Family Investment Center, Inc. Top Holdings and 13F Report (2026)

About Family Investment Center, Inc.

Investment Activity

Family Investment Center, Inc. has $602.20 million in total holdings as of June 30, 2026.
Family Investment Center, Inc. owns shares of 120 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 9.10% of the portfolio was purchased this quarter.
About 2.61% of the portfolio was sold this quarter.
This quarter, Family Investment Center, Inc. has purchased 91 new stocks and bought additional shares in 41 stocks.
Family Investment Center, Inc. sold shares of 34 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard Intermediate-Term Bond ETF: $79,669,379
PIMCO Multi Sector Bond Active ETF: $63,445,820
Invesco S&P 500 Momentum ETF: $53,333,818
FolioBeyond Alternative Income and Interest Rate Hedge ETF: $48,586,972
Invesco S&P 500 Quality ETF: $48,231,483

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $1,325,056 Holding
80004C200 - SANDISK CORP: $625,276 Holding
532457108 - Eli Lilly and Company: $624,903 Holding
219350105 - Corning: $623,249 Holding
11135F101 - Broadcom: $592,312 Holding

Largest Purchases this Quarter

PIMCO Multi Sector Bond Active ETF: 260,240 shares (about $6.90M)
Vanguard Mid-Cap ETF: 77,377 shares (about $6.23M)
Vanguard Intermediate-Term Bond ETF: 71,756 shares (about $5.50M)
FolioBeyond Alternative Income and Interest Rate Hedge ETF: 145,197 shares (about $5.26M)
Avantis International Equity ETF: 55,921 shares (about $4.99M)

Largest Sales this Quarter

Invesco S&P 500 Momentum ETF: 29,131 shares (about $4.71M)
JPMorgan Ultra-Short Income ETF: 71,563 shares (about $3.62M)
JPMorgan International Research Enhanced Equity ETF: 24,406 shares (about $2.01M)
Invesco S&P MidCap Momentum ETF: 4,635 shares (about $788.60K)
Invesco S&P MidCap Quality ETF: 4,266 shares (about $481.54K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BIV Vanguard Intermediate-Term Bond ETF	$79,669,379	$5,503,686 â–²	7.4%	1,038,714	13.2%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$63,445,820	$6,901,566 â–²	12.2%	2,392,376	10.5%	ETF
SPMO Invesco S&P 500 Momentum ETF	$53,333,818	$4,705,816 â–¼	-8.1%	330,159	8.9%	ETF
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF	$48,586,972	$5,256,130 â–²	12.1%	1,342,182	8.1%	ETF
SPHQ Invesco S&P 500 Quality ETF	$48,231,483	$1,303,386 â–²	2.8%	535,311	8.0%	ETF
AVDE Avantis International Equity ETF	$45,699,233	$4,988,156 â–²	12.3%	512,323	7.6%	ETF
DFEV Dimensional Emerging Markets Value ETF	$25,774,927	$1,476,878 â–²	6.1%	604,094	4.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$22,242,075	$3,618,945 â–¼	-14.0%	439,827	3.7%	ETF
JIRE JPMorgan International Research Enhanced Equity ETF	$20,628,155	$2,013,247 â–¼	-8.9%	250,069	3.4%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$16,877,927	$482,447 â–²	2.9%	135,283	2.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$15,989,681	$375,755 â–¼	-2.3%	67,575	2.7%	ETF
XMMO Invesco S&P MidCap Momentum ETF	$15,835,362	$788,595 â–¼	-4.7%	93,073	2.6%	ETF
AMERICAN CENTY ETF TR	$13,930,562	$971,092 â–²	7.5%	172,975	2.3%	AVAN US VALU ETF
VYMI Vanguard International High Dividend Yield ETF	$13,742,668	$175,974 â–¼	-1.3%	139,946	2.3%	ETF
XSMO Invesco S&P SmallCap Momentum ETF	$10,341,808	$589,120 â–²	6.0%	110,454	1.7%	ETF
VO Vanguard Mid-Cap ETF	$8,348,529	$6,234,285 â–²	294.9%	103,618	1.4%	ETF
VB Vanguard Small-Cap ETF	$7,155,726	$66,080 â–¼	-0.9%	23,607	1.2%	ETF
SCHD Schwab US Dividend Equity ETF	$7,109,456	$193,178 â–¼	-2.6%	224,202	1.2%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$5,321,876	$52,945 â–¼	-1.0%	144,342	0.9%	ETF
VOO Vanguard S&P 500 ETF	$4,632,943	$41,893 â–¼	-0.9%	6,746	0.8%	ETF
ONEY SPDR Russell 1000 Yield Focus ETF	$4,478,081	$121,310 â–¼	-2.6%	34,958	0.7%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$4,039,062	$93,932 â–²	2.4%	40,807	0.7%	Finance
VIGI Vanguard International Dividend Appreciation ETF	$3,337,743	$129,797 â–²	4.0%	35,744	0.6%	ETF
VXUS Vanguard Total International Stock ETF	$2,768,986	$13,935 â–¼	-0.5%	32,390	0.5%	ETF
AAPL Apple	$2,605,523	$162,628 â–²	6.7%	9,004	0.4%	Computer and Technology
LDUR PIMCO Low Duration Exchange-Traded Fund	$2,446,503	$21,608 â–¼	-0.9%	25,588	0.4%	ETF
NSC Norfolk Southern	$2,047,981		0.0%	6,510	0.3%	Transportation
MU Micron Technology	$2,007,310	$911,889 â–²	83.2%	1,739	0.3%	Computer and Technology
QQQ Invesco QQQ	$1,962,984	$415,275 â–¼	-17.5%	2,666	0.3%	Finance
XMHQ Invesco S&P MidCap Quality ETF	$1,727,163	$481,542 â–¼	-21.8%	15,301	0.3%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$1,571,145	$7,704 â–¼	-0.5%	18,966	0.3%	ETF
XLU Utilities Select Sector SPDR Fund	$1,521,367	$383,028 â–²	33.6%	33,555	0.3%	ETF
JMUB JPMorgan Municipal ETF	$1,501,819	$848,218 â–²	129.8%	29,648	0.2%	ETF
FLJH Franklin FTSE Japan Hedged ETF	$1,459,500	$26,111 â–¼	-1.8%	31,973	0.2%	ETF
NVDA NVIDIA	$1,385,231	$804,767 â–²	138.6%	6,923	0.2%	Computer and Technology
XOM ExxonMobil	$1,350,605	$137 â–²	0.0%	9,879	0.2%	Energy
AMD Advanced Micro Devices	$1,325,056	$1,325,056 â–²	New Holding	2,281	0.2%	Computer and Technology
WDC Western Digital	$1,287,660	$623,391 â–²	93.8%	2,016	0.2%	Computer and Technology
GE VERNOVA INC	$1,254,842	$976,380 â–²	350.6%	1,068	0.2%	COM
SCHA Schwab US Small-Cap ETF	$1,040,027	$9,791 â–¼	-0.9%	28,786	0.2%	ETF
IGE iShares North American Natural Resources ETF	$1,018,937	$95,731 â–²	10.4%	18,137	0.2%	ETF
VDC Vanguard Consumer Staples ETF	$985,842	$297,196 â–²	43.2%	4,372	0.2%	ETF
AMZN Amazon.com	$978,624	$658,533 â–²	205.7%	4,106	0.2%	Retail/Wholesale
DFUS Dimensional U.S. Equity ETF	$975,453	$8,604 â–¼	-0.9%	11,904	0.2%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$923,757	$30,416 â–²	3.4%	38,267	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$917,224	$5,180 â–¼	-0.6%	2,479	0.2%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$892,861	$3,055 â–¼	-0.3%	17,243	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$842,245	$629,169 â–²	295.3%	6,783	0.1%	ETF
GOOG Alphabet	$805,946	$511,975 â–²	174.2%	2,281	0.1%	Computer and Technology
BRK.B Berkshire Hathaway	$759,592		0.0%	1,518	0.1%	Finance
SANDISK CORP	$625,276	$625,276 â–²	New Holding	275	0.1%	COM
LLY Eli Lilly and Company	$624,903	$624,903 â–²	New Holding	521	0.1%	Medical
GLW Corning	$623,249	$623,249 â–²	New Holding	2,440	0.1%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$604,059	$1,701 â–²	0.3%	2,486	0.1%	ETF
AVGO Broadcom	$592,312	$592,312 â–²	New Holding	1,568	0.1%	Computer and Technology
INCY Incyte	$589,359	$589,359 â–²	New Holding	5,199	0.1%	Medical
WALMART INC	$568,792		0.0%	5,022	0.1%	COM
MRVL Marvell Technology	$566,885	$566,885 â–²	New Holding	1,903	0.1%	Computer and Technology
SCHR Schwab Intermediate-Term U.S. Treasury ETF	$563,420	$5,474 â–²	1.0%	22,848	0.1%	ETF
HD Home Depot	$545,596	$9,170 â–¼	-1.7%	1,547	0.1%	Retail/Wholesale
AVEM Avantis Emerging Markets Equity ETF	$544,047	$16,887 â–²	3.2%	5,638	0.1%	ETF
COST Costco Wholesale	$538,831	$538,831 â–²	New Holding	576	0.1%	Retail/Wholesale
GILD Gilead Sciences	$523,553	$336,317 â–²	179.6%	4,144	0.1%	Medical
SCHF Schwab International Equity ETF	$515,394	$1,745 â–²	0.3%	18,606	0.1%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$508,397	$129,742 â–²	34.3%	8,272	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$470,180	$470,180 â–²	New Holding	4,030	0.1%	CL A
JBL Jabil	$460,649	$460,649 â–²	New Holding	1,195	0.1%	Computer and Technology
IAUM iShares Gold Trust Micro	$432,268	$281,950 â–¼	-39.5%	10,804	0.1%	Finance
GOOGL Alphabet	$429,318	$82,217 â–²	23.7%	1,201	0.1%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$425,667	$988 â–¼	-0.2%	2,154	0.1%	ETF
JCI Johnson Controls International	$405,894	$405,894 â–²	New Holding	2,778	0.1%	Construction
BKR Baker Hughes	$400,100	$400,100 â–²	New Holding	7,209	0.1%	Energy
NEM Newmont	$367,342	$367,342 â–²	New Holding	3,933	0.1%	Basic Materials
ORLY O'Reilly Automotive	$366,058		0.0%	3,975	0.1%	Retail/Wholesale
BA Boeing	$362,804		0.0%	1,676	0.1%	Aerospace
VLO Valero Energy	$360,449	$360,449 â–²	New Holding	1,384	0.1%	Energy
MPC Marathon Petroleum	$355,637	$355,637 â–²	New Holding	1,391	0.1%	Energy
MSFT Microsoft	$348,028	$335,718 â–¼	-49.1%	933	0.1%	Computer and Technology
IRM Iron Mountain	$344,700	$344,700 â–²	New Holding	2,729	0.1%	Business Services
JPM JPMorgan Chase & Co.	$340,751	$27,168 â–¼	-7.4%	1,041	0.1%	Finance
TSLA Tesla	$336,480		0.0%	800	0.1%	Auto/Tires/Trucks
F Ford Motor	$331,971	$347 â–¼	-0.1%	23,883	0.1%	Auto/Tires/Trucks
CVX Chevron	$328,371	$11,935 â–¼	-3.5%	1,981	0.1%	Energy
LITE Lumentum	$322,631	$322,631 â–²	New Holding	376	0.1%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$318,195	$971 â–²	0.3%	10,812	0.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$316,746	$4,027 â–¼	-1.3%	3,146	0.1%	ETF
META Meta Platforms	$316,006	$109,278 â–²	52.9%	561	0.1%	Computer and Technology
MNST Monster Beverage	$315,754	$315,754 â–²	New Holding	3,285	0.1%	Consumer Staples
EXPE Expedia Group	$314,988	$314,988 â–²	New Holding	1,231	0.1%	Retail/Wholesale
SPOT Spotify Technology	$313,586	$313,586 â–²	New Holding	683	0.1%	Computer and Technology
APPLOVIN CORP	$310,684	$310,684 â–²	New Holding	603	0.1%	COM CL A
TER Teradyne	$304,819	$304,819 â–²	New Holding	630	0.1%	Computer and Technology
DELL Dell Technologies	$301,591	$301,591 â–²	New Holding	699	0.1%	Computer and Technology
CTVA Corteva	$295,822	$295,822 â–²	New Holding	3,493	0.0%	Consumer Staples
PG Procter & Gamble	$294,746		0.0%	2,010	0.0%	Consumer Staples
MUB iShares National Muni Bond ETF	$293,081		0.0%	2,723	0.0%	ETF
DLTR Dollar Tree	$291,610	$291,610 â–²	New Holding	2,411	0.0%	Retail/Wholesale
DFAS Dimensional U.S. Small Cap ETF	$283,908		0.0%	3,448	0.0%	ETF
ILCG iShares Morningstar Growth ETF	$280,639		0.0%	2,398	0.0%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$263,083	$581 â–²	0.2%	3,167	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Family Investment Center, Inc. Top Holdings and 13F Report (2026)

About Family Investment Center, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Family Investment Center, Inc. Top Holdings and 13F Report (2026)

About Family Investment Center, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFamily Investment Center, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools