Family Investment Center, Inc.

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

Import this data to Google Sheets with:

=jivedata("family-investment-center-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $602.2M120 positionsView on SEC.gov

			% of Portfolio
ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$205K	0.0%	1,134 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.2%Prev: 0.1%	2,281 SH	Increased+562 SH
ALPHABET INC	CAP STK CL A	$429K	0.1%	1,201 SH	New
ALPHABET INC	CAP STK CL C	$806K	0.1%Prev: 0.1%	2,281 SH	Increased-329 SH
AMAZON COM INC	COM	$979K	0.2%Prev: 0.1%	4,106 SH	Increased+1,546 SH
AMERICAN CENTY ETF TR	AVAN US VALU ETF	$13.9M	2.3%	172,975 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$544K	0.1%Prev: 0.1%	5,638 SH	Increased+172 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$45.7M	7.6%Prev: 3.7%	512,323 SH	Increased+289,293 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$16.9M	2.8%Prev: 3.6%	135,283 SH	Increased-38,145 SH
AMKOR TECHNOLOGY INC	COM	$254K	0.0%	2,949 SH	New
APPLE INC	COM	$2.6M	0.4%Prev: 0.4%	9,004 SH	Increased+268 SH
APPLOVIN CORP	COM CL A	$311K	0.1%Prev: 0.1%	603 SH	Increased-33 SH
BAKER HUGHES COMPANY	CL A	$400K	0.1%	7,209 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$760K	0.1%Prev: 0.2%	1,518 SH	Increased+152 SH
BOEING CO	COM	$363K	0.1%	1,676 SH	New
BROADCOM INC	COM	$592K	0.1%Prev: 0.1%	1,568 SH	Increased-86 SH
CHEVRON CORPORATION	COM	$328K	0.1%	1,981 SH	New
CORNING INC	COM	$623K	0.1%	2,440 SH	New
CORTEVA INC	COM	$296K	0.0%	3,493 SH	New
COSTCO WHOLESALE CORPORATION	COM	$539K	0.1%	576 SH	New
DEERE & CO	COM	$229K	0.0%	361 SH	New
DELL TECHNOLOGIES INC	CL C	$302K	0.1%	699 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$25.8M	4.3%Prev: 0.7%	604,094 SH	Increased+499,815 SH
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$975K	0.2%	11,904 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$284K	0.0%Prev: 0.0%	3,448 SH	Increased
DOLLAR TREE INC	COM	$292K	0.0%	2,411 SH	New
ELI LILLY & CO	COM	$625K	0.1%	521 SH	New
EXPEDIA GROUP INC	COM NEW	$315K	0.1%	1,231 SH	New
EXXON MOBIL CORP	COM	$1.4M	0.2%Prev: 0.2%	9,879 SH	Increased+1,239 SH
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$222K	0.0%Prev: 0.1%	2,152 SH	Decreased-1,467 SH
FORD MTR CO	COM	$332K	0.1%Prev: 0.1%	23,883 SH	Increased-908 SH
FRANKLIN TEMPLETON ETF TR	FTSE JAPAN HDG	$1.5M	0.2%Prev: 2.3%	31,973 SH	Decreased-284,349 SH
GE VERNOVA INC	COM	$1.3M	0.2%Prev: 0.1%	1,068 SH	Increased+393 SH
GILEAD SCIENCES INC	COM	$524K	0.1%	4,144 SH	New
HOME DEPOT INC	COM	$546K	0.1%Prev: 0.1%	1,547 SH	Decreased-92 SH
HUBSPOT INC	COM	$235K	0.0%	1,289 SH	New
INCYTE CORP	COM	$589K	0.1%	5,199 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$53.3M	8.9%Prev: 10.8%	330,159 SH	Increased-93,682 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$15.8M	2.6%Prev: 2.9%	93,073 SH	Increased-6,384 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$1.7M	0.3%Prev: 3.1%	15,301 SH	Decreased-124,151 SH
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$10.3M	1.7%	110,454 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$48.2M	8.0%Prev: 9.9%	535,311 SH	Increased-78,540 SH
INVESCO QQQ TR	UNIT SER 1	$2.0M	0.3%Prev: 0.4%	2,666 SH	Increased-423 SH
IRON MTN INC DEL	COM	$345K	0.1%	2,729 SH	New
ISHARES GOLD TRUST MICRO	SHS REPSTG UN TR	$432K	0.1%	10,804 SH	New
ISHARES INC	CORE MSCI EMKT	$1.6M	0.3%Prev: 0.3%	18,966 SH	Increased-1,132 SH
ISHARES INC	ESG AWR MSCI EM	$222K	0.0%	4,057 SH	New
ISHARES TR	0-3 MTH TREASURY	$317K	0.1%	3,146 SH	New
ISHARES TR	CORE INTL AGGR	$206K	0.0%Prev: 0.1%	4,068 SH	Decreased-731 SH
ISHARES TR	CORE US AGGBD ET	$4.0M	0.7%Prev: 0.9%	40,807 SH	Increased+2,961 SH
ISHARES TR	MORNINGSTAR GRWT	$281K	0.0%Prev: 0.1%	2,398 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$293K	0.0%Prev: 0.1%	2,723 SH	Decreased-470 SH
ISHARES TR	NORTH AMERN NAT	$1.0M	0.2%	18,137 SH	New
ISHARES TR	RUS 1000 GRW ETF	$842K	0.1%Prev: 0.2%	6,783 SH	Increased+5,042 SH
ISHARES TR	RUS 2000 GRW ETF	$220K	0.0%Prev: 0.0%	559 SH	Increased-172 SH
ISHARES TR	RUS TP200 GR ETF	$225K	0.0%	774 SH	New
ISHARES TR	TIPS BD ETF	$245K	0.0%Prev: 0.1%	2,238 SH	Increased+80 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$234K	0.0%Prev: 0.0%	4,151 SH	Increased+418 SH
J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$20.6M	3.4%Prev: 5.0%	250,069 SH	Decreased-60,441 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$1.5M	0.2%Prev: 0.1%	29,648 SH	Increased+17,945 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$508K	0.1%Prev: 0.1%	8,272 SH	Increased+2,641 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$22.2M	3.7%Prev: 2.8%	439,827 SH	Increased+197,628 SH
JABIL INC	COM	$461K	0.1%	1,195 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$406K	0.1%	2,778 SH	New
JPMORGAN CHASE & CO	COM	$341K	0.1%	1,041 SH	New
LUMENTUM HLDGS INC	COM	$323K	0.1%	376 SH	New
MARATHON PETE CORP	COM	$356K	0.1%	1,391 SH	New
MARVELL TECHNOLOGY INC	COM	$567K	0.1%	1,903 SH	New
META PLATFORMS INC	CL A	$316K	0.1%Prev: 0.1%	561 SH	Decreased-253 SH
MICRON TECHNOLOGY INC	COM	$2.0M	0.3%	1,739 SH	New
MICROSOFT CORP	COM	$348K	0.1%Prev: 0.2%	933 SH	Decreased-462 SH
MID-AMER APT CMNTYS INC	COM	$200K	0.0%Prev: 0.0%	1,440 SH	Decreased
MONSTER BEVERAGE CORP NEW	COM	$316K	0.1%	3,285 SH	New
NEWMONT CORP	COM	$367K	0.1%	3,933 SH	New
NORFOLK SOUTHN CORP	COM	$2.0M	0.3%Prev: 0.4%	6,510 SH	Increased+10 SH
NVIDIA CORPORATION	COM	$1.4M	0.2%Prev: 0.2%	6,923 SH	Increased+2,147 SH
OREILLY AUTOMOTIVE INC	COM	$366K	0.1%Prev: 0.1%	3,975 SH	Increased+45 SH
PALANTIR TECHNOLOGIES INC	CL A	$470K	0.1%Prev: 0.1%	4,030 SH	Increased+1,331 SH
PEPSICO INC	COM	$252K	0.0%	1,860 SH	New
PIMCO ETF TR	ENHNCD LW DUR AC	$2.4M	0.4%Prev: 0.3%	25,588 SH	Increased+11,215 SH
PIMCO ETF TR	MULTISECTOR BD	$63.4M	10.5%Prev: 10.0%	2,392,376 SH	Increased+733,514 SH
PIMCO ETF TR	SR LN ACTIVE ETF	$205K	0.0%Prev: 0.2%	4,150 SH	Decreased-12,856 SH
PROCTER & GAMBLE CO	COM	$295K	0.0%	2,010 SH	New
SANDISK CORP	COM	$625K	0.1%	275 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$563K	0.1%Prev: 0.1%	22,848 SH	Increased+3,253 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$515K	0.1%Prev: 0.1%	18,606 SH	Increased+351 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$924K	0.2%Prev: 0.2%	38,267 SH	Increased+1,958 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.1M	1.2%Prev: 1.5%	224,202 SH	Increased-32,433 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$318K	0.1%Prev: 0.1%	10,812 SH	Increased-1,689 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.3M	0.9%Prev: 1.0%	144,342 SH	Increased-14,251 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.0M	0.2%Prev: 0.2%	28,786 SH	Increased-3,622 SH
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$263K	0.0%	3,167 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$1.5M	0.3%	33,555 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$893K	0.1%	17,243 SH	New
SPDR SERIES TRUST	ST STR R1K YLD	$4.5M	0.7%	34,958 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$314K	0.1%Prev: 0.1%	683 SH	Increased+367 SH
T ROWE PRICE EXCHANGE-TRADED	ULTRA SHRT TRM	$231K	0.0%	4,644 SH	New
TERADYNE INC	COM	$305K	0.1%	630 SH	New
TESLA INC	COM	$336K	0.1%	800 SH	New
TIDAL TRUST I	FOLI AL RATE ETF	$48.6M	8.1%	1,342,182 SH	New
TORTOISE CAPITAL SERIES TRUS	NORTH AMRCN PIPE	$252K	0.0%	6,018 SH	New
VALERO ENERGY CORP	COM	$360K	0.1%	1,384 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$79.7M	13.2%Prev: 12.3%	1,038,714 SH	Increased+338,790 SH
VANGUARD INDEX FDS	GROWTH ETF	$210K	0.0%	2,433 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$426K	0.1%Prev: 0.1%	2,154 SH	Increased-9 SH
VANGUARD INDEX FDS	MID CAP ETF	$8.3M	1.4%Prev: 1.8%	103,618 SH	Increased+75,366 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.6M	0.8%Prev: 0.9%	6,746 SH	Increased-257 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$604K	0.1%Prev: 0.1%	2,486 SH	Increased-168 SH
VANGUARD INDEX FDS	SMALL CP ETF	$7.2M	1.2%Prev: 1.4%	23,607 SH	Increased-2,554 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$917K	0.2%Prev: 0.2%	2,479 SH	Increased-95 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$252K	0.0%	3,005 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$16.0M	2.7%Prev: 3.4%	67,575 SH	Increased-6,560 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.8M	0.5%Prev: 0.6%	32,390 SH	Increased-2,962 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.3M	0.6%Prev: 0.7%	35,744 SH	Increased+411 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$13.7M	2.3%Prev: 2.7%	139,946 SH	Increased-9,690 SH
VANGUARD WORLD FD	CONSUM STP ETF	$986K	0.2%Prev: 0.1%	4,372 SH	Increased+3,090 SH
VANGUARD WORLD FD	UTILITIES ETF	$200K	0.0%	1,024 SH	New
WALMART INC	COM	$569K	0.1%Prev: 0.1%	5,022 SH	Increased+658 SH
WESTERN DIGITAL CORP	COM	$1.3M	0.2%	2,016 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$241K	0.0%Prev: 0.1%	4,604 SH	Decreased-7,616 SH

Sold (vs prior filing)

3M CO — $269K
ADOBE INC — $262K
CARDINAL HEALTH INC — $217K
CHEVRON CORP NEW — $243K
COSTCO WHSL CORP NEW — $369K
DIMENSIONAL ETF TRUST — $858K
FRANKLIN TEMPLETON ETF TR — $11.4M
GE AEROSPACE — $346K
ISHARES GOLD TR — $617K
ISHARES TR — $291K
ISHARES TR — $232K
JANUS DETROIT STR TR — $305K
JPMORGAN CHASE & CO. — $612K
LITMAN GREGORY FDS TR — $684K
NETFLIX INC — $640K
PROCTER AND GAMBLE CO — $304K
SELECT SECTOR SPDR TR — $510K
SPDR INDEX SHS FDS — $804K
SPDR SERIES TRUST — $4.0M
TIDAL TRUST I — $29.2M
… and 4 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