§ 13F · FUND PROFILE
Family Management Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $727.4T (13F)Positions · 264Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$59.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MINT | PIMCO ETF TR | 447K | $44.9T | 5.7% | −17% |
| 2 | SHV | ISHARES TR | 301K | $33.1T | 4.2% | −9% |
| 3 | NVDA | NVIDIA CORPORATION | 176K | $32.9T | 4.2% | — |
| 4 | QUAL | ISHARES TR | 162K | $32.2T | 4.1% | +8% |
| 5 | AAPL | APPLE INC | 115K | $31.1T | 3.9% | +8% |
| 6 | SPY | SPDR S&P 500 ETF TR | 44K | $29.8T | 3.8% | +6% |
| 7 | MSFT | MICROSOFT CORP | 50K | $24.2T | 3.1% | — |
| 8 | GOOGL | ALPHABET INC | 70K | $22.0T | 2.8% | +1% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 94K | $20.6T | 2.6% | −1% |
| 10 | PYLD | PIMCO ETF TR | 677K | $18.1T | 2.3% | +68% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FAMILY SIGNAL
AC read
Family Management Corp is a Other fund managing $727445.7 trillion in assets. The fund runs a broad portfolio of 264 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed