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CIK: 0001897700
Total reported value
$602.2M
$602.2M
92 檔
36.3%
The Q2 2025 SEC filing reveals that Family Investment Center, Inc. held a total portfolio value of $602.2M, covering 92 public equity positions.
In Q2 2025, Family Investment Center, Inc. displayed an active expansion posture, initiating 16 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 12.26% | -1.13% | +7.20% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 10.80% | +1.11% | +4.09% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 9.97% | -0.21% | +1.32% | |
| 4 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 9.91% | +0.47% | +2.10% | |
| 5 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 6.61% | -0.27% | +7.89% | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 4.98% | -0.57% | -4.19% | |
| 7 | AVDE | Avantis International Equity | ETF-Other | 3.74% | +0.14% | +24.46% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.58% | +0.01% | +3.67% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.44% | -0.20% | -3.43% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.10% | -0.10% | +2.96% | |
| 11 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.90% | -0.10% | +3.81% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.78% | -1.29% | +332.54% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.72% | -0.29% | -1.60% | |
| 14 | FLIN | Franklin Ftse India ETF | ETF-Other | 2.59% | -0.09% | EXIT | |
| 15 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 2.31% | -0.01% | -0.30% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.79% | -0.06% | -3.92% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.54% | -0.18% | +4.61% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.40% | -0.01% | -8.39% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.01% | +0.01% | -1.51% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.01% | +4.34% | |
| 21 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.90% | -0.09% | +2.73% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.85% | -0.09% | -3.18% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.72% | -0.03% | +302.56% | |
| 24 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.71% | +0.36% | +3.40% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.55% | -0.02% | -3.22% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.02% | +11.83% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | -0.03% | +6.19% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.38% | -0.02% | — | |
| 29 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.31% | -0.07% | +0.31% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.27% | — | -8.89% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.10% | -0.02% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.20% | -0.02% | +0.67% | |
| 33 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.20% | -0.01% | -47.27% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | — | -23.56% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.19% | +0.01% | -12.90% | |
| 36 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.18% | -0.01% | -2.57% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | +0.35% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.13% | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | — | -0.68% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.07% | +156.91% | |
| 41 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 0.16% | — | -92.49% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.01% | +2.48% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.15% | — | — | |
| 44 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.14% | -0.09% | -31.84% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | +95.55% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.14% | -0.01% | -11.07% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | +0.01% | — | |
| 48 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.13% | +0.13% | -37.31% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | +0.11% | — | |
| 50 | IHDG | Wisdomtree International Hed | ETF-Other | 0.12% | -0.01% | -90.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +2.1% | +332.54% | Add |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +1.6% | +4.09% | Add |
| 3 | AVDE | Avantis International Equity | +0.8% | +24.46% | Add |
| 4 | VIGI | Vanguard Int Div App Indx Fd | +0.5% | +302.56% | Add |
| 5 | XMMO | Invesco S&p Midcap Momentum | +0.2% | +3.81% | Add |
| 6 | NVDA | Nvidia CORP | +0.2% | NEW | New buy |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | +2.10% | Add |
| 8 | NFLX | Netflix Inc | +0.1% | NEW | New buy |
| 9 | META | Meta Platforms Inc-class A | +0.1% | NEW | New buy |
| 10 | FLIN | Franklin Ftse India ETF | +0.1% | +4.92% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | NEW | New buy |
| 12 | MSFT | Microsoft CORP | +0.1% | +156.91% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 14 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 15 | COST | Costco Wholesale CORP | +0.1% | NEW | New buy |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 17 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +95.55% | Add |
| 19 | GE | General Electric | +0.1% | NEW | New buy |
| 20 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 21 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +2.96% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +4.34% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +6.19% | Add |
| 24 | MMM | 3m Co | +0.1% | NEW | New buy |
| 25 | ADBE | Adobe Inc | +0.1% | NEW | New buy |
| 26 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 27 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 28 | RISR | Foliobe Altr In&in H Etf-usd | +0.1% | +7.89% | Add |
| 29 | SPOT | Spotify Technology S.A. | +0.1% | NEW | New buy |
| 30 | BIV | Vanguard Intermediate-term B | 0% | +7.20% | Add |
| 31 | DFEV | Dimensional Emrg Mrkt Val | 0% | +3.40% | Add |
| 32 | AVUV | Avantis US Small Cap Value | 0% | +3.67% | Add |
| 33 | VYMI | Vanguard Int High Dvd Yld In | 0% | -1.60% | Trim |
| 34 | MRSH | Marsh & Mclennan Cos | -0.1% | EXIT | Sold out |
| 35 | JIRE | Jpmorgan Int Res Enh Eqty | -0.1% | -4.19% | Trim |
| 36 | VO | Vanguard Mid-cap ETF | -0.1% | -3.92% | Trim |
| 37 | VPLS | Vanguard Core-plus Bond ETF | -0.1% | -50.69% | Trim |
| 38 | IAUM | Ishares Gold Trust Micro | -0.1% | -31.84% | Trim |
| 39 | FLJH | Franklin Ftse Jpn Hedged ETF | -0.1% | -0.30% | Trim |
| 40 | JMUB | Jpmorgan Municipal ETF | -0.1% | -37.31% | Trim |
| 41 | CCRVUSD | Ishares Comm Curve Carry Str | -0.2% | EXIT | Sold out |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | EXIT | Sold out |
| 43 | BKLN | Invesco Senior Loan ETF | -0.2% | EXIT | Sold out |
| 44 | LONZ | Pimco Senior Loan Active ETF | -0.2% | -47.27% | Trim |
| 45 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -3.43% | Trim |
| 46 | ICLO | Invesco Aaa Clo F/r Note ETF | -0.5% | EXIT | Sold out |
| 47 | PYLD | Pimco Multisector Bond Actv | -0.6% | +1.32% | Add |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | -1.1% | -93.79% | Trim |
| 49 | IHDG | Wisdomtree International Hed | -1.3% | -90.54% | Trim |
| 50 | DBMF | Imgp Dbi Managed Futures Str | -2% | -92.49% | Trim |
According to official SEC Form 13F filings, Family Investment Center, Inc. reported a total U.S. public equity portfolio value of $602.2M across 92 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 BIV, SPMO, PYLD) accounted for 36.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
NVDA
市值: $754.6K
Top Position Liquidated / Trimmed
ICLO
前期市值: $2.2M
During Q2 2025, Family Investment Center, Inc.'s top holdings by market value included BIV (12.3%)、SPMO (10.8%)、PYLD (10.0%). The largest single position, BIV, represented 12.3% of total portfolio value.
In Q2 2025, Family Investment Center, Inc. made 50 total portfolio adjustments, initiating 16 new buys, adding to 17 positions, trimming 12 holdings, and fully liquidating 5 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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