§ 13F · FUND PROFILE
Family Management Corp.
AUM · $721M (13F)Positions · 257Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$90M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VBIL | VANGUARD INSTL INDEX FD | 639K | $48M | 5.0% | NEW |
| 2 | DSCO | DOUBLELINE ETF TRUST | 1.60M | $40M | 4.1% | −5% |
| 3 | MINT | PIMCO ETF TR | 389K | $39M | 4.0% | −13% |
| 4 | AAPL | APPLE INC | 135K | $39M | 4.0% | +19% |
| 5 | NVDA | NVIDIA CORPORATION | 188K | $38M | 3.9% | +13% |
| 6 | FLXR | TCW ETF TRUST | 873K | $34M | 3.5% | +11% |
| 7 | QUAL | ISHARES TR | 149K | $33M | 3.4% | −4% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 43K | $32M | 3.3% | −27% |
| 9 | GOOGL | ALPHABET INC | 88K | $31M | 3.2% | +1% |
| 10 | SHV | ISHARES TR | 269K | $30M | 3.0% | −13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family Management Corp is a Other fund managing $721 million in assets. The fund runs a broad portfolio of 257 positions.
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