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: $224.9M103 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$734K	0.3%Prev: 0.2%	3,376 SH	Increased+1,936 SH
ALPHABET INC	CAP STK CL A	$3.1M	1.4%Prev: 0.7%	10,885 SH	Increased+3,449 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.5%Prev: 0.3%	3,725 SH	Increased+278 SH
ALTRIA GROUP INC	COM	$343K	0.2%	5,191 SH	New
AMAZON COM INC	COM	$14.5M	6.5%Prev: 7.0%	69,814 SH	Increased+9,958 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.6%Prev: 0.4%	4,307 SH	Increased+2,141 SH
APPLE INC	COM	$5.7M	2.5%Prev: 2.4%	22,301 SH	Increased+5,079 SH
APPLIED MATLS INC	COM	$1.4M	0.6%Prev: 0.4%	4,072 SH	Increased-186 SH
ASML HLDG NV	N Y REGISTRY SHS	$1.2M	0.5%	911 SH	New
ASTRAZENECA PLC	ORD	$507K	0.2%	2,571 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	0.7%Prev: 1.1%	3,132 SH	Decreased-333 SH
BROADCOM INC	COM	$1.8M	0.8%Prev: 0.4%	5,675 SH	Increased+1,713 SH
CATERPILLAR INC	COM	$782K	0.3%Prev: 0.2%	1,104 SH	Increased+288 SH
CHENIERE ENERGY INC	COM NEW	$232K	0.1%	819 SH	New
COCA COLA CO	COM	$486K	0.2%Prev: 0.2%	6,393 SH	Increased+1,870 SH
CORTEVA INC	COM	$223K	0.1%	2,664 SH	New
COSTCO WHOLESALE CORPORATION	COM	$411K	0.2%	412 SH	New
DEERE & CO	COM	$246K	0.1%	436 SH	New
DELTA AIR LINES INC	COM NEW	$251K	0.1%	3,779 SH	New
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$4.0M	1.8%Prev: 0.9%	94,674 SH	Increased+59,062 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$1.9M	0.8%Prev: 0.9%	38,672 SH	Increased+8,297 SH
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$278K	0.1%	2,824 SH	New
DISNEY WALT CO	COM	$245K	0.1%	2,543 SH	New
ECOLAB INC	COM	$231K	0.1%	868 SH	New
ELI LILLY & CO	COM	$740K	0.3%Prev: 0.1%	805 SH	Increased+550 SH
ENTERPRISE PRODS PARTNERS L	COM	$212K	0.1%	5,599 SH	New
EXXON MOBIL CORP	COM	$434K	0.2%Prev: 0.2%	2,560 SH	Increased+142 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.4M	2.0%Prev: 2.0%	97,192 SH	Increased+26,289 SH
FIFTH THIRD BANCORP	COM	$214K	0.1%	4,596 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.5M	0.7%Prev: 1.0%	30,052 SH	Decreased-1,453 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.2M	0.5%Prev: 0.7%	17,887 SH	Increased-2,323 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.0M	0.5%Prev: 1.3%	17,113 SH	Decreased-17,621 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$3.9M	1.8%	83,784 SH	New
FIRST TR EXCHANGE-TRADED FD	US EQTY OPPT ETF	$252K	0.1%Prev: 0.2%	1,588 SH	Decreased-739 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$10.0M	4.4%Prev: 5.1%	312,273 SH	Increased+25,550 SH
FIRST TR EXCHNG TRADED FD VI	SMITH OPPORT FXD	$4.6M	2.1%	106,151 SH	New
FRANKLIN TEMPLETON ETF TR	US MID CP MLTFCT	$4.5M	2.0%Prev: 2.8%	81,169 SH	Decreased-3,168 SH
GE AEROSPACE	COM NEW	$276K	0.1%	973 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$273K	0.1%	899 SH	New
HOME DEPOT INC	COM	$279K	0.1%	848 SH	New
HONEYWELL INTL INC	COM	$237K	0.1%	1,047 SH	New
INVESCO ACTIVELY MANAGED EXC	S&P500 DOWNSID	$758K	0.3%Prev: 0.6%	20,049 SH	Decreased-5,019 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$479K	0.2%Prev: 0.3%	6,547 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$3.8M	1.7%Prev: 1.6%	36,365 SH	Increased+8,864 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$8.1M	3.6%Prev: 0.5%	107,561 SH	Increased+94,261 SH
INVESCO QQQ TR	UNIT SER 1	$22.7M	10.1%Prev: 10.1%	39,287 SH	Increased+4,284 SH
ISHARES TR	CORE DIV GRWTH	$232K	0.1%	3,307 SH	New
ISHARES TR	CORE S&P US VLU	$7.7M	3.4%Prev: 2.1%	75,005 SH	Increased+38,010 SH
ISHARES TR	INTL DIV GRWTH	$1.5M	0.7%Prev: 0.5%	17,726 SH	Increased+5,687 SH
ISHARES TR	NATIONAL MUN ETF	$1.3M	0.6%Prev: 0.6%	12,429 SH	Increased+3,098 SH
ISHARES TR	RUS 1000 GRW ETF	$3.2M	1.4%Prev: 2.1%	7,582 SH	Decreased-1,947 SH
ISHARES TR	RUS TOP 200 ETF	$2.2M	1.0%Prev: 1.3%	13,819 SH	Increased-959 SH
ISHARES TR	RUS TP200 GR ETF	$15.9M	7.1%Prev: 8.0%	63,993 SH	Increased+2,809 SH
ISHARES TR	US HOME CONS ETF	$230K	0.1%Prev: 0.1%	2,540 SH	Decreased
J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$3.5M	1.5%Prev: 1.3%	65,987 SH	Increased+18,063 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$3.2M	1.4%	49,444 SH	New
JOHNSON & JOHNSON	COM	$861K	0.4%	3,524 SH	New
JPMORGAN CHASE & CO	COM	$705K	0.3%	2,396 SH	New
LAM RESEARCH CORP	COM NEW	$352K	0.2%	1,649 SH	New
LOWES COS INC	COM	$219K	0.1%	927 SH	New
MARRIOTT INTL INC NEW	CL A	$444K	0.2%	1,357 SH	New
MASTERCARD INCORPORATED	CL A	$766K	0.3%Prev: 0.4%	1,533 SH	Increased+316 SH
MCDONALDS CORP	COM	$203K	0.1%	654 SH	New
MERCK & CO INC	COM	$1.2M	0.5%Prev: 0.2%	9,943 SH	Increased+6,164 SH
META PLATFORMS INC	CL A	$1.6M	0.7%Prev: 0.2%	2,733 SH	Increased+2,226 SH
MICROSOFT CORP	COM	$3.2M	1.4%Prev: 1.5%	8,698 SH	Increased+2,167 SH
NOVARTIS AG	SPONSORED ADR	$450K	0.2%	2,945 SH	New
NVIDIA CORPORATION	COM	$2.3M	1.0%Prev: 0.8%	13,300 SH	Increased+1,477 SH
ORACLE CORP	COM	$270K	0.1%	1,833 SH	New
PEPSICO INC	COM	$556K	0.2%	3,582 SH	New
PFIZER INC	COM	$790K	0.4%	28,119 SH	New
PHILIP MORRIS INTL INC	COM	$293K	0.1%	1,771 SH	New
POLARIS INC	COM	$226K	0.1%	4,149 SH	New
PROSHARES TR	S&P 500 DV ARIST	$501K	0.2%Prev: 0.3%	4,728 SH	Increased-170 SH
PROSHARES TR	ULTRAPRO QQQ	$333K	0.1%Prev: 0.2%	7,978 SH	Increased+3,550 SH
ROGERS COMMUNICATIONS INC	CL B	$241K	0.1%	6,260 SH	New
ROYAL BK CDA	COM	$273K	0.1%	1,689 SH	New
RTX CORPORATION	COM	$768K	0.3%Prev: 0.1%	3,979 SH	Increased+2,149 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US B	$6.4M	2.8%Prev: 0.3%	234,705 SH	Increased+214,877 SH
SCHWAB STRATEGIC TR	MUN BD ETF	$908K	0.4%Prev: 0.4%	35,646 SH	Increased+12,398 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.1M	3.2%Prev: 8.6%	232,604 SH	Decreased-267,714 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$923K	0.4%	6,945 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$940K	0.4%	5,276 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$19.9M	8.9%	30,656 SH	New
STRATEGY INC	CL A NEW	$427K	0.2%	3,423 SH	New
SYSCO CORP	COM	$336K	0.1%	4,706 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$304K	0.1%	901 SH	New
TESLA INC	COM	$755K	0.3%Prev: 0.2%	2,032 SH	Increased+582 SH
TJX COS INC NEW	COM	$372K	0.2%	2,330 SH	New
VANECK ETF TRUST	INTRMDT MUNI ETF	$462K	0.2%Prev: 0.3%	9,947 SH	Decreased-1,738 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$430K	0.2%Prev: 0.2%	4,451 SH	Increased
VANECK ETF TRUST	SHRT HGH YLD MUN	$212K	0.1%	9,373 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$246K	0.1%Prev: 0.1%	562 SH	Increased+2 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.3M	1.9%Prev: 0.4%	7,210 SH	Increased+6,031 SH
VANGUARD INDEX FDS	SMALL CP ETF	$3.8M	1.7%Prev: 1.5%	14,649 SH	Increased+3,433 SH
VANGUARD INDEX FDS	VALUE ETF	$316K	0.1%Prev: 0.1%	1,611 SH	Increased+261 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.5M	0.6%Prev: 0.5%	22,728 SH	Increased+6,821 SH
VANGUARD WORLD FD	FINANCIALS ETF	$489K	0.2%Prev: 0.3%	4,050 SH	Decreased-360 SH
VICTORY PORTFOLIOS II	VCSHS US 500 ENH	$1.3M	0.6%Prev: 0.8%	17,512 SH	Decreased-1,711 SH
VISA INC	COM CL A	$765K	0.3%Prev: 0.5%	2,531 SH	Decreased+56 SH
WELLS FARGO & CO	COM	$334K	0.1%	4,192 SH	New
WISDOMTREE TR	US LARGECAP FUND	$681K	0.3%Prev: 0.4%	10,000 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$3.9M	1.7%Prev: 6.7%	44,150 SH	Decreased-92,799 SH

Sold (vs prior filing)

ASML HOLDING N V — $629K
COSTCO WHSL CORP NEW — $242K
FIRST TR EXCHNG TRADED FD VI — $3.8M
FIRST TR VALUE LINE DIVID IN — $4.8M
INVESCO EXCH TRD SLF IDX FD — $236K
ISHARES TR — $1.1M
JPMORGAN CHASE & CO. — $303K
MICROSTRATEGY INC — $1.4M
SELECT SECTOR SPDR TR — $790K
SPDR S&P 500 ETF TR — $13.3M
SPDR SER TR — $1.1M
T-MOBILE US INC — $243K

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