Family Firm, Inc. Portfolio Holdings

Family Firm, Inc.

  • $431 Million
  • Q2 2025

Family Firm, Inc. has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $431 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $64.7M, Vanguard Ftse Developed Market with a value of $38.6M, Vanguard Bd Index Fd Inc Total with a value of $23.7M, Berkshire Hathaway Inc Class B with a value of $20.3M, and Ishares Barclays 0 5 Year Tips with a value of $15.3M.

Examining the 13F form we can see an decrease of $13.3M in the current position value, from $445M to 431M.

Below you can find more details about Family Firm, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $431 Million
ETFs: $371 Million
Financial Services: $34.4 Million
Technology: $22 Million
Healthcare: $2.46 Million
Energy: $1.16 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$64.7 Million 15.01% of portfolio
184,423
Q2 2025 Reduced 4.87%
$0
$38.6 Million 8.95% of portfolio
677,075
Q2 2025 Added 0.67%
$0
$23.7 Million 5.49% of portfolio
321,312
Q2 2025 Added 1.7%
$644B
$20.3 Million 4.71% of portfolio
41,862
Q2 2025 Added 1,462.01%
$0
$15.3 Million 3.55% of portfolio
148,850
Q2 2025 Added 1.35%
$0
$15.2 Million 3.52% of portfolio
24,429
Q2 2025 Reduced 0.14%
$0
$14 Million 3.25% of portfolio
316,622
Q2 2025 Added 3.35%
$0
$11.4 Million 2.64% of portfolio
41,713
Q2 2025 Added 3.59%
$0
$10.5 Million 2.44% of portfolio
441,861
Q2 2025 Added 2.97%
$0
$9.69 Million 2.25% of portfolio
88,034
Q2 2025 Reduced 0.77%
$0
$8.12 Million 1.88% of portfolio
318,269
Q2 2025 Added 0.19%
$443B
$8.01 Million 1.86% of portfolio
50,709
Q2 2025 Reduced 3.6%
$0
$7.56 Million 1.75% of portfolio
75,954
Q2 2025 Added 3.7%
$0
$7.43 Million 1.72% of portfolio
172,309
Q2 2025 Added 0.52%
$3.76T
$7.38 Million 1.71% of portfolio
35,965
Q2 2025 Added 0.03%
$0
$6.51 Million 1.51% of portfolio
72,816
Q2 2025 Added 1.05%
$0
$6.01 Million 1.39% of portfolio
67,538
Q2 2025 Reduced 1.97%
$0
$6.01 Million 1.39% of portfolio
60,626
Q2 2025 Added 8.08%
$146B
$5.87 Million 1.36% of portfolio
21,298
Q2 2025 Reduced 6.77%
$0
$5.84 Million 1.35% of portfolio
146,472
Q2 2025 Added 4.75%
$0
$5.35 Million 1.24% of portfolio
48,576
Q2 2025 Added 0.1%
$0
$5.25 Million 1.22% of portfolio
39,065
Q2 2025 Added 2.24%
$0
$4.91 Million 1.14% of portfolio
122,426
Q2 2025 Added 1.07%
$0
$4.86 Million 1.13% of portfolio
79,464
Q2 2025 Added 0.17%
$0
$4.64 Million 1.07% of portfolio
117,971
Q2 2025 Added 0.87%
$0
$4.64 Million 1.07% of portfolio
24,571
Q2 2025 Reduced 0.85%
$0
$3.69 Million 0.86% of portfolio
27,764
Q2 2025 Added 2.89%
$0
$3.64 Million 0.84% of portfolio
10,733
Q2 2025 Reduced 1.37%
$0
$3.59 Million 0.83% of portfolio
32,851
Q2 2025 Added 3.52%
$0
$3.43 Million 0.8% of portfolio
54,223
Q2 2025 Reduced 5.17%
$0
$3.27 Million 0.76% of portfolio
27,489
Q2 2025 Reduced 4.44%
$0
$3.18 Million 0.74% of portfolio
217,772
Q2 2025 Reduced 0.55%
$69B
$3.16 Million 0.73% of portfolio
29,933
Q2 2025 Added 0.01%
$0
$2.97 Million 0.69% of portfolio
61,501
Q2 2025 Reduced 0.91%
$0
$2.82 Million 0.65% of portfolio
29,490
Q2 2025 Added 0.04%
$0
$2.78 Million 0.64% of portfolio
109,874
Q2 2025 Added 0.39%
$0
$2.69 Million 0.62% of portfolio
31,367
Q2 2025 Reduced 1.66%
$0
$2.63 Million 0.61% of portfolio
284,626
Q2 2025 Reduced 1.31%
$0
$2.6 Million 0.6% of portfolio
114,621
Q2 2025 Added 0.18%
$0
$2.58 Million 0.6% of portfolio
31,169
Q2 2025 Added 6.19%
$12.6B
$2.46 Million 0.57% of portfolio
20,077
Q2 2025 Reduced 38.1%
$0
$2.33 Million 0.54% of portfolio
34,714
Q2 2025 Reduced 0.48%
$0
$2.34 Million 0.54% of portfolio
22,364
Q2 2025 Added 0.52%
$0
$2.34 Million 0.54% of portfolio
18,325
Q2 2025 Added 4.59%
$0
$2.35 Million 0.54% of portfolio
241,256
Q2 2025 Added 5.28%
$0
$2.32 Million 0.54% of portfolio
18,734
Q2 2025 Reduced 4.58%
$0
$2.28 Million 0.53% of portfolio
24,740
Q2 2025 Reduced 3.77%
$0
$2.23 Million 0.52% of portfolio
26,703
Q2 2025 Added 24.09%
$0
$2.13 Million 0.49% of portfolio
130,782
Q2 2025 Added 3.73%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $431 Million
  • Prior Value $445 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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