Family Firm, Inc.

CIK

1602603

Location

BETHESDA, MD

Portfolio Value

Small $414,287,865

Diversification

Highly concentrated

Filing Date

Global Rank

#3,708 / 8,137 ▼ 331 · as of Jun 2025

Top Industry

Semiconductors 31.0%

Period ended 1 year ago

Filed Aug 8, 2025 · 1y

22 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 84.7% of the book (60%+)

Turnover

Low turnover

7.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.4 quarters (12+), a floor since 94.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 87.1%; sector active share 77.0% against the combined 13F book's sector weights.

Over time 22 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

87 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

53.0%

+4.9 pts

Top 5

74.3%

+7.9 pts

Top 10

84.7%

+9.0 pts

HHI

2,981

Highly concentrated+536

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	89.2%	$369,478,702	70
Technology	5.6%	$23,023,955	5
Financial Services	4.4%	$18,164,748	10
Healthcare	0.6%	$2,462,042	1
Energy	0.3%	$1,158,418	1

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+39,182	41,862	$1,341,045
SCHB	Schwab U.S. Broad Market ETF	+12,732	441,861	$10,529,547
BHK	Blackrock Core Bond Trust	+12,101	241,256	$2,345,008
IGE	iShares North American Natural Resources ETF	+10,269	316,622	$14,010,523
WIP	State Street(R) SPDR(R) FTSE International Government Inflation-Protected Bond ETF	+6,637	146,472	$5,841,303
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+5,384	321,312	$23,658,202
IEFA	iShares Core MSCI EAFE ETF	+5,184	26,703	$2,229,166
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	+4,707	130,782	$2,130,438
AGG	iShares Core U.S. Aggregate Bond ETF	+4,532	60,626	$6,014,099
VEA	Vanguard FTSE Developed Markets ETF	+4,520	677,075	$38,600,045
SCHF	Schwab International Equity ETF	+4,158	17,918	$395,987
TLT	iShares 20+ Year Treasury Bond ETF	+3,773	18,338	$1,618,328
JQC	Nuveen Credit Strategies Income Fund	+3,451	124,051	$668,634
IAT	iShares U.S. Regional Banks ETF	+3,381	33,536	$1,661,708
IJS	iShares S&P Small-Cap 600 Value ETF	+2,712	75,954	$7,556,663
PICK	iShares MSCI Global Metals & Mining Producers ETF	+2,623	37,064	$1,393,606
STIP	iShares 0-5 Year TIPS Bond ETF	+1,982	148,850	$15,318,153
SHY	iShares 1-3 Year Treasury Bond ETF	+1,818	31,169	$2,582,663
GOVT	iShares U.S. Treasury Bond ETF	+1,804	92,479	$2,125,167
IGM	iShares Expanded Tech Sector ETF	+1,684	15,509	$1,742,281
VTHR	VANGUARD RUSSELL 3000 INDEX FUND	+1,444	41,713	$11,377,220
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	+1,293	122,426	$4,910,506
ITB	iShares U.S. Home Construction ETF	+1,216	10,167	$947,259
IJR	iShares Core S&P Small-Cap ETF	+1,117	32,851	$3,590,285
IXC	iShares Global Energy ETF	+1,020	117,971	$4,635,080
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EHC	Encompass Health Corp	−12,357	20,077	$2,462,042
IWV	iShares Russell 3000 ETF	−9,438	184,423	$64,732,473
RMT	Royce Micro-Cap Trust, Inc.	−3,778	284,626	$2,632,790
PBW	Victory Portfolios II	−3,497	59,559	$1,186,415
IEV	iShares Europe ETF	−2,959	54,223	$3,429,604
EWU	iShares MSCI United Kingdom ETF	−2,007	11,588	$460,275
NVDA	Nvidia Corp	−1,893	50,709	$8,011,514
FAX	Abrdn Asia-Pacific Income Fund, Inc.	−1,791	130,980	$2,085,201
AVGO	Broadcom Inc.	−1,547	21,298	$5,870,793
VNQ	VANGUARD REAL ESTATE INDEX FUND	−1,354	67,538	$6,014,934
VDE	VANGUARD ENERGY INDEX FUND	−1,276	27,489	$3,274,489
EMF	Templeton Emerging Markets Fund	−1,204	217,772	$3,177,293
SCZ	iShares MSCI EAFE Small-Cap ETF	−993	23,841	$1,732,763
BOND	PIMCO Active Bond Exchange-Traded Fund	−970	24,740	$2,280,533
IJJ	iShares S&P Mid-Cap 400 Value ETF	−900	18,734	$2,315,147
JPXN	iShares JPX-Nikkei 400 ETF	−878	11,771	$943,092
TIP	iShares TIPS Bond ETF	−683	88,034	$9,687,261
EEM	iShares MSCI Emerging Markets ETF	−563	61,501	$2,966,808
IYG	iShares U.S. Financial Services ETF	−531	31,367	$2,685,015
RING	iShares MSCI Global Gold Miners ETF	−505	44,655	$1,954,995
EWC	iShares Trust	−483	28,122	$0
XOM	ExxonMobil Holdings Corp	−331	10,746	$1,158,418
TAN	Invesco Ltd.	−298	15,247	$522,362
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	−210	24,571	$4,636,793
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−178	125,288	$6,196,744
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	6,184	$1,699,610
IWM	iShares Russell 2000 ETF	7,558	$1,507,745
MSFT	Microsoft Corp	3,998	$1,500,809
COST	Costco Wholesale Corp	1,547	$1,463,121
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	7,578	$1,411,705
—		8,806	$1,329,529
JPM	Jpmorgan Chase & Co	4,648	$1,140,154
VB	Vanguard Index Funds	5,008	$1,110,524
ABBV	AbbVie Inc.	4,922	$1,031,257
GOOGL	Alphabet Inc.	6,233	$963,871
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	4,779	$943,661
LLY	ELI LILLY & Co	1,068	$882,071
IBM	International Business Machines Corp	3,384	$841,465
PAYX	Paychex Inc	5,152	$794,850
MCK	Mckesson Corp	1,144	$769,900
GPN	Global Payments Inc	7,236	$708,549
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	6,044	$700,801
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	2,766	$696,395
IHE	iShares U.S. Pharmaceuticals ETF	9,691	$683,796
JXI	iShares Global Utilities ETF	9,460	$653,591
PEP	Pepsico Inc	4,281	$641,893
AMZN	Amazon Com Inc	3,347	$636,800
QCOM	Qualcomm Inc	4,061	$623,810
IYM	iShares U.S. Basic Materials ETF	4,452	$600,129
MRK	Merck & Co., Inc.	6,620	$594,211
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $414,287,865 total · filing declares 87 positions · $414,949,293 · as of Jun 30, 2025

All sectors Energy Financial Services Healthcare Technology

Showing 1–50 of 87 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IWV	iShares Russell 3000 ETF	Reduced	184,423	-9,438	$64,732,473	+5.1%	22+	before history	15.62%
VEA	Vanguard FTSE Developed Markets ETF	Added	677,075	+4,520	$38,600,045	+12.9%	22+	before history	9.32%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	321,312	+5,384	$23,658,202	+2.0%	22+	before history	5.71%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	148,850	+1,982	$15,318,153	+0.8%	22+	before history	3.70%
IVV	iShares Core S&P 500 ETF	Reduced	24,429	-35	$15,167,966	+10.3%	22+	before history	3.66%
IGE	iShares North American Natural Resources ETF	Added	316,622	+10,269	$14,010,523	+0.6%	22+	before history	3.38%
VTHR	VANGUARD RUSSELL 3000 INDEX FUND	Added	41,713	+1,444	$11,377,220	+14.5%	22+	before history	2.75%
SCHB	Schwab U.S. Broad Market ETF	Added	441,861	+12,732	$10,529,547	+14.0%	22+	before history	2.54%
TIP	iShares TIPS Bond ETF	Reduced	88,034	-683	$9,687,261	−1.7%	22+	before history	2.34%
FLTR	VanEck IG Floating Rate ETF	Added	318,269	+597	$8,115,859	−0.0%	22+	before history	1.96%
NVDA	Nvidia Corp Technology	Reduced	50,709	-1,893	$8,011,514	+40.5%	22+	before history	1.93%
IJS	iShares S&P Small-Cap 600 Value ETF	Added	75,954	+2,712	$7,556,663	+5.8%	22+	before history	1.82%
IGOV	iShares International Treasury Bond ETF	Added	172,309	+899	$7,426,517	+9.9%	22+	before history	1.79%
AAPL	Apple Inc. Technology	Added	35,965	+11	$7,378,939	−7.6%	22+	before history	1.78%
EFA	iShares MSCI EAFE ETF	Added	72,816	+755	$6,509,022	+10.5%	22+	before history	1.57%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	125,288	-178	$6,196,744	+9.1%	22+	before history	1.50%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	67,538	-1,354	$6,014,934	−3.6%	22+	before history	1.45%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	60,626	+4,532	$6,014,099	+8.4%	22+	before history	1.45%
AVGO	Broadcom Inc. Technology	Reduced	21,298	-1,547	$5,870,793	+53.5%	9	unpriced	1.42%
WIP	State Street(R) SPDR(R) FTSE International Government Inflation-Protected Bond ETF	Added	146,472	+6,637	$5,841,303	+11.4%	22+	before history	1.41%
IVW	iShares S&P 500 Growth ETF	Added	48,576	+49	$5,348,217	+18.7%	22+	before history	1.29%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	39,065	+856	$5,249,945	+18.9%	22+	before history	1.27%
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	Added	122,426	+1,293	$4,910,506	+0.6%	22+	before history	1.19%
ICF	iShares Select U.S. REIT ETF	Added	79,464	+134	$4,860,018	−0.4%	22+	before history	1.17%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Reduced	24,571	-210	$4,636,793	+1.6%	22+	before history	1.12%
IXC	iShares Global Energy ETF	Added	117,971	+1,020	$4,635,080	−5.8%	22+	before history	1.12%
IJT	iShares S&P Small-Cap 600 Growth ETF	Added	27,764	+779	$3,693,722	+9.9%	22+	before history	0.89%
IWB	iShares Russell 1000 ETF	Reduced	10,733	-149	$3,644,604	+9.2%	22+	before history	0.88%
IJR	iShares Core S&P Small-Cap ETF	Added	32,851	+1,117	$3,590,285	+8.2%	22+	before history	0.87%
IEV	iShares Europe ETF	Reduced	54,223	-2,959	$3,429,604	+3.1%	22+	before history	0.83%
VDE	VANGUARD ENERGY INDEX FUND	Reduced	27,489	-1,276	$3,274,489	−12.2%	22+	before history	0.79%
EMF	Templeton Emerging Markets Fund Financial Services	Reduced	217,772	-1,204	$3,177,293	+12.9%	22+	before history	0.77%
AFL	Aflac Inc Financial Services	Added	29,933	+2	$3,156,734	−5.1%	12	$58.88	0.76%
EEM	iShares MSCI Emerging Markets ETF	Reduced	61,501	-563	$2,966,808	+9.4%	22+	before history	0.72%
IEF	iShares 7-10 Year Treasury Bond ETF	Added	29,490	+11	$2,824,257	+0.5%	22+	before history	0.68%
SCHA	Schwab U.S. Small-Cap ETF	Added	109,874	+428	$2,779,812	+8.4%	22+	before history	0.67%
IYG	iShares U.S. Financial Services ETF	Reduced	31,367	-531	$2,685,015	+7.2%	22+	before history	0.65%
RMT	Royce Micro-Cap Trust, Inc. Financial Services	Reduced	284,626	-3,778	$2,632,790	+8.3%	22+	before history	0.64%
IFGL	iShares International Developed Real Estate ETF	Added	114,621	+205	$2,604,189	+15.4%	22+	before history	0.63%
SHY	iShares 1-3 Year Treasury Bond ETF	Added	31,169	+1,818	$2,582,663	+6.4%	22+	before history	0.62%
EHC	Encompass Health Corp Healthcare	Reduced	20,077	-12,357	$2,462,042	−25.1%	6	$75.28	0.59%
BHK	Blackrock Core Bond Trust Financial Services	Added	241,256	+12,101	$2,345,008	−5.7%	22+	before history	0.57%
IWC	iShares Micro-Cap ETF	Added	18,325	+804	$2,339,369	+20.4%	22+	before history	0.56%
IDU	iShares U.S. Utilities ETF	Added	22,364	+116	$2,338,603	+3.6%	22+	before history	0.56%
XME	State Street(R) SPDR(R) S&P(R) Metals & Mining ETF	Reduced	34,714	-168	$2,333,475	+19.5%	22+	before history	0.56%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Reduced	18,734	-900	$2,315,147	−1.5%	22+	before history	0.56%
BOND	PIMCO Active Bond Exchange-Traded Fund	Reduced	24,740	-970	$2,280,533	−4.1%	20	$103.14	0.55%
IEFA	iShares Core MSCI EAFE ETF	Added	26,703	+5,184	$2,229,166	+36.9%	5	unpriced	0.54%
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC Financial Services	Added	130,782	+4,707	$2,130,438	+6.1%	22+	before history	0.51%
GOVT	iShares U.S. Treasury Bond ETF	Added	92,479	+1,804	$2,125,167	+1.9%	16	unpriced	0.51%

Showing the top 50 of 87 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.