account_balance

Investment manager · 13F filer · SEC CIK 1897700

Family Investment Center, Inc.

Reported value$606Mas of Sep 30, 2026
Positions112 13 new, 21 sold out
Top 10 weight70.2%BIV alone is 12%
FiledOct 1919 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BIV Vanguard Bd Index FDS 12.2% Trimmed −2%
PYLD Pimco ETF Tr 9.9% Held
RISR Tidal Trust I 8.7% Added +7%
DFLV Dimensional ETF Trust 8.4% New
AVDE American Centy ETF Tr 8.1% Added +6%
SPMO Invesco Exch Traded Fd Tr II 6.8% Trimmed −18%
JPST J P Morgan Exchange Traded F 5.5% Added +52%
DFEV Dimensional ETF Trust 4.3% Added +2%
JIRE J P Morgan Exchange Traded F 3.3% Trimmed −3%
AVUV American Centy ETF Tr 2.9% Added +12%
AVMV American Centy ETF Tr 2.8% Added +27%
VIG Vanguard Specialized Funds 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 19, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • JMUB +400%
  • MSFT +168%
  • JPST +52%
  • IGE +49%
arrow_downwardTrimmed
  • SPHQ −87%
  • QQQ −22%
  • XSMO −18%
  • SPMO −18%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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