Family Investment Center
$602M 13F equity value
124 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Family Investment Center covers the quarter ended June 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 | 1,038,714 | $80M | 13.2% |
| PYLD | PIMCO ETF TR | 2,392,376 | $63M | 10.5% |
| SPMO | INVESCO EXCH TRADED FD TR II | 330,159 | $53M | 8.9% |
| RISR | TIDAL TRUST I | 1,342,182 | $49M | 8.1% |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 535,311 | $48M | 8.0% |
| AVDE | AMERICAN CENTY ETF TR | 512,323 | $46M | 7.6% |
| DFEV | DIMENSIONAL ETF TRUST | 604,094 | $26M | 4.3% |
| JPST | J P MORGAN EXCHANGE TRADED F | 439,827 | $22M | 3.7% |
| JIRE | J P MORGAN EXCHANGE TRADED F | 250,069 | $21M | 3.4% |
| AVUV | AMERICAN CENTY ETF TR | 135,283 | $17M | 2.8% |
Track Family Investment Center's 13F portfolio: $602M in reported holdings, 124 positions. Top holdings and quarterly changes on SentiSense.
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