Family Investment Center, Inc.
Real Assets
Family Investment Center, Inc. is a Real Assets based in Beverly Hills, CA led by Alexander Jason Valner, managing $481.6M across 102 long positions as of Q3 2025 with 93% ETF concentration, 69% concentrated in top 10 holdings, and minimal technology exposure.
PresidentAlexander Jason Valner
- Portfolio Value
- $481.6M
- Positions
- 102
- Top Holding
- BIV at 14.24%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Family Investment Center, Inc.'s portfolio (69% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $68.6M | 14.24% | +$13.9M Bought | — 877.9K shares | |
ETF ETF | $50.1M | 10.41% | +$5.6M Bought | — 1.9M shares | |
ETF ETF | $45.6M | 9.48% | +$640.8K Bought | — 622.6K shares | |
ETF ETF | $44.8M | 9.31% | -$6.5M Sold | — 370.4K shares | |
ETF ETF | $31.1M | 6.47% | +$2.6M Bought | — 868.9K shares | |
ETF ETF | $21.3M | 4.43% | -$1.5M Sold | — 290.0K shares | |
ETF ETF | $19.2M | 3.99% | +$6.9M Bought | — 379.2K shares | |
ETF ETF | $18.6M | 3.86% | +$980.7K Bought | — 235.5K shares | |
ETF ETF | $17.2M | 3.58% | -$18.6K Sold | — 173.2K shares | |
Unknown Unknown | $15.7M | 3.27% | -$268.5K Sold | — 72.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Family Investment Center, Inc.'s latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Family Investment Center, Inc.
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