Funds › Family Manage LLC
Family Manage LLC
13F for Q3 2026, filed Nov 13, 2026. 327 positions worth $973.0M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 13, 2026
Reported value
$973.0M
−$1.7M (0.2%) vs Q2 2026
Positions
327
323 in Q2 2026
Top 10 share
37.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Family Manage LLC in the latest 13F quarter?
Using 13F.ai, how has Family Manage LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Family Manage LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 599,740 | $45.4M | 4.7% | -6.1% | 13F ↗ |
| 2 | AAPL Apple Inc. | 130,271 | $43.4M | 4.5% | -3.3% | 13F ↗ |
| 3 | NVDA NVIDIA Corporation | 182,138 | $41.6M | 4.3% | -3.3% | 13F ↗ |
| 4 | Tcw ETF Trust Flexible Income | 1.02M | $38.6M | 4.0% | +16.7% | 13F ↗ |
| 5 | Doubleline ETF Trust Secur Cr Etf | 1.54M | $37.6M | 3.9% | -4.0% | 13F ↗ |
| 6 | Pimco ETF Tr Enhan Shrt Ma Ac | 356,902 | $35.9M | 3.7% | -8.3% | 13F ↗ |
| 7 | GOOGL Alphabet Inc. Class A | 96,407 | $33.2M | 3.4% | +10.1% | 13F ↗ |
| 8 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 43,192 | $32.9M | 3.4% | Unchanged | 13F ↗ |
| 9 | iShares Tr Msci Usa Qlt Fct | 140,581 | $31.2M | 3.2% | -5.7% | 13F ↗ |
| 10 | MSFT Microsoft Corporation | 54,973 | $28.2M | 2.9% | +1.1% | 13F ↗ |
| 11 | Vanguard Specialized Funds Div App Etf | 93,555 | $21.8M | 2.2% | -1.0% | 13F ↗ |
| 12 | Pimco ETF Tr Multisector Bd | 831,808 | $21.1M | 2.2% | +12.5% | 13F ↗ |
| 13 | iShares Tr Trust Ishare 0-1 | 181,333 | $20.0M | 2.1% | -32.6% | 13F ↗ |
| 14 | AMZN Amazon.com, Inc. | 70,720 | $17.6M | 1.8% | +8.1% | 13F ↗ |
| 15 | iShares Tr Core S&P Ttl Stk | 102,378 | $17.0M | 1.7% | +1.4% | 13F ↗ |
| 16 | Vanguard Index Fds Mrngstr Val Etf | 71,881 | $15.5M | 1.6% | +9.3% | 13F ↗ |
| 17 | Goldman Sachs ETF Tr Activebeta Us Lg | 96,957 | $14.1M | 1.4% | -0.3% | 13F ↗ |
| 18 | META Meta Platforms, Inc. | 19,342 | $14.0M | 1.4% | -2.8% | 13F ↗ |
| 19 | AVGO Broadcom Inc. | 38,186 | $13.4M | 1.4% | +13.9% | 13F ↗ |
| 20 | Capital Grp Fixed Incm ETF T Mun Inm Etf | 465,642 | $12.1M | 1.2% | +268% | 13F ↗ |
| 21 | Invesco Qqq Tr | 13,629 | $10.1M | 1.0% | +10.1% | 13F ↗ |
| 22 | JNJ Johnson & Johnson | 34,939 | $9.2M | 1.0% | -19.7% | 13F ↗ |
| 23 | Ssga Active Tr Sst Bridgewater | 322,280 | $9.2M | 0.9% | -9.8% | 13F ↗ |
| 24 | BRK-B Berkshire Hathaway Inc. Class B | 17,215 | $8.6M | 0.9% | +50.6% | 13F ↗ |
| 25 | iShares Tr Rus TP200 Gr Etf | 27,963 | $8.2M | 0.8% | -15.2% | 13F ↗ |
| 26 | iShares Tr Rus 1000 Grw Etf | 64,008 | $8.0M | 0.8% | +17.3% | 13F ↗ |
| 27 | V Visa Inc. | 20,939 | $7.5M | 0.8% | -4.6% | 13F ↗ |
| 28 | C Citigroup, Inc. | 55,800 | $7.2M | 0.7% | +2.6% | 13F ↗ |
| 29 | iShares Tr Core Msci Total | 75,312 | $7.2M | 0.7% | +2.2% | 13F ↗ |
| 30 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 14,746 | $6.7M | 0.7% | -34.8% | 13F ↗ |
| 31 | AXP American Express Company | 22,093 | $6.7M | 0.7% | Unchanged | 13F ↗ |
| 32 | MA Mastercard Incorporated | 12,036 | $6.6M | 0.7% | +0.8% | 13F ↗ |
| 33 | MU Micron Technology, Inc. | 5,991 | $6.4M | 0.7% | -4.8% | 13F ↗ |
| 34 | BlackRock ETF Trust II Isha Flex In Etf | 124,144 | $6.3M | 0.6% | +0.9% | 13F ↗ |
| 35 | CSCO Cisco Systems, Inc. | 53,965 | $5.8M | 0.6% | +364% | 13F ↗ |
| 36 | GEV GE Vernova Inc. | 5,702 | $5.4M | 0.6% | +40.2% | 13F ↗ |
| 37 | VLO Valero Energy Corporation | 13,841 | $5.4M | 0.6% | -34.7% | 13F ↗ |
| 38 | Dimensional ETF Trust World Ex Us Core | 142,013 | $5.3M | 0.5% | +21.4% | 13F ↗ |
| 39 | Dimensional ETF Trust World Equity Etf | 63,393 | $5.2M | 0.5% | +1.9% | 13F ↗ |
| 40 | BMY Bristol-Myers Squibb Company | 82,438 | $5.1M | 0.5% | +302% | 13F ↗ |
| 41 | iShares Tr Msci Usa Min Etf | 51,642 | $5.0M | 0.5% | -25.6% | 13F ↗ |
| 42 | Pacer Fds Tr Us Sm Cap Ca Etf | 93,923 | $5.0M | 0.5% | -5.2% | 13F ↗ |
| 43 | KO Coca-Cola Company | 55,108 | $4.7M | 0.5% | +1757% | 13F ↗ |
| 44 | RL Ralph Lauren Corporation | 12,974 | $4.6M | 0.5% | +529% | 13F ↗ |
| 45 | IAU iShares Gold Trust · Ishares New | 58,309 | $4.6M | 0.5% | -3.9% | 13F ↗ |
| 46 | KEYS Keysight Technologies Inc. | 12,366 | $4.5M | 0.5% | New | 13F ↗ |
| 47 | CAT Caterpillar, Inc. | 5,522 | $4.5M | 0.5% | -3.1% | 13F ↗ |
| 48 | Dimensional ETF Trust Emgr Cre Eqt Mng | 111,159 | $4.4M | 0.4% | +5.7% | 13F ↗ |
| 49 | EOG EOG Resources, Inc. | 30,672 | $4.2M | 0.4% | +60.1% | 13F ↗ |
| 50 | JPM JPMorgan Chase & Co. | 12,704 | $4.2M | 0.4% | -35.4% | 13F ↗ |
Showing the top 50 of 327 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
42 new, 117 added to, 109 trimmed, 38 exited, 59 unchanged. By estimated dollars.
New positions (42)
| KEYS Keysight Technologies Inc. | 12,366 | New | $4.5M |
| MMM 3M Company | 23,571 | New | $3.9M |
| NDSN Nordson Corporation | 11,479 | New | $3.8M |
| CVS CVS Health Corporation | 41,302 | New | $3.5M |
| CPAY Corpay, Inc. | 9,098 | New | $3.5M |
| STLD Steel Dynamics, Inc. | 15,271 | New | $3.4M |
| HST Host Hotels & Resorts, Inc. | 139,240 | New | $3.1M |
| XOM ExxonMobil Holdings Corporation | 14,760 | New | $2.4M |
| Pimco ETF Tr Etf | 41,376 | New | $2.1M |
| PDI PIMCO Dynamic Income Fund | 114,568 | New | $1.6M |
Added to (117)
| Capital Grp Fixed Incm ETF T Mun Inm Etf | 465,642 | +268% | $8.8M |
| Tcw ETF Trust Flexible Income | 1.02M | +16.7% | $5.5M |
| CSCO Cisco Systems, Inc. | 53,965 | +364% | $4.6M |
| KO Coca-Cola Company | 55,108 | +1757% | $4.5M |
| RL Ralph Lauren Corporation | 12,974 | +529% | $3.9M |
| BMY Bristol-Myers Squibb Company | 82,438 | +302% | $3.9M |
| SPCX Space Exploration Technologies Corp. | 24,606 | +1606% | $3.5M |
| GOOGL Alphabet Inc. Class A | 96,407 | +10.1% | $3.0M |
| BRK-B Berkshire Hathaway Inc. Class B | 17,215 | +50.6% | $2.9M |
| Pimco ETF Tr Multisector Bd | 831,808 | +12.5% | $2.3M |
Trimmed (109)
| iShares Tr Trust Ishare 0-1 | 181,333 | -32.6% | -$9.7M |
| SSNC SS&C Technologies Holdings, Inc. | 5,489 | -90.4% | -$4.0M |
| AMP Ameriprise Financial, Inc. | 7,203 | -50.9% | -$3.7M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 14,746 | -34.8% | -$3.6M |
| JLL Jones Lang LaSalle Incorporated | 866 | -92.7% | -$3.4M |
| MRK Merck & Company, Inc. | 11,765 | -66.0% | -$3.3M |
| COP ConocoPhillips | 13,176 | -66.3% | -$3.2M |
| Pimco ETF Tr Enhan Shrt Ma Ac | 356,902 | -8.3% | -$3.2M |
| Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 599,740 | -6.1% | -$3.0M |
| MDT Medtronic plc. | 3,096 | -91.5% | -$2.9M |
Exited (38)
| DHI D.R. Horton, Inc. | 20,103 | Exited | -$3.3M |
| UBER Uber Technologies, Inc. | 45,215 | Exited | -$3.3M |
| CCK Crown Holdings, Inc. | 28,021 | Exited | -$3.1M |
| ADI Analog Devices, Inc. | 7,787 | Exited | -$3.1M |
| ADP Automatic Data Processing, Inc. | 13,221 | Exited | -$3.0M |
| NTR Nutrien Ltd. | 44,576 | Exited | -$2.8M |
| Avalonbay Communities Inc Reit | 9,445 | Exited | -$1.8M |
| ARI Apollo Commercial Real Estate Finance Liquidating Trust | 128,228 | Exited | -$1.4M |
| PBT Permian Basin Royalty Trust · Units | 42,808 | Exited | -$1.1M |
| Exxon Mobil Corp | 7,094 | Exited | -$969.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 330 | $973.0M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 324 | $974.7M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 305 | $833.9M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 284 | $791.3M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 264 | $727.4M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 230 | $668.4M | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 220 | $611.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer