Family Investment Center, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Family Investment Center, Inc. reported 102 stock positions worth $481.6 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 14.2% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 10.4%) and Invesco S&P 500 Quality ETF (SPHQ, 9.5%). Compared with Q2 2025, it opened 19 new positions, sold out of 9, added to 31 and reduced 42. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +25%) and the biggest sale Invesco S&P 500 Momentum ETF (SPMO, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Saint Joseph, MO
- CIK
- 0001897700
- Portfolio Value
- $481.6M (Q3 2025)
- SEC Filing
- 0002085853-25-000127 ↗ filed Oct 22, 2025
Holdings Value
Holdings 102 stocks · $481.6M
| BIV Vanguard Intermediate-Term B | 14.24% | 877,903 | $68.6M | Add +25.4% |
| PYLD PIMCO Multisector Bond Actv | 10.41% | 1,867,982 | $50.1M | Add +12.6% |
| SPHQ Invesco S&P 500 Quality ETF | 9.48% | 622,595 | $45.6M | Add +1.4% |
| SPMO Invesco S&P 500 Momentum ETF | 9.31% | 370,351 | $44.8M | Reduce -12.6% |
| RISR Foliobe Altr In&in H ETF-Usd | 6.47% | 868,889 | $31.1M | Add +9.0% |
| JIRE JPMorgan Int Res Enh Eqty | 4.43% | 289,968 | $21.3M | Reduce -6.6% |
| JPST JPMorgan Ultra-Short Income | 3.99% | 379,152 | $19.2M | Add +56.5% |
| AVDE Avantis International Equity | 3.86% | 235,460 | $18.6M | Add +5.6% |
| AVUV Avantis US Small Cap Value | 3.58% | 173,241 | $17.2M | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 3.27% | 72,891 | $15.7M | Reduce -1.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 3.08% | 141,467 | $14.8M | Add +1.4% |
| XMMO Invesco S&P Midcap Momentum | 2.88% | 102,573 | $13.9M | Add +3.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.55% | 145,120 | $12.3M | Reduce -3.0% |
| FLIN Franklin Ftse India ETF | 2.28% | 294,274 | $11.0M | Add +2.5% |
| FLJH Franklin Ftse JPN Hedged ETF | 2.05% | 273,506 | $9.9M | Reduce -13.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.69% | 27,648 | $8.1M | Reduce -2.1% |
| SCHD Schwab US DVD Equity ETF | 1.43% | 252,410 | $6.9M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.32% | 25,032 | $6.4M | Reduce -4.3% |
| SCHM Schwab US Mid Cap ETF | 0.93% | 151,477 | $4.5M | Reduce -4.5% |
| VOO Vanguard S&P 500 ETF | 0.90% | 7,076 | $4.3M | Add +1.0% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.86% | 36,701 | $4.2M | Add +0.1% |
| AGG iShares Core U.S. Aggregate | 0.81% | 39,140 | $3.9M | Add +3.4% |
| DFEV Dimensional Emrg MRKT Val | 0.71% | 107,564 | $3.4M | Add +3.1% |
| VIGI Vanguard Int Div App Indx FD | 0.65% | 35,003 | $3.1M | Reduce -0.9% |
| VXUS Vanguard Total Intl Stock | 0.52% | 34,092 | $2.5M | Reduce -3.6% |
| AAPL Apple Inc. | 0.45% | 8,448 | $2.2M | Reduce -3.3% |
| NSC Norfolk Southern Corp. | 0.41% | 6,500 | $2.0M | No change |
| LDUR PIMCO Enhanced Low Duration | 0.38% | 19,247 | $1.9M | Add +33.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 3,042 | $1.8M | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 0.26% | 19,320 | $1.3M | Reduce -3.9% |
| XOM Exxon Mobil Corp. | 0.21% | 9,067 | $1.0M | Add +4.9% |
| DFUS Dimensional US Eq MKT ETF | 0.19% | 12,540 | $908K | Reduce -2.1% |
| SCHO Schwab Short-Term US Treas | 0.19% | 36,548 | $892K | Add +0.7% |
| SPEM State Street SP PTF Em ETF | 0.18% | 18,621 | $872K | Reduce -1.1% |
| SCHA Schwab US Small-Cap ETF | 0.18% | 31,197 | $870K | Reduce -3.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 9,933 | $866K | Add +58.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 2,579 | $846K | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.17% | 1,737 | $814K | Reduce -0.2% |
| NVDA Nvidia Corp. | 0.16% | 4,100 | $765K | Reduce -14.2% |
| IAUM iShares Gold Trust Micro | 0.15% | 19,104 | $736K | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,366 | $687K | No change |
| NFLX Netflix Inc. | 0.13% | 519 | $622K | Add +8.6% |
| HD Home Depot Inc. | 0.13% | 1,521 | $616K | Reduce -7.2% |
| VDC Vanguard Consumer Staple ETF | 0.13% | 2,838 | $607K | Add +121.4% |
| LONZ PIMCO Senior Loan Active ETF | 0.12% | 11,738 | $599K | Reduce -31.0% |
| JMUB JPMorgan Municipal ETF | 0.12% | 11,703 | $591K | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 1,818 | $574K | Reduce -13.8% |
| MSFT Microsoft Corp. | 0.12% | 1,080 | $559K | Reduce -22.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.12% | 2,661 | $557K | Add +0.3% |
| MU Micron Technology Inc. | 0.11% | 3,222 | $539K | New |
| BABA Alibaba Group Holding-SP ADR | 0.11% | 2,956 | $528K | New |
| META Meta Platforms Inc. Class A | 0.11% | 708 | $520K | Reduce -13.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 8,706 | $501K | Add +54.6% |
| SCHR Schwab Intermediate-Term US | 0.10% | 19,786 | $497K | Add +1.0% |
| AMD Advanced Micro Devices | 0.10% | 3,025 | $489K | Add +76.0% |
| IHDG Wisdomtree International Hed | 0.10% | 10,476 | $483K | Reduce -14.3% |
| COST Costco Wholesale Corp. | 0.09% | 490 | $454K | Add +31.4% |
| AVGO Broadcom Inc. | 0.09% | 1,364 | $450K | Reduce -17.5% |
| WMT Walmart Inc. | 0.09% | 4,309 | $444K | Reduce -1.3% |
| APP AppLovin Corp. Class A | 0.09% | 612 | $440K | Reduce -3.8% |
| SCHF Schwab Intl Equity ETF | 0.09% | 18,255 | $425K | No change |
| ORLY O'reilly Automotive Inc. | 0.09% | 3,930 | $424K | No change |
| AVEM Avantis Emerging Markets Eq | 0.08% | 5,388 | $405K | Reduce -1.4% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 2,132 | $389K | Reduce -21.0% |
| RTX RTX Corp. | 0.08% | 2,293 | $384K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.08% | 2,161 | $379K | Reduce -0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.07% | 3,451 | $348K | Add +19.3% |
| WDC Western Digital Corp. | 0.07% | 2,787 | $335K | New |
| NEM Newmont Corp. | 0.07% | 3,795 | $320K | New |
| CVX Chevron Corp. | 0.06% | 1,993 | $309K | Add +17.4% |
| UBER Uber Technologies Inc. | 0.06% | 3,155 | $309K | Add +18.6% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 999 | $301K | Reduce -25.7% |
| PG The Procter & Gamble Co. | 0.06% | 1,908 | $293K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.06% | 24,363 | $291K | Reduce -1.7% |
| MUB iShares National Muni Bond E | 0.06% | 2,723 | $290K | Reduce -14.7% |
| SCHX Schwab US Large-Cap ETF | 0.06% | 10,779 | $284K | Reduce -13.8% |
| AMGN Amgen Inc. | 0.06% | 988 | $279K | New |
| GEV GE Vernova Inc. | 0.06% | 445 | $274K | Reduce -34.1% |
| TSLA Tesla Inc. | 0.06% | 605 | $269K | New |
| VPLS Vanguard Core-Plus Bond ETF | 0.05% | 3,279 | $258K | Reduce -6.0% |
| COIN Coinbase Global Inc. Class A | 0.05% | 742 | $250K | New |
| ILCG iShares Morningstar Growth E | 0.05% | 2,398 | $250K | No change |
| PEP Pepsico Inc. | 0.05% | 1,770 | $249K | New |
| LDOS Leidos Holdings Inc. | 0.05% | 1,313 | $248K | New |
| IVV iShares Core S&P 500 ETF | 0.05% | 367 | $246K | Reduce -1.6% |
| IAGG iShares Intl Aggregate Bond | 0.05% | 4,798 | $246K | Reduce -0.0% |
| GILD Gilead Sciences Inc. | 0.05% | 2,212 | $246K | New |
| TIP iShares Tips Bond ETF | 0.05% | 2,169 | $241K | Add +0.5% |
| DFAS Dimensional US Small Cap ETF | 0.05% | 3,448 | $236K | No change |
| AMZN Amazon.com Inc. | 0.05% | 1,070 | $235K | Reduce -58.2% |
| IWO iShares Russell 2000 Growth | 0.05% | 731 | $234K | No change |
| INCY Incyte Corp. | 0.05% | 2,723 | $231K | New |
| T AT&T Inc. | 0.05% | 7,842 | $221K | New |
| BLOK Amplify Blockchain Tech ETF | 0.05% | 3,273 | $219K | New |
| JEPI JPMorgan Equity Premium Inco | 0.05% | 3,821 | $218K | Add +2.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.04% | 2,388 | $213K | Reduce -34.0% |
| IWY iShares Russell Top 200 Grow | 0.04% | 774 | $212K | New |
| VPU Vanguard Utilities ETF | 0.04% | 1,066 | $202K | New |
| NUSC Nuveen ESG Small-Cap ETF | 0.04% | 4,569 | $202K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 420 | $201K | New |
Portfolio Sells Q2 2025 → Q3 2025
| SPMO Invesco S&P 500 Momentum ETF | Reduce -12.6% | 9.31% | −1.49 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -6.6% | 4.43% | −0.55 |
| FLJH Franklin Ftse JPN Hedged ETF | Reduce -13.5% | 2.05% | −0.26 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.7% | 3.27% | −0.17 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -3.0% | 2.55% | −0.16 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Sold out | 0.00% | −0.15 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.6% | 1.43% | −0.11 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.1% | 1.69% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.3% | 1.32% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -58.2% | 0.05% | −0.08 |
| SCHM Schwab US Mid Cap ETF | Reduce -4.5% | 0.93% | −0.08 |
| LONZ PIMCO Senior Loan Active ETF | Reduce -31.0% | 0.12% | −0.07 |
| VIGI Vanguard Int Div App Indx FD | Reduce -0.9% | 0.65% | −0.07 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Sold out | 0.00% | −0.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.05 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.05 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.05 |
| MSFT Microsoft Corp. | Reduce -22.6% | 0.12% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -3.6% | 0.52% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -13.0% | 0.11% | −0.03 |
| IHDG Wisdomtree International Hed | Reduce -14.3% | 0.10% | −0.02 |
| GEV GE Vernova Inc. | Reduce -34.1% | 0.06% | −0.02 |
| ONEQ Fidelity Nasdaq Comp Indx | Reduce -34.0% | 0.04% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -13.8% | 0.12% | −0.02 |
| GE General Electric | Reduce -25.7% | 0.06% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -14.7% | 0.06% | −0.02 |
| NVDA Nvidia Corp. | Reduce -14.2% | 0.16% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -13.8% | 0.06% | −0.01 |
| AVGO Broadcom Inc. | Reduce -17.5% | 0.09% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.9% | 0.26% | −0.01 |
| HD Home Depot Inc. | Reduce -7.2% | 0.13% | −0.01 |
| VPLS Vanguard Core-Plus Bond ETF | Reduce -6.0% | 0.05% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 0.38% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -2.1% | 0.19% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.7% | 0.18% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Reduce -0.0% | 0.05% | −0.00 |
| WMT Walmart Inc. | Reduce -1.3% | 0.09% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -21.0% | 0.08% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.1% | 0.08% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 0.05% | −0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -1.1% | 0.18% | −0.00 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.4% | 0.08% | −0.00 |
| F Ford Motor Co. | Reduce -1.7% | 0.06% | −0.00 |
| AVUV Avantis US Small Cap Value | Reduce -0.1% | 3.58% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.17% | +0.00 |
| AAPL Apple Inc. | Reduce -3.3% | 0.45% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| BIV Vanguard Intermediate-Term B | Add +25.4% | 14.24% | +1.97 |
| JPST JPMorgan Ultra-Short Income | Add +56.5% | 3.99% | +1.21 |
| PYLD PIMCO Multisector Bond Actv | Add +12.6% | 10.41% | +0.44 |
| AVDE Avantis International Equity | Add +5.6% | 3.86% | +0.12 |
| MU Micron Technology Inc. | New | 0.11% | +0.11 |
| BABA Alibaba Group Holding-SP ADR | New | 0.11% | +0.11 |
| RTX RTX Corp. | New | 0.08% | +0.08 |
| LDUR PIMCO Enhanced Low Duration | Add +33.9% | 0.38% | +0.07 |
| WDC Western Digital Corp. | New | 0.07% | +0.07 |
| NEM Newmont Corp. | New | 0.07% | +0.07 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +58.9% | 0.18% | +0.06 |
| VDC Vanguard Consumer Staple ETF | Add +121.4% | 0.13% | +0.06 |
| AMGN Amgen Inc. | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | New | 0.06% | +0.06 |
| COIN Coinbase Global Inc. Class A | New | 0.05% | +0.05 |
| PEP Pepsico Inc. | New | 0.05% | +0.05 |
| LDOS Leidos Holdings Inc. | New | 0.05% | +0.05 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| INCY Incyte Corp. | New | 0.05% | +0.05 |
| AMD Advanced Micro Devices | Add +76.0% | 0.10% | +0.05 |
| T AT&T Inc. | New | 0.05% | +0.05 |
| BLOK Amplify Blockchain Tech ETF | New | 0.05% | +0.05 |
| IWY iShares Russell Top 200 Grow | New | 0.04% | +0.04 |
| VPU Vanguard Utilities ETF | New | 0.04% | +0.04 |
| NUSC Nuveen ESG Small-Cap ETF | New | 0.04% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.04% | +0.04 |
| GNRC Generac Holdings Inc. | New | 0.04% | +0.04 |
| JEPQ JPM Nasdaq Equity Premium | Add +54.6% | 0.10% | +0.03 |
| IAUM iShares Gold Trust Micro | Add +2.1% | 0.15% | +0.01 |
| COST Costco Wholesale Corp. | Add +31.4% | 0.09% | +0.01 |
| CVX Chevron Corp. | Add +17.4% | 0.06% | +0.01 |
| UBER Uber Technologies Inc. | Add +18.6% | 0.06% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +19.3% | 0.07% | +0.01 |
| DFEV Dimensional Emrg MRKT Val | Add +3.1% | 0.71% | +0.00 |
| XOM Exxon Mobil Corp. | Add +4.9% | 0.21% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 0.90% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 0.18% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.3% | 0.12% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Add +2.4% | 0.05% | −0.00 |
| TIP iShares Tips Bond ETF | Add +0.5% | 0.05% | −0.00 |
| SCHR Schwab Intermediate-Term US | Add +1.0% | 0.10% | −0.01 |
| SCHO Schwab Short-Term US Treas | Add +0.7% | 0.19% | −0.02 |
| NFLX Netflix Inc. | Add +8.6% | 0.13% | −0.02 |
| XMMO Invesco S&P Midcap Momentum | Add +3.1% | 2.88% | −0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +1.4% | 3.08% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +3.4% | 0.81% | −0.04 |
| ONEY SS SPDR R1000 Yield Foc ETF | Add +0.1% | 0.86% | −0.04 |
| RISR Foliobe Altr In&in H ETF-Usd | Add +9.0% | 6.47% | −0.14 |
| FLIN Franklin Ftse India ETF | Add +2.5% | 2.28% | −0.31 |
| SPHQ Invesco S&P 500 Quality ETF | Add +1.4% | 9.48% | −0.43 |
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 |