Universe · entity
Family Manage LLC
Institutional manager (13F) · CIK 1539947
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $623M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | PIMCO ETF TR | $45M | 447,062 |
| 2 | DOUBLELINE ETF TRUST | $42M | 1,682,445 |
| 3 | STATE STR SPDR S&P 500 ETF T | $38M | 58,886 |
| 4 | ISHARES TR | $34M | 310,017 |
| 5 | TCW ETF TRUST | $31M | 789,776 |
| 6 | ISHARES TR | $30M | 155,336 |
| 7 | NVIDIA CORPORATION | $29M | 166,165 |
| 8 | APPLE INC | $29M | 113,630 |
| 9 | ALPHABET INC | $25M | 86,432 |
| 10 | MICROSOFT CORP | $20M | 55,128 |
| 11 | VANGUARD SPECIALIZED FUNDS | $20M | 93,105 |
| 12 | PIMCO ETF TR | $20M | 759,581 |
| 13 | META PLATFORMS INC | $15M | 26,103 |
| 14 | ISHARES TR | $14M | 101,495 |
| 15 | AMAZON COM INC | $13M | 64,743 |
| 16 | INVESCO EXCHANGE TRADED FD T | $12M | 64,782 |
| 17 | GOLDMAN SACHS ETF TR | $12M | 99,052 |
| 18 | VANGUARD INDEX FDS | $11M | 55,154 |
| 19 | BROADCOM INC | $9M | 30,644 |
| 20 | SSGA ACTIVE TR | $9M | 316,581 |
| 21 | ISHARES TR | $9M | 34,423 |
| 22 | JOHNSON & JOHNSON | $7M | 30,496 |
| 23 | INVESCO QQQ TR | $7M | 12,021 |
| 24 | BLACKROCK ETF TRUST II | $7M | 132,015 |
| 25 | AMERICAN EXPRESS CO | $7M | 22,215 |
| 26 | SPDR SERIES TRUST | $7M | 72,499 |
| 27 | ISHARES TR | $6M | 74,839 |
| 28 | EXXON MOBIL CORP | $6M | 36,345 |
| 29 | ISHARES GOLD TR | $6M | 68,017 |
| 30 | TAIWAN SEMICONDUCTOR MANUFAC | $6M | 17,554 |
| 31 | BOOKING HOLDINGS INC | $6M | 1,397 |
| 32 | JPMORGAN CHASE & CO | $6M | 19,859 |
| 33 | VISA INC | $6M | 18,425 |
| 34 | VALERO ENERGY CORP | $5M | 21,504 |
| 35 | TEXAS PACIFIC LAND CORPORATI | $5M | 10,985 |
| 36 | BERKSHIRE HATHAWAY INC DEL | $5M | 10,591 |
| 37 | QUALCOMM INC | $5M | 39,340 |
| 38 | ISHARES TR | $5M | 34,181 |
| 39 | MASTERCARD INCORPORATED | $5M | 9,519 |
| 40 | RITHM CAPITAL CORP | $5M | 487,557 |
| 41 | PACER FDS TR | $5M | 101,275 |
| 42 | SERVICENOW INC | $4M | 42,538 |
| 43 | ISHARES BITCOIN TRUST ETF | $4M | 115,137 |
| 44 | MERCK & CO INC | $4M | 35,495 |
| 45 | CITIGROUP INC | $4M | 37,646 |
| 46 | VANGUARD INTL EQUITY INDEX F | $4M | 77,278 |
| 47 | CATERPILLAR INC | $4M | 5,838 |
| 48 | GILEAD SCIENCES INC | $4M | 29,557 |
| 49 | SNAP ON INC | $4M | 11,251 |
| 50 | ISHARES TR | $4M | 12,791 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.