DOSSIER · 13F-HR · Q2 2025

Family Firm, Inc.

$415M in tracked AUM across 87 positions as of Q2 2025.

FF
CIK 0001602603 · last filed Jun 30, 2025
Total AUM
$415M
as of Q2 2025
Holdings
87
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

Family Firm, Inc. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q2Jun 30
$415M 327.3%
87 positionsLocked
2025Q1Mar 31
$97M 78.4%
65 positionsLocked
2024Q4Dec 31
$450M 1.6%
212 positionsLocked
2024Q3Sep 30
$457M 1.8%
211 positionsLocked
2024Q2Jun 30
$448M 9.3%
892 positionsLocked
2024Q1Mar 31
$410M 5.9%
196 positionsLocked
2023Q4Dec 31
$388M 8.8%
188 positionsLocked
2023Q3Sep 30
$356M 5.9%
174 positionsLocked
2023Q2Jun 30
$378M 4.8%
184 positionsLocked
2023Q1Mar 31
$361M 5.6%
180 positionsLocked
2022Q4Dec 31
$342M 11.4%
178 positionsLocked
2022Q3Sep 30
$386M 0.1%
180 positionsLocked
Showing 12 of 40