Family Investment Center, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), Family Investment Center, Inc. reported 120 stock positions worth $602.2 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 13.2% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 10.5%) and Invesco S&P 500 Momentum ETF (SPMO, 8.9%). Compared with Q1 2026, it opened 33 new positions, sold out of 4, added to 39 and reduced 36. The biggest buy was Invesco S&P 500 Quality ETF (SPHQ, shares +3%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Saint Joseph, MO
- CIK
- 0001897700
- Portfolio Value
- $602.2M (Q2 2026)
- SEC Filing
- 0002085853-26-000821 ↗ filed Jul 23, 2026
Holdings Value
Holdings 120 stocks · $602.2M
| BIV Vanguard Intermediate-Term B | 13.23% | 1,038,714 | $79.7M | Add +7.4% |
| PYLD PIMCO Multisector Bond Actv | 10.54% | 2,392,376 | $63.4M | Add +12.2% |
| SPMO Invesco S&P 500 Momentum ETF | 8.86% | 330,159 | $53.3M | Reduce -8.1% |
| RISR Foliobe Altr In&in H ETF-Usd | 8.07% | 1,342,182 | $48.6M | Add +12.1% |
| SPHQ Invesco S&P 500 Quality ETF | 8.01% | 535,311 | $48.2M | Add +2.8% |
| AVDE Avantis International Equity | 7.59% | 512,323 | $45.7M | Add +12.3% |
| DFEV Dimensional Emrg MRKT Val | 4.28% | 604,094 | $25.8M | Add +6.1% |
| JPST JPMorgan Ultra-Short Income | 3.69% | 439,827 | $22.2M | Reduce -14.0% |
| JIRE JPMorgan Int Res Enh Eqty | 3.43% | 250,069 | $20.6M | Reduce -8.9% |
| AVUV Avantis US Small Cap Value | 2.80% | 135,283 | $16.9M | Add +2.9% |
| VIG Vanguard Dividend Apprec ETF | 2.66% | 67,575 | $16.0M | Reduce -2.3% |
| XMMO Invesco S&P Midcap Momentum | 2.63% | 93,073 | $15.8M | Reduce -4.7% |
| AVMV Avantis US Mid Cap Val ETF | 2.31% | 172,975 | $13.9M | Add +7.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.28% | 139,946 | $13.7M | Reduce -1.3% |
| XSMO Invesco S&P Smallcap Momentu | 1.72% | 110,454 | $10.3M | Add +6.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.39% | 103,618 | $8.3M | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.19% | 23,607 | $7.2M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 1.18% | 224,202 | $7.1M | Reduce -2.6% |
| SCHM Schwab US Mid Cap ETF | 0.88% | 144,342 | $5.3M | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.77% | 6,746 | $4.6M | Reduce -0.9% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.74% | 34,958 | $4.5M | Reduce -2.6% |
| AGG iShares Core U.S. Aggregate | 0.67% | 40,807 | $4.0M | Add +2.4% |
| VIGI Vanguard Int Div App Indx FD | 0.55% | 35,744 | $3.3M | Add +4.0% |
| VXUS Vanguard Total Intl Stock | 0.46% | 32,390 | $2.8M | Reduce -0.5% |
| AAPL Apple Inc. | 0.43% | 9,004 | $2.6M | Add +6.7% |
| LDUR PIMCO Enhanced Low Duration | 0.41% | 25,588 | $2.4M | Reduce -0.9% |
| NSC Norfolk Southern Corp. | 0.34% | 6,510 | $2.0M | No change |
| MU Micron Technology Inc. | 0.33% | 1,739 | $2.0M | Add +83.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 2,666 | $2.0M | Reduce -17.5% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.29% | 15,301 | $1.7M | Reduce -21.8% |
| IEMG iShares Core MSCI Emerging | 0.26% | 18,966 | $1.6M | Reduce -0.5% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.25% | 33,555 | $1.5M | Add +33.6% |
| JMUB JPMorgan Municipal ETF | 0.25% | 29,648 | $1.5M | Add +129.8% |
| FLJH Franklin Ftse JPN Hedged ETF | 0.24% | 31,973 | $1.5M | Reduce -1.8% |
| NVDA Nvidia Corp. | 0.23% | 6,923 | $1.4M | Add +138.6% |
| XOM Exxon Mobil Corp. | 0.22% | 9,879 | $1.4M | Add +0.0% |
| AMD Advanced Micro Devices | 0.22% | 2,281 | $1.3M | New |
| WDC Western Digital Corp. | 0.21% | 2,016 | $1.3M | Add +93.8% |
| GEV GE Vernova Inc. | 0.21% | 1,068 | $1.3M | Add +350.6% |
| SCHA Schwab US Small-Cap ETF | 0.17% | 28,786 | $1.0M | Reduce -0.9% |
| IGE iShares North American Natur | 0.17% | 18,137 | $1.0M | Add +10.4% |
| VDC Vanguard Consumer Staple ETF | 0.16% | 4,372 | $986K | Add +43.2% |
| AMZN Amazon.com Inc. | 0.16% | 4,106 | $979K | Add +205.7% |
| DFUS Dimensional US Eq MKT ETF | 0.16% | 11,904 | $975K | Reduce -0.9% |
| SCHO Schwab Short-Term US Treas | 0.15% | 38,267 | $924K | Add +3.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,479 | $917K | Reduce -0.6% |
| SPEM State Street SP PTF Em ETF | 0.15% | 17,243 | $893K | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.14% | 6,783 | $842K | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.13% | 2,281 | $806K | Add +174.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,518 | $760K | No change |
| SNDK Sandisk Corp. | 0.10% | 275 | $625K | New |
| LLY Eli Lilly & Co. | 0.10% | 521 | $625K | New |
| GLW Corning Inc. | 0.10% | 2,440 | $623K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 2,486 | $604K | Add +0.3% |
| AVGO Broadcom Inc. | 0.10% | 1,568 | $592K | New |
| INCY Incyte Corp. | 0.10% | 5,199 | $589K | New |
| WMT Walmart Inc. | 0.09% | 5,022 | $569K | No change |
| MRVL Marvell Technology Inc. | 0.09% | 1,903 | $567K | New |
| SCHR Schwab Intermediate-Term US | 0.09% | 22,848 | $563K | Add +1.0% |
| HD Home Depot Inc. | 0.09% | 1,547 | $546K | Reduce -1.6% |
| AVEM Avantis Emerging Markets Eq | 0.09% | 5,638 | $544K | Add +3.2% |
| COST Costco Wholesale Corp. | 0.09% | 576 | $539K | New |
| GILD Gilead Sciences Inc. | 0.09% | 4,144 | $524K | Add +179.6% |
| SCHF Schwab Intl Equity ETF | 0.09% | 18,606 | $515K | Add +0.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 8,272 | $508K | Add +34.3% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 4,030 | $470K | New |
| JBL Jabil Inc. | 0.08% | 1,195 | $461K | New |
| IAUM iShares Gold Trust Micro | 0.07% | 10,804 | $432K | Reduce -39.5% |
| GOOGL Alphabet Inc. Class A | 0.07% | 1,201 | $429K | Add +23.7% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.07% | 2,154 | $426K | Reduce -0.2% |
| JCI Johnson Controls Internation | 0.07% | 2,778 | $406K | New |
| BKR Baker Hughes Co. | 0.07% | 7,209 | $400K | New |
| NEM Newmont Corp. | 0.06% | 3,933 | $367K | New |
| ORLY O'reilly Automotive Inc. | 0.06% | 3,975 | $366K | No change |
| BA The Boeing Co. | 0.06% | 1,676 | $363K | No change |
| VLO Valero Energy Corp. | 0.06% | 1,384 | $360K | New |
| MPC Marathon Petroleum Corp. | 0.06% | 1,391 | $356K | New |
| MSFT Microsoft Corp. | 0.06% | 933 | $348K | Reduce -49.1% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.06% | 2,729 | $345K | New |
| JPM JPMorgan Chase & Co. | 0.06% | 1,041 | $341K | Reduce -7.4% |
| TSLA Tesla Inc. | 0.06% | 800 | $336K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.06% | 23,883 | $332K | Reduce -0.1% |
| CVX Chevron Corp. | 0.05% | 1,981 | $328K | Reduce -3.5% |
| LITE Lumentum Holdings Inc. | 0.05% | 376 | $323K | New |
| SCHX Schwab US Large-Cap ETF | 0.05% | 10,812 | $318K | Add +0.3% |
| SGOV iShares 0-3 Month Treasury B | 0.05% | 3,146 | $317K | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.05% | 561 | $316K | Add +52.9% |
| MNST Monster Beverage Corp. | 0.05% | 3,285 | $316K | New |
| EXPE Expedia Group Inc. | 0.05% | 1,231 | $315K | New |
| SPOT Spotify Technology SA | 0.05% | 683 | $314K | New |
| APP AppLovin Corp. Class A | 0.05% | 603 | $311K | New |
| TER Teradyne Inc. | 0.05% | 630 | $305K | New |
| DELL Dell Technologies -C | 0.05% | 699 | $302K | New |
| CTVA Corteva Inc. | 0.05% | 3,493 | $296K | New |
| PG The Procter & Gamble Co. | 0.05% | 2,010 | $295K | No change |
| MUB iShares National Muni Bond E | 0.05% | 2,723 | $293K | No change |
| DLTR Dollar Tree Inc. | 0.05% | 2,411 | $292K | New |
| DFAS Dimensional US Small Cap ETF | 0.05% | 3,448 | $284K | No change |
| ILCG iShares Morningstar Growth E | 0.05% | 2,398 | $281K | No change |
| XLP SS Consumer Staples Sel Sect | 0.04% | 3,167 | $263K | Add +0.2% |
Portfolio Sells Q1 2026 → Q2 2026
| JPST JPMorgan Ultra-Short Income | Reduce -14.0% | 3.69% | −1.29 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -8.9% | 3.43% | −0.58 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -1.3% | 2.28% | −0.29 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.3% | 2.66% | −0.21 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.6% | 1.18% | −0.18 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -21.8% | 0.29% | −0.10 |
| XMMO Invesco S&P Midcap Momentum | Reduce -4.7% | 2.63% | −0.10 |
| TBUX T Rowe Price Ultra Short-Ter | Reduce -66.5% | 0.04% | −0.09 |
| IAUM iShares Gold Trust Micro | Reduce -39.5% | 0.07% | −0.09 |
| FLIN Franklin Ftse India ETF | Sold out | 0.00% | −0.09 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -2.6% | 0.74% | −0.09 |
| HUBS HubSpot Inc. | Reduce -48.4% | 0.04% | −0.08 |
| MSFT Microsoft Corp. | Reduce -49.1% | 0.06% | −0.07 |
| LDUR PIMCO Enhanced Low Duration | Reduce -0.9% | 0.41% | −0.07 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.3% | 1.39% | −0.06 |
| RTX RTX Corp. | Sold out | 0.00% | −0.05 |
| COP Conocophillips | Sold out | 0.00% | −0.05 |
| GE General Electric | Sold out | 0.00% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -17.5% | 0.33% | −0.03 |
| CVX Chevron Corp. | Reduce -3.5% | 0.05% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -0.5% | 0.46% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.9% | 0.77% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.9% | 1.19% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -1.3% | 0.05% | −0.01 |
| HD Home Depot Inc. | Reduce -1.6% | 0.09% | −0.01 |
| FLJH Franklin Ftse JPN Hedged ETF | Reduce -1.8% | 0.24% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -0.3% | 0.15% | −0.01 |
| VPU Vanguard Utilities ETF | Reduce -4.5% | 0.03% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Reduce -5.2% | 0.03% | −0.01 |
| IHDG Wisdomtree International Hed | Reduce -9.4% | 0.04% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -7.4% | 0.06% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.2% | 0.07% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.9% | 0.16% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.6% | 0.15% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -1.2% | 0.14% | −0.00 |
| F Ford Motor Co. | Reduce -0.1% | 0.06% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.5% | 0.26% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.9% | 0.17% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.0% | 0.88% | +0.02 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -8.1% | 8.86% | +1.10 |
Portfolio Buys Q1 2026 → Q2 2026
| SPHQ Invesco S&P 500 Quality ETF | Add +2.8% | 8.01% | +0.47 |
| DFEV Dimensional Emrg MRKT Val | Add +6.1% | 4.28% | +0.36 |
| MU Micron Technology Inc. | Add +83.3% | 0.33% | +0.27 |
| AMD Advanced Micro Devices | New | 0.22% | +0.22 |
| XSMO Invesco S&P Smallcap Momentu | Add +6.0% | 1.72% | +0.19 |
| GEV GE Vernova Inc. | Add +350.6% | 0.21% | +0.17 |
| WDC Western Digital Corp. | Add +93.8% | 0.21% | +0.16 |
| AVDE Avantis International Equity | Add +12.3% | 7.59% | +0.14 |
| NVDA Nvidia Corp. | Add +138.6% | 0.23% | +0.13 |
| JMUB JPMorgan Municipal ETF | Add +129.8% | 0.25% | +0.13 |
| AMZN Amazon.com Inc. | Add +205.7% | 0.16% | +0.11 |
| LLY Eli Lilly & Co. | New | 0.10% | +0.10 |
| SNDK Sandisk Corp. | New | 0.10% | +0.10 |
| GLW Corning Inc. | New | 0.10% | +0.10 |
| AVGO Broadcom Inc. | New | 0.10% | +0.10 |
| INCY Incyte Corp. | New | 0.10% | +0.10 |
| MRVL Marvell Technology Inc. | New | 0.09% | +0.09 |
| COST Costco Wholesale Corp. | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +174.2% | 0.13% | +0.09 |
| PLTR Palantir Technologies Inc. Class A | New | 0.08% | +0.08 |
| JBL Jabil Inc. | New | 0.08% | +0.08 |
| JCI Johnson Controls Internation | New | 0.07% | +0.07 |
| BKR Baker Hughes Co. | New | 0.07% | +0.07 |
| NEM Newmont Corp. | New | 0.06% | +0.06 |
| VLO Valero Energy Corp. | New | 0.06% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.06% | +0.06 |
| IRM Iron Mountain Inc. | New | 0.06% | +0.06 |
| LITE Lumentum Holdings Inc. | New | 0.05% | +0.05 |
| MNST Monster Beverage Corp. | New | 0.05% | +0.05 |
| EXPE Expedia Group Inc. | New | 0.05% | +0.05 |
| SPOT Spotify Technology SA | New | 0.05% | +0.05 |
| APP AppLovin Corp. Class A | New | 0.05% | +0.05 |
| TER Teradyne Inc. | New | 0.05% | +0.05 |
| DELL Dell Technologies -C | New | 0.05% | +0.05 |
| CTVA Corteva Inc. | New | 0.05% | +0.05 |
| DLTR Dollar Tree Inc. | New | 0.05% | +0.05 |
| GILD Gilead Sciences Inc. | Add +179.6% | 0.09% | +0.05 |
| AMKR Amkor Technology Inc. | New | 0.04% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | New | 0.04% | +0.04 |
| IWY iShares Russell Top 200 Grow | New | 0.04% | +0.04 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.04% | +0.04 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.04% | +0.04 |
| IWO iShares Russell 2000 Growth | New | 0.04% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.03% | +0.03 |
| MAA Mid-America Apartment Comm | New | 0.03% | +0.03 |
| VDC Vanguard Consumer Staple ETF | Add +43.2% | 0.16% | +0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +33.6% | 0.25% | +0.03 |
| AAPL Apple Inc. | Add +6.7% | 0.43% | +0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +34.3% | 0.08% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +23.7% | 0.07% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 120 | $602.2M | BIV, PYLD, SPMO, RISR, SPHQ |
| Q1 2026 | 91 | $519.6M | BIV, PYLD, RISR, SPMO, SPHQ |
| Q4 2025 | 97 | $495.2M | BIV, PYLD, SPHQ, SPMO, RISR |
| Q3 2025 | 102 | $481.6M | BIV, PYLD, SPHQ, SPMO, RISR |
| Q2 2025 | 92 | $441.4M | BIV, SPMO, PYLD, SPHQ, RISR |
| Q1 2025 | 78 | $409.2M | BIV, PYLD, SPHQ, SPMO, RISR |
| Q4 2024 | 88 | $394.3M | PYLD, SPHQ, SPMO, JIRE, AVUV |
| Q3 2024 | 85 | $398.1M | SPHQ, PYLD, JIRE, SPMO, AVUV |
| Q2 2024 | 83 | $334.9M | SPHQ, JIRE, SPMO, AVUV, XMHQ |
| Q1 2024 | 79 | $310.4M | SPHQ, JIRE, XMHQ, SPMO, AVUV |