Family Investment Center, Inc. holds a focused book of 120 stocks worth $602.2M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2025 would be +11% (+14.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1897700/holdings"
Use Arkolith to show Family Investment Center, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Family Investment Center, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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 Investment Center, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $492.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $141.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $132.4B |
| LPL Financial LLC | 79 / 80 | $73.8B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $65.7B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 79 / 80 | $15.9B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.5B |
Ranked by how many of Family Investment Center, 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 | 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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.