Family Investment Center
Family Investment Center reported 112 stocks worth $606M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are BIV (12.2%), PYLD (9.9%) and RISR (8.7%). Compared with Q2 2026, the fund opened new positions in DFLV, XOM and GS, added to RISR, AVDE and JPST, trimmed BIV, PYLD and SPMO and sold out of XOM, GEV and VDC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BIV Vanguard Intermediate | $73.9M | 12.2% | 1M | −24K (−2%) | 8 of 8 | |
| 2 |  PYLD Pimco ETF TR | $59.9M | 9.9% | 2.4M | −34K (−1%) | 8 of 8 | |
| 3 |  RISR Tidal Trust I | $53M | 8.7% | 1.4M | +88K (+7%) | 8 of 8 | |
| 4 |  DFLV Dimensional ETF Trust | $51.2M | 8.4% | 1.3M | New position | 1 of 8 | |
| 5 |  AVDE American Centy ETF TR | $48.9M | 8.1% | 543K | +31K (+6%) | 8 of 8 | |
| 6 |  SPMO Invesco S&P | $41.1M | 6.8% | 271K | −59K (−18%) | 8 of 8 | |
| 7 |  JPST J P Morgan Exchange Traded F | $33.6M | 5.5% | 667K | +227K (+52%) | 8 of 8 | |
| 8 |  DFEV Dimensional ETF Trust | $26.2M | 4.3% | 618K | +14K (+2%) | 8 of 8 | |
| 9 |  JIRE J P Morgan Exchange Traded F | $20M | 3.3% | 244K | −6,440 (−3%) | 8 of 8 | |
| 10 |  AVUV American Centy ETF TR | $17.8M | 2.9% | 151K | +16K (+12%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.4M | 9,879 |
 GEV GE Vernova Inc | $1.3M | 1,068 |
 VDC Vanguard World FD | $986K | 4,372 |
 GLW Corning Inc | $623K | 2,440 |
 MRVL Marvell Technology Inc | $567K | 1,903 |
🔒 Free account: see all 22.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Family Investment Center 13F FAQ
What does Family Investment Center own?
Family Investment Center reported 112 stocks worth $606M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are BIV (12.2%), PYLD (9.9%) and RISR (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did Family Investment Center buy and sell in Q3 2026?
Compared with Q2 2026: 14 new positions, 43 added to, 43 trimmed and 22 sold out. New positions include DFLV, XOM and GS. It sold all of XOM, GEV and VDC.
When will Family Investment Center file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Family Investment Center's portfolio worth?
The Q3 2026 filing reports $606M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.