Top 50 Family Capital Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 10.08% | 39.3K | $22.7M | +6.58%(+2.42K) | $321.35(+122.41%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.87% | 30.7K | $19.9M | +16.22%(+4.28K) | $474.49(+56.44%) | 2026-03-31 | |
| IWY | ISHARES TR | 7.08% | 64.0K | $15.9M | -1.48%(-961) | $136.49(+113.93%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 6.47% | 69.8K | $14.5M | -0.63%(-445) | $117.95(+129.02%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.6% | 107.6K | $8.1M | +127.00%(+60.18K) | $72.93(+12.96%) | 2026-03-31 | |
| IUSV | ISHARES TR | 3.41% | 75.0K | $7.7M | +50.32%(+25.11K) | $92.92(+16.99%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.26% | 217.3K | $7.3M | -1.28%(-2.83K) | $29.44(+22.70%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.17% | 232.6K | $7.1M | -44.37%(-185.50K) | $23.80(+33.38%) | 2026-03-31 | |
| FNDB | SCHWAB STRATEGIC TR | 2.84% | 234.7K | $6.4M | +153.30%(+142.04K) | $26.05(+14.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.52% | 22.3K | $5.7M | -1.43%(-324) | $162.57(+83.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.15% | +41.06% |
| Top 20 Holdings Unweighted | +10.87% | +36.28% |
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