Family Manage LLC - Portfolio overview

Family Manage LLC has 351 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MINT - PIMCO ETF TR, 5.03%
2. DSCO - DOUBLELINE ETF TRUST, 4.68%
3. SPY - STATE STR SPDR S&P 500 ETF T, 4.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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