Q2 2026 13F · SEC CIK 1897700

Family Investment Center, Inc.

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $602.2M
Reported positions: 120
Top holdings a year, 3 yrs: +10.9%
Assets under management: $689.3M

Family Investment Center, Inc. is a wealth manager that reported 120 positions worth $602.2M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Vanguard Bd Index Fds (BIV, 13.2%), Pimco Multisector Bond Active Exchange-T (PYLD, 10.5%), Invesco Exch Traded Fd Tr II (SPMO, 8.9%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 20.4% for the S&P 500.

Family Investment Center, Inc. holdings largest 50 of 120 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Family Investment Center, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BIVVanguard Bd Index Fds	13.2%	14.4%	1,038,714	+7.4%	$79.7M
PYLDPimco Multisector Bond Active Exchange-T	10.5%	10.8%	2,392,376	+12.2%	$63.4M
SPMOInvesco Exch Traded Fd Tr II	8.9%	7.8%	330,159	-8.1%	$53.3M
RISRTidal Trust I	8.1%	8.3%	1,342,182	+12.1%	$48.6M
SPHQInvesco Exchange Traded Fd T	8.0%	7.5%	535,311	+2.8%	$48.2M
AVDEAvantis International Equity ETF	7.6%	7.5%	512,323	+12.3%	$45.7M
DFEVDimensional Emerging Markets Value ETF	4.3%	3.9%	604,094	+6.1%	$25.8M
JPSTJ P Morgan Exchange Traded Fd	3.7%	5.0%	439,827	-14.0%	$22.2M
JIREJ P Morgan Exchange Traded F	3.4%	4.0%	250,069	-8.9%	$20.6M
AVUVAvantis US Small Cap Value ETF	2.8%	2.8%	135,283	+2.9%	$16.9M
VIGVanguard Dividend Appreciation ETF	2.7%	2.9%	67,575	-2.3%	$16.0M
XMMOInvesco S&p Midcap Momentum ETF	2.6%	2.7%	93,073	-4.7%	$15.8M
AVMVAmerican Centy ETF Tr	2.3%	2.3%	172,975	+7.5%	$13.9M
VYMIVanguard International High Dividend Yie	2.3%	2.6%	139,946	-1.3%	$13.7M
XSMOInvesco S&p Smallcap Momentum ETF	1.7%	1.5%	110,454	+6.0%	$10.3M
VOVanguard Index Fds	1.4%	1.4%	103,618	+294.9%	$8.3M
VBVanguard Indx Fd	1.2%	1.2%	23,607	-0.9%	$7.2M
SCHDSchwab Strategic Tr	1.2%	1.4%	224,202	-2.6%	$7.1M
SCHMSchwab Strategic Tr	0.9%	0.9%	144,342	-1.0%	$5.3M
VOOVanguard S&p 500 ETF	0.8%	0.8%	6,746	-0.9%	$4.6M
ONEYSpdr Series Trust	0.7%	0.8%	34,958	-2.6%	$4.5M
AGGIshares Tr	0.7%	0.8%	40,807	+2.4%	$4.0M
VIGIVanguard Whitehall Fds	0.6%	0.6%	35,744	+4.0%	$3.3M
VXUSVanguard Star Fds Vanguard Total Intl St	0.5%	0.5%	32,390	-0.5%	$2.8M
AAPLApple Inc	0.4%	0.4%	9,004	+6.7%	$2.6M
LDURPimco ETF Tr	0.4%	0.5%	25,588	-0.9%	$2.4M
NSCNorfolk Southn Corp	0.3%	0.4%	6,510	+0.0%	$2.0M
MUMicron Technology Inc	0.3%	—	1,739	—	$2.0M
QQQInvesco Qqq Tr	0.3%	0.4%	2,666	-17.5%	$2.0M
XMHQInvesco Exchange Traded Fd T	0.3%	0.4%	15,301	-21.8%	$1.7M
IEMGIshares	0.3%	0.3%	18,966	-0.5%	$1.6M
XLUSpdr	0.3%	0.2%	33,555	+33.6%	$1.5M
JMUBJ P Morgan Exchange Traded F	0.2%	0.1%	29,648	+129.8%	$1.5M
FLJHFranklin Templeton ETF Tr	0.2%	0.3%	31,973	-1.8%	$1.5M
NVDANvidia Corporation Com	0.2%	—	6,923	—	$1.4M
XOMExxon Mobil Corp	0.2%	0.3%	9,879	+0.0%	$1.4M
AMDAdvanced Micro Devices Inc	0.2%	—	2,281	—	$1.3M
WDCWestern Digital Corp	0.2%	—	2,016	—	$1.3M
GEVGe Vernova Inc	0.2%	—	1,068	—	$1.3M
SCHASchwab U.s. Small-Cap ETF	0.2%	0.2%	28,786	-0.9%	$1.0M
IGEIshares Tr	0.2%	0.2%	18,137	+10.4%	$1.0M
VDCVanguard World Fd	0.2%	0.1%	4,372	+43.2%	$986K
AMZNAmazon Com Inc Com	0.2%	—	4,106	—	$979K
DFUSDimensional ETF Trust	0.2%	0.2%	11,904	-0.9%	$975K
SCHOSchwab Short-Term U.S. Treasury ETF	0.2%	0.2%	38,267	+3.4%	$924K
VTIVanguard Index Fds	0.2%	0.2%	2,479	-0.6%	$917K
SPEMState Street Spdr Portfolio Emerging Mar	0.1%	0.2%	17,243	-0.3%	$893K
IWFIshares Russell 1000 Growth ETF	0.1%	0.1%	6,783	+295.3%	$842K
GOOGAlphabet Inc	0.1%	—	2,281	—	$806K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	1,518	+0.0%	$760K

What Family Investment Center, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.5% /yr; S&P 500 +20.1%
3 years: +10.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$602.2M	120
Q1 2026	$519.6M	91
Q4 2025	$495.2M	97
Q3 2025	$481.6M	102
Q2 2025	$441.4M	92
Q1 2025	$409.2M	78
Q4 2024	$394.3M	88
Q3 2024	$398.1M	85
Q2 2024	$334.9M	83
Q1 2024	$310.4M	79
Q4 2023	$198.9M	72
Q3 2023	$165.6M	52

Questions about Family Investment Center, Inc.'s portfolio

What stocks does Family Investment Center, Inc. own?

Family Investment Center, Inc.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 120 positions worth $602.2M. The largest are Vanguard Bd Index Fds (BIV) at 13.2%, Pimco Multisector Bond Active Exchange-T (PYLD) at 10.5%, Invesco Exch Traded Fd Tr II (SPMO) at 8.9%, Tidal Trust I (RISR) at 8.1% and Invesco Exchange Traded Fd T (SPHQ) at 8.0%.

What did Family Investment Center, Inc. buy last quarter?

In Q2 2026, Family Investment Center, Inc. added Ishares Russell 1000 Growth ETF (IWF) (+295.3% shares), Vanguard Index Fds (VO) (+294.9% shares) and J P Morgan Exchange Traded F (JMUB) (+129.8% shares), compared with its Q1 2026 filing.

What did Family Investment Center, Inc. sell last quarter?

In Q2 2026, Family Investment Center, Inc. cut from its top 50 Ishares Gold Trust Micro ETF of Benef in (IAUM), cut from its top 50 T Rowe Price Exchange-Traded (TBUX), cut from its top 50 Microsoft Corp (MSFT), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Hubspot Inc (HUBS), Invesco Exchange Traded Fd T (XMHQ) (-21.8% shares), Invesco Qqq Tr (QQQ) (-17.5% shares) and J P Morgan Exchange Traded Fd (JPST) (-14.0% shares), compared with its Q1 2026 filing.

How has Family Investment Center, Inc.'s portfolio performed?

A portfolio copying Family Investment Center, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.5% against +20.1%.

When is Family Investment Center, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Family Investment Center, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Family Investment Center, Inc. manage?

Family Investment Center, Inc. reported $689.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $602.2M.