Family Capital Management, Inc. holds a focused book of 115 stocks worth $258.0M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco QQQ Trust Series 1 at 11% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1964344/holdings"
Use Arkolith to show Family Capital Management, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Family Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $579.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $168.6B |
| LPL Financial LLC | 80 / 80 | $84.2B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $69.8B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $18.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $526.9B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $98.9B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $28.3B |
Ranked by how many of Family Capital Management, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $28.7M | 39.0K | 11.1% | ▼−0.8% Reduced · −300 sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $22.9M | 30.6K | 8.9% | ▼−0.1% Reduced · −49 sh | |
| 3 | Ishares TR RUS TP200 GR ETF | $18.8M | 64.6K | 7.3% | ▲+0.9% Added · +591 sh | |
| 4 | Amazon Com Inc COM | $16.7M | 70.2K | 6.5% | ▲+0.6% Added · +411 sh | |
| 5 | Invesco Exchange Traded FD T S&P500 QUALITY | $9.9M | 110.1K | 3.8% | ▲+2.4% Added · +3K sh | |
| 6 | Ishares TR CORE S&P US VLU | $8.4M | 76.0K | 3.2% | ▲+1.4% Added · +1K sh | |
| 7 | Schwab Strategic TR FUNDAMENTAL US B | $7.3M | 239.8K | 2.8% | ▲+2.2% Added · +5K sh | |
| 8 | Schwab Strategic TR US DIVIDEND EQ | $7.3M | 229.6K | 2.8% | ▼−1.3% Reduced · −3K sh | |
| 9 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $7.0M | 191.9K | 2.7% | ▼−12% Reduced · −25K sh | |
| 10 | Apple Inc COM | $6.5M | 22.3K | 2.5% | ▲+0.1% Added · +20 sh | |
| 11 | Vanguard Index FDS S&P 500 ETF SHS | $5.0M | 7.2K | 1.9% | ▲~0% Added · +1 sh | |
| 12 | First TR Exchng Traded FD VI SMITH OPPORT FXD | $4.8M | 110.4K | 1.9% | ▲+4.0% Added · +4K sh | |
| 13 | Franklin Templeton ETF TR US MID CP MLTFCT | $4.8M | 82.2K | 1.8% | ▲+1.3% Added · +1K sh | |
| 14 | Fidelity Merrimack STR TR TOTAL BD ETF | $4.5M | 99.3K | 1.8% | ▲+2.2% Added · +2K sh | |
| 15 | Vanguard Index FDS SMALL CP ETF | $4.4M | 14.7K | 1.7% | ▲+0.1% Added · +12 sh | |
| 16 | Wisdomtree TR US QTLY DIV GRT | $4.2M | 43.6K | 1.6% | ▼−1.3% Reduced · −587 sh | |
| 17 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $4.1M | 36.7K | 1.6% | ▲+0.8% Added · +310 sh | |
| 18 | Dimensional ETF Trust CORE FIXE IN ETF | $4.1M | 97.7K | 1.6% | ▲+3.1% Added · +3K sh | |
| 19 | First TR Exchange-Traded FD SHS | $4.0M | 83.8K | 1.6% | ▼~0% Reduced · −24 sh | |
| 20 | J P Morgan Exchange Traded F DIVERSFD EQT ETF | $3.9M | 65.4K | 1.5% | ▼−0.9% Reduced · −625 sh | |
| 21 | Alphabet Inc CAP STK CL A | $3.9M | 10.8K | 1.5% | ▼−0.4% Reduced · −48 sh | |
| 22 | Ishares TR RUS 1000 GRW ETF | $3.8M | 30.3K | 1.5% | ▲+300% Added · +23K sh | |
| 23 | First TR Exchange-Traded FD FIRST TR ENH NEW | $3.5M | 58.7K | 1.4% | ▲+243% Added · +42K sh | |
| 24 | Microsoft Corp COM | $2.9M | 7.8K | 1.1% | ▼−10% Reduced · −899 sh | |
| 25 | Applied Matls Inc COM | $2.8M | 3.9K | 1.1% | ▼−5.3% Reduced · −215 sh | |
| 26 | Nvidia Corporation COM | $2.7M | 13.7K | 1.1% | ▲+3.1% Added · +418 sh | |
| 27 | Ishares TR RUS TOP 200 ETF | $2.6M | 13.8K | 1.0% | ▲+0.1% Added · +13 sh | |
| 28 | Broadcom Inc COM | $2.2M | 5.8K | 0.9% | ▲+2.9% Added · +164 sh | |
| 29 | Dimensional ETF Trust NATL MUN BD ETF | $2.1M | 42.5K | 0.8% | ▲+9.8% Added · +4K sh | |
| 30 | First TR Exchng Traded FD VI FT VEST DEEP ETF | $1.9M | 64.9K | 0.7% | ▼−32% Reduced · −30K sh | |
| 31 | ASML Hldg NV N Y REGISTRY SHS | $1.8M | 908 | 0.7% | ▼−0.3% Reduced · −3 sh | |
| 32 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $1.7M | 25.0K | 0.7% | ▼−49% Reduced · −24K sh | |
| 33 | First TR Exch Traded FD III MANAGD MUN ETF | $1.6M | 32.0K | 0.6% | ▲+6.5% Added · +2K sh | |
| 34 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.6M | 22.7K | 0.6% | ▼−0.1% Reduced · −27 sh | |
| 35 | Ishares TR INTL DIV GRWTH | $1.6M | 17.9K | 0.6% | ▲+1.2% Added · +218 sh | |
| 36 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.1K | 0.6% | ▼−1.0% Reduced · −32 sh | |
| 37 | Ishares TR NATIONAL MUN ETF | $1.5M | 14.2K | 0.6% | ▲+14% Added · +2K sh | |
| 38 | First TR Exchange Traded FD RISNG DIVD ACHIV | $1.4M | 17.9K | 0.6% | —Held | |
| 39 | American Express Co COM | $1.4M | 4.1K | 0.5% | ▼−3.8% Reduced · −163 sh | |
| 40 | Victory Portfolios II VCSHS US 500 ENH | $1.4M | 17.3K | 0.5% | ▼−1.2% Reduced · −217 sh | |
| 41 | Select Sector SPDR TR ST STR TECHN ETF | $1.3M | 6.9K | 0.5% | ▼−0.7% Reduced · −50 sh | |
| 42 | Alphabet Inc CAP STK CL C | $1.3M | 3.7K | 0.5% | ▼−1.2% Reduced · −46 sh | |
| 43 | Merck & Co Inc COM | $1.3M | 10.0K | 0.5% | ▲+0.6% Added · +56 sh | |
| 44 | Caterpillar Inc COM | $1.2M | 1.1K | 0.5% | ▲+0.1% Added · +1 sh | |
| 45 | Schwab Strategic TR MUN BD ETF | $1.1M | 41.2K | 0.4% | ▲+15% Added · +6K sh | |
| 46 | Eli Lilly & Co COM | $1.0M | 865 | 0.4% | ▲+7.5% Added · +60 sh | |
| 47 | SPDR Series Trust ST STR R1K LOWV | $940K | 5.2K | 0.4% | ▼−1.8% Reduced · −94 sh | |
| 48 | Johnson & Johnson COM | $940K | 3.7K | 0.4% | ▲+5.0% Added · +175 sh | |
| 49 | Visa Inc COM CL A | $905K | 2.6K | 0.4% | ▲+4.2% Added · +107 sh | |
| 50 | Abbvie Inc COM | $888K | 3.5K | 0.3% | ▲+4.5% Added · +153 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 115 | $258.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 104 | $224.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 100 | $225.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 27, 2025 | 100 | $209.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 30, 2025 | 91 | $190.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 30, 2025 | 72 | $162.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 70 | $165.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 68 | $155.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.