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: $495.2M97 positionsView on SEC.gov

			% of Portfolio
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$228K	0.0%	1,110 SH	New
ADOBE INC	COM	$205K	0.0%	585 SH	New
ADVANCED MICRO DEVICES INC	COM	$351K	0.1%Prev: 0.1%	1,640 SH	Decreased-1,385 SH
ALPHABET INC	CAP STK CL A	$201K	0.0%	642 SH	New
ALPHABET INC	CAP STK CL C	$824K	0.2%	2,626 SH	New
AMAZON COM INC	COM	$522K	0.1%Prev: 0.0%	2,260 SH	Increased+1,190 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$417K	0.1%Prev: 0.1%	5,414 SH	Increased+26 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$20.1M	4.1%Prev: 3.9%	244,033 SH	Increased+8,573 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$17.5M	3.5%Prev: 3.6%	171,786 SH	Increased-1,455 SH
APPLE INC	COM	$2.4M	0.5%Prev: 0.4%	8,962 SH	Increased+514 SH
APPLOVIN CORP	COM CL A	$454K	0.1%Prev: 0.1%	674 SH	Increased+62 SH
AT&T INC	COM	$235K	0.0%Prev: 0.0%	9,463 SH	Increased+1,621 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$634K	0.1%Prev: 0.1%	1,262 SH	Decreased-104 SH
BOEING CO	COM	$387K	0.1%	1,781 SH	New
BROADCOM INC	COM	$685K	0.1%Prev: 0.1%	1,980 SH	Increased+616 SH
CHEVRON CORP NEW	COM	$303K	0.1%Prev: 0.1%	1,986 SH	Decreased-7 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$3.7M	0.7%Prev: 0.7%	108,209 SH	Increased+645 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$895K	0.2%Prev: 0.2%	12,067 SH	Decreased-473 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$240K	0.0%Prev: 0.0%	3,448 SH	Increased
ELI LILLY & CO	COM	$446K	0.1%	415 SH	New
EXXON MOBIL CORP	COM	$1.1M	0.2%Prev: 0.2%	9,067 SH	Increased
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$218K	0.0%Prev: 0.0%	2,388 SH	Increased
FORD MTR CO	COM	$320K	0.1%Prev: 0.1%	24,364 SH	Increased+1 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$11.4M	2.3%Prev: 2.3%	295,400 SH	Increased+1,126 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN HDG	$10.2M	2.1%Prev: 2.0%	271,884 SH	Increased-1,622 SH
GE AEROSPACE	COM NEW	$417K	0.1%Prev: 0.1%	1,355 SH	Increased+356 SH
GE VERNOVA INC	COM	$244K	0.0%Prev: 0.1%	373 SH	Decreased-72 SH
GILEAD SCIENCES INC	COM	$318K	0.1%Prev: 0.1%	2,587 SH	Increased+375 SH
HOME DEPOT INC	COM	$517K	0.1%Prev: 0.1%	1,503 SH	Decreased-18 SH
INCYTE CORP	COM	$304K	0.1%Prev: 0.0%	3,079 SH	Increased+356 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$44.9M	9.1%Prev: 9.3%	376,333 SH	Increased+5,982 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$14.3M	2.9%Prev: 2.9%	102,962 SH	Increased+389 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$14.6M	2.9%Prev: 3.1%	142,614 SH	Decreased+1,147 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$46.8M	9.5%Prev: 9.5%	623,937 SH	Increased+1,342 SH
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.4%Prev: 0.4%	3,039 SH	Increased-3 SH
ISHARES GOLD TR	SHARES REPRESENT	$875K	0.2%Prev: 0.2%	20,346 SH	Increased+1,242 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.3%Prev: 0.3%	18,984 SH	Increased-336 SH
ISHARES TR	0-3 MNTH TREASRY	$324K	0.1%Prev: 0.1%	3,228 SH	Decreased-223 SH
ISHARES TR	CORE INTL AGGR	$240K	0.0%Prev: 0.1%	4,794 SH	Decreased-4 SH
ISHARES TR	CORE US AGGBD ET	$3.9M	0.8%Prev: 0.8%	39,143 SH	Decreased+3 SH
ISHARES TR	MORNINGSTAR GRWT	$250K	0.1%Prev: 0.1%	2,398 SH	Decreased
ISHARES TR	NATIONAL MUN ETF	$292K	0.1%Prev: 0.1%	2,723 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$821K	0.2%Prev: 0.2%	1,735 SH	Increased-2 SH
ISHARES TR	RUS TP200 GR ETF	$214K	0.0%Prev: 0.0%	774 SH	Increased
ISHARES TR	TIPS BD ETF	$240K	0.0%Prev: 0.1%	2,182 SH	Decreased+13 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$21.1M	4.3%Prev: 4.4%	281,619 SH	Decreased-8,349 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$592K	0.1%Prev: 0.1%	11,703 SH	Increased
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$474K	0.1%Prev: 0.1%	8,104 SH	Decreased-602 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$20.0M	4.0%Prev: 4.0%	394,554 SH	Increased+15,402 SH
JPMORGAN CHASE & CO.	COM	$586K	0.1%Prev: 0.1%	1,820 SH	Increased+2 SH
MCKESSON CORP	COM	$258K	0.1%	315 SH	New
MICRON TECHNOLOGY INC	COM	$796K	0.2%Prev: 0.1%	2,788 SH	Increased-434 SH
MICROSOFT CORP	COM	$539K	0.1%Prev: 0.1%	1,114 SH	Decreased+34 SH
MID-AMER APT CMNTYS INC	COM	$200K	0.0%Prev: 0.0%	1,440 SH	Decreased
NEWMONT CORP	COM	$373K	0.1%Prev: 0.1%	3,737 SH	Increased-58 SH
NORFOLK SOUTHN CORP	COM	$1.9M	0.4%Prev: 0.4%	6,500 SH	Decreased
NVIDIA CORPORATION	COM	$639K	0.1%Prev: 0.2%	3,428 SH	Decreased-672 SH
OREILLY AUTOMOTIVE INC	COM	$358K	0.1%Prev: 0.1%	3,930 SH	Decreased
PALANTIR TECHNOLOGIES INC	CL A	$399K	0.1%Prev: 0.1%	2,243 SH	Increased+111 SH
PEPSICO INC	COM	$254K	0.1%Prev: 0.1%	1,770 SH	Increased
PIMCO ETF TR	ENHNCD LW DUR AC	$2.1M	0.4%Prev: 0.4%	22,049 SH	Increased+2,802 SH
PIMCO ETF TR	MULTISECTOR BD	$53.4M	10.8%Prev: 10.4%	2,001,272 SH	Increased+133,290 SH
PIMCO ETF TR	SR LN ACTIVE ETF	$243K	0.0%Prev: 0.1%	4,827 SH	Decreased-6,911 SH
PROCTER AND GAMBLE CO	COM	$273K	0.1%Prev: 0.1%	1,908 SH	Decreased
RTX CORPORATION	COM	$344K	0.1%Prev: 0.1%	1,876 SH	Decreased-417 SH
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$502K	0.1%Prev: 0.1%	20,036 SH	Increased+250 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$446K	0.1%Prev: 0.1%	18,543 SH	Increased+288 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$898K	0.2%Prev: 0.2%	36,852 SH	Increased+304 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.4M	1.3%Prev: 1.4%	232,137 SH	Decreased-20,273 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$290K	0.1%Prev: 0.1%	10,779 SH	Increased
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.5M	0.9%Prev: 0.9%	148,998 SH	Decreased-2,479 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$844K	0.2%Prev: 0.2%	29,619 SH	Decreased-1,578 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$246K	0.0%	3,164 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$893K	0.2%	20,916 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$279K	0.1%	1,735 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$820K	0.2%Prev: 0.2%	17,508 SH	Decreased-1,113 SH
SPDR SERIES TRUST	STATE STREET SPD	$4.1M	0.8%	36,060 SH	New
T ROWE PRICE ETF INC	ULTRA SHRT TRM	$359K	0.1%	7,208 SH	New
TESLA INC	COM	$271K	0.1%Prev: 0.1%	602 SH	Increased-3 SH
TIDAL TRUST I	FOLIOBEYOND ALTE	$32.6M	6.6%Prev: 6.5%	904,049 SH	Increased+35,160 SH
UBER TECHNOLOGIES INC	COM	$297K	0.1%Prev: 0.1%	3,639 SH	Decreased+484 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$73.7M	14.9%Prev: 14.2%	945,773 SH	Increased+67,870 SH
VANGUARD INDEX FDS	GROWTH ETF	$201K	0.0%Prev: 0.0%	411 SH	Decreased-9 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$385K	0.1%Prev: 0.1%	2,171 SH	Increased+10 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.9M	1.6%Prev: 1.7%	27,345 SH	Decreased-303 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.4M	0.9%Prev: 0.9%	6,965 SH	Increased-111 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$566K	0.1%Prev: 0.1%	2,670 SH	Increased+9 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.4M	1.3%Prev: 1.3%	24,708 SH	Increased-324 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$853K	0.2%Prev: 0.2%	2,545 SH	Increased-34 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$15.6M	3.1%Prev: 3.3%	70,775 SH	Decreased-2,116 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.5M	0.5%Prev: 0.5%	32,701 SH	Decreased-1,391 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.1M	0.6%Prev: 0.7%	34,167 SH	Decreased-836 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$12.7M	2.6%Prev: 2.6%	141,353 SH	Increased-3,767 SH
VANGUARD WORLD FD	CONSUM STP ETF	$421K	0.1%Prev: 0.1%	1,991 SH	Decreased-847 SH
WALMART INC	COM	$480K	0.1%Prev: 0.1%	4,305 SH	Increased-4 SH
WESTERN DIGITAL CORP	COM	$506K	0.1%Prev: 0.1%	2,936 SH	Increased+149 SH
WISDOMTREE TR	ITL HDG QTLY DIV	$384K	0.1%Prev: 0.1%	7,892 SH	Decreased-2,584 SH

Sold (vs prior filing)

ALIBABA GROUP HLDG LTD — $528K
AMGEN INC — $279K
AMPLIFY ETF TR — $219K
COINBASE GLOBAL INC — $250K
COSTCO WHSL CORP NEW — $454K
GENERAC HLDGS INC — $200K
ISHARES TR — $246K
ISHARES TR — $234K
J P MORGAN EXCHANGE TRADED F — $218K
LEIDOS HOLDINGS INC — $248K
META PLATFORMS INC — $520K
NETFLIX INC — $622K
NUSHARES ETF TR — $202K
SELECT SECTOR SPDR TR — $866K
SPDR SERIES TRUST — $4.2M
VANGUARD MALVERN FDS — $258K
VANGUARD WORLD FD — $202K

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