13F Insight
DOSSIER · 13F-HR · Q1 2026

Family Management Corp

$834M in tracked AUM across 305 positions as of Q1 2026.

FM
CIK 0001539947 · last filed Mar 31, 2026
Total AUM
$834M
as of Q1 2026
Holdings
305
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Family Management Corp filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MINT
PIMCO ETF TR
$45M447K5.4%02
DSCO
DOUBLELINE ETF TRUST
$42M1.7M5.0%03
SPY
STATE STR SPDR S&P 500 ETF T
$38M59K4.6%04
SHV
ISHARES TR
$34M310K4.1%05
FLXR
TCW ETF TRUST
$31M790K3.7%06
QUAL
ISHARES TR
$30M155K3.6%07
NVDA
NVIDIA CORPORATION
$29M166K3.5%08
AAPL
APPLE INC
$29M114K3.5%09
GOOGL
ALPHABET INC
$25M86K3.0%10
MSFT
MICROSOFT CORP
$20M55K2.4%

Filing history

2026Q1Mar 31
$834M▲ 5.4%
305 positionsView →2025Q4Dec 31
$791M▲ 8.8%
284 positionsView →2025Q3Sep 30
$727M▲ 8.8%
264 positionsView →2025Q2Jun 30
$668M▲ 9.2%
230 positionsLocked2025Q1Mar 31
$612M▼ 1.7%
220 positionsLocked2024Q4Dec 31
$622M▲ 2.8%
199 positionsLocked2024Q3Sep 30
$606M▲ 6.4%
190 positionsLocked2024Q2Jun 30
$569M▲ 4.8%
177 positionsLocked2024Q1Mar 31
$543M▲ 12.8%
179 positionsLocked2023Q4Dec 31
$482M▲ 9.4%
165 positionsLocked2023Q3Sep 30
$440M▼ 3.6%
157 positionsLocked2023Q2Jun 30
$457M▲ 5.2%
162 positionsLocked
Showing 12 of 54