Family CFO Inc

CIK 0001911695 · LOS ALTOS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Family CFO Inc reported 47 positions worth $259.9M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VTI (21.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$259.9M
2026 Q2
Positions
47
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.7%
Est. Net Flow (Q)
2026 Q2
10 / 47 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVanguard Total Stock Market ETFSH$57.0M21.94%154,081
2VIGVANGUARD DIVIDEND APPRECIATION ETFSH$24.7M9.49%104,202
3VXUSVANGUARD TOTAL INTL STOCK INDEX FUND ETFSH$23.2M8.92%271,144
4BEBloom Energy Corporation Com C L ASH$20.6M7.92%68,000
5VBRVANGUARD SMALL CAP VALUE ETFSH$17.8M6.87%73,425
6VMBSVANGUARD MORTGAGE-BACK SEC ETFSH$16.2M6.25%346,727
7VSSVanguard FTSE All-World ex-US Sm-Cap Index FundSH$12.8M4.93%82,953
8VOOVanguard S&P 500 ETFSH$11.4M4.40%16,643
9VCITVANGUARD INT-TERM CORP ETFSH$9.9M3.81%119,883
10VTIPVANGUARD STRM INFPROIDX ETFSH$8.2M3.16%163,287

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Family CFO Inc hold as of Q2 2026?

Family CFO Inc reported 47 positions worth $259.9M in its Q2 2026 13F filing. Largest positions: VTI (21.9%), VIG (9.5%), VXUS (8.9%), BE (7.9%) and VBR (6.9%).

What did Family CFO Inc buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Family CFO Inc sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.