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Family Investment Center, Inc. — 13F Holdings & Portfolio

CIK 1897700 · latest 13F-HR filed 2026-10-19

Backtest portfolio

Family Investment Center, Inc. manages $606.2M in 13F-reported U.S. long-equity assets across 112 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are BIV (12.20%), PYLD (9.88%), RISR (8.74%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 14 new positions and exited 22; 30 existing positions rose in reported value and 33 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$606.2M

Long-equity book

Holdings
112

Distinct positions

Period
2026-09-30

Filed 2026-10-19

Q/Q Activity
+14 / −22 / ↑30 / ↓33

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
BIV12.2% · -2%PYLD9.9% · -1%RISR8.7% · +7%DFLV8.4% · newAVDE8.1% · +6%SPMO6.8% · -18%JPST5.5% · +52%DFEV4.3% · +2%JIRE3.3% · -3%AVUV2.9% · +12%AVMV2.8% · +27%VIG2.6% · -1%VYMI2.3% · +0%XMMO2.1% · -6%VO1.3% · -2%XSMO1.2% · -18%SCHD1.2% · +0%JMUB1.2% · +400%VB1.1% · -1%SPHQ1.0% · -87%VOO0.8% · +0%SCHM0.7% · -14%ONEY0.7% · -6%AGG0.7% · +4%VIGI0.5% · -2%AAPL0.5% · +6%VXUS0.5% · -0%LDUR0.4% · +1%MU0.3% · +10%NSC0.3% · 0%NVDA0.3% · +18%IGE0.3% · +49%XOM0.3% · 0%QQQ0.3% · -22%IEMG0.3% · +0%XMHQ0.2% · -12%FLJH0.2% · -3%MSFT0.2% · +168%PLTR0.2% · +60%DELL0.2% · +205%AMZN0.2% · +9%SCHO0.2% · +9%META0.2% · +139%DFUS0.2% · -2%BRK.B0.2% · +25%SCHA0.2% · -1%VTI0.2% · +0%SPEM0.1% · -1%LLY0.1% · +38%IWF0.1% · -2%INCY0.1% · +14%GOOG0.1% · -8%AMD0.1% · -51%SCHR0.1% · +10%VBR0.1% · -5%AVEM0.1% · +2%WMT0.1% · +0%JPM0.1% · +51%SCHF0.1% · 0%XLU0.1% · -63%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 70.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 9, 2026.

Assets Under Management
$689.3M
Discretionary
$675.4M
Employees
20
Accounts
2,200
Address
3805 BECK ROAD
SAINT JOSEPH, MO 64506
Phone
(816) 233-4100
Website
Mailing Address
3805 BECK ROAD P.O. BOX 8807, ST. JOSEPH, MO, 64508-8807
Name Title / Status Ownership Type
DANFORD, THADDUS "DAN", S ControlCHAIRMAN OF THE BOARD, PRINCIPAL
since Jul 2007
10–25%Individual
GOODMAN, NATHAN, COLE ControlCHIEF OPERATING OFFICER, PRINCIPAL, CHIEF COMPLIANCE OFFICER
since Jan 2018
25–50%Individual
HARRISON, SAMUEL, DEAN ControlCHIEF INVESTMENT OFFICER
since Jun 2024
Less than 5%Individual
MCMURRAY, TAREN, RAE ControlPRESIDENT , PRINCIPAL
since Jan 2018
10–25%Individual
MOORE, JILL, MARIE HISLOP ControlCHIEF ADMINISTRATIVE OFFICER
since Jan 2025
Less than 5%Individual
SALMEN, RICHARD, CHRISTOPHER ControlCHIEF EXECUTIVE OFFICER, PRINCIPAL
since Oct 2017
25–50%Individual
Ownership & leadership changes · 17 filings with changes since Feb 3, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 26, 2026 filing
  • AddedMOORE, JILL, MARIE HISLOP · CHIEF ADMINISTRATIVE OFFICER · Less than 5% · control person
Jul 17, 2024 filing
  • AddedHARRISON, SAMUEL, DEAN · CHIEF INVESTMENT OFFICER · Less than 5% · control person
Feb 15, 2024 filing
  • No longer listedSTELTING, TAMARA, S · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Aug 2021
  • ChangedGOODMAN, NATHAN, COLE · title CHIEF OPERATIONS OFFICER, PRINCIPAL → CHIEF OPERATING OFFICER, PRINCIPAL, CHIEF COMPLIANCE OFFICER
Feb 1, 2024 filing
  • ChangedDANFORD, THADDUS "DAN", S · title PRINCIPAL/CEO/SHAREHOLDER → CHAIRMAN OF THE BOARD, PRINCIPAL; ownership 25–50% → 10–25%
  • ChangedGOODMAN, NATHAN, COLE · title DIRECTOR OF FINANCIAL PLANNING/ OWNER → CHIEF OPERATIONS OFFICER, PRINCIPAL
  • ChangedMCMURRAY, TAREN, RAE · title DIRECTOR OF TAX SERVICES/ OWNER PARTNER → PRESIDENT , PRINCIPAL
  • ChangedSALMEN, RICHARD, CHRISTOPHER · title PRESIDENT/PRINCIPAL/OWNER → CHIEF EXECUTIVE OFFICER, PRINCIPAL
Jan 26, 2023 filing
  • ChangedGOODMAN, NATHAN, COLE · title FINANCIAL PLANNER → DIRECTOR OF FINANCIAL PLANNING/ OWNER; ownership 10–25% → 25–50%; now a control person
  • ChangedMCMURRAY, TAREN, RAE · title FINANCIAL PLANNER → DIRECTOR OF TAX SERVICES/ OWNER PARTNER; now a control person
Nov 3, 2022 filing
  • No longer listedCODER, JANICE, ELAINE · SHAREHOLDER · Less than 5% · listed since Jan 2007
  • ChangedSALMEN, RICHARD, CHRISTOPHER · title PRESIDENT → PRESIDENT/PRINCIPAL/OWNER
Sep 21, 2021 filing
  • No longer listedThaler, Steven, J · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Nov 2019
  • AddedSTELTING, TAMARA, S · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Mar 9, 2021 filing
  • ChangedDANFORD, THADDUS "DAN", S · ownership 50–75% → 25–50%
  • ChangedMCMURRAY, TAREN, RAE · ownership 5–10% → 10–25%
  • ChangedSALMEN, RICHARD, CHRISTOPHER · ownership 10–25% → 25–50%
Feb 10, 2020 filing
  • ChangedSALMEN, RICHARD, CHRISTOPHER · now a control person
Nov 25, 2019 filing
  • No longer listedHOLTHAUS, LAURA, EILEEN · CCO · Less than 5% · listed since Jan 2014
  • AddedThaler, Steven, J · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Older changes (8 more filings)
Apr 1, 2019 filing
  • AddedGOODMAN, NATHAN, COLE · FINANCIAL PLANNER · 10–25%
Mar 18, 2019 filing
  • AddedMCMURRAY, TAREN, RAE · FINANCIAL PLANNER · 5–10%
  • ChangedDANFORD, THADDUS "DAN", S · ownership 75% or more → 50–75%
  • ChangedHOLTHAUS, LAURA, EILEEN · title CCO/SHAREHOLDER → CCO
  • ChangedSALMEN, RICHARD, CHRISTOPHER · ownership Less than 5% → 10–25%
Oct 10, 2017 filing
  • AddedSALMEN, RICHARD, CHRISTOPHER · PRESIDENT · Less than 5%
Jan 13, 2017 filing
  • No longer listedDANFORD, JEANNETTA, R. · SHAREHOLDER · 5–10% · listed since Aug 1998
Mar 17, 2014 filing
  • No longer listedWHITE, JASON, THEODORE · SHAREHOLDER · 5–10% · listed since Jan 2007
Feb 13, 2014 filing
  • ChangedDANFORD, THADDUS "DAN", S · title PRINCIPAL/CHIEF COMPLIANCE OFFICER/CEO → PRINCIPAL/CEO/SHAREHOLDER
  • ChangedHOLTHAUS, LAURA, EILEEN · title SHAREHOLDER → CCO/SHAREHOLDER
Jan 22, 2013 filing
  • ChangedDANFORD, JEANNETTA, R. · ownership 10–25% → 5–10%
Feb 3, 2012 filing (earliest on record)
  • ListedCODER, JANICE, ELAINE · SHAREHOLDER · Less than 5%
  • ListedDANFORD, JEANNETTA, R. · SHAREHOLDER · 10–25%
  • ListedDANFORD, THADDUS "DAN", S · PRINCIPAL/CHIEF COMPLIANCE OFFICER/CEO · 75% or more · control person
  • ListedHOLTHAUS, LAURA, EILEEN · SHAREHOLDER · Less than 5%
  • ListedWHITE, JASON, THEODORE · SHAREHOLDER · 5–10%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Family Investment Center, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD BD INDEX FDS BIV 921937819 $73.9M 12.20% 1,014,673 SH
2 PIMCO ETF TR PYLD 72201R585 $59.9M 9.88% 2,357,924 SH
3 TIDAL TRUST I RISR 886364637 $53.0M 8.74% 1,430,120 SH
4 DIMENSIONAL ETF TRUST DFLV 25434V666 $51.2M 8.45% 1,274,790 SH
5 AMERICAN CENTY ETF TR AVDE 025072703 $48.9M 8.08% 543,211 SH
6 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $41.1M 6.78% 271,075 SH
7 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $33.6M 5.54% 667,017 SH
8 DIMENSIONAL ETF TRUST DFEV 25434V740 $26.2M 4.32% 618,208 SH
9 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $20.0M 3.30% 243,629 SH
10 AMERICAN CENTY ETF TR AVUV 025072877 $17.8M 2.93% 150,859 SH
11 AMERICAN CENTY ETF TR AVMV 025072133 $16.8M 2.77% 220,276 SH
12 VANGUARD SPECIALIZED FUNDS VIG 921908844 $15.7M 2.58% 67,125 SH
13 VANGUARD WHITEHALL FDS VYMI 921946794 $14.2M 2.34% 140,193 SH
14 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $12.8M 2.12% 87,554 SH
15 VANGUARD INDEX FDS VO 922908629 $8.0M 1.31% 101,491 SH
16 INVESCO EXCHANGE TRADED FD T XSMO 46137V498 $7.3M 1.21% 90,037 SH
17 SCHWAB STRATEGIC TR SCHD 808524797 $7.3M 1.21% 224,642 SH
18 J P MORGAN EXCHANGE TRADED F JMUB 46641Q647 $7.1M 1.16% 148,219 SH
19 VANGUARD INDEX FDS VB 922908751 $6.6M 1.09% 23,300 SH
20 INVESCO EXCHANGE TRADED FD T SPHQ 46137V241 $5.8M 0.96% 69,006 SH
21 VANGUARD INDEX FDS VOO 922908363 $4.7M 0.78% 6,760 SH
22 SCHWAB STRATEGIC TR SCHM 808524508 $4.2M 0.70% 124,412 SH
23 SPDR SERIES TRUST ONEY 78468R770 $4.0M 0.66% 32,749 SH
24 ISHARES TR AGG 464287226 $4.0M 0.66% 42,546 SH
25 VANGUARD WHITEHALL FDS VIGI 921946810 $3.3M 0.55% 35,211 SH
26 APPLE INC AAPL 037833100 $3.2M 0.53% 9,585 SH
27 VANGUARD STAR FDS VXUS 921909768 $2.8M 0.45% 32,379 SH
28 PIMCO ETF TR LDUR 72201R718 $2.4M 0.40% 25,917 SH
29 MICRON TECHNOLOGY INC MU 595112103 $2.0M 0.34% 1,913 SH
30 NORFOLK SOUTHN CORP NSC 655844108 $2.0M 0.33% 6,510 SH
31 NVIDIA CORPORATION NVDA 67066G104 $1.9M 0.31% 8,134 SH
32 ISHARES TR IGE 464287374 $1.7M 0.28% 27,096 SH
33 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $1.6M 0.27% 9,879 SH
34 INVESCO QQQ TR QQQ 46090E103 $1.5M 0.25% 2,087 SH
35 ISHARES INC IEMG 46434G103 $1.5M 0.25% 19,017 SH
36 INVESCO EXCHANGE TRADED FD T XMHQ 46137V472 $1.5M 0.25% 13,410 SH
37 FRANKLIN TEMPLETON ETF TR FLJH 35473P637 $1.4M 0.24% 31,073 SH
38 MICROSOFT CORP MSFT 594918104 $1.3M 0.21% 2,504 SH
39 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $1.2M 0.20% 6,451 SH
40 DELL TECHNOLOGIES INC DELL 24703L202 $1.1M 0.19% 2,130 SH
41 AMAZON COM INC AMZN 023135106 $1.1M 0.18% 4,459 SH
42 SCHWAB STRATEGIC TR SCHO 808524862 $998.0K 0.16% 41,828 SH
43 META PLATFORMS INC META 30303M102 $971.7K 0.16% 1,340 SH
44 DIMENSIONAL ETF TRUST DFUS 25434V401 $964.8K 0.16% 11,620 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $945.9K 0.16% 1,900 SH
46 SCHWAB STRATEGIC TR SCHA 808524607 $930.0K 0.15% 28,503 SH
47 VANGUARD INDEX FDS VTI 922908769 $929.3K 0.15% 2,483 SH
48 SPDR INDEX SHS FDS SPEM 78463X509 $886.0K 0.15% 17,117 SH
49 ELI LILLY & CO LLY 532457108 $834.1K 0.14% 721 SH
50 ISHARES TR IWF 464287614 $833.9K 0.14% 6,657 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-19 $606.2M 112 0002085853-26-001230
2026-06-30 2026-07-23 $602.2M 120 0002085853-26-000821
2026-03-31 2026-04-24 $519.6M 91 0002085853-26-000488
2025-12-31 2026-01-23 $495.2M 97 0002085853-26-000073
Filer Information
Address
3805 BECK ROAD
SAINT JOSEPH, MO 64506
Phone
(816) 233-4100
Filing Manager
Family Investment Center, Inc.
Saint Joseph, MO
Signatory
Nathan C. Goodman
Chief Compliance Officer