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CIK: 0001539947
Total reported value
$974.7M
$974.7M
284 檔
17.9%
In Q4 2025, Family Manage LLC's U.S. equity holdings reached a combined market value of $974.7M, distributed across 284 disclosed stock positions.
In Q4 2025, Family Manage LLC displayed an active expansion posture, initiating 54 new positions and adding to 84 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MINT, SHV, NVDA) accounted for 17.9% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.67% | -1.36% | -16.95% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.19% | -1.05% | -9.44% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | +0.40% | -6.92% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.07% | -0.21% | +7.74% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.94% | +0.54% | +7.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.77% | -1.28% | +5.85% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.06% | -0.37% | -1.14% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.79% | +0.23% | -7.65% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.60% | -0.11% | -0.65% | |
| 10 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.28% | -0.38% | +68.23% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.16% | -0.64% | +11.79% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.97% | -0.80% | EXIT | |
| 13 | FLXR | Tcw Flexible Income ETF | ETF-Other | 1.97% | -0.21% | — | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.84% | -0.03% | +1.12% | |
| 15 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.76% | -0.05% | -0.96% | |
| 16 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.62% | -0.07% | -0.59% | |
| 17 | C | Citigroup Inc | Stock-Financials | 1.42% | +0.27% | +4.06% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | -0.02% | +4.11% | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.31% | +0.17% | +5.54% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +2.37% | -26.26% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.16% | +179.41% | |
| 22 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 1.05% | -0.03% | +167.60% | |
| 23 | AXP | American Express Co | Stock-Financials | 1.04% | -0.04% | +0.01% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | +0.24% | +3.59% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.04% | +4.02% | |
| 26 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.95% | -0.65% | +7.63% | |
| 27 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.88% | — | — | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.88% | -0.11% | +4.69% | |
| 29 | MTBA | Simplify Mbs ETF | ETF-Other | 0.86% | — | -31.05% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.85% | -0.06% | +0.29% | |
| 31 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.84% | -0.16% | +3.88% | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.84% | -0.42% | +2.52% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | +0.10% | +4.18% | |
| 34 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 0.82% | +0.33% | +1.33% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.79% | +0.45% | +97.95% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.79% | +0.03% | NEW | |
| 37 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.78% | -0.03% | -37.30% | |
| 38 | INCY | Incyte CORP | Stock-Healthcare | 0.73% | — | +130.08% | |
| 39 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.70% | -0.03% | +6.04% | |
| 40 | EOG | Eog Resources Inc | Stock-Energy | 0.70% | -0.06% | +4.05% | |
| 41 | SNA | Snap-on Inc | Stock-Industrials | 0.69% | -0.38% | +1.65% | |
| 42 | SYF | Synchrony Financial | Stock-Financials | 0.69% | — | +4.90% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.69% | -0.29% | +16.88% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.68% | +0.40% | -35.07% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.67% | -0.25% | +12.99% | |
| 46 | SHEL | Shell Plc-adr | Stock-Energy | 0.65% | -0.04% | +2.19% | |
| 47 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.65% | — | +2.17% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.02% | +6.84% | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.63% | -0.11% | -31.95% | |
| 50 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.62% | -0.49% | +17.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.6% | +503.46% | Add |
| 2 | PYLD | Pimco Multisector Bond Actv | +0.8% | +68.23% | Add |
| 3 | AVGO | Broadcom Inc | +0.7% | +179.41% | Add |
| 4 | ALLW | State Street Brgwtr All Wthr | +0.6% | +167.60% | Add |
| 5 | WFC | Wells Fargo & Co | +0.5% | +641.37% | Add |
| 6 | INCY | Incyte CORP | +0.4% | +130.08% | Add |
| 7 | USMV | Ishares Msci USA Min Vol Fac | +0.4% | +97.95% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.65% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | +7.72% | Add |
| 10 | ZM | Zoom Communications Inc | +0.1% | +48.43% | Add |
| 11 | C | Citigroup Inc | +0.1% | +4.06% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +25.28% | Add |
| 13 | VLUE | Ishares Msci USA Value Facto | +0.1% | +17.77% | Add |
| 14 | IAU | Ishares Gold Trust | +0.1% | +12.99% | Add |
| 15 | ARCC | Ares Capital CORP | +0.1% | +63.82% | Add |
| 16 | SYF | Synchrony Financial | +0.1% | +4.90% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | +3.59% | Add |
| 18 | GILD | Gilead Sciences Inc | +0.1% | +4.69% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +99.74% | Add |
| 20 | FOXA | Fox CORP - Class A | +0.1% | +2.17% | Add |
| 21 | RITM | Rithm Capital CORP | +0.1% | +31.82% | Add |
| 22 | CEG | Constellation Energy | +0.1% | +96.21% | Add |
| 23 | QUAL | Ishares Msci USA Quality Fac | 0% | +7.74% | Add |
| 24 | JLL | Jones Lang Lasalle Inc | 0% | +1.33% | Add |
| 25 | WMT | Walmart Inc | 0% | +28.29% | Add |
| 26 | GBDC | Golub Capital Bdc Inc | 0% | +40.01% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | +60.48% | Add |
| 28 | SHOP | Shopify Inc - Class A | 0% | +49.80% | Add |
| 29 | TSLA | Tesla Inc | 0% | +120.11% | Add |
| 30 | RL | Ralph Lauren CORP | 0% | +68.80% | Add |
| 31 | AXS | AXIS Capital Holdings Limited | 0% | +92.88% | Add |
| 32 | USB | US Bancorp | 0% | +98.63% | Add |
| 33 | AXP | American Express Co | 0% | +0.01% | Add |
| 34 | CB | Chubb Limited | 0% | +68.77% | Add |
| 35 | MA | Mastercard Inc - A | 0% | +40.51% | Add |
| 36 | BAC | Bank Of America CORP | 0% | +52.78% | Add |
| 37 | GE | General Electric | 0% | +79.77% | Add |
| 38 | NLR | Vaneck Urani & Nuclr Etf-usd | 0% | +140.25% | Add |
| 39 | PLTR | Palantir Technologies Inc-a | 0% | +110.99% | Add |
| 40 | MTG | Mgic Investment CORP | 0% | +73.02% | Add |
| 41 | PEP | Pepsico Inc | 0% | +59.84% | Add |
| 42 | BMY | Bristol-myers Squibb Co | 0% | -5.69% | Trim |
| 43 | IBM | Intl Business Machines CORP | 0% | +30.25% | Add |
| 44 | MRK | Merck & Co. Inc. | 0% | +68.28% | Add |
| 45 | ORI | Old Republic Intl CORP | 0% | +60.56% | Add |
| 46 | ORCL | Oracle CORP | 0% | +87.89% | Add |
| 47 | NOW | Servicenow Inc | 0% | +807.13% | Add |
| 48 | ALSN | Allison Transmission Holding | 0% | +59.79% | Add |
| 49 | COST | Costco Wholesale CORP | 0% | +41.89% | Add |
| 50 | ABBV | Abbvie Inc | 0% | +32.44% | Add |
According to official SEC Form 13F filings, Family Manage LLC reported a total U.S. public equity portfolio value of $974.7M across 284 disclosed positions in Q4 2025.
During Q4 2025, Family Manage LLC's top holdings by market value included MINT (5.7%)、SHV (4.2%)、NVDA (4.2%). The largest single position, MINT, represented 5.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
FLXR
市值: $15.6M
Top Position Liquidated / Trimmed
VICI
前期市值: $5.4M
In Q4 2025, Family Manage LLC made 199 total portfolio adjustments, initiating 54 new buys, adding to 84 positions, trimming 33 holdings, and fully liquidating 28 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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