First seen by DFX
Sep 12, 2026
date not stated
Family Management Corp: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 104951, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
First seen by DFX
Sep 12, 2026
date not stated
Family Management Corp files Form 13F (name, $622,498,366 in 199 positions)
Family Manage LLC reported $833,948,553 across 305 13(f) positions for the quarter ended 2026-03-31
Family Manage LLC opened a $41,800,347 position in Doubleline Etf Trust (1,682,445 shares)
Family Manage LLC reduced Ishares Tr 66,326 -> 21,694 shares ($6,245,256 -> $2,011,902)
Family Manage LLC reduced EOG Res Inc 52,589 -> 18,738 shares ($5,522,371 -> $2,708,953)
Family Manage LLC opened a $3,332,763 position in Intercontinental Exchange in (21,190 shares)
Family Manage LLC reduced Gilead Sciences Inc 56,489 -> 29,557 shares ($6,933,460 -> $4,119,359)
Family Manage LLC reduced Snap on Inc 15,857 -> 11,251 shares ($5,464,322 -> $4,086,588)
Family Manage LLC reduced Intuit 5,032 -> 1,082 shares ($3,333,297 -> $467,835)
Family Manage LLC opened a $3,409,266 position in Uber Technologies Inc (47,397 shares)
Family Manage LLC reduced Jones Lang Lasalle Inc 19,268 -> 1,296 shares ($6,483,104 -> $394,399)
Family Manage LLC reduced Kroger Co 71,407 -> 41,632 shares ($4,461,509 -> $3,012,492)
Family Manage LLC opened a $2,660,052 position in Mcdonalds Corp (8,559 shares)
Family Manage LLC opened a $3,245,134 position in Nextera Energy Inc (34,939 shares)
Family Manage LLC exited D R Horton Inc (was $2,519,517, 17,493 shares)
Family Manage LLC reduced Pacer Fds Tr 139,879 -> 101,275 shares ($6,206,418 -> $4,544,209)
Family Manage LLC reduced Shell Plc 70,501 -> 12,940 shares ($5,180,413 -> $1,203,420)
Family Manage LLC exited Simplify Exchange Traded Fun (was $6,783,624, 134,569 shares)
Family Manage LLC reduced Spdr Series Trust 170,689 -> 72,499 shares ($15,597,561 -> $6,643,808)
Family Manage LLC reduced Synchrony Financial 65,425 -> 8,571 shares ($5,458,408 -> $582,999)
Family Manage LLC increased Texas Pacific Land Corporati 5,136 -> 10,985 shares ($1,475,162 -> $5,213,042)
Family Manage LLC exited Applovin Corp (was $2,699,323, 4,006 shares)
Family Manage LLC opened a $2,831,280 position in Verizon Communications Inc (56,400 shares)
Family Manage LLC reduced Aflac Inc 31,957 -> 1,883 shares ($3,523,898 -> $206,584)
Family Manage LLC opened a $2,056,570 position in Ametek Inc (9,594 shares)
Family Manage LLC opened a $2,428,044 position in Analog Devices Inc (7,632 shares)
Family Manage LLC opened a $3,278,588 position in Dimensional Etf Trust (62,118 shares)
Family Manage LLC exited Alibaba Group Hldg Ltd (was $2,467,381, 16,833 shares)
Family Manage LLC exited American Intl Group Inc (was $2,592,079, 30,299 shares)
Family Manage LLC opened a $2,120,132 position in Mckesson Corp (2,450 shares)
Family Manage LLC opened a $3,011,064 position in Freeport Mcmoran Inc (51,226 shares)
Family Manage LLC exited Expedia Group Inc (was $6,984,725, 24,654 shares)
Family Manage LLC exited FOX Corp (was $5,179,275, 70,881 shares)
Family Manage LLC exited Incyte Corp (was $5,770,637, 58,425 shares)
Family Manage LLC exited Marathon Pete Corp (was $3,273,579, 20,129 shares)
Family Manage LLC exited Medpace Hldgs Inc (was $3,595,122, 6,401 shares)
Family Manage LLC exited Salesforce Inc (was $6,217,703, 23,471 shares)
Family Manage LLC opened a $3,893,223 position in Dimensional Etf Trust (52,768 shares)
Family Manage LLC opened a $3,281,237 position in Dimensional Etf Trust (96,906 shares)