Family Firm, Inc.

CIK

1602603

Location

BETHESDA, MD

Portfolio Value

Small $414,586,131

Diversification

Highly concentrated

Filing Date

Global Rank

#3,638 / 8,120 ▼ 335 · as of Jun 2025

Top Industry

Semiconductors 31.0%

Period ended 1 year ago

Filed Aug 8, 2025 · 1y

22 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

53.2%

+4.8 pts

Top 5

74.5%

+7.8 pts

Top 10

85.0%

+8.8 pts

HHI

3,010

Highly concentrated+532

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	89.2%	$369,776,968	18
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

15 positions

Ticker	Company	Δ Shares	Shares	Value
BRK-B	Berkshire Hathaway Inc	+39,182	41,862	$1,341,045
FNDA	Schwab Fundamental U.S. Small Company ETF	+17,318	569,653	$13,705,346
BHK	Blackrock Core Bond Trust	+12,101	241,256	$2,345,008
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	+4,707	130,782	$2,130,438
VEA	Vanguard FTSE Developed Markets ETF	+4,520	677,075	$38,600,045
JQC	Nuveen Credit Strategies Income Fund	+3,451	124,051	$668,634
BNDW	Vanguard Total World Bond ETF	+1,444	41,713	$11,377,220
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+1,293	122,426	$4,910,506
—		+445	12,809	$1,620,466
SABA	Saba Capital Income & Opportunities Fund II	+222	11,452	$105,243
—		+75	10,772	$433,573
LRCX	Lam Research Corp	+41	10,808	$1,052,050
CSCO	Cisco Systems, Inc.	+16	10,243	$710,659
AAPL	Apple Inc.	+11	35,965	$7,378,939
AFL	Aflac Inc	+2	29,933	$3,156,734
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−40,654	2,235,108	$220,713,125
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−16,280	23,605	$1,000,970
EHC	Encompass Health Corp	−12,357	20,077	$2,462,042
BKF	iShares MSCI BIC ETF	−10,717	184,507	$7,473,539
AFK	VanEck Africa Index ETF	−6,394	318,269	$8,115,859
VEU	Vanguard FTSE All-World Ex-US ETF	−5,202	176,462	$12,385,136
EDV	Vanguard World Funds Extended Duration ETF	−4,081	27,489	$3,274,489
RMT	Royce Micro-Cap Trust, Inc.	−3,778	284,626	$2,632,790
ABI	VictoryShares Pioneer Asset-Based Income ETF	−3,497	70,095	$1,401,454
NVDA	Nvidia Corp	−1,893	50,709	$8,011,514
FAX	Abrdn Asia-Pacific Income Fund, Inc.	−1,791	130,980	$2,085,201
BIV	Vanguard Intermediate-Term Bond ETF	−1,776	321,312	$23,658,202
AVGO	Broadcom Inc.	−1,547	21,298	$5,870,793
VIG	Vanguard Dividend Appreciation ETF	−1,354	67,538	$6,014,934
EMF	Templeton Emerging Markets Fund	−1,204	217,772	$3,177,293
BILZ	PIMCO Ultra Short Government Active ETF	−970	24,740	$2,280,533
XOM	ExxonMobil Holdings Corp	−331	10,746	$1,158,418
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−328	181,186	$8,174,778
IVZ	Invesco Ltd.	−298	15,247	$522,362
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	−210	24,571	$4,636,793
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
VB	Vanguard Morningstar Small-Cap ETF	23,302	$5,032,414
MSFT	Microsoft Corp	3,998	$1,500,809
COST	Costco Wholesale Corp /New	1,547	$1,463,121
—		8,806	$1,329,529
GOOGL	Alphabet Inc.	8,303	$1,287,267
JPM	Jpmorgan Chase & Co	4,648	$1,140,154
ABBV	AbbVie Inc.	4,922	$1,031,257
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
PEP	Pepsico Inc	4,281	$641,893
AMZN	Amazon Com Inc	3,347	$636,800
QCOM	Qualcomm Inc/De	4,061	$623,810
MRK	Merck & Co., Inc.	6,620	$594,211
HD	Home Depot, Inc.	1,566	$573,923
JNJ	Johnson & Johnson	3,439	$570,323
INTU	Intuit Inc.	874	$536,627
V	Visa Inc.	1,521	$533,049
COP	Conocophillips	5,067	$532,136
WTW	Willis Towers Watson PLC	1,476	$498,814
SPY	Spdr S&P 500 ETF Trust	877	$490,585
ADP	Automatic Data Processing Inc	1,578	$482,126
ABT	Abbott Laboratories	3,580	$474,887
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 tracked positions · $414,586,131 total · filing declares 87 positions · $414,949,293 · as of Jun 30, 2025

All sectors Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	2,235,108	-40,654	$220,713,125	+2.5%	53.24%
VEA	Vanguard FTSE Developed Markets ETF	Added	677,075	+4,520	$38,600,045	+12.9%	9.31%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	321,312	-1,776	$23,658,202	−0.3%	5.71%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	569,653	+17,318	$13,705,346	+13.5%	3.31%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	176,462	-5,202	$12,385,136	+6.4%	2.99%
BNDW	Vanguard Total World Bond ETF	Added	41,713	+1,444	$11,377,220	+14.5%	2.74%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	181,186	-328	$8,174,778	+5.5%	1.97%
AFK	VanEck Africa Index ETF	Reduced	318,269	-6,394	$8,115,859	−3.8%	1.96%
NVDA	Nvidia Corp Technology	Reduced	50,709	-1,893	$8,011,514	+40.5%	1.93%
BKF	iShares MSCI BIC ETF	Reduced	184,507	-10,717	$7,473,539	+0.4%	1.80%
AAPL	Apple Inc. Technology	Added	35,965	+11	$7,378,939	−7.6%	1.78%
VIG	Vanguard Dividend Appreciation ETF	Reduced	67,538	-1,354	$6,014,934	−3.6%	1.45%
AVGO	Broadcom Inc. Technology	Reduced	21,298	-1,547	$5,870,793	+53.5%	1.42%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	122,426	+1,293	$4,910,506	+0.6%	1.18%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Reduced	24,571	-210	$4,636,793	+1.6%	1.12%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	27,489	-4,081	$3,274,489	−24.0%	0.79%
EMF	Templeton Emerging Markets Fund Financial Services	Reduced	217,772	-1,204	$3,177,293	+12.9%	0.77%
AFL	Aflac Inc Financial Services	Added	29,933	+2	$3,156,734	−5.1%	0.76%
RMT	Royce Micro-Cap Trust, Inc. Financial Services	Reduced	284,626	-3,778	$2,632,790	+8.3%	0.64%
EHC	Encompass Health Corp Healthcare	Reduced	20,077	-12,357	$2,462,042	−25.1%	0.59%
BHK	Blackrock Core Bond Trust Financial Services	Added	241,256	+12,101	$2,345,008	−5.7%	0.57%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	24,740	-970	$2,280,533	−4.1%	0.55%
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC Financial Services	Added	130,782	+4,707	$2,130,438	+6.1%	0.51%
FAX	Abrdn Asia-Pacific Income Fund, Inc. Financial Services	Reduced	130,980	-1,791	$2,085,201	+0.0%	0.50%
		Added	12,809	+445	$1,620,466	+2.5%	0.39%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	70,095	-3,497	$1,401,454	+15.0%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	41,862	+39,182	$1,341,045	−6.0%	0.32%
XOM	ExxonMobil Holdings Corp Energy	Reduced	10,746	-331	$1,158,418	−12.1%	0.28%
LRCX	Lam Research Corp Technology	Added	10,808	+41	$1,052,050	+34.4%	0.25%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	23,605	-16,280	$1,000,970	−66.5%	0.24%
CSCO	Cisco Systems, Inc. Technology	Added	10,243	+16	$710,659	+12.6%	0.17%
JQC	Nuveen Credit Strategies Income Fund Financial Services	Added	124,051	+3,451	$668,634	+3.1%	0.16%
IVZ	Invesco Ltd. Financial Services	Reduced	15,247	-298	$522,362	+10.3%	0.13%
		Added	10,772	+75	$433,573	+9.3%	0.10%
SABA	Saba Capital Income & Opportunities Fund II Financial Services	Added	11,452	+222	$105,243	+7.7%	0.03%

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.