Family Firm, Inc.
Follow13F filer, CIK 1602603, BETHESDA, MD
Family Firm, Inc. reported $414,949,293 across 87 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-08. Its ten largest share positions make up 50.9% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001602603-25-000003
- Period
- 2025-06-30
- Reported value
- $415M
- Holdings
- 87
- Top 10 weight
- 50.9%
- New
- 0
- Sold out
- 127
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BRK-Badded | +39,182 | $1.26M |
| IGEadded | +10,269 | $454K |
| AGGadded | +4,532 | $450K |
| IEFAadded | +5,184 | $433K |
| BNDadded | +5,384 | $396K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IWVreduced | -9,438 | -$3.31M |
| VTIexited | -6,184 | -$1.7M |
| EHCreduced | -12,357 | -$1.52M |
| IWMexited | -7,558 | -$1.51M |
| MSFTexited | -3,998 | -$1.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 87 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VTIVANGUARD INDEX FDS | 6,184 | $1.7M | shares |
| IWMISHARES TR | 7,558 | $1.51M | shares |
| MSFTMICROSOFT CORP | 3,998 | $1.5M | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 1,547 | $1.46M | shares |
| VBRVANGUARD INDEX FDS | 7,578 | $1.41M | shares |
| IWNISHARES TR | 8,806 | $1.33M | shares |
| JPMJPMORGAN CHASE & CO | 4,648 | $1.14M | shares |
| VBVANGUARD INDEX FDS | 5,008 | $1.11M | shares |
| ABBVABBVIE INC | 4,922 | $1.03M | shares |
| GOOGLALPHABET INC | 6,233 | $964K | shares |
| XLYSELECT SECTOR SPDR TR | 4,779 | $944K | shares |
| LLYELI LILLY & CO | 1,068 | $882K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 3,384 | $842K | shares |
| PAYXPAYCHEX INC | 5,152 | $795K | shares |
| MCKMCKESSON CORP | 1,144 | $770K | shares |
| GPNGLOBAL PMTS INC | 7,236 | $709K | shares |
| VTVANGUARD INTL EQUITY INDEX F | 6,044 | $701K | shares |
| VBKVANGUARD INDEX FDS | 2,766 | $696K | shares |
| IHEISHARES TR | 9,691 | $684K | shares |
| JXIISHARES TR | 9,460 | $654K | shares |
| PEPPEPSICO INC | 4,281 | $642K | shares |
| AMZNAMAZON COM INC | 3,347 | $637K | shares |
| QCOMQUALCOMM INC | 4,061 | $624K | shares |
| IYMISHARES TR | 4,452 | $600K | shares |
| MRKMERCK & CO INC | 6,620 | $594K | shares |
| HDHOME DEPOT INC | 1,566 | $574K | shares |
| XLPSELECT SECTOR SPDR TR | 7,023 | $574K | shares |
| JNJJOHNSON & JOHNSON | 3,439 | $570K | shares |
| IXPISHARES TR | 5,716 | $555K | shares |
| XBISPDR SERIES TRUST | 6,797 | $551K | shares |
| INTUINTUIT | 874 | $536K | shares |
| VVISA INC | 1,521 | $533K | shares |
| COPCONOCOPHILLIPS | 5,067 | $532K | shares |
| IXGISHARES TR | 4,993 | $514K | shares |
| XLVSELECT SECTOR SPDR TR | 3,446 | $503K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 1,476 | $499K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 877 | $490K | shares |
| IWFISHARES TR | 1,355 | $489K | shares |
| EFVISHARES TR | 8,253 | $486K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 1,578 | $482K | shares |
| ABTABBOTT LABORATORIES | 3,580 | $475K | shares |
| XLISELECT SECTOR SPDR TR | 3,572 | $468K | shares |
| BABOEING CO | 2,744 | $468K | shares |
| CVXCHEVRON CORPORATION | 2,745 | $459K | shares |
| VOVANGUARD INDEX FDS | 1,766 | $457K | shares |
| MARMARRIOTT INTL INC NEW | 1,913 | $456K | shares |
| RTXRTX CORPORATION | 3,434 | $455K | shares |
| WFCWELLS FARGO & CO | 6,080 | $436K | shares |
| PGPROCTER & GAMBLE CO | 2,543 | $433K | shares |
| KMBKIMBERLY-CLARK CORP | 3,005 | $427K | shares |
| XLFSELECT SECTOR SPDR TR | 8,509 | $424K | shares |
| UNHUNITEDHEALTH GROUP INC | 798 | $418K | shares |
| GHCGRAHAM HLDGS CO | 435 | $418K | shares |
| CITHE CIGNA GROUP | 1,269 | $417K | shares |
| PHMPULTE GROUP INC | 4,042 | $416K | shares |
| YUMYUM BRANDS INC | 2,635 | $415K | shares |
| LOWLOWES COS INC | 1,748 | $408K | shares |
| QQQINVESCO QQQ TR | 814 | $382K | shares |
| MCDMCDONALDS CORP | 1,220 | $381K | shares |
| CTASCINTAS CORP | 1,838 | $378K | shares |
| VHTVANGUARD WORLD FD | 1,382 | $366K | shares |
| IWOISHARES TR | 1,431 | $366K | shares |
| BDXBECTON DICKINSON & CO | 1,582 | $362K | shares |
| FASTFASTENAL CO | 4,668 | $362K | shares |
| AMDADVANCED MICRO DEVICES INC | 3,514 | $361K | shares |
| SBUXSTARBUCKS CORP | 3,677 | $361K | shares |
| KOCOCA COLA CO | 4,906 | $351K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 2,081 | $344K | shares |
| MUMICRON TECHNOLOGY INC | 3,910 | $340K | shares |
| PNCPNC FINL SVCS GROUP INC | 1,915 | $337K | shares |
| XLKSELECT SECTOR SPDR TR | 1,621 | $335K | shares |
| AXPAMERICAN EXPRESS CO | 1,234 | $332K | shares |
| GLDSPDR GOLD TR | 1,143 | $329K | shares |
| GOOGALPHABET INC | 2,070 | $323K | shares |
| GDXVANECK ETF TRUST | 6,991 | $321K | shares |
| MLMMARTIN MARIETTA MATLS INC | 671 | $321K | shares |
| BLVVANGUARD BD INDEX FDS | 4,516 | $318K | shares |
| NOCNORTHROP GRUMMAN CORP | 617 | $316K | shares |
| CBRECBRE GROUP INC | 2,402 | $314K | shares |
| UNPUNION PAC CORP | 1,316 | $311K | shares |
| GEGE AEROSPACE | 1,511 | $302K | shares |
| UBERUBER TECHNOLOGIES INC | 4,088 | $298K | shares |
| MMM3M CO | 2,025 | $297K | shares |
| EPPISHARES INC | 6,697 | $295K | shares |
| DHID R HORTON INC | 2,302 | $293K | shares |
| ETNEATON CORP PLC | 1,074 | $292K | shares |
| TXNTEXAS INSTRS INC | 1,612 | $290K | shares |
| GSGOLDMAN SACHS GROUP INC | 530 | $289K | shares |
| RFREGIONS FINANCIAL CORP NEW | 13,223 | $287K | shares |
| WMTWALMART INC | 3,218 | $282K | shares |
| BACBANK OF AMER CORP | 6,669 | $278K | shares |
| METAMETA PLATFORMS INC | 477 | $275K | shares |
| VXUSVANGUARD STAR FDS | 4,413 | $274K | shares |
| XLCSELECT SECTOR SPDR TR | 2,783 | $268K | shares |
| MOALTRIA GROUP INC | 4,437 | $266K | shares |
| FDXFEDEX CORP | 1,084 | $264K | shares |
| IYCISHARES TR | 2,992 | $264K | shares |
| EDCONSOLIDATED EDISON INC | 2,337 | $258K | shares |
| EFGISHARES TR | 2,580 | $258K | shares |
| IOOISHARES TR | 2,669 | $257K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 581 | $253K | shares |
| EISISHARES INC | 3,265 | $243K | shares |
| IYJISHARES TR | 1,839 | $239K | shares |
| ISRGINTUITIVE SURGICAL INC | 480 | $238K | shares |
| PGRPROGRESSIVE CORP | 834 | $236K | shares |
| KRKROGER CO | 3,487 | $236K | shares |
| MCOMOODYS CORP | 505 | $235K | shares |
| LINLINDE PLC | 501 | $234K | shares |
| TRVTRAVELERS COMPANIES INC | 878 | $232K | shares |
| ACNACCENTURE PLC IRELAND | 726 | $227K | shares |
| AMPAMERIPRISE FINL INC | 457 | $221K | shares |
| ORCLORACLE CORP | 1,573 | $220K | shares |
| AMATAPPLIED MATLS INC | 1,511 | $219K | shares |
| IYKISHARES TR | 3,014 | $216K | shares |
| MSIMOTOROLA SOLUTIONS INC | 488 | $214K | shares |
| MPCMARATHON PETE CORP | 1,464 | $213K | shares |
| SYYSYSCO CORP | 2,830 | $212K | shares |
| VOXVANGUARD WORLD FD | 1,423 | $211K | shares |
| EWJISHARES INC | 3,070 | $210K | shares |
| DISDISNEY WALT CO | 2,113 | $209K | shares |
| SHELSHELL PLC | 2,843 | $208K | shares |
| VTESVANGUARD WELLINGTON FD | 2,057 | $207K | shares |
| SHVISHARES TR | 1,846 | $204K | shares |
| MSMORGAN STANLEY | 1,747 | $204K | shares |
| BIVVANGUARD BD INDEX FDS | 2,644 | $202K | shares |
| SNVSYNOVUS FINANCIAL CORP | 4,293 | $201K | shares |
| AMGNAMGEN INC | 643 | $200K | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001602603-25-000003 | base | 2025-08-08 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001602603-25-000003 | Quarter ended 2025-06-30 | 2025-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-25-000002 | Quarter ended 2025-03-31 | 2025-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-25-000001 | Quarter ended 2024-12-31 | 2025-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-24-000004 | Quarter ended 2024-09-30 | 2024-10-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001803084-24-000006 | Quarter ended 2024-06-30 | 2024-07-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-24-000002 | Quarter ended 2024-03-31 | 2024-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-24-000001 | Quarter ended 2023-12-31 | 2024-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-23-000004 | Quarter ended 2023-09-30 | 2023-10-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-23-000003 | Quarter ended 2023-06-30 | 2023-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-23-000002 | Quarter ended 2023-03-31 | 2023-05-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-23-000001 | Quarter ended 2022-12-31 | 2023-02-07 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001602603-22-000007 | Quarter ended 2022-06-30 | 2022-12-01 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001602603-22-000006 | Quarter ended 2022-03-31 | 2022-11-30 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001602603-22-000005 | Quarter ended 2022-09-30 | 2022-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-22-000003 | Quarter ended 2022-09-30 | 2022-11-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-22-000002 | Quarter ended 2022-06-30 | 2022-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-22-000001 | Quarter ended 2022-03-31 | 2022-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-000446 | Quarter ended 2021-12-31 | 2022-02-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-002883 | Quarter ended 2021-09-30 | 2021-10-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-002038 | Quarter ended 2021-06-30 | 2021-07-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-001453 | Quarter ended 2021-03-31 | 2021-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-21-000189 | Quarter ended 2020-12-31 | 2021-01-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-002741 | Quarter ended 2020-09-30 | 2020-11-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-002077 | Quarter ended 2020-06-30 | 2020-08-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-001259 | Quarter ended 2020-03-31 | 2020-04-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-20-000371 | Quarter ended 2019-12-31 | 2020-02-04 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002847 | Quarter ended 2019-09-30 | 2019-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-002101 | Quarter ended 2019-06-30 | 2019-08-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-001372 | Quarter ended 2019-03-31 | 2019-05-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-19-000316 | Quarter ended 2018-12-31 | 2019-02-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-002452 | Quarter ended 2018-09-30 | 2018-10-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001830 | Quarter ended 2018-06-30 | 2018-08-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-001158 | Quarter ended 2018-03-31 | 2018-04-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-18-000377 | Quarter ended 2017-12-31 | 2018-02-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-002229 | Quarter ended 2017-09-30 | 2017-11-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-17-001669 | Quarter ended 2017-06-30 | 2017-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-17-002957 | Quarter ended 2017-03-31 | 2017-05-03 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-17-000001 | Quarter ended 2016-12-31 | 2017-01-27 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-16-000013 | Quarter ended 2016-09-30 | 2016-11-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-16-000012 | Quarter ended 2016-06-30 | 2016-08-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-16-000011 | Quarter ended 2016-03-31 | 2016-05-31 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-16-000010 | Quarter ended 2015-12-31 | 2016-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-15-000009 | Quarter ended 2015-09-30 | 2015-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-15-000007 | Quarter ended 2015-06-30 | 2015-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-15-000006 | Quarter ended 2015-03-31 | 2015-04-30 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001602603-15-000005 | Quarter ended 2014-12-31 | 2015-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001602603-15-000004 | Quarter ended 2014-12-31 | 2015-02-09 | acceptance time not in the bulk data set |