Latest Family Investment Center, Inc. Stock Portfolio

Family Investment Center, Inc. Performance:

2026 Q1: 0.12%YTD: 0.12%2025: 10.45%

Performance for 2026 Q1 is 0.12%, and YTD is 0.12%, and 2025 is 10.45%.

About Family Investment Center, Inc. and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Family Investment Center, Inc. reported an equity portfolio of $519.6 Millions as of 31 Mar, 2026.

The top stock holdings of Family Investment Center, Inc. are BIV, BOND, ACSI. The fund has invested 14.4% of it's portfolio in VANGUARD BD INDEX FDS and 10.8% of portfolio in PIMCO ETF TR.

The fund managers got completely rid off BROADCOM INC (AVGO), APPLOVIN CORP (APP) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), INVESCO EXCHANGE TRADED FD T (CSD) and ALPHABET INC (GOOG). Family Investment Center, Inc. opened new stock positions in AMERICAN CENTY ETF TR (AEMB), INVESCO EXCHANGE TRADED FD T (CSD) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), T ROWE PRICE ETF INC (TAGG) and AMERICAN CENTY ETF TR (AEMB).

Family Investment Center, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Family Investment Center, Inc. made a return of 0.12% in the last quarter. In trailing 12 months, it's portfolio return was 10.84%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	11,936,800
invesco exchange traded fd t	7,918,400
ishares tr	1,034,290
hubspot inc	610,250
conocophillips	253,704
tortoise capital series trus	246,481
vanguard intl equity index f	224,699
vanguard world fd	212,418

New stocks bought by Family Investment Center, Inc.

Additions

Ticker	% Inc.
dimensional etf trust	426
t rowe price etf inc	92.09
american centy etf tr	87.02
microsoft corp	64.54
vanguard world fd	53.39
alphabet inc	51.25
tesla inc	32.89
tidal trust i	32.4

Additions to existing portfolio by Family Investment Center, Inc.

Reductions

Ticker	% Reduced
franklin templeton etf tr	-95.34
franklin templeton etf tr	-88.03
invesco exchange traded fd t	-86.28
alphabet inc	-68.32
micron technology inc	-65.96
western digital corp	-64.58
gilead sciences inc	-42.71
ge aerospace	-40.89

Family Investment Center, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
at&t inc	-235,061
newmont corp	-373,139
uber technologies inc	-297,343
incyte corp	-304,113
fidelity comwlth tr	-218,263
palantir technologies inc	-398,693
broadcom inc	-685,278
shopify inc	-279,283

Family Investment Center, Inc. got rid off the above stocks

Sector Distribution

Family Investment Center, Inc. has about 97.3% of it's holdings in Others sector.

Sector	%
Others	97.3

Market Cap. Distribution

Family Investment Center, Inc. has about 1.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.3
MEGA-CAP	1.8

Stocks belong to which Index?

About 2.6% of the stocks held by Family Investment Center, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	97.4
S&P 500	2.6

Top 5 Winners (%)		%
XOM	exxon mobil corp	38.6 %
WDC	western digital corp	38.6 %
CVX	chevron corporation	35.0 %
	ge vernova inc	27.4 %
MU	micron technology inc	12.3 %

Top 5 Winners ($)		$
AEMB	american centy etf tr	1.3 M
AEMB	american centy etf tr	0.9 M
FNDA	schwab strategic tr	0.8 M
DFAC	dimensional etf trust	0.7 M
CSD	invesco exchange traded fd t	0.7 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-19.8 %
TSLA	tesla inc	-15.5 %
F	ford mtr co	-11.9 %
IJR	ishares tr	-9.9 %
IJR	ishares tr	-8.2 %

Top 5 Losers ($)		$
CGW	invesco exch traded fd tr ii	-2.7 M
BOND	pimco etf tr	-1.0 M
BUYZ	franklin templeton etf tr	-0.8 M
BIV	vanguard bd index fds	-0.7 M
VIG	vanguard specialized funds	-0.3 M

Family Investment Center, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Family Investment Center, Inc.

Family Investment Center, Inc. has 91 stocks in it's portfolio. About 72% of the portfolio is in top 10 stocks. CGW proved to be the most loss making stock for the portfolio. AEMB was the most profitable stock for Family Investment Center, Inc. last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.41	8,442	2,142,430	reduced	-5.8

AAXJ	ishares tr	0.06	2,723	289,078	unchanged	0.00

ACSI	tidal trust i	8.34	1,196,980	43,354,800	added	32.4

ADBE	adobe inc	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	7.45	456,402	38,721,100	added	87.02

AEMB	american centy etf tr	2.79	131,416	14,517,600	reduced	-23.5

AEMB	american centy etf tr	2.30	160,917	11,936,800	new

AEMB	american centy etf tr	0.09	5,463	440,222	added	0.91

AGT	ishares tr	0.04	4,290	214,674	reduced	-10.51

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.05	1,343	279,707	reduced	-40.58

AOA	ishares tr	0.00	0.00	0.00	sold off	-100

APP	applovin corp	0.00	0.00	0.00	sold off	-100

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

BA	boeing co	0.06	1,676	333,574	reduced	-5.9

BBAX	j p morgan exchange traded f	4.98	511,390	25,881,400	added	29.61

BBAX	j p morgan exchange traded f	4.00	274,475	20,788,700	reduced	-2.54

BBAX	j p morgan exchange traded f	0.12	12,903	645,021	added	10.25

BIL	spdr series trust	0.83	35,905	4,310,420	reduced	-0.43

BIV	vanguard bd index fds	14.36	966,958	74,629,900	added	2.24