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Family Manage LLC 13F Filings, Portfolio & Analysis

CIK: 0001539947
New York 155 E. 44Th Street 21St Floor
Zip Code: 10017
Latest Portfolio Value
$833.95 M
+5.39%
Total Holdings
305
21
Latest Report Date
Q1 2026
Top 10 Concentration
38.77%

Family Manage LLC — Portfolio Overview & Company Profile

Family Manage LLC (CIK: 0001539947) is a financial institution headquartered at 155 E. 44Th Street, 21St Floor, New York, New York 10017. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $833.95 M, comprising 305 distinct securities. Over its filing history, it has submitted 53 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 38.8%. Quarterly turnover: 17.5%. ▲ 49 new, +135 added, −66 reduced, ×29 exited.

Portfolio Summary (Q1 2026)

Asset Allocation

Stocks/ETFs
+5.37%
$833.55 M 99.95%
Options
$0 0.00%
Debt
-2.86%
$25,077 0.00%
Other
+68.16%
$378,284 0.05%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
447,062 $44.96 M 5.39% ▼ 35 Reduce 0.0%
1.68 M $41.8 M 5.01% ▲ 1,682,445 New Buy
58,886 $38.3 M 4.59% ▲ 15,131 Add 34.6%
310,017 $34.22 M 4.10% ▲ 9,158 Add 3.0%
789,776 $31.01 M 3.72% ▲ 396,463 Add 100.8%
155,336 $29.79 M 3.57% ▼ 6,944 Reduce -4.3%
166,165 $28.98 M 3.47% ▼ 10,197 Reduce -5.8%
113,630 $28.84 M 3.46% ▼ 927 Reduce -0.8%
86,432 $24.85 M 2.98% ▲ 16,003 Add 22.7%
55,128 $20.41 M 2.45% ▲ 4,987 Add 10.0%

Historical Portfolio Charts