | -0.04% | +4.96% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-Other | 0.66% | +0.02% | -0.46% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.65% | -0.04% | +10.63% | |
| 35 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.62% | -0.04% | -0.35% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.03% | +13.37% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | — | +14.77% | |
| 38 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.53% | -0.05% | +5.83% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.02% | -0.83% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.02% | +5.53% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.10% | +100.03% | |
| 42 | AMAT | Applied Materials Inc | Stock-Tech | 0.48% | +0.46% | +0.79% | |
| 43 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.47% | -0.06% | -2.29% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | +0.01% | -16.80% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.44% | — | -2.19% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.44% | +0.16% | +0.77% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | — | -1.56% | |
| 48 | PHDG | Invesco S&p 500 Downside Hed | ETF-Large Cap & Growth | 0.39% | -0.02% | -2.65% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | — | -18.30% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | +0.11% | +29.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.6% | +464.89% | Add |
| 2 | HELO | Jpmorgan Hedged Equity ETF | +0.6% | +130.11% | Add |
| 3 | FNDB | Schwab Fndmntl US Brd Mr ETF | +0.4% | +64.63% | Add |
| 4 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.4% | +58.49% | Add |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | +0.4% | +36.31% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.29% | Trim |
| 7 | DFCF | Dimensional Core Fixed Inc | +0.2% | +35.62% | Add |
| 8 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +11.98% | Add |
| 9 | MRK | Merck & Co. Inc. | +0.1% | +13.37% | Add |
| 10 | FBND | Fidelity Total Bond ETF | +0.1% | +15.87% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | +29.08% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | +17.05% | Add |
| 13 | AXP | American Express Co | +0.1% | +10.63% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +48.79% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -0.83% | Trim |
| 16 | FIXD | First Trust Smith Opportunis | +0.1% | +11.69% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | +0.79% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +13.49% | Add |
| 19 | SCMB | Schwab Municipal Bond ETF | +0.1% | +21.47% | Add |
| 20 | MUB | Ishares National Muni Bond E | 0% | +14.77% | Add |
| 21 | JNJ | Johnson & Johnson | 0% | +9.65% | Add |
| 22 | AAPL | Apple Inc | 0% | +1.69% | Add |
| 23 | DFNM | Dimensional National Muni Bd | 0% | +9.55% | Add |
| 24 | IGRO | Ishares Intl Div Growth ETF | 0% | +5.83% | Add |
| 25 | ASML | ASML Holding N.V. | 0% | +0.77% | Add |
| 26 | GE | General Electric | 0% | +23.18% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +4.73% | Add |
| 28 | VEA | Vanguard Ftse Developed ETF | 0% | +5.53% | Add |
| 29 | DAL | Delta Air Lines Inc | 0% | -2.58% | Trim |
| 30 | PEP | Pepsico Inc | — | +4.67% | Add |
| 31 | MAR | Marriott International -cl A | — | -9.37% | Trim |
| 32 | KO | Coca-cola Co/the | — | +2.00% | Add |
| 33 | RCI | Rogers Communications Inc-b | — | — | Unchanged |
| 34 | PII | Polaris Inc | — | -0.65% | Trim |
| 35 | XOM | Exxon Mobil CORP | — | -0.93% | Trim |
| 36 | FITB | Fifth Third Bancorp | — | — | Unchanged |
| 37 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +4.57% | Add |
| 38 | FMB | First Trust Managed Municipa | 0% | +4.96% | Add |
| 39 | MOAT | Vaneck Morningstar Wide Moat | 0% | — | Unchanged |
| 40 | HD | Home Depot Inc | 0% | +10.47% | Add |
| 41 | SYY | Sysco CORP | 0% | +17.84% | Add |
| 42 | PG | Procter & Gamble Co/the | 0% | +1.09% | Add |
| 43 | VTV | Vanguard Value ETF | 0% | -6.28% | Trim |
| 44 | ORCL | Oracle CORP | 0% | +49.90% | Add |
| 45 | TQQQ | Proshares Ultrapro Qqq | 0% | +98.83% | Add |
| 46 | FPX | First Trust US Equity Opport | 0% | — | Unchanged |
| 47 | NOBL | Proshares S&p 500 Dividend A | 0% | +0.23% | Add |
| 48 | VUG | Vanguard Growth ETF | 0% | +0.18% | Add |
| 49 | DGRO | Ishares Core Dividend Growth | 0% | — | Unchanged |
| 50 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | 0% | — | Unchanged |
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 Q4 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 33.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
AZNN
市值: $399.9K
Top Position Liquidated / Trimmed
DOW
前期市值: $439.3K
During Q4 2025, Family Capital Management, Inc.'s top holdings by market value included QQQ (10.1%)、IWY (8.0%)、SPY (8.0%). The largest single position, QQQ, represented 10.1% of total portfolio value.
In Q4 2025, Family Capital Management, Inc. made 101 total portfolio adjustments, initiating 10 new buys, adding to 47 positions, trimming 34 holdings, and fully liquidating 10 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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