Family Management Corp
Q3 2025 13F Holdings
- Locationnew york, NY
- Num holdings
264
- Value ($000)
$727,446
- Date Filed 11/13/2025
- Form type13F-HR
- CIK 0001539947
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
M PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $54.21M | 8 % | 538,337 | ||
S ISHARES TR | SHORT TREAS BD | 464288679 | $36.71M | 5 % | 332,219 | ||
N NVIDIA CORPORATION | COM | 67066G104 | $33.50M | 5 % | 179,566 | ||
Q ISHARES TR | MSCI USA QLT FCT | 46432F339 | $29.29M | 4 % | 150,615 | ||
S SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $27.54M | 4 % | 41,335 | ||
A APPLE INC | COM | 037833100 | $27.08M | 4 % | 106,347 | ||
M MICROSOFT CORP | COM | 594918104 | $25.08M | 3 % | 48,420 | ||
V VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $20.36M | 3 % | 94,353 | ||
G ALPHABET INC | CAP STK CL A | 02079K305 | $16.93M | 2 % | 69,661 | ||
M META PLATFORMS INC | CL A | 30303M102 | $16.88M | 2 % | 22,989 |
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