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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IWV Ishares Russell 3000 ETF ETFs	$0	$64.7 Million 15.01% of portfolio	184,423	Q2 2025 Reduced 4.87%
VEA Vanguard Ftse Developed Market ETFs	$0	$38.6 Million 8.95% of portfolio	677,075	Q2 2025 Added 0.67%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$23.7 Million 5.49% of portfolio	321,312	Q2 2025 Added 1.7%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$15.3 Million 3.55% of portfolio	148,850	Q2 2025 Added 1.35%
IVV Ishares Core S&P 500 ETF ETFs	$0	$15.2 Million 3.52% of portfolio	24,429	Q2 2025 Reduced 0.14%
IGE Ishares Tr North Amern Nat Res ETFs	$0	$14 Million 3.25% of portfolio	316,622	Q2 2025 Added 3.35%
VTHR Vanguard Russell 3000 ETF ETFs	$0	$11.4 Million 2.64% of portfolio	41,713	Q2 2025 Added 3.59%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$10.5 Million 2.44% of portfolio	441,861	Q2 2025 Added 2.97%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$9.69 Million 2.25% of portfolio	88,034	Q2 2025 Reduced 0.77%
FLTR Vaneck ETF Tr Investment Grade ETFs	$0	$8.12 Million 1.88% of portfolio	318,269	Q2 2025 Added 0.19%
IJS Ishares S&P Smallcap 600 Value ETFs	$0	$7.56 Million 1.75% of portfolio	75,954	Q2 2025 Added 3.7%
IGOV Ishares 1 3 International Trea ETFs	$0	$7.43 Million 1.72% of portfolio	172,309	Q2 2025 Added 0.52%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$6.51 Million 1.51% of portfolio	72,816	Q2 2025 Added 1.05%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$6.2 Million 1.44% of portfolio	125,288	Q2 2025 Reduced 0.14%
VNQ Vanguard Specialized Funds Van ETFs	$0	$6.01 Million 1.39% of portfolio	67,538	Q2 2025 Reduced 1.97%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$6.01 Million 1.39% of portfolio	60,626	Q2 2025 Added 8.08%
WIP Spdr Ser Tr Ftse Intl Govt Inf ETFs	$0	$5.84 Million 1.35% of portfolio	146,472	Q2 2025 Added 4.75%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$5.35 Million 1.24% of portfolio	48,576	Q2 2025 Added 0.1%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$5.25 Million 1.22% of portfolio	39,065	Q2 2025 Added 2.24%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$4.91 Million 1.14% of portfolio	122,426	Q2 2025 Added 1.07%
ICF Ishares Tr ETFs	$0	$4.86 Million 1.13% of portfolio	79,464	Q2 2025 Added 0.17%
IXC Ishares Tr Global Energy ETF ETFs	$0	$4.64 Million 1.07% of portfolio	117,971	Q2 2025 Added 0.87%
VOOV Vanguard S&P 500 Value ETF ETFs	$0	$4.64 Million 1.07% of portfolio	24,571	Q2 2025 Reduced 0.85%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$3.69 Million 0.86% of portfolio	27,764	Q2 2025 Added 2.89%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$3.64 Million 0.84% of portfolio	10,733	Q2 2025 Reduced 1.37%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$3.59 Million 0.83% of portfolio	32,851	Q2 2025 Added 3.52%
IEV Ishares Tr Europe ETF ETFs	$0	$3.43 Million 0.8% of portfolio	54,223	Q2 2025 Reduced 5.17%
VDE Vanguard Energy ETF ETFs	$0	$3.27 Million 0.76% of portfolio	27,489	Q2 2025 Reduced 4.44%
EEM Ishares Msci Emerging Markets ETFs	$0	$2.97 Million 0.69% of portfolio	61,501	Q2 2025 Reduced 0.91%
IEF Ishares Barclays ETFs	$0	$2.82 Million 0.65% of portfolio	29,490	Q2 2025 Added 0.04%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$2.78 Million 0.64% of portfolio	109,874	Q2 2025 Added 0.39%
IYG Ishares Tr ETFs	$0	$2.69 Million 0.62% of portfolio	31,367	Q2 2025 Reduced 1.66%
IFGL Ishares International Develope ETFs	$0	$2.6 Million 0.6% of portfolio	114,621	Q2 2025 Added 0.18%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.58 Million 0.6% of portfolio	31,169	Q2 2025 Added 6.19%
XME Spdr Ser Tr Spdr S&P Metals & ETFs	$0	$2.33 Million 0.54% of portfolio	34,714	Q2 2025 Reduced 0.48%
IDU Ishares Tr U S Utils ETF ETFs	$0	$2.34 Million 0.54% of portfolio	22,364	Q2 2025 Added 0.52%
IWC Russell Micro Cap ETF ETFs	$0	$2.34 Million 0.54% of portfolio	18,325	Q2 2025 Added 4.59%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$2.32 Million 0.54% of portfolio	18,734	Q2 2025 Reduced 4.58%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$2.28 Million 0.53% of portfolio	24,740	Q2 2025 Reduced 3.77%
IEFA Ishares Tr ETFs	$0	$2.23 Million 0.52% of portfolio	26,703	Q2 2025 Added 24.09%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$2.13 Million 0.49% of portfolio	92,479	Q2 2025 Added 1.99%
IVE Ishares S&P 500 Value ETF ETFs	$0	$2.04 Million 0.47% of portfolio	10,457	Q2 2025 Reduced 0.08%
IUSG Ishares Core S&P U.S Growth Et ETFs	$0	$1.98 Million 0.46% of portfolio	13,193	Q2 2025 Added 0.07%
XLE Energy Sector Spdr ETFs	$0	$2 Million 0.46% of portfolio	23,605	Q2 2025 Reduced 0.33%
IXJ Ishares Global Healthcare ETF ETFs	$0	$1.93 Million 0.45% of portfolio	22,381	Q2 2025 Added 4.46%
RING Ishares Inc Msci Global Gold M ETFs	$0	$1.95 Million 0.45% of portfolio	44,655	Q2 2025 Reduced 1.12%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$1.73 Million 0.4% of portfolio	23,841	Q2 2025 Reduced 4.0%
IGM Ishares Expanded Tech Sector E ETFs	$0	$1.74 Million 0.4% of portfolio	15,509	Q2 2025 Added 12.18%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$1.66 Million 0.39% of portfolio	26,815	Q2 2025 Added 1.19%
IAT Ishares Tr ETFs	$0	$1.66 Million 0.39% of portfolio	33,536	Q2 2025 Added 11.21%

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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