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CIK: 0001964344
Total reported value
$258.0M
$258.0M
104 檔
31.5%
At the close of Q1 2026, Family Capital Management, Inc. disclosed equity holdings valued at approximately $258.0M, spread across 104 reported holdings.
In Q1 2026, Family Capital Management, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 52 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 | 10.08% | +1.05% | +6.58% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.87% | -0.01% | +16.22% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 7.08% | +0.20% | -1.48% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.47% | +0.02% | -0.63% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 3.60% | +0.25% | +127.00% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 3.41% | -0.16% | +50.32% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.26% | -0.54% | -1.28% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.17% | -0.35% | -44.37% | |
| 9 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-Other | 2.84% | -0.01% | +153.30% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.52% | -0.02% | -1.43% | |
| 11 | FIXD | First Trust Smith Opportunis | ETF-Other | 2.06% | -0.19% | +10.08% | |
| 12 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 1.98% | -0.14% | -6.62% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.97% | -0.22% | +15.88% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.92% | — | +0.03% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.78% | -0.18% | +74.20% | |
| 16 | FVD | First Trust Value Line Dvd | ETF-Other | 1.75% | -0.19% | -19.53% | |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.72% | -0.11% | -61.69% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.71% | +0.01% | +17.36% | |
| 19 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.67% | -0.07% | +18.95% | |
| 20 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.54% | -0.02% | +23.42% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.44% | +0.02% | -17.42% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.30% | +8.08% | |
| 23 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.41% | -0.75% | +33.18% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.11% | -3.14% | |
| 25 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 1.18% | -0.43% | +6.09% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | +0.03% | +18.72% | |
| 27 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.99% | — | -6.09% | |
| 28 | DFNM | Dimensional National Muni Bd | ETF-Other | 0.82% | -0.02% | +4.00% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.78% | +0.07% | +4.67% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.45% | +168.73% | |
| 31 | FMB | First Trust Managed Municipa | ETF-Other | 0.68% | -0.04% | -2.34% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.07% | -7.45% | |
| 33 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 0.66% | -0.05% | +24.00% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.65% | -0.02% | +22.52% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.62% | +0.46% | -3.67% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | — | +5.08% | |
| 37 | AXP | American Express Co | Stock-Financials | 0.58% | -0.04% | +9.51% | |
| 38 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.58% | -0.04% | -6.82% | |
| 39 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | +0.02% | -16.98% | |
| 40 | ASML | ASML Holding N.V. | Stock-Tech | 0.54% | +0.16% | -0.87% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.03% | -18.10% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | +0.02% | +0.16% | |
| 43 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.45% | +0.91% | -45.45% | |
| 44 | LGLV | Spdr US Lc Low Vol Idx | ETF-Other | 0.42% | -0.06% | -12.18% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.41% | +0.10% | -11.11% | |
| 46 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.40% | +0.01% | +7.88% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.02% | +6.24% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | -0.09% | +3.48% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.35% | +0.11% | -25.76% | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.34% | -0.05% | +2.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPHQ | Invesco S&p 500 Quality ETF | +2% | +127.00% | Add |
| 2 | FNDB | Schwab Fndmntl US Brd Mr ETF | +1.8% | +153.30% | Add |
| 3 | IUSV | Ishares Core S&p U.s. Value | +1.1% | +50.32% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +16.22% | Add |
| 5 | DFCF | Dimensional Core Fixed Inc | +0.8% | +74.20% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +168.73% | Add |
| 7 | JPSE | JPM Diversified Rt Small Cap | +0.4% | +23.42% | Add |
| 8 | HELO | Jpmorgan Hedged Equity ETF | +0.3% | +33.18% | Add |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | +0.3% | +18.95% | Add |
| 10 | VB | Vanguard Small-cap ETF | +0.3% | +17.36% | Add |
| 11 | FBND | Fidelity Total Bond ETF | +0.3% | +15.88% | Add |
| 12 | FIXD | First Trust Smith Opportunis | +0.2% | +10.08% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | -3.67% | Trim |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +22.52% | Add |
| 15 | IGRO | Ishares Intl Div Growth ETF | +0.1% | +24.00% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +18.72% | Add |
| 17 | ASML | ASML Holding N.V. | +0.1% | -0.87% | Trim |
| 18 | NVS | Novartis Ag-sponsored Adr | +0.1% | +74.26% | Add |
| 19 | JNJ | Johnson & Johnson | +0.1% | +6.24% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +4.19% | Add |
| 21 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | +0.1% | +6.09% | Add |
| 22 | PFE | Pfizer Inc | +0.1% | +3.48% | Add |
| 23 | PEP | Pepsico Inc | 0% | +9.57% | Add |
| 24 | LRCX | Lam Research CORP | 0% | +1.10% | Add |
| 25 | TJX | Tjx Companies Inc | 0% | +18.94% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +6.74% | Add |
| 27 | KO | Coca-cola Co/the | 0% | +6.21% | Add |
| 28 | MUB | Ishares National Muni Bond E | 0% | +5.08% | Add |
| 29 | DFNM | Dimensional National Muni Bd | 0% | +4.00% | Add |
| 30 | RTX | Rtx CORP | 0% | +2.79% | Add |
| 31 | SCMB | Schwab Municipal Bond ETF | 0% | +7.88% | Add |
| 32 | MAR | Marriott International -cl A | 0% | +3.19% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.58% | Add |
| 34 | ABBV | Abbvie Inc | 0% | +9.15% | Add |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.31% | Trim |
| 36 | HLT | Hilton Worldwide Holdings In | 0% | +7.66% | Add |
| 37 | ECL | Ecolab Inc | 0% | +9.18% | Add |
| 38 | PM | Philip Morris International | 0% | +4.92% | Add |
| 39 | SYY | Sysco CORP | 0% | +6.66% | Add |
| 40 | RCI | Rogers Communications Inc-b | 0% | — | Unchanged |
| 41 | ITM | Vaneck Intermediate Muni ETF | — | -2.76% | Trim |
| 42 | HD | Home Depot Inc | — | +11.58% | Add |
| 43 | JPM | Jpmorgan Chase & Co | — | +11.75% | Add |
| 44 | SPLV | Invesco S&p 500 Low Volatili | — | — | Unchanged |
| 45 | GE | General Electric | — | +13.01% | Add |
| 46 | NOBL | Proshares S&p 500 Dividend A | — | +0.17% | Add |
| 47 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 48 | RY | Royal Bank Of Canada | — | +8.34% | Add |
| 49 | DIS | Walt Disney Co/the | — | +15.91% | Add |
| 50 | DGRO | Ishares Core Dividend Growth | — | — | 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 104 disclosed positions in Q1 2026.
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 31.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $507.1K
Top Position Liquidated / Trimmed
LQD
前期市值: $989.5K
During Q1 2026, Family Capital Management, Inc.'s top holdings by market value included QQQ (10.1%)、SPY (8.9%)、IWY (7.1%). The largest single position, QQQ, represented 10.1% of total portfolio value.
In Q1 2026, Family Capital Management, Inc. made 96 total portfolio adjustments, initiating 8 new buys, adding to 52 positions, trimming 32 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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