Family Investment Center, Inc. 13F Holdings · Q2 2026
Family Investment Center, Inc. reported 120 securities worth $602.20M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BIV (13.23%), PYLD (10.54%), SPMO (8.86%). Among its top 25 positions this quarter: 13 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | $79.7M | 13.23% | 1.0M | Added |
| 2 | PYLD | PIMCO ETF TR | $63.4M | 10.54% | 2.4M | Added |
| 3 | SPMO | INVESCO EXCH TRADED FD TR II | $53.3M | 8.86% | 330,159 | Trimmed |
| 4 | RISR | TIDAL TRUST I | $48.6M | 8.07% | 1.3M | Added |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $48.2M | 8.01% | 535,311 | Added |
| 6 | AVDE | AMERICAN CENTY ETF TR | $45.7M | 7.59% | 512,323 | Added |
| 7 | DFEV | DIMENSIONAL ETF TRUST | $25.8M | 4.28% | 604,094 | Added |
| 8 | JPST | J P MORGAN EXCHANGE TRADED F | $22.2M | 3.69% | 439,827 | Trimmed |
| 9 | JIRE | J P MORGAN EXCHANGE TRADED F | $20.6M | 3.43% | 250,069 | Trimmed |
| 10 | AVUV | AMERICAN CENTY ETF TR | $16.9M | 2.80% | 135,283 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $16.0M | 2.66% | 67,575 | Trimmed |
| 12 | XMMO | INVESCO EXCHANGE TRADED FD T | $15.8M | 2.63% | 93,073 | Trimmed |
| 13 | AVMV | AMERICAN CENTY ETF TR | $13.9M | 2.31% | 172,975 | Added |
| 14 | VYMI | VANGUARD WHITEHALL FDS | $13.7M | 2.28% | 139,946 | Trimmed |
| 15 | XSMO | INVESCO EXCHANGE TRADED FD T | $10.3M | 1.72% | 110,454 | Added |
| 16 | VO | VANGUARD INDEX FDS | $8.3M | 1.39% | 103,618 | Added |
| 17 | VB | VANGUARD INDEX FDS | $7.2M | 1.19% | 23,607 | Trimmed |
| 18 | SCHD | SCHWAB STRATEGIC TR | $7.1M | 1.18% | 224,202 | Trimmed |
| 19 | SCHM | SCHWAB STRATEGIC TR | $5.3M | 0.88% | 144,342 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $4.6M | 0.77% | 6,746 | Trimmed |
| 21 | ONEY | SPDR SERIES TRUST | $4.5M | 0.74% | 34,958 | Trimmed |
| 22 | AGG | ISHARES TR | $4.0M | 0.67% | 40,807 | Added |
| 23 | VIGI | VANGUARD WHITEHALL FDS | $3.3M | 0.55% | 35,744 | Added |
| 24 | VXUS | VANGUARD STAR FDS | $2.8M | 0.46% | 32,390 | Trimmed |
| 25 | AAPL | APPLE INC | $2.6M | 0.43% | 9,004 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR