13F Insight
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
43
43
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. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$415M▲ 327.3%
87 positionsLocked2025Q1Mar 31
$97M▼ 78.4%
65 positionsLocked2024Q4Dec 31
$450M▼ 1.6%
212 positionsLocked2024Q3Sep 30
$457M▲ 1.8%
211 positionsLocked2024Q2Jun 30
$448M▲ 9.3%
892 positionsLocked2024Q1Mar 31
$410M▲ 5.9%
196 positionsLocked2023Q4Dec 31
$388M▲ 8.8%
188 positionsLocked2023Q3Sep 30
$356M▼ 5.9%
174 positionsLocked2023Q2Jun 30
$378M▲ 4.8%
184 positionsLocked2023Q1Mar 31
$361M▲ 5.6%
180 positionsLocked2022Q4Dec 31
$342M▼ 11.4%
178 positionsLocked2022Q3Sep 30
$386M▼ 0.1%
180 positionsLocked
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