Family Capital Management, Inc.

CIK 0001964344 • 6 13F filings • Apr 30, 2025 – Jul 31, 2026

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Filer information

Filed by: Family Capital Management, Inc., President
Address: 168 LOUIS CAMPAU PROMENADE NW, SUITE 500, GRAND RAPIDS, MI, 49503
Phone: 616-774-4560
AUM: $225.1M

AUM over time

$258.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $225.1M99 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$707K	0.3%Prev: 0.3%	3,093 SH	Decreased-1 SH
ALPHABET INC	CAP STK CL A	$3.5M	1.6%Prev: 1.3%	11,238 SH	Increased-33 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.5%Prev: 0.4%	3,719 SH	Increased-31 SH
AMAZON COM INC	COM	$16.2M	7.2%Prev: 7.4%	70,259 SH	Increased-143 SH
AMERICAN EXPRESS CO	COM	$1.5M	0.6%Prev: 0.6%	3,933 SH	Increased+378 SH
APPLE INC	COM	$6.2M	2.7%Prev: 2.7%	22,625 SH	Increased+375 SH
APPLIED MATLS INC	COM	$1.1M	0.5%Prev: 0.4%	4,227 SH	Increased+33 SH
ASML HOLDING N V	N Y REGISTRY SHS	$983K	0.4%Prev: 0.4%	919 SH	Increased+7 SH
ASTRAZENECA PLC	SPONSORED ADR	$400K	0.2%	4,350 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.8%Prev: 0.8%	3,384 SH	Decreased-20 SH
BROADCOM INC	COM	$1.9M	0.8%Prev: 0.8%	5,422 SH	Increased+245 SH
CATERPILLAR INC	COM	$852K	0.4%Prev: 0.3%	1,487 SH	Increased+335 SH
CISCO SYS INC	COM	$205K	0.1%	2,659 SH	New
COCA COLA CO	COM	$421K	0.2%Prev: 0.2%	6,019 SH	Increased+118 SH
COSTCO WHSL CORP NEW	COM	$333K	0.1%Prev: 0.2%	386 SH	Decreased-12 SH
DEERE & CO	COM	$277K	0.1%	596 SH	New
DELTA AIR LINES INC DEL	COM NEW	$262K	0.1%Prev: 0.1%	3,779 SH	Increased-100 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$2.3M	1.0%Prev: 0.8%	54,349 SH	Increased+14,274 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.8M	0.8%Prev: 0.8%	37,185 SH	Increased+3,242 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$288K	0.1%Prev: 0.1%	2,816 SH	Increased
DISNEY WALT CO	COM	$250K	0.1%Prev: 0.1%	2,194 SH	Decreased-441 SH
ECOLAB INC	COM	$209K	0.1%	795 SH	New
ELI LILLY & CO	COM	$767K	0.3%Prev: 0.2%	714 SH	Increased+104 SH
EXXON MOBIL CORP	COM	$296K	0.1%Prev: 0.1%	2,457 SH	Increased-23 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.9M	1.7%Prev: 1.6%	83,876 SH	Increased+11,485 SH
FIFTH THIRD BANCORP	COM	$215K	0.1%Prev: 0.1%	4,596 SH	Increased
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.6M	0.7%Prev: 0.7%	30,773 SH	Increased+1,455 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.5M	0.7%Prev: 0.7%	21,545 SH	Increased-99 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.9M	0.8%Prev: 1.0%	31,371 SH	Decreased-2,313 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$4.8M	2.1%Prev: 2.3%	104,118 SH	Decreased-763 SH
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$381K	0.2%Prev: 0.2%	2,327 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$10.1M	4.5%Prev: 4.1%	309,644 SH	Increased+42,672 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$4.3M	1.9%Prev: 1.8%	96,428 SH	Increased+10,091 SH
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$4.9M	2.2%Prev: 2.3%	86,921 SH	Increased+959 SH
GE AEROSPACE	COM NEW	$265K	0.1%Prev: 0.1%	861 SH	Increased+162 SH
HILTON WORLDWIDE HLDGS INC	COM	$240K	0.1%	835 SH	New
HOME DEPOT INC	COM	$262K	0.1%Prev: 0.1%	760 SH	Decreased+72 SH
INVESCO ACTIVELY MANAGED EXC	S&P500 DOWNSID	$867K	0.4%Prev: 0.4%	23,150 SH	Decreased-629 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$468K	0.2%Prev: 0.2%	6,547 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.1M	1.4%Prev: 1.5%	30,572 SH	Increased+1,168 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$3.6M	1.6%Prev: 1.2%	47,383 SH	Increased+12,621 SH
INVESCO QQQ TR	UNIT SER 1	$22.6M	10.1%Prev: 10.5%	36,863 SH	Increased+294 SH
ISHARES TR	CORE DIV GRWTH	$230K	0.1%Prev: 0.1%	3,307 SH	Increased
ISHARES TR	CORE S&P US VLU	$5.1M	2.3%Prev: 2.1%	49,898 SH	Increased+5,339 SH
ISHARES TR	IBOXX INV CP ETF	$990K	0.4%Prev: 0.5%	8,980 SH	Decreased-201 SH
ISHARES TR	INTL DIV GRWTH	$1.2M	0.5%Prev: 0.5%	14,295 SH	Increased+788 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.6%Prev: 0.5%	11,828 SH	Increased+1,522 SH
ISHARES TR	RUS 1000 GRW ETF	$4.3M	1.9%Prev: 2.1%	9,181 SH	Decreased-98 SH
ISHARES TR	RUS TOP 200 ETF	$2.5M	1.1%Prev: 1.2%	14,715 SH	Increased-3 SH
ISHARES TR	RUS TP200 GR ETF	$18.0M	8.0%Prev: 8.3%	64,954 SH	Increased+1,439 SH
ISHARES TR	US HOME CONS ETF	$245K	0.1%Prev: 0.1%	2,540 SH	Decreased
J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$2.7M	1.2%Prev: 1.2%	53,467 SH	Increased+2,106 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$2.5M	1.1%Prev: 0.5%	37,126 SH	Increased+20,992 SH
JOHNSON & JOHNSON	COM	$686K	0.3%Prev: 0.3%	3,317 SH	Increased+292 SH
JPMORGAN CHASE & CO.	COM	$691K	0.3%Prev: 0.2%	2,144 SH	Increased+703 SH
LAM RESEARCH CORP	COM NEW	$279K	0.1%	1,631 SH	New
MARRIOTT INTL INC NEW	CL A	$408K	0.2%Prev: 0.2%	1,315 SH	Increased-136 SH
MASTERCARD INCORPORATED	CL A	$867K	0.4%Prev: 0.5%	1,518 SH	Decreased-340 SH
MCDONALDS CORP	COM	$290K	0.1%Prev: 0.1%	948 SH	Increased-2 SH
MERCK & CO INC	COM	$1.3M	0.6%Prev: 0.4%	12,141 SH	Increased+1,432 SH
META PLATFORMS INC	CL A	$671K	0.3%Prev: 0.3%	1,017 SH	Decreased+29 SH
MICROSOFT CORP	COM	$3.9M	1.7%Prev: 1.9%	8,048 SH	Decreased+196 SH
NOVARTIS AG	SPONSORED ADR	$233K	0.1%	1,690 SH	New
NVIDIA CORPORATION	COM	$2.1M	0.9%Prev: 0.9%	11,203 SH	Increased+1,332 SH
ORACLE CORP	COM	$302K	0.1%Prev: 0.1%	1,550 SH	Increased+516 SH
PEPSICO INC	COM	$469K	0.2%Prev: 0.2%	3,269 SH	Increased+146 SH
PFIZER INC	COM	$677K	0.3%Prev: 0.4%	27,173 SH	Decreased-2,812 SH
PHILIP MORRIS INTL INC	COM	$271K	0.1%Prev: 0.2%	1,688 SH	Decreased-1,120 SH
POLARIS INC	COM	$262K	0.1%Prev: 0.1%	4,149 SH	Increased-27 SH
PROCTER AND GAMBLE CO	COM	$265K	0.1%Prev: 0.1%	1,852 SH	Decreased+20 SH
PROSHARES TR	S&P 500 DV ARIST	$491K	0.2%Prev: 0.2%	4,720 SH	Increased+11 SH
PROSHARES TR	ULTRAPRO QQQ	$440K	0.2%Prev: 0.2%	8,339 SH	Increased+4,145 SH
ROGERS COMMUNICATIONS INC	CL B	$236K	0.1%Prev: 0.1%	6,260 SH	Increased
ROYAL BK CDA	COM	$266K	0.1%	1,559 SH	New
RTX CORPORATION	COM	$710K	0.3%Prev: 0.3%	3,871 SH	Decreased-389 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$2.5M	1.1%Prev: 0.7%	92,660 SH	Increased+36,377 SH
SCHWAB STRATEGIC TR	MUN BD ETF	$851K	0.4%Prev: 0.3%	33,041 SH	Increased+5,841 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$11.5M	5.1%Prev: 5.9%	418,109 SH	Decreased-34,834 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	0.5%	7,813 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$18.0M	8.0%Prev: 8.1%	26,377 SH	Increased+894 SH
SPDR SERIES TRUST	STATE STREET SPD	$1.1M	0.5%	6,008 SH	New
STRATEGY INC	CL A NEW	$534K	0.2%Prev: 0.7%	3,513 SH	Decreased-927 SH
SYSCO CORP	COM	$325K	0.1%Prev: 0.1%	4,412 SH	Increased+668 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$277K	0.1%Prev: 0.2%	913 SH	Decreased-400 SH
TESLA INC	COM	$881K	0.4%Prev: 0.4%	1,958 SH	Decreased-31 SH
TJX COS INC NEW	COM	$301K	0.1%	1,959 SH	New
VANECK ETF TRUST	INTRMDT MUNI ETF	$482K	0.2%Prev: 0.2%	10,229 SH	Decreased-695 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$461K	0.2%Prev: 0.2%	4,451 SH	Increased
VANECK ETF TRUST	SHRT HGH YLD MUN	$215K	0.1%	9,373 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$274K	0.1%Prev: 0.1%	562 SH	Increased+1 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.5M	2.0%Prev: 0.4%	7,208 SH	Increased+5,932 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.2M	1.4%Prev: 1.5%	12,482 SH	Increased+521 SH
VANGUARD INDEX FDS	VALUE ETF	$308K	0.1%Prev: 0.2%	1,611 SH	Decreased-108 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.2M	0.5%Prev: 0.5%	18,551 SH	Increased+972 SH
VANGUARD WORLD FD	FINANCIALS ETF	$584K	0.3%Prev: 0.3%	4,377 SH	Decreased-123 SH
VICTORY PORTFOLIOS II	VCSHS US 500 ENH	$1.4M	0.6%Prev: 0.7%	18,794 SH	Decreased-66 SH
VISA INC	COM CL A	$1.0M	0.5%Prev: 0.6%	2,927 SH	Decreased-591 SH
WISDOMTREE TR	US LARGECAP FUND	$709K	0.3%Prev: 0.3%	10,000 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$10.3M	4.6%Prev: 5.2%	115,256 SH	Decreased-6,596 SH

Sold (vs prior filing)

BOOKING HOLDINGS INC — $265K
COSTAR GROUP INC — $211K
DOW INC — $439K
FS CREDIT OPPORTUNITIES CORP — $79K
HONEYWELL INTL INC — $204K
LOCKHEED MARTIN CORP — $222K
LOWES COS INC — $232K
NUSCALE PWR CORP — $313K
S&P GLOBAL INC — $392K
SELECT SECTOR SPDR TR — $1.1M
SPDR SERIES TRUST — $1.1M
T-MOBILE US INC — $242K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001964344-26-000001	$225.1M	View
Oct 27, 2025	Q3 2025	13F-HR	0001964344-25-000002	$209.4M	View
Jul 31, 2026	Q2 2026