Family Firm, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Family Firm, Inc. reported 87 stock positions worth $414.9 million. Its top holding was iShares Russell 3000 ETF (IWV) at 15.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.3%) and Vanguard Total Bond Market (BND, 5.7%). Compared with Q1 2025, it sold out of 127, added to 55 and reduced 31. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +1%) and the biggest sale an exit from VG Morningstar TS MKT ETF-US (VTI).
- Most Recent 13F
- Q2 2025
- Location
- BETHESDA, MD
- CIK
- 0001602603
- Portfolio Value
- $414.9M (Q2 2025)
- SEC Filing
- 0001602603-25-000003 ↗ filed Aug 8, 2025
Holdings Value
Holdings 87 stocks · $414.9M
| IWV iShares Russell 3000 ETF | 15.60% | 184,423 | $64.7M | Reduce -4.9% |
| VEA Vanguard Ftse Developed ETF | 9.30% | 677,075 | $38.6M | Add +0.7% |
| BND Vanguard Total Bond Market | 5.70% | 321,312 | $23.7M | Add +1.7% |
| STIP iShares 0-5 Year Tips Bond E | 3.69% | 148,850 | $15.3M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 3.66% | 24,429 | $15.2M | Reduce -0.1% |
| IGE iShares North American Natur | 3.38% | 316,622 | $14.0M | Add +3.4% |
| VTHR Vanguard Russell 3000 | 2.74% | 41,713 | $11.4M | Add +3.6% |
| SCHB Schwab US Broad Market ETF | 2.54% | 441,861 | $10.5M | Add +3.0% |
| TIP iShares Tips Bond ETF | 2.33% | 88,034 | $9.7M | Reduce -0.8% |
| FLTR Vaneck Ig Floating Rate ETF | 1.96% | 318,269 | $8.1M | Add +0.2% |
| NVDA Nvidia Corp. | 1.93% | 50,709 | $8.0M | Reduce -3.6% |
| IJS iShares S&P Small-Cap 600 Va | 1.82% | 75,954 | $7.6M | Add +3.7% |
| IGOV iShares International Treasu | 1.79% | 172,309 | $7.4M | Add +0.5% |
| AAPL Apple Inc. | 1.78% | 35,965 | $7.4M | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 1.57% | 72,816 | $6.5M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 1.49% | 125,288 | $6.2M | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 1.45% | 67,538 | $6.0M | Reduce -2.0% |
| AGG iShares Core U.S. Aggregate | 1.45% | 60,626 | $6.0M | Add +8.1% |
| AVGO Broadcom Inc. | 1.41% | 21,298 | $5.9M | Reduce -6.8% |
| WIP State Street SPDR Ftse Inter | 1.41% | 146,472 | $5.8M | Add +4.8% |
| IVW iShares S&P 500 Growth ETF | 1.29% | 48,576 | $5.3M | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 1.27% | 39,065 | $5.2M | Add +2.2% |
| TOTL SS Doubleline TR Tact ETF | 1.18% | 122,426 | $4.9M | Add +1.1% |
| ICF iShares Select U.S. REIT ETF | 1.17% | 79,464 | $4.9M | Add +0.2% |
| VOOV Vanguard S&P 500 Value ETF | 1.12% | 24,571 | $4.6M | Reduce -0.8% |
| IXC iShares Global Energy ETF | 1.12% | 117,971 | $4.6M | Add +0.9% |
| IJT iShares S&P Small-Cap 600 GR | 0.89% | 27,764 | $3.7M | Add +2.9% |
| IWB iShares Russell 1000 ETF | 0.88% | 10,733 | $3.6M | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.87% | 32,851 | $3.6M | Add +3.5% |
| IEV iShares Europe ETF | 0.83% | 54,223 | $3.4M | Reduce -5.2% |
| VDE Vanguard Energy ETF | 0.79% | 27,489 | $3.3M | Reduce -4.4% |
| EMF Templeton Emerging Markets | 0.77% | 217,772 | $3.2M | Reduce -0.6% |
| AFL Aflac Inc. | 0.76% | 29,933 | $3.2M | Add +0.0% |
| EEM iShares MSCI Emerging Market | 0.71% | 61,501 | $3.0M | Reduce -0.9% |
| IEF iShares 7-10 Year Treasury B | 0.68% | 29,490 | $2.8M | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 0.67% | 109,874 | $2.8M | Add +0.4% |
| IYG iShares U.S. Financial Servi | 0.65% | 31,367 | $2.7M | Reduce -1.7% |
| IFGL iShares International Develo | 0.63% | 114,621 | $2.6M | Add +0.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.60% | 31,169 | $2.5M | Add +6.2% |
| EHC Encompass Health Corp. | 0.59% | 20,077 | $2.5M | Reduce -38.1% |
| BHK BlackRock Core Bond Trust | 0.57% | 241,256 | $2.3M | Add +5.3% |
| IWC iShares Micro-Cap ETF | 0.56% | 18,325 | $2.3M | Add +4.6% |
| IDU iShares US Utilities ETF | 0.56% | 22,364 | $2.3M | Add +0.5% |
| XME SS SPDR S&P Metals Mining | 0.56% | 34,714 | $2.3M | Reduce -0.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.56% | 18,734 | $2.3M | Reduce -4.6% |
| BOND PIMCO Active Bond Exchange-T | 0.55% | 24,740 | $2.3M | Reduce -3.8% |
| RMT Royce Micro-Cap Trust Inc. | 0.54% | 284,626 | $2.2M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 26,703 | $2.2M | Add +24.1% |
| XFFCX Flaherty & Crumrine Pref Inc. | 0.51% | 130,782 | $2.1M | Add +3.7% |
| GOVT iShares US Treasury Bond ETF | 0.51% | 92,479 | $2.1M | Add +2.0% |
| FAX Abrdn Asia-Pacific Income | 0.50% | 130,980 | $2.1M | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 0.49% | 10,457 | $2.0M | Reduce -0.1% |
| XLE SS Energy Select Sector | 0.48% | 23,605 | $2.0M | Reduce -0.3% |
| IUSG iShares Core S&P U.S. Growth | 0.48% | 13,193 | $2.0M | Add +0.1% |
| RING iShares MSCI Global Gold Min | 0.47% | 44,655 | $2.0M | Reduce -1.1% |
| IXJ iShares Global Healthcare Et | 0.46% | 22,381 | $1.9M | Add +4.5% |
| IGM iShares Expanded Tech Sector | 0.42% | 15,509 | $1.7M | Add +12.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.42% | 23,841 | $1.7M | Reduce -4.0% |
| IJH iShares Core S&P Midcap ETF | 0.40% | 26,815 | $1.7M | Add +1.2% |
| IAT iShares US Regional Banks Et | 0.40% | 33,536 | $1.7M | Add +11.2% |
| IBB iShares Biotechnology ETF | 0.39% | 12,809 | $1.6M | Add +3.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.36% | 16,624 | $1.5M | Add +0.6% |
| TLT iShares 20+ Year Treasury BD | 0.36% | 18,338 | $1.5M | Add +25.9% |
| PICK iShares MSCI Global Metals & | 0.34% | 37,064 | $1.4M | Add +7.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 41,862 | $1.3M | Add +1462.0% |
| ISHG iShares -3 Year Internationa | 0.32% | 17,126 | $1.3M | Reduce -0.1% |
| EWC iShares MSCI Canada ETF | 0.31% | 28,122 | $1.3M | Reduce -1.7% |
| PBW Invesco Wilderhill Clean Ene | 0.29% | 59,559 | $1.2M | Reduce -5.5% |
| XOM Exxon Mobil Corp. | 0.28% | 10,746 | $1.2M | Reduce -3.0% |
| LRCX Lam Research Corp. | 0.25% | 10,808 | $1.1M | Add +0.4% |
| ITB iShares U.S. Home Constructi | 0.23% | 10,167 | $947K | Add +13.6% |
| JPXN iShares JPX-Nikkei 400 ETF | 0.23% | 11,771 | $943K | Reduce -6.9% |
| VGK Vanguard Ftse Europe ETF | 0.23% | 12,109 | $938K | Add +1.4% |
| EWZ iShares MSCI Brazil ETF | 0.20% | 28,244 | $815K | Add +0.5% |
| ILF iShares Latin America 40 ETF | 0.19% | 30,433 | $798K | Add +1.6% |
| IYE iShares U.S. Energy ETF | 0.18% | 16,447 | $744K | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.17% | 10,243 | $711K | Add +0.2% |
| XJQCX Nuveen Credit Strategies Inc. | 0.16% | 124,051 | $669K | Add +2.9% |
| TAN Invesco Solar ETF | 0.13% | 15,247 | $522K | Reduce -1.9% |
| EWU iShares MSCI United Kingdom | 0.11% | 11,588 | $460K | Reduce -14.8% |
| VEGI iShares MSCI Agriculture Pro | 0.10% | 10,772 | $434K | Add +0.7% |
| IYZ iShares US Telecommunication | 0.10% | 14,441 | $430K | Add +0.4% |
| SCHF Schwab Intl Equity ETF | 0.10% | 17,918 | $396K | Add +30.2% |
| EWA iShares MSCI Australia ETF | 0.08% | 13,043 | $343K | Add +4.9% |
| IEZ iShares U.S. Oil Equipment & | 0.05% | 13,422 | $228K | Add +0.4% |
| PEY Invesco High Yield Equity Di | 0.05% | 10,536 | $215K | No change |
| SABA Saba Capital Income & Opp II | 0.03% | 11,452 | $105K | Add +2.0% |
Portfolio Sells Q1 2025 → Q2 2025
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.38 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.34 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.34 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.33 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Sold out | 0.00% | −0.32 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.30 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.25 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.23 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.22 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.21 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.20 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.19 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.18 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.17 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.16 |
| VT Vanguard Tot World STK ETF | Sold out | 0.00% | −0.16 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.16 |
| IHE iShares US Pharmaceuticals E | Sold out | 0.00% | −0.15 |
| JXI iShares Global Utilities ETF | Sold out | 0.00% | −0.15 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.14 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.14 |
| EHC Encompass Health Corp. | Reduce -38.1% | 0.59% | −0.14 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.14 |
| IYM iShares U.S. Basic Materials | Sold out | 0.00% | −0.13 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.13 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.13 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.13 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.13 |
| IXP iShares Global Comm Services | Sold out | 0.00% | −0.12 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.12 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.12 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.12 |
| COP Conocophillips | Sold out | 0.00% | −0.12 |
| IXG iShares Global Financials Et | Sold out | 0.00% | −0.11 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.11 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.11 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.11 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.11 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.11 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.11 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.10 |
| BA The Boeing Co. | Sold out | 0.00% | −0.10 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.10 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.10 |
| RTX RTX Corp. | Sold out | 0.00% | −0.10 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.10 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.10 |
Portfolio Buys Q1 2025 → Q2 2025
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 9.30% | +1.67 |
| VTHR Vanguard Russell 3000 | Add +3.6% | 2.74% | +0.52 |
| BND Vanguard Total Bond Market | Add +1.7% | 5.70% | +0.52 |
| SCHB Schwab US Broad Market ETF | Add +3.0% | 2.54% | +0.47 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.4% | 3.69% | +0.30 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 1.29% | +0.28 |
| IGOV iShares International Treasu | Add +0.5% | 1.79% | +0.28 |
| VSS Vanguard Ftse All Wo X-US SC | Add +2.2% | 1.27% | +0.28 |
| IGE iShares North American Natur | Add +3.4% | 3.38% | +0.27 |
| EFA iShares MSCI Eafe ETF | Add +1.1% | 1.57% | +0.25 |
| WIP State Street SPDR Ftse Inter | Add +4.8% | 1.41% | +0.24 |
| IJS iShares S&P Small-Cap 600 Va | Add +3.7% | 1.82% | +0.23 |
| AGG iShares Core U.S. Aggregate | Add +8.1% | 1.45% | +0.21 |
| IEFA iShares Core MSCI Eafe ETF | Add +24.1% | 0.54% | +0.17 |
| FLTR Vaneck Ig Floating Rate ETF | Add +0.2% | 1.96% | +0.14 |
| IGM iShares Expanded Tech Sector | Add +12.2% | 0.42% | +0.14 |
| IJT iShares S&P Small-Cap 600 GR | Add +2.9% | 0.89% | +0.14 |
| IWC iShares Micro-Cap ETF | Add +4.6% | 0.56% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +3.5% | 0.87% | +0.12 |
| IFGL iShares International Develo | Add +0.2% | 0.63% | +0.12 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.48% | +0.10 |
| SCHA Schwab US Small-Cap ETF | Add +0.4% | 0.67% | +0.10 |
| TOTL SS Doubleline TR Tact ETF | Add +1.1% | 1.18% | +0.09 |
| IAT iShares US Regional Banks Et | Add +11.2% | 0.40% | +0.09 |
| ICF iShares Select U.S. REIT ETF | Add +0.2% | 1.17% | +0.08 |
| LRCX Lam Research Corp. | Add +0.4% | 0.25% | +0.08 |
| XFFCX Flaherty & Crumrine Pref Inc. | Add +3.7% | 0.51% | +0.06 |
| PICK iShares MSCI Global Metals & | Add +7.6% | 0.34% | +0.06 |
| IDU iShares US Utilities ETF | Add +0.5% | 0.56% | +0.06 |
| TLT iShares 20+ Year Treasury BD | Add +25.9% | 0.36% | +0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.6% | 0.36% | +0.06 |
| SHY iShares 1-3 Year Treasury Bo | Add +6.2% | 0.60% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 0.40% | +0.06 |
| IEF iShares 7-10 Year Treasury B | Add +0.0% | 0.68% | +0.05 |
| GOVT iShares US Treasury Bond ETF | Add +2.0% | 0.51% | +0.05 |
| VGK Vanguard Ftse Europe ETF | Add +1.4% | 0.23% | +0.04 |
| ITB iShares U.S. Home Constructi | Add +13.6% | 0.23% | +0.04 |
| IBB iShares Biotechnology ETF | Add +3.6% | 0.39% | +0.04 |
| ILF iShares Latin America 40 ETF | Add +1.6% | 0.19% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +30.2% | 0.10% | +0.03 |
| EWZ iShares MSCI Brazil ETF | Add +0.5% | 0.20% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.2% | 0.17% | +0.03 |
| IXJ iShares Global Healthcare Et | Add +4.5% | 0.46% | +0.03 |
| IXC iShares Global Energy ETF | Add +0.9% | 1.12% | +0.02 |
| EWA iShares MSCI Australia ETF | Add +4.9% | 0.08% | +0.02 |
| AFL Aflac Inc. | Add +0.0% | 0.76% | +0.02 |
| XJQCX Nuveen Credit Strategies Inc. | Add +2.9% | 0.16% | +0.02 |
| VEGI iShares MSCI Agriculture Pro | Add +0.7% | 0.10% | +0.02 |
| IYZ iShares US Telecommunication | Add +0.4% | 0.10% | +0.02 |
| BHK BlackRock Core Bond Trust | Add +5.3% | 0.57% | +0.01 |