Family Investment Center, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Family Investment Center, Inc. held in its portfolio 97 assets valued at $495,197,886 (i.e. $495.20M).
The most valuable assets in the portfolio included: VANGUARD BD INDEX FDS ($73.66M), PIMCO ETF TR ($53.39M), and INVESCO EXCHANGE TRADED FD T ($46.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 97 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Family Investment Center, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 945773 | 73656809 | INTERMED TERM |
| PIMCO ETF TR | 2001272 | 53393929 | MULTISECTOR BD |
| INVESCO EXCHANGE TRADED FD T | 623937 | 46826495 | S&P500 QUALITY |
| INVESCO EXCH TRADED FD TR II | 376333 | 44904105 | S&P 500 MOMNTM |
| TIDAL TRUST I | 904049 | 32645197 | FOLIOBEYOND ALTE |
| J P MORGAN EXCHANGE TRADED F | 281619 | 21087610 | INTRNL RES EQT |
| AMERICAN CENTY ETF TR | 244033 | 20088828 | INTL EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 394554 | 19971014 | ULTRA SHRT ETF |
| AMERICAN CENTY ETF TR | 171786 | 17518751 | US SML CP VALU |
| VANGUARD SPECIALIZED FUNDS | 70775 | 15555014 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 142614 | 14606544 | S&P MDCP QUALITY |
| INVESCO EXCHANGE TRADED FD T | 102962 | 14256121 | S&P MDCP MOMNTUM |
| VANGUARD WHITEHALL FDS | 141353 | 12721773 | INTL HIGH ETF |
| FRANKLIN TEMPLETON ETF TR | 295400 | 11399467 | FRANKLIN INDIA |
| FRANKLIN TEMPLETON ETF TR | 271884 | 10241862 | FTSE JAPAN HDG |
| VANGUARD INDEX FDS | 27345 | 7935969 | MID CAP ETF |
| VANGUARD INDEX FDS | 24708 | 6373546 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 232137 | 6367514 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 148998 | 4480369 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 6965 | 4368003 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 36060 | 4094961 | STATE STREET SPD |
| ISHARES TR | 39143 | 3909586 | CORE US AGGBD ET |
| DIMENSIONAL ETF TRUST | 108209 | 3650958 | EMERGING MKTS VA |
| VANGUARD WHITEHALL FDS | 34167 | 3124617 | INTL DVD ETF |
| VANGUARD STAR FDS | 32701 | 2466982 | VG TL INTL STK F |
| APPLE INC | 8962 | 2436494 | COM |
| PIMCO ETF TR | 22049 | 2115463 | ENHNCD LW DUR AC |
| NORFOLK SOUTHN CORP | 6500 | 1876680 | COM |
| INVESCO QQQ TR | 3039 | 1867064 | UNIT SER 1 |
| ISHARES INC | 18984 | 1276123 | CORE MSCI EMKT |
| EXXON MOBIL CORP | 9067 | 1091135 | COM |
| SCHWAB STRATEGIC TR | 36852 | 898074 | SHT TM US TRES |
| DIMENSIONAL ETF TRUST | 12067 | 894981 | US EQUITY MARKET |
| SELECT SECTOR SPDR TR | 20916 | 892913 | STATE STREET UTI |
| ISHARES GOLD TR | 20346 | 874675 | SHARES REPRESENT |
| VANGUARD INDEX FDS | 2545 | 853277 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 29619 | 843553 | US SML CAP ETF |
| ALPHABET INC | 2626 | 824039 | CAP STK CL C |
| ISHARES TR | 1735 | 821176 | RUS 1000 GRW ETF |
| SPDR INDEX SHS FDS | 17508 | 819535 | PORTFOLIO EMG MK |
| MICRON TECHNOLOGY INC | 2788 | 795773 | COM |
| BROADCOM INC | 1980 | 685278 | COM |
| NVIDIA CORPORATION | 3428 | 639323 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1262 | 634344 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 11703 | 592069 | MUNICIPAL ETF |
| JPMORGAN CHASE & CO. | 1820 | 586440 | COM |
| VANGUARD INDEX FDS | 2670 | 565513 | SM CP VAL ETF |
| MICROSOFT CORP | 1114 | 538753 | COM |
| AMAZON COM INC | 2260 | 521653 | COM |
| HOME DEPOT INC | 1503 | 517182 | COM |
| WESTERN DIGITAL CORP | 2936 | 505785 | COM |
| SCHWAB STRATEGIC TR | 20036 | 502499 | INT-TRM U.S TRES |
| WALMART INC | 4305 | 479620 | COM |
| J P MORGAN EXCHANGE TRADED F | 8104 | 474217 | NASDAQ EQT PREM |
| APPLOVIN CORP | 674 | 454155 | COM CL A |
| ELI LILLY & CO | 415 | 445992 | COM |
| SCHWAB STRATEGIC TR | 18543 | 445784 | INTL EQTY ETF |
| VANGUARD WORLD FD | 1991 | 420579 | CONSUM STP ETF |
| GE AEROSPACE | 1355 | 417431 | COM NEW |
| AMERICAN CENTY ETF TR | 5414 | 416958 | AVANTIS EMGMKT |
| PALANTIR TECHNOLOGIES INC | 2243 | 398693 | CL A |
| BOEING CO | 1781 | 386691 | COM |
| VANGUARD INDEX FDS | 2171 | 385144 | MCAP VL IDXVIP |
| WISDOMTREE TR | 7892 | 384015 | ITL HDG QTLY DIV |
| NEWMONT CORP | 3737 | 373139 | COM |
| T ROWE PRICE ETF INC | 7208 | 359319 | ULTRA SHRT TRM |
| OREILLY AUTOMOTIVE INC | 3930 | 358455 | COM |
| ADVANCED MICRO DEVICES INC | 1640 | 351222 | COM |
| RTX CORPORATION | 1876 | 343971 | COM |
| ISHARES TR | 3228 | 324003 | 0-3 MNTH TREASRY |
| FORD MTR CO | 24364 | 319660 | COM |
| GILEAD SCIENCES INC | 2587 | 317528 | COM |
| INCYTE CORP | 3079 | 304113 | COM |
| CHEVRON CORP NEW | 1986 | 302686 | COM |
| UBER TECHNOLOGIES INC | 3639 | 297343 | COM |
| ISHARES TR | 2723 | 291693 | NATIONAL MUN ETF |
| SCHWAB STRATEGIC TR | 10779 | 290052 | US LRG CAP ETF |
| SHOPIFY INC | 1735 | 279283 | CL A SUB VTG SHS |
| PROCTER AND GAMBLE CO | 1908 | 273435 | COM |
| TESLA INC | 602 | 270731 | COM |
| MCKESSON CORP | 315 | 258410 | COM |
| PEPSICO INC | 1770 | 254030 | COM |
| ISHARES TR | 2398 | 249511 | MORNINGSTAR GRWT |
| SELECT SECTOR SPDR TR | 3164 | 245780 | STATE STREET CON |
| GE VERNOVA INC | 373 | 243782 | COM |
| PIMCO ETF TR | 4827 | 242707 | SR LN ACTIVE ETF |
| DIMENSIONAL ETF TRUST | 3448 | 240222 | US SMALL CAP ETF |
| ISHARES TR | 2182 | 239822 | TIPS BD ETF |
| ISHARES TR | 4794 | 239744 | CORE INTL AGGR |
| AT&T INC | 9463 | 235061 | COM |
| ABRDN PRECIOUS METALS BASKET | 1110 | 228216 | PHYSCL PRECS MET |
| FIDELITY COMWLTH TR | 2388 | 218263 | NASDAQ COMPSIT |
| ISHARES TR | 774 | 214352 | RUS TP200 GR ETF |
| ADOBE INC | 585 | 204744 | COM |
| ALPHABET INC | 642 | 200946 | CAP STK CL A |
| VANGUARD INDEX FDS | 411 | 200536 | GROWTH ETF |
| MID-AMER APT CMNTYS INC | 1440 | 200030 | COM |
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