Family Manage LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
284
Total value ($000)
$791,306
Net value change ($000)
+63,860 (8.8%)
New positions
64
Sold out positions
36
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FLXR 15,575 NEW
BIL 13,003 501.1%
PYLD 7,258 67.2%
EXPE 6,985 NEW
AVGO 6,911 303.5%
ALLW 5,140 163.9%
GOOGL 5,109 30.2%
AAPL 4,064 15.0%
WFC 3,933 724.3%
MTCH 3,758 NEW
Top Reduces (Value $000, Stocks/ETFs)
MINT -9,343 -17.2%
VICI -5,356 -100.0%
CAH -3,631 -100.0%
SHV -3,567 -9.7%
CALF -3,560 -36.5%
HUM -3,494 -100.0%
FCNCA -3,483 -100.0%
QQQ -3,115 -24.5%
PFE -3,066 -89.6%
MTBA -3,043 -31.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type