Family Investment Center, Inc.

Q4 2025 13F-HR Holdings

Location
Saint Joseph, MO
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
97
Total value ($000)
$495,198
Net value change ($000)
+13,632 (2.8%)
New positions
10
Sold out positions
15
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/24/2026 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)
BIV 5,102 7.4%
PYLD 3,257 6.5%
AVDE 1,511 8.1%
RISR 1,504 4.8%
SPHQ 1,196 2.6%
GOOGL 824 NEW
JPST 737 3.8%
LLY 446 NEW
VYMI 433 3.5%
FLIN 426 3.9%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -622 -100.0%
BABA -528 -100.0%
SCHD -523 -7.6%
META -520 -100.0%
COST -454 -100.0%
LONZ -356 -59.4%
AMGN -279 -100.0%
VPLS -258 -100.0%
COIN -250 -100.0%
LDOS -248 -100.0%
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