Family Capital Trust Co ETF holdings
Peabody, MA
Reported $71.0M in 31 ETFs in its Form 13F for June 30, 2026.
ETF value
$71.0M
ETFs held
31
Change from prior quarter
+8.6%
With price moves
ETFs as a share of its 13F
23.1%
of $307.4M
Top 10 of 31 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AGG | iShares Core U.S. Aggregate Bond ETF | $16.3M | 164,373 | +16,571 shares |
| IMTM | iShares MSCI Intl Momentum Factor ETF | $14.4M | 269,905 | −77 shares |
| IEFA | iShares Core MSCI EAFE ETF | $10.6M | 109,444 | −160 shares |
| USVM | VictoryShares US Small Mid Cap Value Momentum ETF | $8.2M | 74,635 | +61,784 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $6.9M | 301,903 | −66 shares |
| LRGF | iShares U.S. Equity Factor ETF | $4.6M | 60,660 | −40,209 shares |
| TOTL | State Street DoubleLine Total Return Tactical ETF | $3.5M | 89,744 | No change |
| DWAS | Invesco DWA SmallCap Momentum ETF | $1.5M | 11,999 | −35,750 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $1.1M | 1,474 | −9 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $907K | 17,937 | No change |
21 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001123320. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Family Capital Trust Co own?
Family Capital Trust Co reported 31 ETF positions worth $71.0M in its Form 13F for June 30, 2026. The largest was AGG, at $16.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.