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 Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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