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CIK: 0001897700
Total reported value
$602.2M
$602.2M
91 檔
42.1%
During the Q1 2026 filing period, Family Investment Center, Inc. (CIK: 0001897700) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $602.2M across 91 reported positions.
In Q1 2026, Family Investment Center, Inc. adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 16 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.36% | -1.13% | +2.24% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 10.75% | -0.21% | +6.54% | |
| 3 | RISR | Foliobe Altr In&in H Etf-usd | ETF-Other | 8.34% | -0.27% | +32.40% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 7.75% | +1.11% | -4.53% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 7.54% | +0.47% | -16.52% | |
| 6 | AVDE | Avantis International Equity | ETF-Other | 7.45% | +0.14% | +87.02% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.98% | -1.29% | +29.61% | |
| 8 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 4.00% | -0.57% | -2.54% | |
| 9 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 3.92% | +0.36% | +426.28% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.86% | -0.20% | -2.28% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.79% | +0.01% | -23.50% | |
| 12 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.73% | -0.10% | -5.10% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.57% | -0.29% | +0.27% | |
| 14 | AVMV | Avantis US Mid Cap Val ETF | ETF-Other | 2.30% | +0.01% | — | |
| 15 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.52% | +0.20% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.45% | -0.06% | -4.04% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.36% | -0.18% | -0.79% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.20% | -0.01% | -3.57% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.87% | +0.01% | -2.16% | |
| 20 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-Other | 0.83% | -0.09% | -0.43% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.78% | -0.01% | -2.27% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.76% | -0.09% | +1.83% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.58% | -0.03% | +0.55% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | -0.02% | -0.45% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.48% | -0.07% | +17.08% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.02% | -5.80% | |
| 27 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.39% | -0.10% | -86.28% | |
| 28 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.36% | -0.02% | +0.15% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | -0.03% | +6.29% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.10% | +8.94% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | — | +0.40% | |
| 32 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-Other | 0.25% | -0.01% | -88.03% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.22% | +0.03% | +20.04% | |
| 34 | IGE | Ishares North American Natur | ETF-Other | 0.20% | -0.03% | — | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.17% | -0.02% | +0.42% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.16% | — | -0.48% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.16% | +0.01% | -1.90% | |
| 38 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.16% | -0.09% | -12.26% | |
| 39 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.16% | -0.01% | -1.18% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | — | -2.04% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.14% | — | -1.10% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.01% | +20.29% | |
| 43 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.13% | -0.09% | +92.09% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.13% | +0.03% | +53.39% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | -0.07% | +64.54% | |
| 46 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.12% | +0.13% | +10.25% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.12% | -0.03% | +16.66% | |
| 48 | HUBS | Hubspot Inc | Stock-Tech | 0.12% | -0.08% | — | |
| 49 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.11% | -0.02% | +12.93% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.10% | — | -7.15% |
According to official SEC Form 13F filings, Family Investment Center, Inc. reported a total U.S. public equity portfolio value of $602.2M across 91 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 BIV, PYLD, RISR) accounted for 42.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVMV
市值: $11.9M
Top Position Liquidated / Trimmed
AVGO
前期市值: $685.3K
During Q1 2026, Family Investment Center, Inc.'s top holdings by market value included BIV (14.4%)、PYLD (10.8%)、RISR (8.3%). The largest single position, BIV, represented 14.4% of total portfolio value.
In Q1 2026, Family Investment Center, Inc. made 102 total portfolio adjustments, initiating 10 new buys, adding to 32 positions, trimming 44 holdings, and fully liquidating 16 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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