StockDriftsStockDriftsTop 50 Family Manage LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBIL | VANGUARD INSTL INDEX FD | 5.08% | 639.0K | $48.4M | new | $75.65(-0.06%) | 2026-06-30 | |
| DSCO | DOUBLELINE ETF TRUST | 4.2% | 1.60M | $40.0M | -4.61%(-77.53K) | $24.88(-0.36%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 4.12% | 389.2K | $39.2M | -12.95%(-57.91K) | $99.46(+1.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.09% | 134.7K | $39.0M | +18.56%(+21.09K) | $128.12(+138.35%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.96% | 188.3K | $37.7M | +13.34%(+22.17K) | $56.27(+301.74%) | 2026-06-30 | |
| FLXR | TCW ETF TRUST | 3.59% | 873.0K | $34.2M | +10.54%(+83.26K) | $39.53(-1.39%) | 2026-06-30 | |
| QUAL | ISHARES TR | 3.43% | 149.1K | $32.7M | -4.02%(-6.25K) | $147.63(+52.43%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.39% | 43.2K | $32.3M | -26.65%(-15.70K) | $497.11(+55.97%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.29% | 87.6K | $31.3M | +1.33%(+1.15K) | $117.10(+194.38%) | 2026-06-30 | |
| SHV | ISHARES TR | 3.12% | 269.1K | $29.7M | -13.21%(-40.96K) | $110.21(+0.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.79% | +39.72% | +4.87% | +26.85% |
| Top 20 Holdings Unweighted | +15.57% | +54.37% | +7.47% | +43.38% |
Family Manage LLC reports $974.67M in US-listed equity holdings across 323 positions in its most recent 13F filing. Its largest disclosed positions are VBIL (5.1%), DSCO (4.2%) and MINT (4.1%). The top 20 holdings account for 54.81% of reported assets. Its disclosed equity book has returned +39.72% 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 Manage LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1539947). View Family Manage LLC’s 13F filings on SEC