Family Investment Center, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Family Investment Center, Inc. reported 97 stock positions worth $495.2 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 14.9% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 10.8%) and Invesco S&P 500 Quality ETF (SPHQ, 9.5%). Compared with Q3 2025, it opened 10 new positions, sold out of 15, added to 36 and reduced 38. The biggest buy was Vanguard Intermediate-Term B (BIV, shares +8%) and the biggest sale JPMorgan Int Res Enh Eqty (JIRE, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Saint Joseph, MO
- CIK
- 0001897700
- Portfolio Value
- $495.2M (Q4 2025)
- SEC Filing
- 0002085853-26-000073 ↗ filed Jan 23, 2026
Holdings Value
Holdings 97 stocks · $495.2M
| BIV Vanguard Intermediate-Term B | 14.87% | 945,773 | $73.7M | Add +7.7% |
| PYLD PIMCO Multisector Bond Actv | 10.78% | 2,001,272 | $53.4M | Add +7.1% |
| SPHQ Invesco S&P 500 Quality ETF | 9.46% | 623,937 | $46.8M | Add +0.2% |
| SPMO Invesco S&P 500 Momentum ETF | 9.07% | 376,333 | $44.9M | Add +1.6% |
| RISR Foliobe Altr In&in H ETF-Usd | 6.59% | 904,049 | $32.6M | Add +4.0% |
| JIRE JPMorgan Int Res Enh Eqty | 4.26% | 281,619 | $21.1M | Reduce -2.9% |
| AVDE Avantis International Equity | 4.06% | 244,033 | $20.1M | Add +3.6% |
| JPST JPMorgan Ultra-Short Income | 4.03% | 394,554 | $20.0M | Add +4.1% |
| AVUV Avantis US Small Cap Value | 3.54% | 171,786 | $17.5M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 3.14% | 70,775 | $15.6M | Reduce -2.9% |
| XMHQ Invesco S&P Midcap Qual ETF | 2.95% | 142,614 | $14.6M | Add +0.8% |
| XMMO Invesco S&P Midcap Momentum | 2.88% | 102,962 | $14.3M | Add +0.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.57% | 141,353 | $12.7M | Reduce -2.6% |
| FLIN Franklin Ftse India ETF | 2.30% | 295,400 | $11.4M | Add +0.4% |
| FLJH Franklin Ftse JPN Hedged ETF | 2.07% | 271,884 | $10.2M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.60% | 27,345 | $7.9M | Reduce -1.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.29% | 24,708 | $6.4M | Reduce -1.3% |
| SCHD Schwab US DVD Equity ETF | 1.29% | 232,137 | $6.4M | Reduce -8.0% |
| SCHM Schwab US Mid Cap ETF | 0.90% | 148,998 | $4.5M | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.88% | 6,965 | $4.4M | Reduce -1.6% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.83% | 36,060 | $4.1M | Reduce -1.8% |
| AGG iShares Core U.S. Aggregate | 0.79% | 39,143 | $3.9M | Add +0.0% |
| DFEV Dimensional Emrg MRKT Val | 0.74% | 108,209 | $3.7M | Add +0.6% |
| VIGI Vanguard Int Div App Indx FD | 0.63% | 34,167 | $3.1M | Reduce -2.4% |
| VXUS Vanguard Total Intl Stock | 0.50% | 32,701 | $2.5M | Reduce -4.1% |
| AAPL Apple Inc. | 0.49% | 8,962 | $2.4M | Add +6.1% |
| LDUR PIMCO Enhanced Low Duration | 0.43% | 22,049 | $2.1M | Add +14.6% |
| NSC Norfolk Southern Corp. | 0.38% | 6,500 | $1.9M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 3,039 | $1.9M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.26% | 18,984 | $1.3M | Reduce -1.7% |
| XOM Exxon Mobil Corp. | 0.22% | 9,067 | $1.1M | No change |
| SCHO Schwab Short-Term US Treas | 0.18% | 36,852 | $898K | Add +0.8% |
| DFUS Dimensional US Eq MKT ETF | 0.18% | 12,067 | $895K | Reduce -3.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.18% | 20,916 | $893K | Add +5.3% |
| IAUM iShares Gold Trust Micro | 0.18% | 20,346 | $875K | Add +6.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,545 | $853K | Reduce -1.3% |
| SCHA Schwab US Small-Cap ETF | 0.17% | 29,619 | $844K | Reduce -5.1% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,626 | $824K | New |
| IWF iShares Russell 1000 Growth | 0.17% | 1,735 | $821K | Reduce -0.1% |
| SPEM State Street SP PTF Em ETF | 0.17% | 17,508 | $820K | Reduce -6.0% |
| MU Micron Technology Inc. | 0.16% | 2,788 | $796K | Reduce -13.5% |
| AVGO Broadcom Inc. | 0.14% | 1,980 | $685K | Add +45.2% |
| NVDA Nvidia Corp. | 0.13% | 3,428 | $639K | Reduce -16.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,262 | $634K | Reduce -7.6% |
| JMUB JPMorgan Municipal ETF | 0.12% | 11,703 | $592K | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 1,820 | $586K | Add +0.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 2,670 | $566K | Add +0.3% |
| MSFT Microsoft Corp. | 0.11% | 1,114 | $539K | Add +3.1% |
| AMZN Amazon.com Inc. | 0.11% | 2,260 | $522K | Add +111.2% |
| HD Home Depot Inc. | 0.10% | 1,503 | $517K | Reduce -1.2% |
| WDC Western Digital Corp. | 0.10% | 2,936 | $506K | Add +5.3% |
| SCHR Schwab Intermediate-Term US | 0.10% | 20,036 | $502K | Add +1.3% |
| WMT Walmart Inc. | 0.10% | 4,305 | $480K | Reduce -0.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 8,104 | $474K | Reduce -6.9% |
| APP AppLovin Corp. Class A | 0.09% | 674 | $454K | Add +10.1% |
| LLY Eli Lilly & Co. | 0.09% | 415 | $446K | New |
| SCHF Schwab Intl Equity ETF | 0.09% | 18,543 | $446K | Add +1.6% |
| VDC Vanguard Consumer Staple ETF | 0.08% | 1,991 | $421K | Reduce -29.8% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 1,355 | $417K | Add +35.6% |
| AVEM Avantis Emerging Markets Eq | 0.08% | 5,414 | $417K | Add +0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 2,243 | $399K | Add +5.2% |
| BA The Boeing Co. | 0.08% | 1,781 | $387K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.08% | 2,171 | $385K | Add +0.5% |
| IHDG Wisdomtree International Hed | 0.08% | 7,892 | $384K | Reduce -24.7% |
| NEM Newmont Corp. | 0.08% | 3,737 | $373K | Reduce -1.5% |
| TBUX T Rowe Price Ultra Short-Ter | 0.07% | 7,208 | $359K | New |
| ORLY O'reilly Automotive Inc. | 0.07% | 3,930 | $358K | No change |
| AMD Advanced Micro Devices | 0.07% | 1,640 | $351K | Reduce -45.8% |
| RTX RTX Corp. | 0.07% | 1,876 | $344K | Reduce -18.2% |
| SGOV iShares 0-3 Month Treasury B | 0.07% | 3,228 | $324K | Reduce -6.5% |
| F Ford Motor Co. filed as FORD MTR CO | 0.06% | 24,364 | $320K | Add +0.0% |
| GILD Gilead Sciences Inc. | 0.06% | 2,587 | $318K | Add +16.9% |
| INCY Incyte Corp. | 0.06% | 3,079 | $304K | Add +13.1% |
| CVX Chevron Corp. | 0.06% | 1,986 | $303K | Reduce -0.3% |
| UBER Uber Technologies Inc. | 0.06% | 3,639 | $297K | Add +15.3% |
| MUB iShares National Muni Bond E | 0.06% | 2,723 | $292K | No change |
| SCHX Schwab US Large-Cap ETF | 0.06% | 10,779 | $290K | No change |
| SHOP Shopify Inc. Class A | 0.06% | 1,735 | $279K | New |
| PG The Procter & Gamble Co. | 0.06% | 1,908 | $273K | No change |
| TSLA Tesla Inc. | 0.05% | 602 | $271K | Reduce -0.5% |
| MCK McKesson Corp. | 0.05% | 315 | $258K | New |
| PEP Pepsico Inc. | 0.05% | 1,770 | $254K | No change |
| ILCG iShares Morningstar Growth E | 0.05% | 2,398 | $250K | No change |
| XLP SS Consumer Staples Sel Sect | 0.05% | 3,164 | $246K | New |
| GEV GE Vernova Inc. | 0.05% | 373 | $244K | Reduce -16.2% |
| LONZ PIMCO Senior Loan Active ETF | 0.05% | 4,827 | $243K | Reduce -58.9% |
| DFAS Dimensional US Small Cap ETF | 0.05% | 3,448 | $240K | No change |
| TIP iShares Tips Bond ETF | 0.05% | 2,182 | $240K | Add +0.6% |
| IAGG iShares Intl Aggregate Bond | 0.05% | 4,794 | $240K | Reduce -0.1% |
| T AT&T Inc. | 0.05% | 9,463 | $235K | Add +20.7% |
| GLTR Abrdn Precious Metals Basket | 0.05% | 1,110 | $228K | New |
| ONEQ Fidelity Nasdaq Comp Indx | 0.04% | 2,388 | $218K | No change |
| IWY iShares Russell Top 200 Grow | 0.04% | 774 | $214K | No change |
| ADBE Adobe Inc. | 0.04% | 585 | $205K | New |
| GOOGL Alphabet Inc. Class A | 0.04% | 642 | $201K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 411 | $201K | Reduce -2.1% |
| MAA Mid-America Apartment Comm | 0.04% | 1,440 | $200K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| JIRE JPMorgan Int Res Enh Eqty | Reduce -2.9% | 4.26% | −0.17 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.0% | 1.29% | −0.15 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.9% | 3.14% | −0.13 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.11 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.11 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 1.60% | −0.08 |
| LONZ PIMCO Senior Loan Active ETF | Reduce -58.9% | 0.05% | −0.08 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.06 |
| VPLS Vanguard Core-Plus Bond ETF | Sold out | 0.00% | −0.05 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.05 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.05 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.05 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.05 |
| BLOK Amplify Blockchain Tech ETF | Sold out | 0.00% | −0.05 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.05 |
| AVUV Avantis US Small Cap Value | Reduce -0.8% | 3.54% | −0.04 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.04 |
| NUSC Nuveen ESG Small-Cap ETF | Sold out | 0.00% | −0.04 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.04 |
| VDC Vanguard Consumer Staple ETF | Reduce -29.8% | 0.08% | −0.04 |
| ONEY SS SPDR R1000 Yield Foc ETF | Reduce -1.8% | 0.83% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.3% | 1.29% | −0.03 |
| AMD Advanced Micro Devices | Reduce -45.8% | 0.07% | −0.03 |
| NVDA Nvidia Corp. | Reduce -16.4% | 0.13% | −0.03 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.6% | 0.90% | −0.03 |
| HD Home Depot Inc. | Reduce -1.2% | 0.10% | −0.02 |
| IHDG Wisdomtree International Hed | Reduce -24.7% | 0.08% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -4.1% | 0.50% | −0.02 |
| VIGI Vanguard Int Div App Indx FD | Reduce -2.4% | 0.63% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 0.88% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -6.0% | 0.17% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.6% | 0.13% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.1% | 0.17% | −0.01 |
| RTX RTX Corp. | Reduce -18.2% | 0.07% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -6.9% | 0.10% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -3.8% | 0.18% | −0.01 |
| GEV GE Vernova Inc. | Reduce -16.2% | 0.05% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -1.7% | 0.26% | −0.01 |
| SGOV iShares 0-3 Month Treasury B | Reduce -6.5% | 0.07% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 0.17% | −0.00 |
| CVX Chevron Corp. | Reduce -0.3% | 0.06% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 0.17% | −0.00 |
| IAGG iShares Intl Aggregate Bond | Reduce -0.1% | 0.05% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 0.38% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.1% | 0.04% | −0.00 |
| TSLA Tesla Inc. | Reduce -0.5% | 0.05% | −0.00 |
| WMT Walmart Inc. | Reduce -0.1% | 0.10% | +0.00 |
| NEM Newmont Corp. | Reduce -1.5% | 0.08% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BIV Vanguard Intermediate-Term B | Add +7.7% | 14.87% | +0.64 |
| PYLD PIMCO Multisector Bond Actv | Add +7.1% | 10.78% | +0.37 |
| AVDE Avantis International Equity | Add +3.6% | 4.06% | +0.20 |
| GOOG Alphabet Inc. Class C | New | 0.17% | +0.17 |
| RISR Foliobe Altr In&in H ETF-Usd | Add +4.0% | 6.59% | +0.13 |
| LLY Eli Lilly & Co. | New | 0.09% | +0.09 |
| BA The Boeing Co. | New | 0.08% | +0.08 |
| TBUX T Rowe Price Ultra Short-Ter | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +111.2% | 0.11% | +0.06 |
| SHOP Shopify Inc. Class A | New | 0.06% | +0.06 |
| MCK McKesson Corp. | New | 0.05% | +0.05 |
| XLP SS Consumer Staples Sel Sect | New | 0.05% | +0.05 |
| GLTR Abrdn Precious Metals Basket | New | 0.05% | +0.05 |
| AAPL Apple Inc. | Add +6.1% | 0.49% | +0.05 |
| AVGO Broadcom Inc. | Add +45.2% | 0.14% | +0.04 |
| LDUR PIMCO Enhanced Low Duration | Add +14.6% | 0.43% | +0.04 |
| ADBE Adobe Inc. | New | 0.04% | +0.04 |
| GOOGL Alphabet Inc. Class A | New | 0.04% | +0.04 |
| JPST JPMorgan Ultra-Short Income | Add +4.1% | 4.03% | +0.04 |
| WDC Western Digital Corp. | Add +5.3% | 0.10% | +0.03 |
| DFEV Dimensional Emrg MRKT Val | Add +0.6% | 0.74% | +0.03 |
| IAUM iShares Gold Trust Micro | Add +6.5% | 0.18% | +0.02 |
| FLIN Franklin Ftse India ETF | Add +0.4% | 2.30% | +0.02 |
| GE General Electric | Add +35.6% | 0.08% | +0.02 |
| INCY Incyte Corp. | Add +13.1% | 0.06% | +0.01 |
| GILD Gilead Sciences Inc. | Add +16.9% | 0.06% | +0.01 |
| F Ford Motor Co. | Add +0.0% | 0.06% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +1.6% | 0.09% | +0.00 |
| T AT&T Inc. | Add +20.7% | 0.05% | +0.00 |
| APP AppLovin Corp. Class A | Add +10.1% | 0.09% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +5.3% | 0.18% | +0.00 |
| AVEM Avantis Emerging Markets Eq | Add +0.5% | 0.08% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +5.2% | 0.08% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.12% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.5% | 0.08% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.3% | 0.11% | −0.00 |
| XMMO Invesco S&P Midcap Momentum | Add +0.4% | 2.88% | −0.00 |
| TIP iShares Tips Bond ETF | Add +0.6% | 0.05% | −0.00 |
| SCHR Schwab Intermediate-Term US | Add +1.3% | 0.10% | −0.00 |
| SCHO Schwab Short-Term US Treas | Add +0.8% | 0.18% | −0.00 |
| UBER Uber Technologies Inc. | Add +15.3% | 0.06% | −0.00 |
| MSFT Microsoft Corp. | Add +3.1% | 0.11% | −0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.2% | 9.46% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +0.0% | 0.79% | −0.03 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +0.8% | 2.95% | −0.13 |
| SPMO Invesco S&P 500 Momentum ETF | Add +1.6% | 9.07% | −0.24 |
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 |