StockDriftsStockDriftsTop 50 Family Investment Center, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | VANGUARD BD INDEX FDS | 13.23% | 1.04M | $79.7M | +7.42%(+71.76K) | $76.56(-1.34%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 10.54% | 2.39M | $63.4M | +12.21%(+260.24K) | $26.13(+0.21%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 8.86% | 330.2K | $53.3M | -8.11%(-29.13K) | $80.69(+90.00%) | 2026-06-30 | |
| RISR | TIDAL TRUST I | 8.07% | 1.34M | $48.6M | +12.13%(+145.20K) | $36.17(+1.52%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 8.01% | 535.3K | $48.2M | +2.78%(+14.47K) | $60.10(+46.15%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 7.59% | 512.3K | $45.7M | +12.25%(+55.92K) | $72.68(+29.78%) | 2026-06-30 | |
| DFEV | DIMENSIONAL ETF TRUST | 4.28% | 604.1K | $25.8M | +6.08%(+34.61K) | $33.55(+25.76%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.69% | 439.8K | $22.2M | -13.99%(-71.56K) | $50.63(-0.25%) | 2026-06-30 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 3.43% | 250.1K | $20.6M | -8.89%(-24.41K) | $55.80(+53.58%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.8% | 135.3K | $16.9M | +2.94%(+3.87K) | $84.97(+50.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.57% | +35.17% | — | — | +42.97% |
| Top 20 Holdings Unweighted | +11.09% | +37.10% | — | — | +43.61% |
Family Investment Center, Inc. reports $602.20M in US-listed equity holdings across 120 positions in its most recent 13F filing. Its largest disclosed positions are BIV (13.2%), PYLD (10.5%) and SPMO (8.9%). The top 20 holdings account for 87.51% of reported assets. Its disclosed equity book has returned +35.17% on a three-year cumulative basis. Figures reflect the Q2 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