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CIK: 0001539947
Total reported value
$974.7M
$974.7M
220 檔
18.8%
During the Q2 2025 filing period, Family Manage LLC (CIK: 0001539947) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $974.7M across 220 reported positions.
In Q2 2025, Family Manage LLC displayed an active expansion posture, initiating 31 new positions and adding to 74 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 220 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 8.64% | -1.36% | -13.10% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.61% | -1.05% | +4.85% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.57% | -1.28% | +13.26% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.48% | +0.40% | -0.39% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.16% | -0.21% | +2.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.74% | -0.37% | -3.26% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.25% | +0.54% | -1.05% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.98% | -0.11% | -0.93% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.69% | -0.64% | -6.52% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.23% | -8.24% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.91% | -0.03% | +3.60% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.76% | -0.07% | +3.93% | |
| 13 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.68% | -0.03% | -4.40% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.59% | -0.05% | -18.50% | |
| 15 | MTBA | Simplify Mbs ETF | ETF-Other | 1.49% | — | -3.20% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | -0.02% | -23.46% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.41% | -0.38% | +47.38% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.34% | +0.17% | -2.77% | |
| 19 | NRG | Nrg Energy Inc | Stock-Utilities | 1.27% | -0.03% | +2.93% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.15% | +0.27% | +2.44% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.13% | -0.65% | +30.92% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +2.37% | +152.25% | |
| 23 | AXP | American Express Co | Stock-Financials | 1.06% | -0.04% | +0.05% | |
| 24 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.04% | -0.11% | +4.64% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.04% | -0.67% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.97% | +0.03% | NEW | |
| 27 | KR | Kroger Co | Stock-Consumer Staples | 0.93% | — | +0.44% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | +0.10% | +0.69% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.25% | -13.73% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.91% | +0.40% | +0.15% | |
| 31 | QCOM | Qualcomm Inc | Stock-Tech | 0.86% | -0.42% | +4.63% | |
| 32 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.85% | -0.11% | +103.64% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | +0.24% | +3.23% | |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.78% | -0.16% | +25.74% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.75% | -0.06% | -2.82% | |
| 36 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.73% | +0.33% | +1.89% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.02% | +0.62% | |
| 38 | SNA | Snap-on Inc | Stock-Industrials | 0.71% | -0.38% | +4.00% | |
| 39 | SHEL | Shell Plc-adr | Stock-Energy | 0.70% | -0.04% | +1582.97% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.64% | -0.06% | +45.32% | |
| 41 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.64% | -0.06% | -26.88% | |
| 42 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.63% | -0.03% | — | |
| 43 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.61% | -0.13% | -30.96% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.12% | +2.35% | |
| 45 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.58% | — | -0.91% | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.58% | — | — | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.56% | -0.03% | EXIT | |
| 48 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 0.56% | — | +2.80% | |
| 49 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.55% | +0.01% | +0.92% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.51% | -0.49% | -6.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -0.39% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +152.25% | Add |
| 3 | SHEL | Shell Plc-adr | +0.7% | +1582.97% | Add |
| 4 | CF | Cf Industries Holdings Inc | +0.6% | NEW | New buy |
| 5 | COF | Capital One Financial CORP | +0.6% | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +13.26% | Add |
| 7 | MSFT | Microsoft CORP | +0.6% | -3.26% | Trim |
| 8 | NRG | Nrg Energy Inc | +0.5% | +2.93% | Add |
| 9 | PFE | Pfizer Inc | +0.4% | +720.76% | Add |
| 10 | GILD | Gilead Sciences Inc | +0.4% | +103.64% | Add |
| 11 | BKNG | Booking Holdings Inc | +0.4% | +30.92% | Add |
| 12 | PYLD | Pimco Multisector Bond Actv | +0.4% | +47.38% | Add |
| 13 | DHI | Dr Horton Inc | +0.3% | NEW | New buy |
| 14 | FOXA | Fox CORP - Class A | +0.3% | NEW | New buy |
| 15 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | NEW | New buy |
| 16 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +289.07% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.2% | -6.52% | Trim |
| 18 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +86.84% | Add |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.15% | Add |
| 20 | C | Citigroup Inc | +0.1% | +2.44% | Add |
| 21 | AEVA | Aeva Technologies Inc | +0.1% | NEW | New buy |
| 22 | EOG | Eog Resources Inc | +0.1% | +45.32% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | -3.43% | Trim |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +25.74% | Add |
| 25 | TUA | Sim St Treas Fut Strat ETF | +0.1% | NEW | New buy |
| 26 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +3.60% | Add |
| 27 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +3.93% | Add |
| 28 | AXP | American Express Co | +0.1% | +0.05% | Add |
| 29 | OEF | Ishares S&p 100 ETF | +0.1% | +4.64% | Add |
| 30 | VRNA | Verona Pharma PLC - Adr | +0.1% | NEW | New buy |
| 31 | BMNR | Bitmine Immersion Technologi | +0.1% | NEW | New buy |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | -0.67% | Trim |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.85% | Add |
| 34 | ARKK | Ark Innovation ETF | +0.1% | — | Unchanged |
| 35 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 36 | CAT | Caterpillar Inc | +0.1% | +2.35% | Add |
| 37 | CAH | Cardinal Health Inc | +0.1% | -0.91% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | +0.1% | +27.07% | Add |
| 39 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 40 | ALLW | State Street Brgwtr All Wthr | +0.1% | NEW | New buy |
| 41 | BAC | Bank Of America CORP | 0% | NEW | New buy |
| 42 | SMCI | Super Micro Computer Inc | 0% | — | Unchanged |
| 43 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 44 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | NEW | New buy |
| 45 | INGR | Ingredion Inc | 0% | NEW | New buy |
| 46 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 47 | BAM | Brookfield Asset Mgmt-a | 0% | NEW | New buy |
| 48 | ITT | Itt Inc | 0% | NEW | New buy |
| 49 | APG | Api Group CORP | 0% | NEW | New buy |
| 50 | HON | Honeywell International Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, Family Manage LLC reported a total U.S. public equity portfolio value of $974.7M across 220 disclosed positions in Q2 2025.
During Q2 2025, Family Manage LLC's top holdings by market value included MINT (8.6%)、SHV (5.6%)、SPY (4.6%). The largest single position, MINT, represented 8.6% of total portfolio value.
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 MINT, SHV, SPY) accounted for 18.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
CF
市值: $4.2M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $2.9M
In Q2 2025, Family Manage LLC made 173 total portfolio adjustments, initiating 31 new buys, adding to 74 positions, trimming 55 holdings, and fully liquidating 13 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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