Family Investment Center, Inc.: 13F holdings
CIK 18977002026Q2
| Positions | 120 |
|---|
| Reported value | $602.2m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 120 (+29 vs prior quarter) |
|---|
| Reported value | $602.2m (+15.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BIV VANGUARD BD INDEX FDS | 1,038,714 | $79.7m | 13.2% |
| PYLD PIMCO ETF TR | 2,392,376 | $63.4m | 10.5% |
| SPMO INVESCO EXCH TRADED FD TR II | 330,159 | $53.3m | 8.9% |
| TIDAL TRUST I | 1,342,182 | $48.6m | 8.1% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 535,311 | $48.2m | 8.0% |
| AVDE AMERICAN CENTY ETF TR | 512,323 | $45.7m | 7.6% |
| DFEV DIMENSIONAL ETF TRUST | 604,094 | $25.8m | 4.3% |
| JPST J P MORGAN EXCHANGE TRADED F | 439,827 | $22.2m | 3.7% |
| JIRE J P MORGAN EXCHANGE TRADED F | 250,069 | $20.6m | 3.4% |
| AVUV AMERICAN CENTY ETF TR | 135,283 | $16.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1897700")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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