Family Investment Center, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $395 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Inter with a value of $54.1M, Invesco ETF Tr Ii S&P 500 Mome with a value of $47.7M, Invesco Exchange Traded Fd Tr with a value of $43.7M, Tidal ETF Tr Foliobeyond Risin with a value of $29.2M, and J P Morgan Exchg Traded Fd Tr with a value of $22M.

Examining the 13F form we can see an increase of $32.3M in the current position value, from $362M to 395M.

Family Investment Center, Inc. is based out at Saint Joseph, MO

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

Portfolio value $395 Million
ETFs: $380 Million
Technology: $5.04 Million
Industrials: $2.28 Million
Communication Services: $1.94 Million
Consumer Cyclical: $1.78 Million
Financial Services: $1.27 Million
Energy: $1.17 Million
Consumer Defensive: $1.1 Million
Other: $429,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $395 Million
  • Prior Value $362 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 21 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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