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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $310.4M Q1 2024 Q2 2024: $334.9M Q2 2024 Q3 2024: $398.1M Q3 2024 Q4 2024: $394.3M Q4 2024 Q1 2025: $409.2M Q1 2025 Q2 2025: $441.4M Q2 2025 Q3 2025: $481.6M Q3 2025 Q4 2025: $495.2M Q4 2025 Q1 2026: $519.6M Q1 2026 Q2 2026: $602.2M $602.2M Q2 2026

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%
AMKR Amkor Technology Inc. 0.04% 2,949 $254K New
TPYP Tortoise North American Pipe 0.04% 6,018 $252K Add +3.4%
PEP Pepsico Inc. 0.04% 1,860 $252K No change
VEU Vanguard Ftse All-World Ex-U 0.04% 3,005 $252K Add +0.4%
TIP iShares Tips Bond ETF 0.04% 2,238 $245K Add +0.9%
IHDG Wisdomtree International Hed 0.04% 4,604 $241K Reduce -9.4%
HUBS HubSpot Inc. 0.04% 1,289 $235K Reduce -48.4%
JEPI JPMorgan Equity Premium Inco 0.04% 4,151 $234K New
TBUX T Rowe Price Ultra Short-Ter 0.04% 4,644 $231K Reduce -66.5%
DE Deere & Co. 0.04% 361 $229K No change
IWY iShares Russell Top 200 Grow 0.04% 774 $225K New
ONEQ Fidelity Nasdaq Comp Indx 0.04% 2,152 $222K New
ESGE iShares Inc. iShares ESG Awar 0.04% 4,057 $222K New
IWO iShares Russell 2000 Growth 0.04% 559 $220K New
VUG Vanguard Mrngstar GR ETF-Sui 0.03% 2,433 $210K New
IAGG iShares Intl Aggregate Bond 0.03% 4,068 $206K Reduce -5.2%
GLTR Abrdn Precious Metals Basket 0.03% 1,134 $205K Add +3.4%
LONZ PIMCO Senior Loan Active ETF 0.03% 4,150 $205K Add +1.9%
VPU Vanguard Utilities ETF 0.03% 1,024 $200K Reduce -4.5%
MAA Mid-America Apartment Comm 0.03% 1,440 $200K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 120$602.2MBIV, PYLD, SPMO, RISR, SPHQ
Q1 2026 91$519.6MBIV, PYLD, RISR, SPMO, SPHQ
Q4 2025 97$495.2MBIV, PYLD, SPHQ, SPMO, RISR
Q3 2025 102$481.6MBIV, PYLD, SPHQ, SPMO, RISR
Q2 2025 92$441.4MBIV, SPMO, PYLD, SPHQ, RISR
Q1 2025 78$409.2MBIV, PYLD, SPHQ, SPMO, RISR
Q4 2024 88$394.3MPYLD, SPHQ, SPMO, JIRE, AVUV
Q3 2024 85$398.1MSPHQ, PYLD, JIRE, SPMO, AVUV
Q2 2024 83$334.9MSPHQ, JIRE, SPMO, AVUV, XMHQ
Q1 2024 79$310.4MSPHQ, JIRE, XMHQ, SPMO, AVUV