13F Insight
DOSSIER · 13F-HR · Q2 2026

Family Management Corp

$975M in tracked AUM across 324 positions as of Q2 2026.

FM
CIK 0001539947 · last filed Jun 30, 2026
Total AUM
$975M
as of Q2 2026
Holdings
324
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Family Management Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VBIL
VANGUARD INSTL INDEX FD
$48M639K5.0%02
DSCO
DOUBLELINE ETF TRUST
$40M1.6M4.1%03
MINT
PIMCO ETF TR
$39M389K4.0%04
AAPL
APPLE INC
$39M135K4.0%05
NVDA
NVIDIA CORPORATION
$38M188K3.9%06
FLXR
TCW ETF TRUST
$34M873K3.5%07
QUAL
ISHARES TR
$33M149K3.4%08
SPY
STATE STR SPDR S&P 500 ETF T
$32M43K3.3%09
GOOGL
ALPHABET INC
$31M88K3.2%10
QQQ
INVESCO QQQ TR
$31M42K3.2%

Filing history

2026Q2Jun 30
$975M▲ 16.9%
324 positionsView →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 positionsLocked
Showing 12 of 55