Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Family Management Corp (CIK 1539947) reported $833.9M across 304 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MINT ($45.0M, 5.39%), DBND ($41.8M, 5.01%), SPY ($38.3M, 4.59%), SHV ($34.2M, 4.10%), FLXR ($31.0M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MINT | PIMCO ETF TR | $45.0M | 5.39% | 447,062 | Trimmed |
| 2 | DBND | DOUBLELINE ETF TRUST | $41.8M | 5.01% | 1.7M | New |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $38.3M | 4.59% | 58,886 | Added |
| 4 | SHV | ISHARES TR | $34.2M | 4.10% | 310,017 | Added |
| 5 | FLXR | TCW ETF TRUST | $31.0M | 3.72% | 789,776 | Added |
| 6 | QUAL | ISHARES TR | $29.8M | 3.57% | 155,336 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $29.0M | 3.47% | 166,165 | Trimmed |
| 8 | AAPL | APPLE INC | $28.8M | 3.46% | 113,630 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $24.9M | 2.98% | 86,432 | Added |
| 10 | MSFT | MICROSOFT CORP | $20.4M | 2.45% | 55,128 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $20.0M | 2.40% | 93,105 | Trimmed |
| 12 | PYLD | PIMCO ETF TR | $19.9M | 2.39% | 759,581 | Added |
| 13 | META | META PLATFORMS INC | $14.9M | 1.79% | 26,103 | Added |
| 14 | ITOT | ISHARES TR | $14.5M | 1.73% | 101,495 | Added |
| 15 | AMZN | AMAZON COM INC | $13.5M | 1.62% | 64,743 | Added |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $12.4M | 1.49% | 64,782 | Added |
| 17 | GSLC | GOLDMAN SACHS ETF TR | $12.4M | 1.49% | 99,052 | Added |
| 18 | VTV | VANGUARD INDEX FDS | $10.8M | 1.30% | 55,154 | Added |
| 19 | AVGO | BROADCOM INC | $9.5M | 1.14% | 30,644 | Added |
| 20 | ALLW | SSGA ACTIVE TR | $9.1M | 1.10% | 316,581 | Added |
| 21 | IWY | ISHARES TR | $8.6M | 1.03% | 34,423 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $7.5M | 0.89% | 30,496 | Trimmed |
| 23 | QQQ | INVESCO QQQ TR | $6.9M | 0.83% | 12,021 | Trimmed |
| 24 | BINC | BLACKROCK ETF TRUST II | $6.9M | 0.82% | 132,015 | Added |
| 25 | AXP | AMERICAN EXPRESS CO | $6.7M | 0.81% | 22,215 | Added |
Source: SEC Form 13F filings · as of 2026-03-31