Family Management Corp
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
230
- Value ($000)
$668,446
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001539947
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $57.78M | 9 % | 574,722 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $37.48M | 6 % | 339,450 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $28.38M | 4 % | 179,625 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $27.79M | 4 % | 152,014 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $26.26M | 4 % | 42,496 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $23.85M | 4 % | 47,947 | ||
AAPL APPLE INC | COM | 037833100 | $21.69M | 3 % | 105,736 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $19.94M | 3 % | 97,401 | ||
META META PLATFORMS INC | CL A | 30303M102 | $17.84M | 3 % | 24,166 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $12.74M | 2 % | 94,333 |
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