Family Investment Center, Inc.

Q1 2026 13F-HR Holdings

Location
Saint Joseph, MO
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$519,609
Net value change ($000)
+24,411 (4.9%)
New positions
10
Sold out positions
16
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVDE 18,632 92.7%
DFEV 16,725 458.1%
AVMV 11,937 NEW
RISR 10,710 32.8%
XSMO 7,918 NEW
JPST 5,910 29.6%
PYLD 2,468 4.6%
IGE 1,034 NEW
BIV 973 1.3%
SCHD 697 10.9%
Top Reduces (Value $000, Stocks/ETFs)
XMHQ -12,584 -86.2%
FLIN -10,941 -96.0%
FLJH -8,938 -87.3%
SPHQ -7,664 -16.4%
SPMO -4,624 -10.3%
AVUV -3,001 -17.1%
AVGO -685 -100.0%
VIG -681 -4.4%
GOOGL -585 -71.0%
MU -475 -59.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type