Family Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Family Capital Management, Inc. held in its portfolio 99 assets valued at $225,109,272 (i.e. $225.11M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($22.65M), ISHARES TR ($17.99M), and SPDR S&P 500 ETF TR ($17.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 99 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Family Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 36863 | 22645108 | UNIT SER 1 |
| ISHARES TR | 64954 | 17988252 | RUS TP200 GR ETF |
| SPDR S&P 500 ETF TR | 26377 | 17987093 | TR UNIT |
| AMAZON COM INC | 70259 | 16217182 | COM |
| SCHWAB STRATEGIC TR | 418109 | 11468729 | US DIVIDEND EQ |
| WISDOMTREE TR | 115256 | 10307307 | US QTLY DIV GRT |
| FIRST TR EXCHNG TRADED FD VI | 309644 | 10069300 | FT VEST LADDERED |
| APPLE INC | 22625 | 6150764 | COM |
| ISHARES TR | 49898 | 5116501 | CORE S&P US VLU |
| FRANKLIN TEMPLETON ETF TR | 86921 | 4890165 | US MID CP MLTFCT |
| FIRST TR EXCHANGE-TRADED FD | 104118 | 4797771 | SHS |
| VANGUARD INDEX FDS | 7208 | 4520174 | S&P 500 ETF SHS |
| ISHARES TR | 9181 | 4345478 | RUS 1000 GRW ETF |
| FIRST TR EXCHNG TRADED FD VI | 96428 | 4273680 | SMITH OPPORT FXD |
| MICROSOFT CORP | 8048 | 3892022 | COM |
| FIDELITY MERRIMACK STR TR | 83876 | 3861668 | TOTAL BD ETF |
| INVESCO EXCHANGE TRADED FD T | 47383 | 3556094 | S&P500 QUALITY |
| ALPHABET INC | 11238 | 3517527 | CAP STK CL A |
| VANGUARD INDEX FDS | 12482 | 3219775 | SMALL CP ETF |
| INVESCO EXCHANGE TRADED FD T | 30572 | 3131199 | S&P MDCP QUALITY |
| J P MORGAN EXCHANGE TRADED F | 53467 | 2677287 | DIVERSFD EQT ETF |
| ISHARES TR | 14715 | 2510821 | RUS TOP 200 ETF |
| J P MORGAN EXCHANGE TRADED F | 37126 | 2466280 | HEDGED EQUITY LA |
| SCHWAB STRATEGIC TR | 92660 | 2461976 | FUNDAMENTAL US B |
| DIMENSIONAL ETF TRUST | 54349 | 2313100 | CORE FIXED INCOM |
| NVIDIA CORPORATION | 11203 | 2089383 | COM |
| FIRST TR EXCHANGE-TRADED FD | 31371 | 1880059 | FIRST TR ENH NEW |
| BROADCOM INC | 5422 | 1876721 | COM |
| DIMENSIONAL ETF TRUST | 37185 | 1791201 | NATL MUN BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 3384 | 1700968 | CL B NEW |
| FIRST TR EXCH TRADED FD III | 30773 | 1573552 | MANAGD MUN ETF |
| FIRST TR EXCHANGE TRADED FD | 21545 | 1496743 | RISNG DIVD ACHIV |
| AMERICAN EXPRESS CO | 3933 | 1455121 | COM |
| VICTORY PORTFOLIOS II | 18794 | 1387820 | VCSHS US 500 ENH |
| MERCK & CO INC | 12141 | 1278011 | COM |
| ISHARES TR | 11828 | 1266897 | NATIONAL MUN ETF |
| ISHARES TR | 14295 | 1183216 | INTL DIV GRWTH |
| ALPHABET INC | 3719 | 1167022 | CAP STK CL C |
| VANGUARD TAX-MANAGED FDS | 18551 | 1158869 | VAN FTSE DEV MKT |
| SELECT SECTOR SPDR TR | 7813 | 1124767 | STATE STREET TEC |
| APPLIED MATLS INC | 4227 | 1086369 | COM |
| SPDR SERIES TRUST | 6008 | 1054865 | STATE STREET SPD |
| VISA INC | 2927 | 1026528 | COM CL A |
| ISHARES TR | 8980 | 989508 | IBOXX INV CP ETF |
| ASML HOLDING N V | 919 | 983201 | N Y REGISTRY SHS |
| TESLA INC | 1958 | 880552 | COM |
| INVESCO ACTIVELY MANAGED EXC | 23150 | 866759 | S&P500 DOWNSID |
| MASTERCARD INCORPORATED | 1518 | 866596 | CL A |
| CATERPILLAR INC | 1487 | 851825 | COM |
| SCHWAB STRATEGIC TR | 33041 | 851136 | MUN BD ETF |
| ELI LILLY & CO | 714 | 767322 | COM |
| RTX CORPORATION | 3871 | 709941 | COM |
| WISDOMTREE TR | 10000 | 708600 | US LARGECAP FUND |
| ABBVIE INC | 3093 | 706671 | COM |
| JPMORGAN CHASE & CO. | 2144 | 690840 | COM |
| JOHNSON & JOHNSON | 3317 | 686353 | COM |
| PFIZER INC | 27173 | 676599 | COM |
| META PLATFORMS INC | 1017 | 671332 | CL A |
| VANGUARD WORLD FD | 4377 | 584350 | FINANCIALS ETF |
| STRATEGY INC | 3513 | 533800 | CL A NEW |
| PROSHARES TR | 4720 | 491164 | S&P 500 DV ARIST |
| VANECK ETF TRUST | 10229 | 482381 | INTRMDT MUNI ETF |
| PEPSICO INC | 3269 | 469184 | COM |
| INVESCO EXCH TRADED FD TR II | 6547 | 467587 | S&P500 LOW VOL |
| VANECK ETF TRUST | 4451 | 460946 | MRNGSTR WDE MOAT |
| PROSHARES TR | 8339 | 439648 | ULTRAPRO QQQ |
| COCA COLA CO | 6019 | 420813 | COM |
| MARRIOTT INTL INC NEW | 1315 | 407966 | CL A |
| ASTRAZENECA PLC | 4350 | 399896 | SPONSORED ADR |
| FIRST TR EXCHANGE-TRADED FD | 2327 | 380687 | US EQTY OPPT ETF |
| COSTCO WHSL CORP NEW | 386 | 332863 | COM |
| SYSCO CORP | 4412 | 325120 | COM |
| VANGUARD INDEX FDS | 1611 | 307685 | VALUE ETF |
| ORACLE CORP | 1550 | 302111 | COM |
| TJX COS INC NEW | 1959 | 300922 | COM |
| EXXON MOBIL CORP | 2457 | 295730 | COM |
| MCDONALDS CORP | 948 | 289758 | COM |
| DIREXION SHS ETF TR | 2816 | 288105 | NAS100 EQL WGT |
| LAM RESEARCH CORP | 1631 | 279195 | COM NEW |
| DEERE & CO | 596 | 277480 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 913 | 277452 | SPONSORED ADS |
| VANGUARD INDEX FDS | 562 | 274143 | GROWTH ETF |
| PHILIP MORRIS INTL INC | 1688 | 270818 | COM |
| ROYAL BK CDA | 1559 | 265794 | COM |
| PROCTER AND GAMBLE CO | 1852 | 265480 | COM |
| GE AEROSPACE | 861 | 265214 | COM NEW |
| POLARIS INC | 4149 | 262424 | COM |
| DELTA AIR LINES INC DEL | 3779 | 262243 | COM NEW |
| HOME DEPOT INC | 760 | 261516 | COM |
| DISNEY WALT CO | 2194 | 249582 | COM |
| ISHARES TR | 2540 | 244602 | US HOME CONS ETF |
| HILTON WORLDWIDE HLDGS INC | 835 | 239854 | COM |
| ROGERS COMMUNICATIONS INC | 6260 | 236190 | CL B |
| NOVARTIS AG | 1690 | 233000 | SPONSORED ADR |
| ISHARES TR | 3307 | 229572 | CORE DIV GRWTH |
| FIFTH THIRD BANCORP | 4596 | 215139 | COM |
| VANECK ETF TRUST | 9373 | 214735 | SHRT HGH YLD MUN |
| ECOLAB INC | 795 | 208703 | COM |
| CISCO SYS INC | 2659 | 204820 | COM |
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