13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001897700
Total reported value
$602.2M
$602.2M
102 檔
39.9%
In Q3 2025, Family Investment Center, Inc.'s U.S. equity holdings reached a combined market value of $602.2M, distributed across 102 disclosed stock positions.
In Q3 2025, Family Investment Center, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.24% | -1.13% | +25.43% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 10.41% | -0.21% | +12.61% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 9.48% | +0.47% | +1.42% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 9.31% | +1.11% | -12.62% | |
| 5 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 6.47% | -0.27% | +8.97% | |
| 6 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 4.43% | -0.57% | -6.62% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.99% | -1.29% | +56.55% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 3.86% | +0.14% | +5.57% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.58% | +0.01% | -0.11% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.27% | -0.20% | -1.68% | |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 3.08% | -0.10% | +1.44% | |
| 12 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.88% | -0.10% | +3.13% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.55% | -0.29% | -3.02% | |
| 14 | FLIN | Franklin Ftse India ETF | ETF-Other | 2.28% | -0.09% | EXIT | |
| 15 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 2.05% | -0.01% | -13.54% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.69% | -0.06% | -2.14% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.43% | -0.18% | -1.65% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.32% | -0.01% | -4.32% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.93% | +0.01% | -4.49% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | -0.01% | +1.04% | |
| 21 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.86% | -0.09% | +0.07% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.81% | -0.09% | +3.42% | |
| 23 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.71% | +0.36% | +3.15% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.65% | -0.03% | -0.93% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.52% | -0.02% | -3.56% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.02% | -3.30% | |
| 27 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.41% | -0.02% | — | |
| 28 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.38% | -0.07% | +33.91% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.38% | -0.03% | -1.52% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | — | -3.87% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.10% | +4.94% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.19% | — | -2.08% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.19% | -0.02% | +0.66% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.18% | -0.01% | -1.06% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.18% | +0.01% | -3.74% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.18% | +0.03% | +58.90% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | +0.19% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | — | -0.23% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.13% | -14.15% | |
| 40 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.15% | -0.09% | +2.15% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.01% | — | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | — | +8.58% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.13% | -0.01% | -7.20% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.13% | +0.03% | +121.37% | |
| 45 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.12% | -0.01% | -30.98% | |
| 46 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.12% | +0.13% | — | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.12% | — | -13.84% | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.07% | -22.58% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.12% | — | +0.26% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.11% | +0.27% | — |
According to official SEC Form 13F filings, Family Investment Center, Inc. reported a total U.S. public equity portfolio value of $602.2M across 102 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 BIV, PYLD, SPHQ) accounted for 39.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $765.0K
Top Position Liquidated / Trimmed
DBMF
前期市值: $8.9M
During Q3 2025, Family Investment Center, Inc.'s top holdings by market value included BIV (14.2%)、PYLD (10.4%)、SPHQ (9.5%). The largest single position, BIV, represented 14.2% of total portfolio value.
In Q3 2025, Family Investment Center, Inc. made 49 total portfolio adjustments, initiating 15 new buys, adding to 20 positions, trimming 8 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.