Q2 2026 13F · SEC CIK 1911695

Family CFO Inc

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $259.9M
Reported positions: 47
Top holdings a year, 3 yrs: +20.1%
Assets under management: $169.7M

Family CFO Inc is a wealth manager that reported 47 positions worth $259.9M in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Vanguard Index Fds (VTI, 21.9%), Vanguard Specialized Funds (VIG, 9.5%), Vanguard Star Fds (VXUS, 8.9%). A portfolio copying its top holdings returned 20.1% a year over the last 3 years, against 22.3% for the S&P 500.

Family CFO Inc holdings all 47 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Family CFO Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	21.9%	22.2%	154,081	-0.2%	$57.0M
VIGVanguard Specialized Funds	9.5%	10.0%	104,202	-0.1%	$24.7M
VXUSVanguard Star Fds	8.9%	9.4%	271,144	-0.3%	$23.2M
BEBloom Energy Corp	7.9%	4.7%	68,000	-12.1%	$20.6M
VBRVanguard Index Fds	6.9%	7.2%	73,425	-1.1%	$17.8M
VMBSVanguard Scottsdale Fds	6.2%	6.8%	346,727	+7.4%	$16.2M
VSSVanguard Intl Equity Index F	4.9%	5.4%	82,953	+0.1%	$12.8M
VOOVanguard Index Fds	4.4%	4.5%	16,643	-0.5%	$11.4M
VCITVanguard Scottsdale Fds	3.8%	4.1%	119,883	+7.4%	$9.9M
VTIPVanguard Malvern Fds	3.2%	3.5%	163,287	+4.6%	$8.2M
VTVVanguard Index Fds	3.0%	3.1%	35,630	-0.6%	$7.8M
VUGVanguard Index Fds	2.4%	2.3%	70,948	+500.0%	$6.1M
VWOVanguard Intl Equity Index F	1.5%	1.6%	65,553	-0.3%	$3.9M
AAUAEa Series Trust	1.4%	1.4%	63,129	+0.0%	$3.6M
DFIVDimensional ETF Trust	1.3%	1.5%	64,540	-0.1%	$3.5M
VXFVanguard Index Fds	1.3%	1.3%	14,089	-2.6%	$3.5M
DFUVDimensional ETF Trust	1.2%	1.2%	54,645	-1.4%	$3.0M
VEAVanguard Ftse Developed Markets Index Fu	1.1%	1.1%	39,454	+0.8%	$2.8M
VEUVanguard Intl Equity Index F	0.9%	1.0%	28,128	-1.5%	$2.4M
VNQVanguard Index Fds	0.8%	0.9%	22,729	+0.3%	$2.2M
AVGOBroadcom Inc	0.8%	New	5,600	—	$2.1M
DUSBDimensional Ultrashort Fixed Income ETF	0.6%	0.6%	28,419	+2.2%	$1.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.7%	2,768	-8.9%	$1.4M
VSGXVanguard World Fd	0.5%	0.5%	16,779	+1.0%	$1.4M
ESGVVanguard World Fd	0.5%	0.5%	9,678	+3.4%	$1.3M
TSLATesla Inc	0.5%	0.5%	2,778	-0.2%	$1.2M
VBILVanguard Instl Index Fd	0.4%	0.5%	14,528	-2.8%	$1.1M
AAEQEa Series Trust	0.4%	0.4%	19,852	+0.0%	$1.1M
IBNDSpdr Series Trust	0.3%	0.4%	24,982	-1.6%	$779K
BWXSpdr Series Trust	0.3%	0.4%	35,835	-0.8%	$777K
EBNDSpdr Series Trust	0.3%	0.4%	36,368	-4.4%	$761K
DFEVDimensional ETF Trust	0.3%	0.3%	17,336	+0.0%	$740K
VBVanguard Index Fds	0.2%	0.2%	1,978	+0.0%	$600K
VNQIVanguard Intl Equity Index F	0.2%	0.2%	12,079	+0.0%	$542K
VUSBVanguard Bd Index Fds	0.2%	0.2%	9,643	+12.3%	$480K
GLDMWorld Gold Tr	0.2%	0.2%	5,543	+18.3%	$440K
AAPLApple Inc	0.2%	0.2%	1,507	+0.0%	$436K
DFSVDimensional US Small Cap	0.2%	0.2%	11,214	+0.0%	$435K
BNDXVanguard Charlotte Fds	0.1%	0.1%	7,213	+15.1%	$349K
NVDANvidia Corporation	0.1%	New	1,670	—	$334K
IGFiShares Global Infrastructure	0.1%	New	4,673	—	$311K
VGTVanguard World Fd	0.1%	New	2,128	—	$254K
DISVDimensional ETF Trust	0.1%	0.1%	6,297	+0.0%	$253K
WCCBWest Coast Community Bancorp	0.1%	0.1%	4,648	+0.0%	$232K
ORCLOracle Corp	0.1%	0.1%	1,562	+0.0%	$229K
SLVIshares Silver Tr	0.1%	New	4,190	—	$224K
AMZNAmazon Com Inc	0.1%	New	899	—	$214K

What Family CFO Inc bought and sold in Q2 2026, against Q1 2026.

Sold out

Nothing sold out.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +11.5% /yr; S&P 500 +11.7%
3 years: +20.1% /yr; S&P 500 +22.3%
5 years: +9.4% /yr; S&P 500 +12.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$259.9M	47
Q1 2026	$223.3M	41
Q4 2025	$223.6M	86
Q3 2025	$217.2M	34
Q2 2025	$199.7M	90
Q1 2025	$182.3M	65
Q4 2024	$181.6M	91
Q3 2024	$177.3M	72
Q2 2024	$162.5M	64
Q1 2024	$161.4M	64
Q4 2023	$155.1M	66
Q3 2023	$139.1M	81

Questions about Family CFO Inc's portfolio

What stocks does Family CFO Inc own?

Family CFO Inc's latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 47 positions worth $259.9M. The largest are Vanguard Index Fds (VTI) at 21.9%, Vanguard Specialized Funds (VIG) at 9.5%, Vanguard Star Fds (VXUS) at 8.9%, Bloom Energy Corp (BE) at 7.9% and Vanguard Index Fds (VBR) at 6.9%.

What did Family CFO Inc buy last quarter?

In Q2 2026, Family CFO Inc added a new position in Broadcom Inc (AVGO), a new position in Nvidia Corporation (NVDA), a new position in iShares Global Infrastructure (IGF), a new position in Vanguard World Fd (VGT), a new position in Ishares Silver Tr (SLV), Vanguard Index Fds (VUG) (+500.0% shares), World Gold Tr (GLDM) (+18.3% shares) and Vanguard Charlotte Fds (BNDX) (+15.1% shares), compared with its Q1 2026 filing.

What did Family CFO Inc sell last quarter?

In Q2 2026, Family CFO Inc Bloom Energy Corp (BE) (-12.1% shares) and Berkshire Hathaway Inc Del (BRK-B) (-8.9% shares), compared with its Q1 2026 filing.

How has Family CFO Inc's portfolio performed?

A portfolio copying Family CFO Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.1% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +11.5% against +11.7%. Over 5 years: +9.4% a year against +12.9%.

When is Family CFO Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Family CFO Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Family CFO Inc manage?

Family CFO Inc reported $169.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $259.9M.