Family Investment Center, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), Family Investment Center, Inc. reported 91 stock positions worth $519.6 million. Its top holding was Vanguard Intermediate-Term B (BIV) at 14.4% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 10.8%) and Foliobe Altr In&in H ETF-Usd (RISR, 8.3%). Compared with Q4 2025, it opened 10 new positions, sold out of 16, added to 32 and reduced 44. The biggest buy was Avantis International Equity (AVDE, shares +87%) and the biggest sale Invesco S&P Midcap Qual ETF (XMHQ, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- Saint Joseph, MO
- CIK
- 0001897700
- Portfolio Value
- $519.6M (Q1 2026)
- SEC Filing
- 0002085853-26-000488 ↗ filed Apr 24, 2026
Holdings Value
Holdings 91 stocks · $519.6M
| BIV Vanguard Intermediate-Term B | 14.36% | 966,958 | $74.6M | Add +2.2% |
| PYLD PIMCO Multisector Bond Actv | 10.75% | 2,132,136 | $55.9M | Add +6.5% |
| RISR Foliobe Altr In&in H ETF-Usd | 8.34% | 1,196,985 | $43.4M | Add +32.4% |
| SPMO Invesco S&P 500 Momentum ETF | 7.75% | 359,290 | $40.3M | Reduce -4.5% |
| SPHQ Invesco S&P 500 Quality ETF | 7.54% | 520,845 | $39.2M | Reduce -16.5% |
| AVDE Avantis International Equity | 7.45% | 456,402 | $38.7M | Add +87.0% |
| JPST JPMorgan Ultra-Short Income | 4.98% | 511,390 | $25.9M | Add +29.6% |
| JIRE JPMorgan Int Res Enh Eqty | 4.00% | 274,475 | $20.8M | Reduce -2.5% |
| DFEV Dimensional Emrg MRKT Val | 3.92% | 569,480 | $20.4M | Add +426.3% |
| VIG Vanguard Dividend Apprec ETF | 2.86% | 69,163 | $14.9M | Reduce -2.3% |
| AVUV Avantis US Small Cap Value | 2.79% | 131,416 | $14.5M | Reduce -23.5% |
| XMMO Invesco S&P Midcap Momentum | 2.73% | 97,708 | $14.2M | Reduce -5.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.57% | 141,738 | $13.4M | Add +0.3% |
| AVMV Avantis US Mid Cap Val ETF | 2.30% | 160,917 | $11.9M | New |
| XSMO Invesco S&P Smallcap Momentu | 1.52% | 104,162 | $7.9M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.45% | 26,241 | $7.5M | Reduce -4.0% |
| SCHD Schwab US DVD Equity ETF | 1.36% | 230,294 | $7.1M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.20% | 23,825 | $6.2M | Reduce -3.6% |
| SCHM Schwab US Mid Cap ETF | 0.87% | 145,778 | $4.5M | Reduce -2.2% |
| ONEY SS SPDR R1000 Yield Foc ETF | 0.83% | 35,905 | $4.3M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.78% | 6,807 | $4.1M | Reduce -2.3% |
| AGG iShares Core U.S. Aggregate | 0.76% | 39,858 | $4.0M | Add +1.8% |
| VIGI Vanguard Int Div App Indx FD | 0.58% | 34,354 | $3.0M | Add +0.6% |
| VXUS Vanguard Total Intl Stock | 0.48% | 32,553 | $2.5M | Reduce -0.5% |
| LDUR PIMCO Enhanced Low Duration | 0.48% | 25,814 | $2.5M | Add +17.1% |
| AAPL Apple Inc. | 0.41% | 8,442 | $2.1M | Reduce -5.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.39% | 19,567 | $2.0M | Reduce -86.3% |
| NSC Norfolk Southern Corp. | 0.36% | 6,510 | $1.9M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 3,230 | $1.9M | Add +6.3% |
| XOM Exxon Mobil Corp. | 0.32% | 9,878 | $1.7M | Add +8.9% |
| IEMG iShares Core MSCI Emerging | 0.26% | 19,059 | $1.3M | Add +0.4% |
| FLJH Franklin Ftse JPN Hedged ETF | 0.25% | 32,545 | $1.3M | Reduce -88.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.22% | 25,107 | $1.2M | Add +20.0% |
| IGE iShares North American Natur | 0.20% | 16,433 | $1.0M | New |
| SCHO Schwab Short-Term US Treas | 0.17% | 37,007 | $898K | Add +0.4% |
| DFUS Dimensional US Eq MKT ETF | 0.16% | 12,009 | $852K | Reduce -0.5% |
| SCHA Schwab US Small-Cap ETF | 0.16% | 29,057 | $845K | Reduce -1.9% |
| IAUM iShares Gold Trust Micro | 0.16% | 17,851 | $834K | Reduce -12.3% |
| SPEM State Street SP PTF Em ETF | 0.16% | 17,302 | $812K | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 2,493 | $800K | Reduce -2.0% |
| IWF iShares Russell 1000 Growth | 0.14% | 1,716 | $732K | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,518 | $727K | Add +20.3% |
| TBUX T Rowe Price Ultra Short-Ter | 0.13% | 13,846 | $689K | Add +92.1% |
| VDC Vanguard Consumer Staple ETF | 0.13% | 3,054 | $686K | Add +53.4% |
| MSFT Microsoft Corp. | 0.13% | 1,833 | $679K | Add +64.5% |
| JMUB JPMorgan Municipal ETF | 0.12% | 12,903 | $645K | Add +10.3% |
| WMT Walmart Inc. | 0.12% | 5,022 | $624K | Add +16.7% |
| HUBS HubSpot Inc. | 0.12% | 2,500 | $610K | New |
| SCHR Schwab Intermediate-Term US | 0.11% | 22,626 | $564K | Add +12.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.10% | 2,479 | $538K | Reduce -7.2% |
| HD Home Depot Inc. | 0.10% | 1,573 | $517K | Add +4.7% |
| NVDA Nvidia Corp. | 0.10% | 2,901 | $506K | Reduce -15.4% |
| SCHF Schwab Intl Equity ETF | 0.09% | 18,543 | $459K | No change |
| FLIN Franklin Ftse India ETF | 0.09% | 13,773 | $458K | Reduce -95.3% |
| AVEM Avantis Emerging Markets Eq | 0.08% | 5,463 | $440K | Add +0.9% |
| CVX Chevron Corp. | 0.08% | 2,053 | $425K | Add +3.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.08% | 2,159 | $398K | Reduce -0.6% |
| ORLY O'reilly Automotive Inc. | 0.07% | 3,975 | $367K | Add +1.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 6,161 | $342K | Reduce -24.0% |
| BA The Boeing Co. | 0.06% | 1,676 | $334K | Reduce -5.9% |
| JPM JPMorgan Chase & Co. | 0.06% | 1,124 | $331K | Reduce -38.2% |
| SGOV iShares 0-3 Month Treasury B | 0.06% | 3,186 | $321K | Reduce -1.3% |
| MU Micron Technology Inc. | 0.06% | 949 | $321K | Reduce -66.0% |
| TSLA Tesla Inc. | 0.06% | 800 | $297K | Add +32.9% |
| PG The Procter & Gamble Co. | 0.06% | 2,010 | $290K | Add +5.3% |
| MUB iShares National Muni Bond E | 0.06% | 2,723 | $289K | No change |
| PEP Pepsico Inc. | 0.06% | 1,860 | $289K | Add +5.1% |
| WDC Western Digital Corp. | 0.05% | 1,040 | $281K | Reduce -64.6% |
| AMZN Amazon.com Inc. | 0.05% | 1,343 | $280K | Reduce -40.6% |
| GOOGL Alphabet Inc. Class A | 0.05% | 971 | $279K | Add +51.3% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 10,779 | $276K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 23,908 | $276K | Reduce -1.9% |
| XLP SS Consumer Staples Sel Sect | 0.05% | 3,160 | $259K | Reduce -0.1% |
| RTX RTX Corp. | 0.05% | 1,324 | $255K | Reduce -29.4% |
| COP Conocophillips | 0.05% | 1,922 | $254K | New |
| TPYP Tortoise North American Pipe | 0.05% | 5,819 | $246K | New |
| DFAS Dimensional US Small Cap ETF | 0.05% | 3,448 | $245K | No change |
| TIP iShares Tips Bond ETF | 0.05% | 2,218 | $245K | Add +1.6% |
| IHDG Wisdomtree International Hed | 0.05% | 5,083 | $245K | Reduce -35.6% |
| GLTR Abrdn Precious Metals Basket | 0.05% | 1,097 | $240K | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 0.05% | 832 | $239K | Reduce -68.3% |
| ILCG iShares Morningstar Growth E | 0.04% | 2,398 | $229K | No change |
| GE General Electric filed as GE AEROSPACE | 0.04% | 801 | $227K | Reduce -40.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 2,992 | $225K | New |
| IAGG iShares Intl Aggregate Bond | 0.04% | 4,290 | $215K | Reduce -10.5% |
| VPU Vanguard Utilities ETF | 0.04% | 1,072 | $212K | New |
| META Meta Platforms Inc. Class A | 0.04% | 367 | $210K | New |
| GEV GE Vernova Inc. | 0.04% | 237 | $207K | Reduce -36.5% |
| GILD Gilead Sciences Inc. | 0.04% | 1,482 | $207K | Reduce -42.7% |
| DE Deere & Co. | 0.04% | 361 | $203K | New |
| LONZ PIMCO Senior Loan Active ETF | 0.04% | 4,073 | $201K | Reduce -15.6% |
Portfolio Sells Q4 2025 → Q1 2026
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -86.3% | 0.39% | −2.56 |
| FLIN Franklin Ftse India ETF | Reduce -95.3% | 0.09% | −2.21 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -16.5% | 7.54% | −1.92 |
| FLJH Franklin Ftse JPN Hedged ETF | Reduce -88.0% | 0.25% | −1.82 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -4.5% | 7.75% | −1.32 |
| AVUV Avantis US Small Cap Value | Reduce -23.5% | 2.79% | −0.74 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.3% | 2.86% | −0.28 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -2.5% | 4.00% | −0.26 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.0% | 1.45% | −0.15 |
| XMMO Invesco S&P Midcap Momentum | Reduce -5.1% | 2.73% | −0.15 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -68.3% | 0.05% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 0.78% | −0.10 |
| MU Micron Technology Inc. | Reduce -66.0% | 0.06% | −0.10 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.09 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.09 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.6% | 1.20% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.08 |
| AAPL Apple Inc. | Reduce -5.8% | 0.41% | −0.08 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.08 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.07 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.06 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.06 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -38.2% | 0.06% | −0.05 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -40.6% | 0.05% | −0.05 |
| WDC Western Digital Corp. | Reduce -64.6% | 0.05% | −0.05 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| ONEQ Fidelity Nasdaq Comp Indx | Sold out | 0.00% | −0.04 |
| IWY iShares Russell Top 200 Grow | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| GE General Electric | Reduce -40.9% | 0.04% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.04 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.2% | 0.87% | −0.04 |
| NVDA Nvidia Corp. | Reduce -15.4% | 0.10% | −0.03 |
| IHDG Wisdomtree International Hed | Reduce -35.6% | 0.05% | −0.03 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -24.0% | 0.07% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 0.14% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -42.7% | 0.04% | −0.02 |
| RTX RTX Corp. | Reduce -29.4% | 0.05% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.0% | 0.15% | −0.02 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.5% | 0.16% | −0.02 |
| IAUM iShares Gold Trust Micro | Reduce -12.3% | 0.16% | −0.02 |
| VXUS Vanguard Total Intl Stock | Reduce -0.5% | 0.48% | −0.02 |
| BA The Boeing Co. | Reduce -5.9% | 0.06% | −0.01 |
| F Ford Motor Co. | Reduce -1.9% | 0.05% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -7.2% | 0.10% | −0.01 |
| LONZ PIMCO Senior Loan Active ETF | Reduce -15.6% | 0.04% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| AVDE Avantis International Equity | Add +87.0% | 7.45% | +3.40 |
| DFEV Dimensional Emrg MRKT Val | Add +426.3% | 3.92% | +3.18 |
| AVMV Avantis US Mid Cap Val ETF | New | 2.30% | +2.30 |
| RISR Foliobe Altr In&in H ETF-Usd | Add +32.4% | 8.34% | +1.75 |
| XSMO Invesco S&P Smallcap Momentu | New | 1.52% | +1.52 |
| JPST JPMorgan Ultra-Short Income | Add +29.6% | 4.98% | +0.95 |
| IGE iShares North American Natur | New | 0.20% | +0.20 |
| HUBS HubSpot Inc. | New | 0.12% | +0.12 |
| XOM Exxon Mobil Corp. | Add +8.9% | 0.32% | +0.10 |
| TBUX T Rowe Price Ultra Short-Ter | Add +92.1% | 0.13% | +0.06 |
| COP Conocophillips | New | 0.05% | +0.05 |
| LDUR PIMCO Enhanced Low Duration | Add +17.1% | 0.48% | +0.05 |
| TPYP Tortoise North American Pipe | New | 0.05% | +0.05 |
| VDC Vanguard Consumer Staple ETF | Add +53.4% | 0.13% | +0.05 |
| VEU Vanguard Ftse All-World Ex-U | New | 0.04% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +20.0% | 0.22% | +0.04 |
| VPU Vanguard Utilities ETF | New | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | New | 0.04% | +0.04 |
| DE Deere & Co. | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +16.7% | 0.12% | +0.02 |
| MSFT Microsoft Corp. | Add +64.5% | 0.13% | +0.02 |
| CVX Chevron Corp. | Add +3.4% | 0.08% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +51.3% | 0.05% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.3% | 0.14% | +0.01 |
| SCHR Schwab Intermediate-Term US | Add +12.9% | 0.11% | +0.01 |
| JMUB JPMorgan Municipal ETF | Add +10.3% | 0.12% | +0.00 |
| PEP Pepsico Inc. | Add +5.1% | 0.06% | +0.00 |
| TSLA Tesla Inc. | Add +32.9% | 0.06% | +0.00 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.3% | 2.57% | +0.00 |
| PG The Procter & Gamble Co. | Add +5.3% | 0.06% | +0.00 |
| AVEM Avantis Emerging Markets Eq | Add +0.9% | 0.08% | +0.00 |
| TIP iShares Tips Bond ETF | Add +1.6% | 0.05% | −0.00 |
| ORLY O'reilly Automotive Inc. | Add +1.1% | 0.07% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.4% | 0.26% | −0.00 |
| HD Home Depot Inc. | Add +4.7% | 0.10% | −0.00 |
| SCHO Schwab Short-Term US Treas | Add +0.4% | 0.17% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.3% | 0.36% | −0.02 |
| NSC Norfolk Southern Corp. | Add +0.1% | 0.36% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +1.8% | 0.76% | −0.03 |
| PYLD PIMCO Multisector Bond Actv | Add +6.5% | 10.75% | −0.03 |
| VIGI Vanguard Int Div App Indx FD | Add +0.6% | 0.58% | −0.05 |
| BIV Vanguard Intermediate-Term B | Add +2.2% | 14.36% | −0.51 |
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 |