Family Management
$953M 13F equity value
357 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Family Management 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 |
|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | 639,028 | $48M | 5.1% |
| DSCO | DOUBLELINE ETF TRUST | 1,604,919 | $40M | 4.2% |
| MINT | PIMCO ETF TR | 389,155 | $39M | 4.1% |
| AAPL | APPLE INC | 134,722 | $39M | 4.1% |
| NVDA | NVIDIA CORPORATION | 188,333 | $38M | 4.0% |
| FLXR | TCW ETF TRUST | 873,036 | $34M | 3.6% |
| QUAL | ISHARES TR | 149,085 | $33M | 3.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 43,190 | $32M | 3.4% |
| GOOGL | ALPHABET INC | 87,578 | $31M | 3.3% |
| SHV | ISHARES TR | 269,055 | $30M | 3.1% |
Track Family Management's 13F portfolio: $953M in reported holdings, 357 positions. Top holdings and quarterly changes on SentiSense.
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