Family Firm, Inc.

CIK 1602603 · View on SEC EDGAR ↗

Portfolio value
$414.9M
#4,269 of 9,443 by 13F value · top 45.2%
Positions
87
As of
June 30, 2025 Data as of Q2 2025

Portfolio value QoQ: -7.3% 13F does not disclose cash

Top 10 holdings weight
50.90%
Top 25 holdings weight
73.03%
Positions above 1%
26
Effective number of positions
21.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2025: 1.62% Est. buys $6,975,920 · sells $65,676,375

New positions
0
Increased
55
Decreased
31
Closed
127
On this page

Sector breakdown

Technology
5.4%
Financials
0.8%
Health Care
0.6%
Energy
0.3%
Communications
0.2%
Other/Unmapped
92.8%

Full portfolio 87 positions

Type Streak 8Q trend
IWV $64,732,325 15.60% 184,423 $3,154,448 Down ×2
VEA $38,600,045 9.30% 677,075 $4,414,058 Up ×1
BND Vanguard Total Bond Market ETF $23,658,235 5.70% 321,312 $453,312 Up ×1
STIP $15,318,200 3.69% 148,850 $121,770 Up ×2
IVV $15,168,073 3.66% 24,429 $1,421,693 Down ×1
IGE $14,010,531 3.38% 316,622 $80,682 Up ×1
VTHR Vanguard Russell 3000 ETF $11,377,158 2.74% 41,713 $1,440,394 Up ×2
SCHB $10,529,545 2.54% 441,861 $1,290,401 Up ×1
TIP $9,687,258 2.33% 88,034 $-168,353 Down ×2
FLTR $8,115,867 1.96% 318,269 $-658 Up ×1
NVDA NVIDIA Corporation - Common Stock $8,011,568 1.93% 50,709 $2,310,590 Down ×2
IJS $7,556,624 1.82% 75,954 $416,964 Up ×1
IGOV iShares International Treasury Bond ETF $7,426,534 1.79% 172,309 $669,552 Up ×2
AAPL Apple Inc. - Common Stock $7,378,878 1.78% 35,965 $-607,616 Up ×2
EFA $6,509,008 1.57% 72,816 $619,447 Up ×1
VWO $6,196,757 1.49% 125,288 $518,149 Down ×1
VNQ $6,014,958 1.45% 67,538 $-222,491 Down ×2
AGG $6,014,131 1.45% 60,626 $465,266 Up ×2
AVGO Broadcom Inc. - Common Stock $5,870,735 1.41% 21,298 $2,045,850 Down ×1
WIP $5,841,320 1.41% 146,472 $597,356 Up ×1
IVW $5,348,223 1.29% 48,576 $843,471 Up ×1
VSS $5,249,901 1.27% 39,065 $832,951 Up ×1
TOTL $4,910,502 1.18% 122,426 $30,062 Up ×1
ICF $4,860,028 1.17% 79,464 $-21,163 Up ×2
VOOV $4,636,849 1.12% 24,571 $72,408 Down ×1
IXC $4,635,070 1.12% 117,971 $-285,049 Up ×1
IJT iShares S&P SmallCap 600 Growth ETF $3,693,696 0.89% 27,764 $334,056 Up ×2
IWB $3,644,659 0.88% 10,733 $306,743 Down ×1
IJR $3,590,340 0.87% 32,851 $271,866 Up ×1
IEV $3,429,587 0.83% 54,223 $101,622 Down ×2
VDE $3,274,529 0.79% 27,489 $-456,560 Down ×2
EMF Templeton Emerging Markets Fund Common Stock $3,177,290 0.77% 217,772 $363,446 Down ×2
AFL AFLAC Incorporated Common Stock $3,156,773 0.76% 29,933 $-171,227 Up ×2
EEM $2,966,830 0.71% 61,501 $254,615 Down ×1
IEF iShares 7-10 Year Treasury Bond ETF $2,824,287 0.68% 29,490 $12,849 Up ×1
SCHA $2,779,813 0.67% 109,874 $215,495 Up ×1
IYG $2,684,996 0.65% 31,367 $179,372 Down ×2
IFGL iShares International Developed Real Estate ETF $2,604,182 0.63% 114,621 $346,758 Up ×1
SHY iShares 1-3 Year Treasury Bond ETF $2,482,037 0.60% 31,169 $53,793 Up ×2
EHC Encompass Health Corporation Common Stock $2,462,043 0.59% 20,077 $-822,873 Down ×1
BHK Blackrock Core Bond Trust $2,345,008 0.57% 241,256 $-141,319 Up ×2
IWC $2,339,313 0.56% 18,325 $396,024 Up ×1
IDU $2,338,566 0.56% 22,364 $82,177 Up ×1
XME XME $2,333,471 0.56% 34,714 $380,431 Down ×2
IJJ $2,315,098 0.56% 18,734 $-35,686 Down ×2
BOND PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund $2,280,525 0.55% 24,740 $-96,884 Down ×2
RMT Royce Micro-Cap Trust, Inc. Common Stock $2,240,426 0.54% 284,626 $162,542 Down ×2
IEFA $2,229,130 0.54% 26,703 $601,207 Up ×2
FFC Flaherty & Crumrine Preferred and Income Securities Fund Incorporated $2,130,436 0.51% 130,782 $122,055 Up ×2
GOVT $2,125,179 0.51% 92,479 $41,008 Up ×2
FAX $2,085,197 0.50% 130,980 $696 Down ×1
IVE $2,043,525 0.49% 10,457 $49,129 Down ×1
XLE XLE $2,001,949 0.48% 23,605 $-211,298 Down ×2
IUSG iShares Core S&P U.S. Growth ETF $1,984,267 0.48% 13,193 $308,812 Up ×2
RING iShares MSCI Global Gold Miners ETF $1,955,001 0.47% 44,655 $222,651 Down ×1
IXJ $1,926,811 0.46% 22,381 $-27,232 Up ×2
IGM $1,742,257 0.42% 15,509 $488,700 Up ×2
SCZ iShares MSCI EAFE Small-Cap ETF $1,732,799 0.42% 23,841 $155,068 Down ×1
IJH $1,663,096 0.40% 26,815 $116,841 Up ×1
IAT $1,661,730 0.40% 33,536 $255,582 Up ×2
IBB IBB $1,620,492 0.39% 12,809 $39,093 Up ×2
IJK $1,512,439 0.36% 16,624 $136,636 Up ×2
TLT iShares 20+ Year Treasury Bond ETF $1,473,589 0.36% 18,338 $147,718 Up ×2
PICK $1,393,588 0.34% 37,064 $157,847 Up ×2
BRKB $1,341,045 0.32% 41,862 $-86,269 Up ×1
ISHG iShares 1-3 Year International Treasury Bond ETF $1,311,159 0.32% 17,126 $104,852 Down ×2
EWC $1,299,252 0.31% 28,122 $133,596 Down ×2
PBW $1,186,411 0.29% 59,559 $193,902 Down ×1
XOM Exxon Mobil Corporation Common Stock $1,158,376 0.28% 10,746 $-159,009 Down ×1
LRCX Lam Research Corporation - Common Stock $1,052,013 0.25% 10,808 $269,231 Up ×2
ITB $947,237 0.23% 10,167 $95,029 Up ×2
JPXN $943,066 0.23% 11,771 $19,936 Down ×2
VGK $938,424 0.23% 12,109 $99,766 Up ×2
EWZ $814,842 0.20% 28,244 $88,530 Up ×1
ILF $797,655 0.19% 30,433 $92,048 Up ×1
IYE $743,723 0.18% 16,447 $-64,193 Up ×2
CSCO Cisco Systems, Inc. - Common Stock $710,629 0.17% 10,243 $79,537 Up ×2
JQC Nuveen Credit Strategies Income Fund Shares of Beneficial Interest $668,635 0.16% 124,051 $19,807 Up ×2
TAN $522,347 0.13% 15,247 $48,838 Down ×1
EWU $460,264 0.11% 11,588 $-49,133 Down ×1
VEGI $433,567 0.10% 10,772 $36,847 Up ×2
IYZ $430,048 0.10% 14,441 $36,065 Up ×1
SCHF $395,978 0.10% 17,918 $123,798 Up ×1
EWA $343,290 0.08% 13,043 $51,937 Up ×1
IEZ $227,768 0.05% 13,422 $-32,820 Up ×2
PEY Invesco High Yield Equity Dividend Achievers ETF $215,040 0.05% 10,536 $-11,168
SABA Saba Capital Income & Opportunities Fund II Shares of Beneficial Interest $105,247 0.03% 11,452 $7,543 Up ×2

Top movers (QoQ)

Security Action Shares Δ Value Δ
VEA Bought more +5K +$4.4M
IWV Trimmed -9K +$3.2M
NVDA Trimmed -2K +$2.3M
AVGO Trimmed -2K +$2.0M
VTHR Bought more +1K +$1.4M
IVV Trimmed -35 +$1.4M
SCHB Bought more +13K +$1.3M
IVW Bought more +49 +$843K
VSS Bought more +856 +$833K
EHC Trimmed -12K -$823K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
VTI June 30, 2025 6,184 $1,699,712 No longer tracked
IWM June 30, 2025 7,558 $1,507,842 No longer tracked
MSFT June 30, 2025 3,998 $1,500,792 -3.1%
COST June 30, 2025 1,547 $1,463,503 -4.7%
VBR June 30, 2025 7,578 $1,411,718 No longer tracked
IWN June 30, 2025 8,806 $1,329,504 No longer tracked
JPM June 30, 2025 4,648 $1,140,095 22.6%
VB June 30, 2025 5,008 $1,110,515 No longer tracked
ABBV June 30, 2025 4,922 $1,031,229 42.1%
GOOGL June 30, 2025 6,233 $963,886 94.1%
XLY June 30, 2025 4,779 $943,647 No longer tracked
LLY June 30, 2025 1,068 $881,853 60.3%
IBM June 30, 2025 3,384 $841,555 -20.8%
PAYX June 30, 2025 5,152 $794,851 -16.1%
MCK June 30, 2025 1,144 $769,603 16.9%
GPN June 30, 2025 7,236 $708,528 15.7%
VT June 30, 2025 6,044 $700,831 No longer tracked
VBK June 30, 2025 2,766 $696,479 No longer tracked
IHE June 30, 2025 9,691 $683,771 No longer tracked
JXI June 30, 2025 9,460 $653,565 No longer tracked
PEP June 30, 2025 4,281 $641,941 8.0%
AMZN June 30, 2025 3,347 $636,800 17.5%
QCOM June 30, 2025 4,061 $623,753 1.1%
IYM June 30, 2025 4,452 $600,192 No longer tracked
MRK June 30, 2025 6,620 $594,231 91.6%
HD June 30, 2025 1,566 $573,999 -8.5%
XLP June 30, 2025 7,023 $573,576 No longer tracked
JNJ June 30, 2025 3,439 $570,393 74.9%
IXP June 30, 2025 5,716 $554,544 No longer tracked
XBI June 30, 2025 6,797 $551,270 No longer tracked
INTU June 30, 2025 874 $536,457 -54.2%
V June 30, 2025 1,521 $533,076 3.6%
COP June 30, 2025 5,067 $532,096 50.9%
IXG June 30, 2025 4,993 $514,395 No longer tracked
XLV June 30, 2025 3,446 $503,170 No longer tracked
WTW June 30, 2025 1,476 $498,814 11.8%
SPY June 30, 2025 877 $490,456 No longer tracked
IWF June 30, 2025 1,355 $489,287 No longer tracked
EFV June 30, 2025 8,253 $486,412 No longer tracked
ADP June 30, 2025 1,578 $482,017 -9.5%
ABT June 30, 2025 3,580 $474,879 -15.9%
XLI June 30, 2025 3,572 $468,205 No longer tracked
BA June 30, 2025 2,744 $468,043 2.4%
CVX June 30, 2025 2,745 $459,205 44.3%
VO June 30, 2025 1,766 $456,834 No longer tracked
MAR June 30, 2025 1,913 $455,568 30.7%
RTX June 30, 2025 3,434 $454,932 45.6%
WFC June 30, 2025 6,080 $436,494 5.6%
PG June 30, 2025 2,543 $433,432 -10.1%
KMB June 30, 2025 3,005 $427,305 -15.9%
XLF June 30, 2025 8,509 $423,837 No longer tracked
UNH June 30, 2025 798 $418,004 24.2%
GHC June 30, 2025 435 $417,974 29.2%
CI June 30, 2025 1,269 $417,340 -16.3%
PHM June 30, 2025 4,042 $415,556 21.5%
YUM June 30, 2025 2,635 $414,717 1.5%
LOW June 30, 2025 1,748 $407,759 -1.9%
QQQ June 30, 2025 814 $381,744
MCD June 30, 2025 1,220 $381,058 -8.1%
CTAS June 30, 2025 1,838 $377,817 -9.0%
VHT June 30, 2025 1,382 $365,865 No longer tracked
IWO June 30, 2025 1,431 $365,765 No longer tracked
BDX June 30, 2025 1,582 $362,268 39.4%
FAST June 30, 2025 4,668 $362,032 21.3%
AMD June 30, 2025 3,514 $361,028 231.8%
SBUX June 30, 2025 3,677 $360,641 13.1%
KO June 30, 2025 4,906 $351,376 28.1%
ODFL June 30, 2025 2,081 $344,285 28.0%
MU June 30, 2025 3,910 $339,736 698.9%
PNC June 30, 2025 1,915 $336,650 30.8%
XLK June 30, 2025 1,621 $334,805 No longer tracked
AXP June 30, 2025 1,234 $331,998 5.1%
GLD June 30, 2025 1,143 $329,344 No longer tracked
GOOG June 30, 2025 2,070 $323,417 91.1%
GDX June 30, 2025 6,991 $321,385 No longer tracked
MLM June 30, 2025 671 $320,782 -3.4%
BLV June 30, 2025 4,516 $317,990 No longer tracked
NOC June 30, 2025 617 $315,713 11.9%
CBRE June 30, 2025 2,402 $314,134 8.6%
UNP June 30, 2025 1,316 $310,808 33.1%
GE June 30, 2025 1,511 $302,455 35.4%
UBER June 30, 2025 4,088 $297,852 -16.2%
MMM June 30, 2025 2,025 $297,461 18.1%
EPP June 30, 2025 6,697 $295,342 No longer tracked
DHI June 30, 2025 2,302 $292,662 15.0%
ETN June 30, 2025 1,074 $291,934 17.9%
TXN June 30, 2025 1,612 $289,719 27.7%
GS June 30, 2025 530 $289,461 44.7%
RF June 30, 2025 13,223 $287,345 29.7%
WMT June 30, 2025 3,218 $282,489 5.5%
BAC June 30, 2025 6,669 $278,278 32.0%
META June 30, 2025 477 $274,813 -25.6%
VXUS June 30, 2025 4,413 $274,016
XLC June 30, 2025 2,783 $268,416 No longer tracked
MO June 30, 2025 4,437 $266,287 13.8%
FDX June 30, 2025 1,084 $264,369 44.9%
IYC June 30, 2025 2,992 $264,299 No longer tracked
ED June 30, 2025 2,337 $258,398 7.6%
EFG June 30, 2025 2,580 $257,978 No longer tracked
IOO June 30, 2025 2,669 $257,017 No longer tracked
ELV June 30, 2025 581 $252,655 2.8%
EIS June 30, 2025 3,265 $242,789 No longer tracked
IYJ June 30, 2025 1,839 $239,449 No longer tracked
ISRG June 30, 2025 480 $237,730 -31.2%
PGR June 30, 2025 834 $236,078 -17.5%
KR June 30, 2025 3,487 $236,008 -20.5%
MCO June 30, 2025 505 $235,209 -0.4%
LIN June 30, 2025 501 $233,502 4.0%
TRV June 30, 2025 878 $232,193 37.0%
CRM March 31, 2025 686 $229,508 -23.4%
ACN June 30, 2025 726 $226,541 -38.9%
AMP June 30, 2025 457 $221,001 4.8%
ORCL June 30, 2025 1,573 $219,867 -33.0%
AMAT June 30, 2025 1,511 $219,210 169.9%
IYK June 30, 2025 3,014 $215,693 No longer tracked
MSI June 30, 2025 488 $213,514 13.5%
MPC June 30, 2025 1,464 $213,229 118.4%
SYY June 30, 2025 2,830 $212,398 11.0%
VOX June 30, 2025 1,423 $211,230 No longer tracked
EWJ June 30, 2025 3,070 $210,467 No longer tracked
DIS June 30, 2025 2,113 $208,546 -13.6%
SHEL June 30, 2025 2,843 $208,335 33.2%
PWR March 31, 2025 655 $207,316 159.2%
VTES June 30, 2025 2,057 $206,740 No longer tracked
SPGI March 31, 2025 414 $206,587 -14.7%
TFC March 31, 2025 4,758 $206,424 23.2%
SHV June 30, 2025 1,846 $203,862
MS June 30, 2025 1,747 $203,790 50.3%
SASR March 31, 2025 6,045 $203,781 No longer tracked
BIV June 30, 2025 2,644 $202,483 No longer tracked
CDNS March 31, 2025 669 $201,008 23.4%
SNV June 30, 2025 4,293 $200,655 No longer tracked
AMGN June 30, 2025 643 $200,395 56.2%