Family Investment Center, Inc. holds a focused book of 120 reported positions worth $602.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Invesco S&P 500 Momentum ETF. Their largest long position is Vanguard Intermediate-Term B at 13% of the reported non-option book.
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.
5% mapped to company sectors
+8 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Family Investment Center, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 8 / 80 | $161.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 80 | $381.1M |
| Emerald Advisors, LLC | 25 / 80 | $652.8M |
| Stuart Investment Advisors, Inc. | 9 / 80 | $200.4M |
| Shade Tree Advisors LLC | 9 / 80 | $136.2M |
| Summa Corp. | 23 / 80 | $248.3M |
| Fortune 45 LLC | 16 / 80 | $181.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Family Investment Center, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard BD Index FDS INTERMED TERM | $79.7M | 1.04M | 13.2% | ▲+7.4% Added · +72K sh | |
| 2 | Pimco ETF TR MULTISECTOR BD | $63.4M | 2.39M | 10.5% | ▲+12% Added · +260K sh | |
| 3 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $53.3M | 330.2K | 8.9% | ▼−8.1% Reduced · −29K sh | |
| 4 | Tidal Trust I FOLI AL RATE ETF | $48.6M | 1.34M | 8.1% | ▲+12% Added · +145K sh | |
| 5 | Invesco Exchange Traded FD T S&P500 QUALITY | $48.2M | 535.3K | 8.0% | ▲+2.8% Added · +14K sh | |
| 6 | American Centy ETF TR INTL EQT ETF | $45.7M | 512.3K | 7.6% | ▲+12% Added · +56K sh | |
| 7 | Dimensional ETF Trust EMERGING MKTS VA | $25.8M | 604.1K | 4.3% | ▲+6.1% Added · +35K sh | |
| 8 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $22.2M | 439.8K | 3.7% | ▼−14% Reduced · −72K sh | |
| 9 | J P Morgan Exchange Traded F INTRNL RES EQT | $20.6M | 250.1K | 3.4% | ▼−8.9% Reduced · −24K sh | |
| 10 | American Centy ETF TR US SML CP VALU | $16.9M | 135.3K | 2.8% | ▲+2.9% Added · +4K sh | |
| 11 | Vanguard Specialized Funds DIV APP ETF | $16.0M | 67.6K | 2.7% | ▼−2.3% Reduced · −2K sh | |
| 12 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $15.8M | 93.1K | 2.6% | ▼−4.7% Reduced · −5K sh | |
| 13 | American Centy ETF TR AVAN US VALU ETF | $13.9M | 173.0K | 2.3% | ▲+7.5% Added · +12K sh | |
| 14 | Vanguard Whitehall FDS INTL HIGH ETF | $13.7M | 139.9K | 2.3% | ▼−1.3% Reduced · −2K sh | |
| 15 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $10.3M | 110.5K | 1.7% | ▲+6.0% Added · +6K sh | |
| 16 | Vanguard Index FDS MID CAP ETF | $8.3M | 103.6K | 1.4% | ▲+295% Added · +77K sh | |
| 17 | Vanguard Index FDS SMALL CP ETF | $7.2M | 23.6K | 1.2% | ▼−0.9% Reduced · −218 sh | |
| 18 | Schwab Strategic TR US DIVIDEND EQ | $7.1M | 224.2K | 1.2% | ▼−2.6% Reduced · −6K sh | |
| 19 | Schwab Strategic TR US MID-CAP ETF | $5.3M | 144.3K | 0.9% | ▼−1.0% Reduced · −1K sh | |
| 20 | Vanguard Index FDS S&P 500 ETF SHS | $4.6M | 6.7K | 0.8% | ▼−0.9% Reduced · −61 sh | |
| 21 | SPDR Series Trust ST STR R1K YLD | $4.5M | 35.0K | 0.7% | ▼−2.6% Reduced · −947 sh | |
| 22 | Ishares TR CORE US AGGBD ET | $4.0M | 40.8K | 0.7% | ▲+2.4% Added · +949 sh | |
| 23 | Vanguard Whitehall FDS INTL DVD ETF | $3.3M | 35.7K | 0.6% | ▲+4.0% Added · +1K sh | |
| 24 | Vanguard Star FDS VG TL INTL STK F | $2.8M | 32.4K | 0.5% | ▼−0.5% Reduced · −163 sh | |
| 25 | Apple Inc COM | $2.6M | 9.0K | 0.4% | ▲+6.7% Added · +562 sh | |
| 26 | Pimco ETF TR ENHNCD LW DUR AC | $2.4M | 25.6K | 0.4% | ▼−0.9% Reduced · −226 sh | |
| 27 | Norfolk Southn Corp COM | $2.0M | 6.5K | 0.3% | —Held | |
| 28 | Micron Technology Inc COM | $2.0M | 1.7K | 0.3% | ▲+83% Added · +790 sh | |
| 29 | Invesco QQQ TR UNIT SER 1 | $2.0M | 2.7K | 0.3% | ▼−17% Reduced · −564 sh | |
| 30 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $1.7M | 15.3K | 0.3% | ▼−22% Reduced · −4K sh | |
| 31 | Ishares Inc CORE MSCI EMKT | $1.6M | 19.0K | 0.3% | ▼−0.5% Reduced · −93 sh | |
| 32 | Select Sector SPDR TR ST STR UTIL ETF | $1.5M | 33.6K | 0.3% | ▲+34% Added · +8K sh | |
| 33 | J P Morgan Exchange Traded F MUNICIPAL ETF | $1.5M | 29.6K | 0.2% | ▲+130% Added · +17K sh | |
| 34 | Franklin Templeton ETF TR FTSE JAPAN HDG | $1.5M | 32.0K | 0.2% | ▼−1.8% Reduced · −572 sh | |
| 35 | Nvidia Corporation COM | $1.4M | 6.9K | 0.2% | ▲+139% Added · +4K sh | |
| 36 | Exxon Mobil Corp COM | $1.4M | 9.9K | 0.2% | ▲~0% Added · +1 sh | |
| 37 | Advanced Micro Devices Inc COM | $1.3M | 2.3K | 0.2% | ▲New New position | |
| 38 | Western Digital Corp COM | $1.3M | 2.0K | 0.2% | ▲+94% Added · +976 sh | |
| 39 | Ge Vernova Inc COM | $1.3M | 1.1K | 0.2% | ▲+351% Added · +831 sh | |
| 40 | Schwab Strategic TR US SML CAP ETF | $1.0M | 28.8K | 0.2% | ▼−0.9% Reduced · −271 sh | |
| 41 | Ishares TR NORTH AMERN NAT | $1.0M | 18.1K | 0.2% | ▲+10% Added · +2K sh | |
| 42 | Vanguard World FD CONSUM STP ETF | $986K | 4.4K | 0.2% | ▲+43% Added · +1K sh | |
| 43 | Amazon Com Inc COM | $979K | 4.1K | 0.2% | ▲+206% Added · +3K sh | |
| 44 | Dimensional ETF Trust US EQUI MARK ETF | $975K | 11.9K | 0.2% | ▼−0.9% Reduced · −105 sh | |
| 45 | Schwab Strategic TR SHT TM US TRES | $924K | 38.3K | 0.2% | ▲+3.4% Added · +1K sh | |
| 46 | Vanguard Index FDS TOTAL STK MKT | $917K | 2.5K | 0.2% | ▼−0.6% Reduced · −14 sh | |
| 47 | SPDR Index SHS FDS ST PORT MARK ETF | $893K | 17.2K | 0.1% | ▼−0.3% Reduced · −59 sh | |
| 48 | Ishares TR RUS 1000 GRW ETF | $842K | 6.8K | 0.1% | ▲+295% Added · +5K sh | |
| 49 | Alphabet Inc CAP STK CL C | $806K | 2.3K | 0.1% | ▲+174% Added · +1K sh | |
| 50 | Berkshire Hathaway Inc Del CL B NEW | $760K | 1.5K | 0.1% | —Held |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.