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Showing Q2 2025 data
Family Firm, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Family Firm, Inc.
•CIK: 1602603•Filing: Q2 2025
**Family Firm, Inc.** manages $415M across a diversified portfolio of 87 positions. The fund exhibits a notable allocation to broad market indices and fixed income, with top holdings including IWV at $64.7M and VEA at $38.6M. Significant exposure is also maintained in core fixed-income assets, evidenced by $23.7M in BND and $9.7M in TIP. This positioning suggests a strategy focused on capturing broad market beta while maintaining defensive ballast through high-quality debt instruments.
Total AUM
$414.9M
QoQ Performance
-7.3%
Positions
87
Top 10 Concentration
50.9%
Latest Filing
Q2 2025
Top Holdings Allocation
IWV
VEA
BND
IWV15.6%
VEA9.3%
BND5.7%
STIP3.7%
IVV3.7%
IGE3.4%
VTHR2.7%
SCHB2.5%
📈 Biggest Buys
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+1462.0%
0.3% of portfolio
IGE
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF
+3.4%
3.4% of portfolio
AGG
ISHARES CORE U S AGGREGATE BOND ETF
+8.1%
1.4% of portfolio
IEFA
ISHARES CORE MSCI EAFE ETF
+24.1%
0.5% of portfolio
BND
VANGUARD TOTAL BOND MARKET ETF
+1.7%
5.7% of portfolio
📉 Biggest Sells
Sector Breakdown
Other90.2%
Technology5.5%
ETF3.7%
Financial0.3%
Energy0.3%
🚪 Exited Positionssold since Q1 2025
+122 more exited positions
Changes from Q1 2025
↑55 increased
↓31 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023