13F Insight
DOSSIER · 13F-HR · Q2 2025

Family Firm, Inc.

Family Firm's holding co. based in Omaha, NE — $415M in tracked AUM across 87 positions as of Q2 2025.

FF
Family Firm·Omaha, NE·Holding Co.
CIK 0001602603 · last filed Jun 30, 2025
Total AUM
$415M
▲ 2.9%
vs prior
Holdings
87
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q2 2025 · 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
01
IWV
ISHARES RUSSELL 3000 ETF
$65M184K15.6%
02
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$39M677K9.3%
03
BND
VANGUARD TOTAL BOND MARKET ETF
$24M321K5.7%
04
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
$15M149K3.7%
05
IVV
ISHARES CORE S&P 500 ETF
$15M24K3.7%
06
IGE
ISHARES NORTH AMERICAN NATURAL RESOURCES ETF
$14M317K3.4%
07
VTHR
VANGUARD RUSSELL 3000 ETF
$11M42K2.7%
08
SCHB
SCHWAB U S BROAD MARKET ETF
$11M442K2.5%
09
TIP
ISHARES TIPS BOND ETF
$10M88K2.3%
10
FLTR
VANECK IG FLOATING RATE ETF
$8M318K2.0%

Filing history

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