Family Investment Center, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Family Investment Center, Inc. reported 78 stock positions worth $409.2 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 12.2% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 10.5%) and Invesco S&P 500 Quality ETF (SPHQ, 9.7%). Compared with Q4 2024, it opened 4 new positions, sold out of 14, added to 27 and reduced 42. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +142%) and the biggest sale Invesco Senior Loan ETF (BKLN, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- Saint Joseph, MO
- CIK
- 0001897700
- Portfolio Value
- $409.2M (Q1 2025)
- SEC Filing
- 0001667731-25-000510 ↗ filed Apr 24, 2025
Holdings Value
Holdings 78 stocks · $409.2M
| BIV Vanguard Intermediate-Term B | 12.22% | 652,901 | $50.0M | Add +142.2% |
| PYLD PIMCO Multisector Bond Actv | 10.54% | 1,637,240 | $43.1M | Add +19.9% |
| SPHQ Invesco S&P 500 Quality ETF | 9.75% | 601,240 | $39.9M | Add +15.1% |
| SPMO Invesco S&P 500 Momentum ETF | 9.21% | 407,197 | $37.7M | Add +30.8% |
| RISR Foliobe Altr In&in H ETF-Usd | 6.56% | 739,028 | $26.8M | Add +318.6% |
| JIRE JPMorgan Int Res Enh Eqty | 5.05% | 324,082 | $20.7M | Reduce -24.8% |
| VIG Vanguard Dividend Apprec ETF | 3.64% | 76,772 | $14.9M | Reduce -0.5% |
| AVUV Avantis US Small Cap Value | 3.56% | 167,285 | $14.6M | Reduce -28.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.03% | 135,440 | $12.4M | Reduce -38.4% |
| AVDE Avantis International Equity | 2.90% | 179,203 | $11.9M | Reduce -32.2% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.74% | 152,064 | $11.2M | Add +10.7% |
| XMMO Invesco S&P Midcap Momentum | 2.66% | 95,809 | $10.9M | Add +555.5% |
| FLIN Franklin Ftse India ETF | 2.46% | 273,641 | $10.1M | Add +718.0% |
| FLJH Franklin Ftse JPN Hedged ETF | 2.39% | 317,272 | $9.8M | Add +746.6% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 2.18% | 353,893 | $8.9M | Reduce -23.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.86% | 29,406 | $7.6M | Reduce -2.8% |
| SCHD Schwab US DVD Equity ETF | 1.68% | 245,336 | $6.9M | Add +1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.55% | 28,557 | $6.3M | Reduce -7.3% |
| IHDG Wisdomtree International Hed | 1.37% | 129,239 | $5.6M | Reduce -40.7% |
| JAAA Janus Henderson Aaa Clo ETF | 1.20% | 96,762 | $4.9M | New |
| SCHM Schwab US Mid Cap ETF | 1.03% | 161,032 | $4.2M | Reduce -5.5% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.95% | 35,699 | $3.9M | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 0.94% | 39,091 | $3.9M | Reduce -6.0% |
| VOO Vanguard S&P 500 ETF | 0.84% | 6,712 | $3.4M | Reduce -10.9% |
| JPST JPMorgan Ultra-Short Income | 0.69% | 55,994 | $2.8M | Add +455.8% |
| DFEV Dimensional Emrg MRKT Val | 0.67% | 100,849 | $2.7M | Reduce -72.3% |
| VXUS Vanguard Total Intl Stock | 0.55% | 36,527 | $2.3M | Reduce -2.4% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.54% | 86,804 | $2.2M | New |
| AAPL Apple Inc. | 0.42% | 7,812 | $1.7M | Reduce -23.2% |
| LONZ PIMCO Senior Loan Active ETF | 0.40% | 32,251 | $1.6M | Reduce -86.5% |
| NSC Norfolk Southern Corp. | 0.38% | 6,500 | $1.5M | No change |
| LDUR PIMCO Enhanced Low Duration | 0.34% | 14,329 | $1.4M | Add +5.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 2,909 | $1.4M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 0.29% | 22,058 | $1.2M | Reduce -5.5% |
| XOM Exxon Mobil Corp. | 0.25% | 8,642 | $1.0M | No change |
| DFUS Dimensional US Eq MKT ETF | 0.25% | 16,754 | $1.0M | Add +0.1% |
| JMUB JPMorgan Municipal ETF | 0.23% | 18,668 | $933K | Add +8.2% |
| SCHO Schwab Short-Term US Treas | 0.21% | 36,066 | $878K | Add +2.8% |
| SCHA Schwab US Small-Cap ETF | 0.21% | 37,208 | $872K | Reduce -5.8% |
| IAUM iShares Gold Trust Micro | 0.21% | 27,439 | $855K | Add +113.8% |
| BKLN Invesco Senior Loan ETF | 0.19% | 37,523 | $777K | Reduce -95.4% |
| SPEM State Street SP PTF Em ETF | 0.19% | 19,317 | $761K | Reduce -6.2% |
| VIGI Vanguard Int Div App Indx FD | 0.18% | 8,777 | $728K | Reduce -11.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 1,333 | $710K | Reduce -49.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,565 | $705K | Reduce -9.4% |
| HD Home Depot Inc. | 0.17% | 1,843 | $675K | Add +21.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.16% | 17,782 | $645K | Reduce -8.8% |
| IWF iShares Russell 1000 Growth | 0.15% | 1,753 | $633K | Reduce -0.5% |
| CCRV iShares Comm Curve Carry STR | 0.15% | 29,632 | $605K | Reduce -90.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.13% | 6,957 | $549K | Add +118.3% |
| VPLS Vanguard Core-Plus Bond ETF | 0.13% | 7,071 | $548K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 2,673 | $498K | Add +2.2% |
| SCHR Schwab Intermediate-Term US | 0.12% | 19,405 | $482K | Add +5.1% |
| WMT Walmart Inc. | 0.10% | 4,723 | $415K | Reduce -12.8% |
| SCHF Schwab Intl Equity ETF | 0.10% | 19,961 | $395K | Add +12.5% |
| ORLY O'reilly Automotive Inc. | 0.09% | 262 | $375K | No change |
| SGOV iShares 0-3 Month Treasury B | 0.09% | 3,661 | $369K | Add +29.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.08% | 2,161 | $347K | Reduce -2.0% |
| AVEM Avantis Emerging Markets Eq | 0.08% | 5,545 | $334K | Reduce -17.8% |
| PG The Procter & Gamble Co. | 0.08% | 1,908 | $325K | No change |
| SCHX Schwab US Large-Cap ETF | 0.08% | 14,715 | $325K | Add +18.1% |
| CVX Chevron Corp. | 0.07% | 1,695 | $284K | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.07% | 5,649 | $280K | Reduce -0.0% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,079 | $265K | Reduce -52.8% |
| F Ford Motor Co. filed as FORD MTR CO | 0.06% | 24,790 | $249K | Reduce -3.9% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.06% | 3,622 | $247K | Reduce -4.2% |
| IAGG iShares Intl Aggregate Bond | 0.06% | 4,866 | $243K | Reduce -25.8% |
| MAA Mid-America Apartment Comm | 0.06% | 1,440 | $241K | No change |
| TIP iShares Tips Bond ETF | 0.06% | 2,143 | $238K | Reduce -22.5% |
| MRSH Marsh & McLennan Cos | 0.06% | 974 | $238K | Reduce -3.8% |
| BLV Vanguard Long-Term Bond ETF | 0.05% | 3,184 | $224K | Reduce -98.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.05% | 4,193 | $217K | Reduce -17.7% |
| VDC Vanguard Consumer Staple ETF | 0.05% | 983 | $215K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.05% | 4,399 | $215K | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.05% | 381 | $214K | Add +8.2% |
| DFAS Dimensional US Small Cap ETF | 0.05% | 3,448 | $206K | Reduce -16.1% |
| MSFT Microsoft Corp. | 0.05% | 543 | $204K | Reduce -77.0% |
| PEP Pepsico Inc. | 0.05% | 1,335 | $200K | Reduce -12.4% |
Portfolio Sells Q4 2024 → Q1 2025
| BKLN Invesco Senior Loan ETF | Reduce -95.4% | 0.19% | −4.15 |
| BLV Vanguard Long-Term Bond ETF | Reduce -98.3% | 0.05% | −3.20 |
| LONZ PIMCO Senior Loan Active ETF | Reduce -86.5% | 0.40% | −2.70 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -38.4% | 3.03% | −2.46 |
| AVUV Avantis US Small Cap Value | Reduce -28.7% | 3.56% | −2.18 |
| DFEV Dimensional Emrg MRKT Val | Reduce -72.3% | 0.67% | −1.76 |
| CCRV iShares Comm Curve Carry STR | Reduce -90.3% | 0.15% | −1.41 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -24.8% | 5.05% | −1.35 |
| AVDE Avantis International Equity | Reduce -32.2% | 2.90% | −1.21 |
| IHDG Wisdomtree International Hed | Reduce -40.7% | 1.37% | −1.03 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -23.6% | 2.18% | −0.89 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.3% | 1.55% | −0.33 |
| AAPL Apple Inc. | Reduce -23.2% | 0.42% | −0.22 |
| MSFT Microsoft Corp. | Reduce -77.0% | 0.05% | −0.20 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.5% | 3.64% | −0.19 |
| VOO Vanguard S&P 500 ETF | Reduce -10.9% | 0.84% | −0.19 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.8% | 1.86% | −0.17 |
| SCHM Schwab US Mid Cap ETF | Reduce -5.5% | 1.03% | −0.17 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -49.5% | 0.17% | −0.13 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −0.13 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.12 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.11 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.11 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.10 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.10 |
| ILCG iShares Morningstar Growth E | Sold out | 0.00% | −0.08 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.08 |
| AGG iShares Core U.S. Aggregate | Reduce -6.0% | 0.94% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -52.8% | 0.06% | −0.07 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.06 |
| VRP Invesco Variable Rate Prefer | Sold out | 0.00% | −0.06 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.05 |
| DE Deere & Co. | Sold out | 0.00% | −0.05 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.8% | 0.21% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -9.4% | 0.17% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 0.15% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Reduce -25.8% | 0.06% | −0.02 |
| WMT Walmart Inc. | Reduce -12.8% | 0.10% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Reduce -11.0% | 0.18% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -17.7% | 0.05% | −0.02 |
| AVEM Avantis Emerging Markets Eq | Reduce -17.8% | 0.08% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -5.5% | 0.29% | −0.02 |
| DFAS Dimensional US Small Cap ETF | Reduce -16.1% | 0.05% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -22.5% | 0.06% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -6.2% | 0.19% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -8.8% | 0.16% | −0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -4.2% | 0.06% | −0.01 |
| PEP Pepsico Inc. | Reduce -12.4% | 0.05% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| BIV Vanguard Intermediate-Term B | Add +142.2% | 12.22% | +7.11 |
| RISR Foliobe Altr In&in H ETF-Usd | Add +318.6% | 6.56% | +4.92 |
| XMMO Invesco S&P Midcap Momentum | Add +555.5% | 2.66% | +2.21 |
| FLIN Franklin Ftse India ETF | Add +718.0% | 2.46% | +2.14 |
| FLJH Franklin Ftse JPN Hedged ETF | Add +746.6% | 2.39% | +2.09 |
| SPMO Invesco S&P 500 Momentum ETF | Add +30.8% | 9.21% | +1.71 |
| PYLD PIMCO Multisector Bond Actv | Add +19.9% | 10.54% | +1.57 |
| JAAA Janus Henderson Aaa Clo ETF | New | 1.20% | +1.20 |
| SPHQ Invesco S&P 500 Quality ETF | Add +15.1% | 9.75% | +0.86 |
| JPST JPMorgan Ultra-Short Income | Add +455.8% | 0.69% | +0.56 |
| ICLO Invesco Aaa Clo F/R Note ETF | New | 0.54% | +0.54 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +10.7% | 2.74% | +0.37 |
| VPLS Vanguard Core-Plus Bond ETF | New | 0.13% | +0.13 |
| IAUM iShares Gold Trust Micro | Add +113.8% | 0.21% | +0.12 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +118.3% | 0.13% | +0.07 |
| VDC Vanguard Consumer Staple ETF | New | 0.05% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +29.3% | 0.09% | +0.02 |
| HD Home Depot Inc. | Add +21.6% | 0.17% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +12.5% | 0.10% | +0.01 |
| JMUB JPMorgan Municipal ETF | Add +8.2% | 0.23% | +0.01 |
| LDUR PIMCO Enhanced Low Duration | Add +5.3% | 0.34% | +0.01 |
| CVX Chevron Corp. | Add +0.1% | 0.07% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +18.1% | 0.08% | +0.01 |
| SCHR Schwab Intermediate-Term US | Add +5.1% | 0.12% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +2.8% | 0.21% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +8.2% | 0.05% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Add +1.1% | 1.68% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.2% | 0.12% | −0.01 |
| ONEY SS SPDR R1000 Yield Foc ETF | Add +1.6% | 0.95% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Add +0.1% | 0.25% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.5% | 0.33% | −0.03 |
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 |