StockDriftsStockDriftsTop 50 Family Firm, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES RUSSELL 3000 ETF | 15.6% | 184.4K | $64.7M | — | — | — | 2025-06-30 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 9.3% | 677.1K | $38.6M | — | — | — | 2025-06-30 |
| BND | VANGUARD TOTAL BOND MARKET ETF | 5.7% | 321.3K | $23.7M | — | — | — | 2025-06-30 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 3.69% | 148.8K | $15.3M | — | — | — | 2025-06-30 |
| IVV | ISHARES CORE S&P 500 ETF | 3.66% | 24.4K | $15.2M | — | — | — | 2025-06-30 |
| IGE | ISHARES NORTH AMERICAN NATURAL RESOURCES ETF | 3.38% | 316.6K | $14.0M | — | — | — | 2025-06-30 |
| VTHR | VANGUARD RUSSELL 3000 ETF | 2.74% | 41.7K | $11.4M | — | — | — | 2025-06-30 |
| SCHB | SCHWAB U S BROAD MARKET ETF | 2.54% | 441.9K | $10.5M | — | — | — | 2025-06-30 |
| TIP | ISHARES TIPS BOND ETF | 2.33% | 88.0K | $9.7M | — | — | — | 2025-06-30 |
| FLTR | VANECK IG FLOATING RATE ETF | 1.96% | 318.3K | $8.1M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.04% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.87% |
Family Firm, Inc. reports $414.95M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are IWV (15.6%), VEA (9.3%) and BND (5.7%). The top 20 holdings account for 67% of reported assets. Its disclosed equity book has returned +36.04% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Family Firm, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1602603). View Family Firm, Inc.’s 13F filings on SEC