Family Capital Management, Inc.

Registered adviser

CIK

1964344

Location

GRAND RAPIDS, MI

Portfolio Value

Small $236,693,624

Diversification

Diversified

Filing Date

Global Rank

#5,693 / 8,827 ▲ 29 · as of Jun 2026

Top Industry

Internet Retail 23.7%

Period ended 38 days ago

Filed Nov 3, 2026 · 4d

16 quarters · since Dec 2022

Regulatory profile

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

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 111230

Roster of Nov 1, 2026

Regulatory AUM

$435,118,171

Main clients

Individuals and high net worth (92% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$435,118,171	Individuals and high net worth (92%)
Apr 2025 to Mar 2026	$328,788,229	Individuals and high net worth (92%)
Apr 2024 to Mar 2025	$295,878,716	Individuals and high net worth (92%)
May 2023 to Mar 2024	$250,812,421	Individuals and high net worth (89%)
Mar 2023 to Apr 2023	$250,812,421	Individuals and high net worth (89%)
Apr 2022 to Feb 2023	$237,363,040	Individuals and high net worth (87%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 62.5% of the book (60%+)

Turnover

Low turnover

15.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.9 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 71.2%; sector active share 60.5% against the combined 13F book's sector weights.

Over time 15 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.

View clone backtest

Portfolio Concentration

116 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.9%

+0.8 pts

Top 5

43.5%

+2.6 pts

Top 10

64.4%

+1.9 pts

HHI

530

Diversified+37

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	69.5%	$164,406,016	51
Technology	10.8%	$25,565,656	15
Consumer Cyclical	8.4%	$19,767,089	8
Financial Services	2.9%	$6,763,290	9
Healthcare	2.8%	$6,614,827	9
Communication Services	2.7%	$6,395,546	5
Consumer Defensive	1.3%	$3,025,314	8
Industrials	1.2%	$2,910,613	6
Energy	0.3%	$742,065	3
Basic Materials	0.2%	$503,208	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDB	Schwab Fundamental U.S. Broad Market ETF	+9,474	249,292	$7,630,828
SCMB	Schwab Municipal Bond ETF	+6,728	47,894	$1,157,119
DFCF	Dimensional Core Fixed Income ETF	+6,280	103,937	$4,169,952
BUFD	FT Vest Laddered Deep Buffer ETF	+5,490	70,426	$2,138,837
FBND	Fidelity Total Bond ETF	+4,988	104,305	$4,516,406
DFNM	Dimensional National Municipal Bond ETF	+4,619	47,089	$2,167,506
SPHQ	Invesco S&P 500 Quality ETF	+4,493	114,603	$9,635,820
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+4,120	29,151	$2,016,374
MSFT	Microsoft Corp	+2,431	10,230	$5,246,967
AAPL	Apple Inc.	+2,269	24,590	$8,188,961
CSCO	Cisco Systems, Inc.	+2,078	4,589	$493,914
FMB	First Trust Managed Municipal ETF	+1,931	33,935	$1,624,129
FIXD	First Trust Smith Opportunistic Fixed Income ETF	+1,897	112,280	$4,633,795
IUSV	iShares Core S&P U.S. Value ETF	+1,615	77,656	$8,563,903
APH	Amphenol Corp	+1,576	3,152	$265,713
MUB	iShares National Muni Bond ETF	+1,156	15,352	$1,552,087
INTC	Intel Corp	+1,113	3,448	$414,553
VB	Vanguard Index Funds	+804	15,465	$4,399,637
VOO	VANGUARD 500 INDEX FUND	+607	7,818	$5,479,323
KO	Coca Cola Co	+494	7,973	$686,315
NVS	Novartis AG	+282	3,591	$511,968
AMAT	Applied Materials Inc	+273	4,130	$2,111,999
VEA	Vanguard FTSE Developed Markets ETF	+201	22,902	$1,617,110
IGRO	iShares International Dividend Growth ETF	+176	18,120	$1,608,331
V	Visa Inc.	+174	2,812	$1,010,435
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FTSM	First Trust Enhanced Short Maturity ETF	−19,803	38,935	$2,317,021
SCHD	Schwab U.S. Dividend Equity ETF	−6,290	223,303	$7,264,046
FVD	First Trust Value Line Dividend Index Fund	−4,423	79,337	$3,721,698
IWF	iShares Russell 1000 Growth ETF	−2,195	28,135	$3,524,190
BUFR	FT Vest Laddered Buffer ETF	−1,909	189,965	$7,117,988
AMZN	Amazon Com Inc	−1,438	68,787	$17,138,281
—		−1,313	63,271	$0
NVDA	Nvidia Corp	−1,225	12,493	$2,853,151
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	−1,055	81,168	$4,662,289
QQQ	Invesco Qqq Trust, Series 1	−877	38,110	$28,192,634
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−690	42,873	$4,168,970
XOM	ExxonMobil Holdings Corp	−681	1,681	$273,582
PEP	Pepsico Inc	−494	3,237	$410,192
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−424	6,471	$1,266,698
MRK	Merck & Co., Inc.	−338	9,661	$1,403,839
WLY	John Wiley & Sons, Inc.	−334	4,452	$212,627
WFC	Wells Fargo & Company	−333	3,728	$298,426
VFH	VANGUARD FINANCIALS INDEX FUND	−249	3,801	$494,472
TQQQ	ProShares UltraPro QQQ	−218	5,807	$453,120
SPY	Spdr S&P 500 ETF Trust	−180	30,427	$23,204,543
PFE	Pfizer Inc	−171	28,055	$800,128
MO	Altria Group, Inc.	−100	5,227	$351,986
AVGO	Broadcom Inc.	−94	5,745	$2,017,586
JPM	Jpmorgan Chase & Co	−72	2,290	$757,600
AXP	American Express Co	−70	4,074	$1,238,903
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	1,511	$565,476
SPCX	Space Exploration Technologies Corp	2,468	$372,322
VO	VANGUARD MID-CAP INDEX FUND	3,846	$301,603
PANW	Palo Alto Networks Inc	553	$219,712
BKNG	Booking Holdings Inc.	1,287	$209,665
GILD	Gilead Sciences, Inc.	1,382	$205,987
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
LOW	Lowes Companies Inc	1,026	$226,222
SMH	VanEck Semiconductor ETF	319	$209,228
LIN	Linde PLC	402	$208,613
RCI	Rogers Communications Inc	6,260	$203,450
KVUE	Kenvue Inc.	10,149	$193,947
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $236,693,624 total · filing declares 116 positions · $260,861,570 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	38,110	-877	$28,192,634	−1.8%	11.91%
SPY	Spdr S&P 500 ETF Trust	Reduced	30,427	-180	$23,204,543	+1.5%	9.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	68,787	-1,438	$17,138,281	+2.4%	7.24%
SPHQ	Invesco S&P 500 Quality ETF	Added	114,603	+4,493	$9,635,820	−2.9%	4.07%
IUSV	iShares Core S&P U.S. Value ETF	Added	77,656	+1,615	$8,563,903	+2.2%	3.62%
AAPL	Apple Inc. Technology	Added	24,590	+2,269	$8,188,961	+26.8%	3.46%
FNDB	Schwab Fundamental U.S. Broad Market ETF	Added	249,292	+9,474	$7,630,828	+4.5%	3.22%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	223,303	-6,290	$7,264,046	−0.2%	3.07%
BUFR	FT Vest Laddered Buffer ETF	Reduced	189,965	-1,909	$7,117,988	+1.6%	3.01%
VOO	VANGUARD 500 INDEX FUND	Added	7,818	+607	$5,479,323	+10.6%	2.31%
MSFT	Microsoft Corp Technology	Added	10,230	+2,431	$5,246,967	+80.4%	2.22%
FLQM	Franklin U.S. Mid Cap Multifactor Index ETF	Reduced	81,168	-1,055	$4,662,289	−2.0%	1.97%
FIXD	First Trust Smith Opportunistic Fixed Income ETF	Added	112,280	+1,897	$4,633,795	−3.7%	1.96%
FBND	Fidelity Total Bond ETF	Added	104,305	+4,988	$4,516,406	−0.0%	1.91%
VB	Vanguard Index Funds	Added	15,465	+804	$4,399,637	−1.0%	1.86%
DFCF	Dimensional Core Fixed Income ETF	Added	103,937	+6,280	$4,169,952	+1.2%	1.76%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Reduced	42,873	-690	$4,168,970	+0.1%	1.76%
FVD	First Trust Value Line Dividend Index Fund	Reduced	79,337	-4,423	$3,721,698	−7.8%	1.57%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,781	-56	$3,709,526	−4.2%	1.57%
JPSE	JPMorgan Diversified Return U.S. Small Cap Equity ETF	Added	65,363	+1	$3,681,244	−6.4%	1.56%
IWF	iShares Russell 1000 Growth ETF	Reduced	28,135	-2,195	$3,524,190	−6.4%	1.49%
NVDA	Nvidia Corp Technology	Reduced	12,493	-1,225	$2,853,151	+3.9%	1.21%
IWL	iShares Russell Top 200 ETF	Added	13,834	+2	$2,630,673	+2.8%	1.11%
FTSM	First Trust Enhanced Short Maturity ETF	Reduced	38,935	-19,803	$2,317,021	−34.0%	0.98%
DFNM	Dimensional National Municipal Bond ETF	Added	47,089	+4,619	$2,167,506	+5.6%	0.92%
BUFD	FT Vest Laddered Deep Buffer ETF	Added	70,426	+5,490	$2,138,837	+10.8%	0.90%
AMAT	Applied Materials Inc Technology	Added	4,130	+273	$2,111,999	−24.3%	0.89%
AVGO	Broadcom Inc. Technology	Reduced	5,745	-94	$2,017,586	−8.5%	0.85%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	29,151	+4,120	$2,016,374	+19.2%	0.85%
ASML	Asml Holding NV Technology	Reduced	902	-6	$1,634,126	−9.5%	0.69%
FMB	First Trust Managed Municipal ETF	Added	33,935	+1,931	$1,624,129	−1.2%	0.69%
VEA	Vanguard FTSE Developed Markets ETF	Added	22,902	+201	$1,617,110	−0.0%	0.68%
IGRO	iShares International Dividend Growth ETF	Added	18,120	+176	$1,608,331	+1.9%	0.68%
MUB	iShares National Muni Bond ETF	Added	15,352	+1,156	$1,552,087	+1.6%	0.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,100	0	$1,543,645	−0.5%	0.65%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,661	-338	$1,403,839	+9.3%	0.59%
RDVY	First Trust Rising Dividend Achievers ETF	Reduced	17,860	-27	$1,398,259	−3.6%	0.59%
CFO	VictoryShares US 500 Enhanced Volatility Wtd ETF	Reduced	17,251	-44	$1,338,004	−3.4%	0.57%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	6,471	-424	$1,266,698	−3.6%	0.54%
GOOG	Alphabet Inc. Communication Services	Reduced	3,641	-38	$1,240,634	−4.6%	0.52%
AXP	American Express Co Financial Services	Reduced	4,074	-70	$1,238,903	−11.6%	0.52%
SCMB	Schwab Municipal Bond ETF	Added	47,894	+6,728	$1,157,119	+8.9%	0.49%
LLY	ELI LILLY & Co Healthcare	Added	911	+46	$1,054,099	+1.6%	0.45%
V	Visa Inc. Financial Services	Added	2,812	+174	$1,010,435	+11.6%	0.43%
JNJ	Johnson & Johnson Healthcare	Reduced	3,666	-33	$970,536	+3.3%	0.41%
MA	Mastercard Inc Financial Services	Added	1,722	+12	$949,631	+8.1%	0.40%
META	Meta Platforms, Inc. Communication Services	Added	1,291	+148	$936,207	+45.4%	0.40%
ABBV	AbbVie Inc. Healthcare	Added	3,553	+24	$929,429	+4.7%	0.39%
CAT	Caterpillar Inc Industrials	Reduced	1,087	-18	$881,328	−25.1%	0.37%
PHDG	Invesco S&P 500 Downside Hedged ETF	Reduced	20,039	-10	$827,272	+0.8%	0.35%

Showing the top 50 of 116 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.