Family Firm, Inc. 13F Holdings · last filed Q2 2025
Family Firm, Inc. reported 87 securities worth $414.95M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: IWV (15.60%), VEA (9.30%), BND (5.70%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWV | ISHARES RUSSELL 3000 ETF | $64.7M | 15.60% | 184,423 | Trimmed |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $38.6M | 9.30% | 677,075 | Added |
| 3 | BND | VANGUARD TOTAL BOND MARKET ETF | $23.7M | 5.70% | 321,312 | Added |
| 4 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $15.3M | 3.69% | 148,850 | Added |
| 5 | IVV | ISHARES CORE S&P 500 ETF | $15.2M | 3.66% | 24,429 | Trimmed |
| 6 | IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $14.0M | 3.38% | 316,622 | Added |
| 7 | VTHR | VANGUARD RUSSELL 3000 ETF | $11.4M | 2.74% | 41,713 | Added |
| 8 | SCHB | SCHWAB U S BROAD MARKET ETF | $10.5M | 2.54% | 441,861 | Added |
| 9 | TIP | ISHARES TIPS BOND ETF | $9.7M | 2.33% | 88,034 | Trimmed |
| 10 | FLTR | VANECK IG FLOATING RATE ETF | $8.1M | 1.96% | 318,269 | Added |
| 11 | NVDA | NVIDIA CORPORATION COM | $8.0M | 1.93% | 50,709 | Trimmed |
| 12 | IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $7.6M | 1.82% | 75,954 | Added |
| 13 | IGOV | ISHARES INTERNATIONAL TREASURY BOND ETF | $7.4M | 1.79% | 172,309 | Added |
| 14 | AAPL | APPLE INC COM | $7.4M | 1.78% | 35,965 | Added |
| 15 | EFA | ISHARES MSCI EAFE ETF | $6.5M | 1.57% | 72,816 | Added |
| 16 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $6.2M | 1.49% | 125,288 | Trimmed |
| 17 | AGG | ISHARES CORE U S AGGREGATE BOND ETF | $6.0M | 1.45% | 60,626 | Added |
| 18 | VNQ | VANGUARD REAL ESTATE ETF | $6.0M | 1.45% | 67,538 | Trimmed |
| 19 | AVGO | BROADCOM INC COM | $5.9M | 1.41% | 21,298 | Trimmed |
| 20 | WIP | SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF | $5.8M | 1.41% | 146,472 | Added |
| 21 | IVW | ISHARES S&P 500 GROWTH ETF | $5.3M | 1.29% | 48,576 | Added |
| 22 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $5.2M | 1.27% | 39,065 | Added |
| 23 | TOTL | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | $4.9M | 1.18% | 122,426 | Added |
| 24 | ICF | ISHARES SELECT U S REIT ETF | $4.9M | 1.17% | 79,464 | Added |
| 25 | IXC | ISHARES GLOBAL ENERGY ETF | $4.6M | 1.12% | 117,971 | Added |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR