Family Investment Center
$606M 13F equity value
133 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Family Investment Center covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 1,014,673 | $74M | 12.2% |
| PYLD | PIMCO ETF TR | 2,357,924 | $60M | 9.9% |
| RISR | TIDAL TRUST I | 1,430,120 | $53M | 8.7% |
| DFLV | DIMENSIONAL ETF TRUST | 1,274,790 | $51M | 8.4% |
| AVDE | AMERICAN CENTY ETF TR | 543,211 | $49M | 8.1% |
| SPMO | INVESCO EXCH TRADED FD TR II | 271,075 | $41M | 6.8% |
| JPST | J P MORGAN EXCHANGE TRADED F | 667,017 | $34M | 5.5% |
| DFEV | DIMENSIONAL ETF TRUST | 618,208 | $26M | 4.3% |
| JIRE | J P MORGAN EXCHANGE TRADED F | 243,629 | $20M | 3.3% |
| AVUV | AMERICAN CENTY ETF TR | 150,859 | $18M | 2.9% |
Track Family Investment Center's 13F portfolio: $606M in reported holdings, 133 positions. Top holdings and quarterly changes on SentiSense.
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