Family Capital Trust Co
RIA/Wealth
Family Capital Trust Co is a RIA/Wealth based in San Rafael, CA led by John Jackson Goldberg, reporting $356.8M in AUM as of Q3 2025 with 34% Technology concentration, 60% concentrated in top 10 holdings, and 24% allocation to ADBE.
Managing PartnerJohn Jackson Goldberg
- Portfolio Value
- $298.8M
- Positions
- 90
- Top Holding
- ADBE at 23.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Family Capital Trust Co's portfolio (59.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $71.2M | 23.84% | +$275.5K Bought | 0.05% 202.0K shares | |
Banks - Diversified Financial Services | $15.1M | 5.06% | -$614.8K Sold | 0.00% 47.9K shares | |
Internet Content & Information Communication Services | $14.7M | 4.91% | -$291.7K Sold | 0.00% 60.3K shares | |
ETF ETF | $14.3M | 4.79% | +$56.8K Bought | — 142.9K shares | |
ETF ETF | $13.8M | 4.62% | -$1.7M Sold | — 158.2K shares | |
ETF ETF | $12.6M | 4.20% | +$166.3K Bought | — 262.3K shares | |
Consumer Electronics Technology | $12.0M | 4.02% | +$115.1K Bought | 0.00% 47.2K shares | |
Financial - Credit Services Financial Services | $9.5M | 3.17% | -$168.3K Sold | 0.00% 27.8K shares | |
Medical - Devices Healthcare | $7.6M | 2.53% | -$134.5K Sold | 0.00% 56.5K shares | |
Drug Manufacturers - General Healthcare | $7.5M | 2.51% | -$196.9K Sold | 0.00% 40.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Family Capital Trust Co's latest filing
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Analytics
Portfolio insights and performance metrics for Family Capital Trust Co
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