Family Investment Center, Inc.

CIK 0001897700 • 7 13F filings • Apr 24, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $481.6M102 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$489K	0.1%Prev: 0.2%	3,025 SH	Decreased+744 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$528K	0.1%	2,956 SH	New
AMAZON COM INC	COM	$235K	0.0%Prev: 0.2%	1,070 SH	Decreased-3,036 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$405K	0.1%Prev: 0.1%	5,388 SH	Decreased-250 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$18.6M	3.9%Prev: 7.6%	235,460 SH	Decreased-276,863 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$17.2M	3.6%Prev: 2.8%	173,241 SH	Increased+37,958 SH
AMGEN INC	COM	$279K	0.1%	988 SH	New
AMPLIFY ETF TR	BLOCKCHAIN LDR	$219K	0.0%	3,273 SH	New
APPLE INC	COM	$2.2M	0.4%Prev: 0.4%	8,448 SH	Decreased-556 SH
APPLOVIN CORP	COM CL A	$440K	0.1%Prev: 0.1%	612 SH	Increased+9 SH
AT&T INC	COM	$221K	0.0%	7,842 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$687K	0.1%Prev: 0.1%	1,366 SH	Decreased-152 SH
BROADCOM INC	COM	$450K	0.1%Prev: 0.1%	1,364 SH	Decreased-204 SH
CHEVRON CORP NEW	COM	$309K	0.1%	1,993 SH	New
COINBASE GLOBAL INC	COM CL A	$250K	0.1%	742 SH	New
COSTCO WHSL CORP NEW	COM	$454K	0.1%	490 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$3.4M	0.7%Prev: 4.3%	107,564 SH	Decreased-496,530 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$908K	0.2%	12,540 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$236K	0.0%Prev: 0.0%	3,448 SH	Decreased
EXXON MOBIL CORP	COM	$1.0M	0.2%Prev: 0.2%	9,067 SH	Decreased-812 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$213K	0.0%Prev: 0.0%	2,388 SH	Decreased+236 SH
FORD MTR CO	COM	$291K	0.1%Prev: 0.1%	24,363 SH	Decreased+480 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$11.0M	2.3%	294,274 SH	New
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN HDG	$9.9M	2.0%Prev: 0.2%	273,506 SH	Increased+241,533 SH
GE AEROSPACE	COM NEW	$301K	0.1%	999 SH	New
GE VERNOVA INC	COM	$274K	0.1%Prev: 0.2%	445 SH	Decreased-623 SH
GENERAC HLDGS INC	COM	$200K	0.0%	1,196 SH	New
GILEAD SCIENCES INC	COM	$246K	0.1%Prev: 0.1%	2,212 SH	Decreased-1,932 SH
HOME DEPOT INC	COM	$616K	0.1%Prev: 0.1%	1,521 SH	Increased-26 SH
INCYTE CORP	COM	$231K	0.0%Prev: 0.1%	2,723 SH	Decreased-2,476 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$44.8M	9.3%Prev: 8.9%	370,351 SH	Decreased+40,192 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$13.9M	2.9%Prev: 2.6%	102,573 SH	Decreased+9,500 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$14.8M	3.1%Prev: 0.3%	141,467 SH	Increased+126,166 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$45.6M	9.5%Prev: 8.0%	622,595 SH	Decreased+87,284 SH
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.4%Prev: 0.3%	3,042 SH	Decreased+376 SH
ISHARES GOLD TR	SHARES REPRESENT	$736K	0.2%	19,104 SH	New
ISHARES INC	CORE MSCI EMKT	$1.3M	0.3%Prev: 0.3%	19,320 SH	Decreased+354 SH
ISHARES TR	0-3 MNTH TREASRY	$348K	0.1%	3,451 SH	New
ISHARES TR	CORE INTL AGGR	$246K	0.1%Prev: 0.0%	4,798 SH	Increased+730 SH
ISHARES TR	CORE S&P500 ETF	$246K	0.1%	367 SH	New
ISHARES TR	CORE US AGGBD ET	$3.9M	0.8%Prev: 0.7%	39,140 SH	Decreased-1,667 SH
ISHARES TR	MORNINGSTAR GRWT	$250K	0.1%Prev: 0.0%	2,398 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$290K	0.1%Prev: 0.0%	2,723 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$814K	0.2%Prev: 0.1%	1,737 SH	Decreased-5,046 SH
ISHARES TR	RUS 2000 GRW ETF	$234K	0.0%Prev: 0.0%	731 SH	Increased+172 SH
ISHARES TR	RUS TP200 GR ETF	$212K	0.0%Prev: 0.0%	774 SH	Decreased
ISHARES TR	TIPS BD ETF	$241K	0.1%Prev: 0.0%	2,169 SH	Decreased-69 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$218K	0.0%Prev: 0.0%	3,821 SH	Decreased-330 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$21.3M	4.4%Prev: 3.4%	289,968 SH	Increased+39,899 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$591K	0.1%Prev: 0.2%	11,703 SH	Decreased-17,945 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$501K	0.1%Prev: 0.1%	8,706 SH	Decreased+434 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$19.2M	4.0%Prev: 3.7%	379,152 SH	Decreased-60,675 SH
JPMORGAN CHASE & CO.	COM	$574K	0.1%	1,818 SH	New
LEIDOS HOLDINGS INC	COM	$248K	0.1%	1,313 SH	New
META PLATFORMS INC	CL A	$520K	0.1%Prev: 0.1%	708 SH	Increased+147 SH
MICRON TECHNOLOGY INC	COM	$539K	0.1%Prev: 0.3%	3,222 SH	Decreased+1,483 SH
MICROSOFT CORP	COM	$559K	0.1%Prev: 0.1%	1,080 SH	Increased+147 SH
MID-AMER APT CMNTYS INC	COM	$201K	0.0%Prev: 0.0%	1,440 SH	Increased
NETFLIX INC	COM	$622K	0.1%	519 SH	New
NEWMONT CORP	COM	$320K	0.1%Prev: 0.1%	3,795 SH	Decreased-138 SH
NORFOLK SOUTHN CORP	COM	$2.0M	0.4%Prev: 0.3%	6,500 SH	Decreased-10 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$202K	0.0%	4,569 SH	New
NVIDIA CORPORATION	COM	$765K	0.2%Prev: 0.2%	4,100 SH	Decreased-2,823 SH
OREILLY AUTOMOTIVE INC	COM	$424K	0.1%Prev: 0.1%	3,930 SH	Increased-45 SH
PALANTIR TECHNOLOGIES INC	CL A	$389K	0.1%Prev: 0.1%	2,132 SH	Decreased-1,898 SH
PEPSICO INC	COM	$249K	0.1%Prev: 0.0%	1,770 SH	Decreased-90 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$1.9M	0.4%Prev: 0.4%	19,247 SH	Decreased-6,341 SH
PIMCO ETF TR	MULTISECTOR BD	$50.1M	10.4%Prev: 10.5%	1,867,982 SH	Decreased-524,394 SH
PIMCO ETF TR	SR LN ACTIVE ETF	$599K	0.1%Prev: 0.0%	11,738 SH	Increased+7,588 SH
PROCTER AND GAMBLE CO	COM	$293K	0.1%	1,908 SH	New
RTX CORPORATION	COM	$384K	0.1%	2,293 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$497K	0.1%Prev: 0.1%	19,786 SH	Decreased-3,062 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$425K	0.1%Prev: 0.1%	18,255 SH	Decreased-351 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$892K	0.2%Prev: 0.2%	36,548 SH	Decreased-1,719 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.9M	1.4%Prev: 1.2%	252,410 SH	Decreased+28,208 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$284K	0.1%Prev: 0.1%	10,779 SH	Decreased-33 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.5M	0.9%Prev: 0.9%	151,477 SH	Decreased+7,135 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$870K	0.2%Prev: 0.2%	31,197 SH	Decreased+2,411 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$866K	0.2%	9,933 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$872K	0.2%	18,621 SH	New
SPDR SERIES TRUST	RUSSELL YIELD	$4.2M	0.9%	36,701 SH	New
TESLA INC	COM	$269K	0.1%Prev: 0.1%	605 SH	Decreased-195 SH
TIDAL TRUST I	FOLIOBEYOND ALTE	$31.1M	6.5%	868,889 SH	New
UBER TECHNOLOGIES INC	COM	$309K	0.1%	3,155 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$68.6M	14.2%Prev: 13.2%	877,903 SH	Decreased-160,811 SH
VANGUARD INDEX FDS	GROWTH ETF	$201K	0.0%Prev: 0.0%	420 SH	Decreased-2,013 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$379K	0.1%Prev: 0.1%	2,161 SH	Decreased+7 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.1M	1.7%Prev: 1.4%	27,648 SH	Decreased-75,970 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.3M	0.9%Prev: 0.8%	7,076 SH	Decreased+330 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$557K	0.1%Prev: 0.1%	2,661 SH	Decreased+175 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.4M	1.3%Prev: 1.2%	25,032 SH	Decreased+1,425 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$846K	0.2%Prev: 0.2%	2,579 SH	Decreased+100 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$258K	0.1%	3,279 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$15.7M	3.3%Prev: 2.7%	72,891 SH	Decreased+5,316 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.5M	0.5%Prev: 0.5%	34,092 SH	Decreased+1,702 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.1M	0.7%Prev: 0.6%	35,003 SH	Decreased-741 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$12.3M	2.6%Prev: 2.3%	145,120 SH	Decreased+5,174 SH
VANGUARD WORLD FD	CONSUM STP ETF	$607K	0.1%Prev: 0.2%	2,838 SH	Decreased-1,534 SH
VANGUARD WORLD FD	UTILITIES ETF	$202K	0.0%Prev: 0.0%	1,066 SH	Increased+42 SH
WALMART INC	COM	$444K	0.1%Prev: 0.1%	4,309 SH	Decreased-713 SH
WESTERN DIGITAL CORP	COM	$335K	0.1%Prev: 0.2%	2,787 SH	Decreased+771 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$483K	0.1%Prev: 0.0%	10,476 SH	Increased+5,872 SH

Sold (vs prior filing)

ABRDN PRECIOUS METALS BASKET — $205K
ALPHABET INC — $429K
ALPHABET INC — $806K
AMERICAN CENTY ETF TR — $13.9M
AMKOR TECHNOLOGY INC — $254K
BAKER HUGHES COMPANY — $400K
BOEING CO — $363K
CHEVRON CORPORATION — $328K
CORNING INC — $623K
CORTEVA INC — $296K
COSTCO WHOLESALE CORPORATION — $539K
DEERE & CO — $229K
DELL TECHNOLOGIES INC — $302K
DIMENSIONAL ETF TRUST — $975K
DOLLAR TREE INC — $292K
ELI LILLY & CO — $625K
EXPEDIA GROUP INC — $315K
HUBSPOT INC — $235K
INVESCO EXCHANGE TRADED FD T — $10.3M
IRON MTN INC DEL — $345K
… and 24 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0002085853-26-001230	—	View
Jan 23, 2026	Q4 2025	13F-HR	0002085853-26-000073	$495.2M	View
Oct 22, 2025	Q3 2025