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CIK: 0001539947
Total reported value
$974.7M
$974.7M
257 檔
18.8%
According to the latest 13F quarterly dataset, Family Manage LLC managed an equity portfolio of $974.7M at the end of Q3 2025, spanning 257 distinct U.S. exchange-listed positions.
In Q3 2025, Family Manage LLC displayed an active expansion posture, initiating 62 new positions and adding to 61 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 257 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 7.45% | -1.36% | -6.33% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 5.05% | -1.05% | -2.13% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.86% | +0.40% | -0.03% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.03% | -0.21% | -0.92% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.79% | -1.28% | -16.49% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.72% | +0.54% | +0.58% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.61% | -0.37% | +0.94% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.80% | -0.11% | -3.13% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +0.23% | +0.56% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.34% | -0.64% | -4.83% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.94% | -0.03% | +2.75% | |
| 12 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.91% | -0.05% | +17.65% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.74% | +2.37% | +64.67% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.74% | -0.07% | +0.34% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.48% | -0.38% | +12.95% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.02% | +1.95% | |
| 17 | MTBA | Simplify Mbs ETF | ETF-Other | 1.35% | — | -1.99% | |
| 18 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 1.34% | -0.03% | -20.82% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.32% | +0.17% | +1.42% | |
| 20 | C | Citigroup Inc | Stock-Financials | 1.29% | +0.27% | +2.49% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.40% | +1.00% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.01% | -0.04% | -0.01% | |
| 23 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.98% | -0.11% | -5.59% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | -0.04% | +0.78% | |
| 25 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.97% | -0.65% | +0.46% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | +0.24% | +1.56% | |
| 27 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.90% | -0.06% | +22.20% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.89% | -0.16% | +23.52% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.87% | -0.42% | +4.61% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.10% | +2.23% | |
| 31 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.84% | -0.03% | +49.14% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.84% | -0.29% | +228.70% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.82% | -0.11% | +5.43% | |
| 34 | KR | Kroger Co | Stock-Consumer Staples | 0.82% | — | +1.30% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.80% | +0.03% | NEW | |
| 36 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.78% | +0.33% | -0.85% | |
| 37 | EOG | Eog Resources Inc | Stock-Energy | 0.78% | -0.06% | +40.89% | |
| 38 | SNA | Snap-on Inc | Stock-Industrials | 0.74% | -0.38% | +1.68% | |
| 39 | VICI | Vici Properties Inc | Stock-Real Estate | 0.74% | — | — | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.68% | -0.04% | +4.20% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.02% | -3.38% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.12% | -3.76% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.25% | -32.56% | |
| 44 | SYF | Synchrony Financial | Stock-Financials | 0.61% | — | — | |
| 45 | NTR | Nutrien LTD | Stock-Materials | 0.61% | -0.12% | — | |
| 46 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.60% | — | +118.80% | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.58% | -0.25% | +51.06% | |
| 48 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.55% | +0.01% | +0.83% | |
| 49 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.55% | — | +0.86% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.54% | — | +1.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -0.03% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.4% | +64.67% | Add |
| 3 | SHEL | Shell Plc-adr | +0.6% | +4.20% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | +0.56% | Trim |
| 5 | PYLD | Pimco Multisector Bond Actv | +0.4% | +12.95% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +0.94% | Trim |
| 7 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +1.86% | Add |
| 8 | PFE | Pfizer Inc | +0.4% | +1.46% | Add |
| 9 | GILD | Gilead Sciences Inc | +0.4% | +5.43% | Add |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1.00% | Add |
| 11 | C | Citigroup Inc | +0.3% | +2.49% | Add |
| 12 | EOG | Eog Resources Inc | +0.3% | +40.89% | Add |
| 13 | BKNG | Booking Holdings Inc | +0.2% | +0.46% | Add |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +23.52% | Add |
| 15 | IAU | Ishares Gold Trust | +0.2% | +51.06% | Add |
| 16 | AVGO | Broadcom Inc | +0.2% | +6.04% | Add |
| 17 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | +1.63% | Add |
| 18 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +22.20% | Add |
| 19 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +2.75% | Add |
| 20 | IWF | Ishares Russell 1000 Growth | +0.1% | +65.33% | Add |
| 21 | CAT | Caterpillar Inc | +0.1% | -3.76% | Trim |
| 22 | ARKK | Ark Innovation ETF | +0.1% | — | Unchanged |
| 23 | IWY | Ishares Russell Top 200 Grow | +0.1% | +17.65% | Trim |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.78% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +4.82% | Add |
| 26 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +0.34% | Add |
| 27 | MPC | Marathon Petroleum CORP | +0.1% | +0.86% | Add |
| 28 | ORCL | Oracle CORP | +0.1% | +50.31% | Add |
| 29 | BNY | Bank Of New York Mellon CORP | +0.1% | +0.83% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.55% | Add |
| 31 | ASML | ASML Holding N.V. | +0.1% | +103.29% | Add |
| 32 | ABBV | Abbvie Inc | 0% | +45.31% | Add |
| 33 | AXP | American Express Co | 0% | -0.01% | Add |
| 34 | SHOP | Shopify Inc - Class A | 0% | +10.80% | Add |
| 35 | HUT | Hut 8 CORP | 0% | — | Unchanged |
| 36 | OEF | Ishares S&p 100 ETF | 0% | -5.59% | Trim |
| 37 | JLL | Jones Lang Lasalle Inc | 0% | -0.85% | Add |
| 38 | SMCI | Super Micro Computer Inc | 0% | +0.82% | Add |
| 39 | MA | Mastercard Inc - A | 0% | +17.39% | Add |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 0% | +18.17% | Add |
| 41 | JTEK | Jpmorgan US Tech Leaders | 0% | — | Add |
| 42 | ETN | Eaton Corporation plc | 0% | +22.34% | Add |
| 43 | NFLX | Netflix Inc | 0% | +10.36% | Add |
| 44 | IUSG | Ishares Core S&p U.s. Growth | 0% | — | Add |
| 45 | XLF | Ss Financial Select Sector | 0% | +3051.22% | Add |
| 46 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 47 | XSHQ | Invesco S&p Smallcap Quality | 0% | — | Add |
| 48 | IVW | Ishares S&p 500 Growth ETF | 0% | — | Add |
| 49 | NOW | Servicenow Inc | 0% | +15.03% | Add |
| 50 | IBM | Intl Business Machines CORP | 0% | +9.57% | Add |
According to official SEC Form 13F filings, Family Manage LLC reported a total U.S. public equity portfolio value of $974.7M across 257 disclosed positions in Q3 2025.
During Q3 2025, Family Manage LLC's top holdings by market value included MINT (7.5%)、SHV (5.0%)、NVDA (4.9%). The largest single position, MINT, represented 7.5% 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, NVDA) accounted for 18.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
CF
市值: $6.1M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $2.9M
In Q3 2025, Family Manage LLC made 189 total portfolio adjustments, initiating 62 new buys, adding to 61 positions, trimming 52 holdings, and fully liquidating 14 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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