Family Management Corp — 13F holdings

Family Management Corp reported 324 holdings worth $975M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. VBIL VANGUARD INSTL INDEX FD — $48.4M (5.0%)
  2. DSCO DOUBLELINE ETF TRUST — $40.0M (4.1%)
  3. MINT PIMCO ETF TR — $39.2M (4.0%)
  4. AAPL APPLE INC — $39.0M (4.0%)
  5. NVDA NVIDIA CORPORATION — $37.7M (3.9%)
  6. FLXR TCW ETF TRUST — $34.2M (3.5%)
  7. QUAL ISHARES TR — $32.7M (3.4%)
  8. SPY SPDR S&P 500 ETF TR — $32.3M (3.3%)
  9. GOOGL ALPHABET INC — $31.3M (3.2%)
  10. QQQ Invesco Qqq Tr — $31.2M (3.2%)