StockDriftsStockDriftsTop 50 Family Investment Center INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 12.2% | 1.01M | $73.9M | -2.31%(-24.04K) | $76.56(-4.26%) | 2026-09-30 | |
| PYLD | PIMCO ETF TR | 9.88% | 2.36M | $59.9M | -1.44%(-34.45K) | $26.13(-2.80%) | 2026-09-30 | |
| RISR | TIDAL TRUST I | 8.74% | 1.43M | $53.0M | +6.55%(+87.94K) | $36.20(+2.46%) | 2026-09-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 8.45% | 1.27M | $51.2M | new | $39.85(+3.53%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 8.08% | 543.2K | $48.9M | +6.03%(+30.89K) | $73.64(+21.53%) | 2026-09-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 6.78% | 271.1K | $41.1M | -17.90%(-59.08K) | $80.69(+75.97%) | 2026-09-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.54% | 667.0K | $33.6M | +51.65%(+227.19K) | $50.58(-0.47%) | 2026-09-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 4.32% | 618.2K | $26.2M | +2.34%(+14.11K) | $33.76(+21.03%) | 2026-09-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3.3% | 243.6K | $20.0M | -2.58%(-6.44K) | $55.80(+45.89%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.93% | 150.9K | $17.8M | +11.51%(+15.58K) | $88.72(+34.90%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.69% | +35.61% | — | — | +38.17% |
| Top 20 Holdings Unweighted | +10.94% | +36.54% | — | — | +38.73% |
Family Investment Center INC reports $606.17M in US-listed equity holdings across 112 positions in its most recent 13F filing. Its largest disclosed positions are BIV (12.2%), PYLD (9.9%) and RISR (8.7%). The top 20 holdings account for 86.97% of reported assets. Its disclosed equity book has returned +35.61% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Family Investment Center INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1897700). View Family Investment Center INC’s 13F filings on SEC