Q3 2026 13F · SEC CIK 1897700

Family Investment Center, Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $606.2M
Reported positions: 112
Top holdings a year, 3 yrs: +10.9%
Assets under management: $689.3M

Family Investment Center, Inc. is a wealth manager that reported 112 positions worth $606.2M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Vanguard Bd Index Fds (BIV, 12.2%), Pimco ETF Tr (PYLD, 9.9%), Tidal Trust I (RISR, 8.7%). A portfolio copying its top holdings returned 10.9% a year over the last 3 years, against 20.4% for the S&P 500.

Family Investment Center, Inc. holdings largest 50 of 112 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Family Investment Center, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
BIVVanguard Bd Index Fds	12.2%	13.2%	1,014,673	-2.3%	$73.9M
PYLDPimco ETF Tr	9.9%	10.5%	2,357,924	-1.4%	$59.9M
RISRTidal Trust I	8.7%	8.1%	1,430,120	+6.6%	$53.0M
DFLVDimensional ETF Trust	8.4%	—	1,274,790	—	$51.2M
AVDEAvantis International Equity ETF	8.1%	7.6%	543,211	+6.0%	$48.9M
SPMOInvesco Exch Traded Fd Tr II	6.8%	8.9%	271,075	-17.9%	$41.1M
JPSTJ P Morgan Exchange Traded F	5.5%	3.7%	667,017	+51.7%	$33.6M
DFEVDimensional ETF Trust	4.3%	4.3%	618,208	+2.3%	$26.2M
JIREJpmorgan International Research Enhanced	3.3%	3.4%	243,629	-2.6%	$20.0M
AVUVAmerican Centy ETF Tr	2.9%	2.8%	150,859	+11.5%	$17.8M
AVMVAmerican Centy ETF Tr	2.8%	2.3%	220,276	+27.3%	$16.8M
VIGVanguard Specialized Funds	2.6%	2.7%	67,125	-0.7%	$15.7M
VYMIVanguard Whitehall Fds	2.3%	2.3%	140,193	+0.2%	$14.2M
XMMOInvesco Exchange Traded Fd T	2.1%	2.6%	87,554	-5.9%	$12.8M
VOVanguard Index Fds	1.3%	1.4%	101,491	-2.1%	$8.0M
XSMOInvesco Exchange Traded Fd T	1.2%	1.7%	90,037	-18.5%	$7.3M
SCHDSchwab Strategic Tr	1.2%	1.2%	224,642	+0.2%	$7.3M
JMUBJ P Morgan Exchange Traded F	1.2%	0.2%	148,219	+399.9%	$7.1M
VBVanguard Index Fds	1.1%	1.2%	23,300	-1.3%	$6.6M
SPHQInvesco Exchange Traded Fd T	1.0%	8.0%	69,006	-87.1%	$5.8M
VOOVanguard Index Fds	0.8%	0.8%	6,760	+0.2%	$4.7M
SCHMSchwab Strategic Tr	0.7%	0.9%	124,412	-13.8%	$4.2M
ONEYSpdr Series Trust	0.7%	0.7%	32,749	-6.3%	$4.0M
AGGIshares Tr	0.7%	0.7%	42,546	+4.3%	$4.0M
VIGIVanguard Whitehall Fds	0.5%	0.6%	35,211	-1.5%	$3.3M
AAPLApple Inc	0.5%	0.4%	9,585	+6.5%	$3.2M
VXUSVanguard Star Fds	0.5%	0.5%	32,379	-0.0%	$2.8M
LDURPimco ETF Tr	0.4%	0.4%	25,917	+1.3%	$2.4M
MUMicron Technology Inc	0.3%	0.3%	1,913	+10.0%	$2.0M
NSCNorfolk Southn Corporation	0.3%	0.3%	6,510	+0.0%	$2.0M
NVDANvidia Corporation	0.3%	0.2%	8,134	+17.5%	$1.9M
IGEIshares Tr	0.3%	0.2%	27,096	+49.4%	$1.7M
XOMExxonmobil Holdings Corp	0.3%	—	9,879	—	$1.6M
QQQInvesco Qqq Tr	0.3%	0.3%	2,087	-21.7%	$1.5M
IEMGIshares Inc	0.3%	0.3%	19,017	+0.3%	$1.5M
XMHQInvesco Exchange Traded Fd T	0.2%	0.3%	13,410	-12.4%	$1.5M
FLJHFranklin Templeton ETF Tr	0.2%	0.2%	31,073	-2.8%	$1.4M
MSFTMicrosoft Corp	0.2%	—	2,504	—	$1.3M
PLTRPalantir Technologies Inc	0.2%	—	6,451	—	$1.2M
DELLDell Technologies Inc	0.2%	—	2,130	—	$1.1M
AMZNAmazon Com Inc	0.2%	0.2%	4,459	+8.6%	$1.1M
SCHOSchwab Strategic Tr	0.2%	0.2%	41,828	+9.3%	$998K
METAMeta Platforms Inc	0.2%	—	1,340	—	$972K
DFUSDimensional ETF Trust	0.2%	0.2%	11,620	-2.4%	$965K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.1%	1,900	+25.2%	$946K
SCHASchwab Strategic Tr	0.2%	0.2%	28,503	-1.0%	$930K
VTIVanguard Index Fds	0.2%	0.2%	2,483	+0.2%	$929K
SPEMSpdr Index Shs Fds	0.1%	0.1%	17,117	-0.7%	$886K
LLYEli Lilly & Co	0.1%	—	721	—	$834K
IWFIshares Tr	0.1%	0.1%	6,657	-1.9%	$834K

What Family Investment Center, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

JMUB J P Morgan Exchange Traded F+399.9% shares
JPST J P Morgan Exchange Traded F+51.7% shares
IGE Ishares Tr+49.4% shares
AVMV American Centy ETF Tr+27.3% shares
BRK-B Berkshire Hathaway Inc Del+25.2% shares
NVDA Nvidia Corporation+17.5% shares
AVUV American Centy ETF Tr+11.5% shares
MU Micron Technology Inc+10.0% shares

Reduced

SPHQ Invesco Exchange Traded Fd T-87.1% shares
QQQ Invesco Qqq Tr-21.7% shares
XSMO Invesco Exchange Traded Fd T-18.5% shares
SPMO Invesco Exch Traded Fd Tr II-17.9% shares
SCHM Schwab Strategic Tr-13.8% shares
XMHQ Invesco Exchange Traded Fd T-12.4% shares
ONEY Spdr Series Trust-6.3% shares
XMMO Invesco Exchange Traded Fd T-5.9% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.5% /yr; S&P 500 +20.1%
3 years: +10.9% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$606.2M	112
Q2 2026	$602.2M	120
Q1 2026	$519.6M	91
Q4 2025	$495.2M	97
Q3 2025	$481.6M	102
Q2 2025	$441.4M	92
Q1 2025	$409.2M	78
Q4 2024	$394.3M	88
Q3 2024	$398.1M	85
Q2 2024	$334.9M	83
Q1 2024	$310.4M	79
Q4 2023	$198.9M	72

Questions about Family Investment Center, Inc.'s portfolio

What stocks does Family Investment Center, Inc. own?

Family Investment Center, Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 112 positions worth $606.2M. The largest are Vanguard Bd Index Fds (BIV) at 12.2%, Pimco ETF Tr (PYLD) at 9.9%, Tidal Trust I (RISR) at 8.7%, Dimensional ETF Trust (DFLV) at 8.4% and Avantis International Equity ETF (AVDE) at 8.1%.

What did Family Investment Center, Inc. buy last quarter?

In Q3 2026, Family Investment Center, Inc. added J P Morgan Exchange Traded F (JMUB) (+399.9% shares), J P Morgan Exchange Traded F (JPST) (+51.7% shares) and Ishares Tr (IGE) (+49.4% shares), compared with its Q2 2026 filing.

What did Family Investment Center, Inc. sell last quarter?

In Q3 2026, Family Investment Center, Inc. cut from its top 50 Select Sector Spdr Tr (XLU), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Advanced Micro Devices Inc (AMD), cut from its top 50 Western Digital Corp Com (WDC), cut from its top 50 Ge Vernova Inc (GEV), Invesco Exchange Traded Fd T (SPHQ) (-87.1% shares), Invesco Qqq Tr (QQQ) (-21.7% shares) and Invesco Exchange Traded Fd T (XSMO) (-18.5% shares), compared with its Q2 2026 filing.

How has Family Investment Center, Inc.'s portfolio performed?

A portfolio copying Family Investment Center, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.5% against +20.1%.

When is Family Investment Center, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Family Investment Center, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Family Investment Center, Inc. manage?

Family Investment Center, Inc. reported $689.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $606.2M.