Family CFO
Latest statistics and disclosures from Family CFO's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, VIG, VXUS, VBR, VMBS, and represent 56.54% of Family CFO's stock portfolio.
- Added to shares of these 10 stocks: AAEQ, VMBS, DUSB, BNDX, VTIP, VCIT, WCCB, VGT, CSCO, VNQI.
- Started 53 new stock positions in VRSN, LLY, XBI, SBUX, VCSH, WRB, V, PANW, VIGI, JNJ.
- Reduced shares in these 10 stocks: BE, VSS, VWO, VB, VUSB, ORCL, BRK.B, VTI, VBIL, VXUS.
- Family CFO was a net buyer of stock by $3.1M.
- Family CFO has $224M in assets under management (AUM), dropping by 2.96%.
- Central Index Key (CIK): 0001911695
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Portfolio Holdings for Family CFO
Family CFO holds 87 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 23.3 | $52M | 155k | 335.27 |
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| Vanguard Dividend Appreciation ETF (VIG) | 10.2 | $23M | 104k | 219.78 |
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| Vanguard Star Fd Intl Stk Idxf (VXUS) | 9.2 | $21M | 274k | 75.44 |
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| Vanguard Small-Cap Value ETF (VBR) | 7.2 | $16M | 77k | 211.79 |
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| Vanguard Mortgage Bkd Sects ETF (VMBS) | 6.6 | $15M | +5% | 313k | 47.08 |
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| Vanguard S&p 500 Etf idx (VOO) | 5.4 | $12M | 19k | 627.13 |
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| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 5.4 | $12M | -2% | 84k | 143.33 |
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| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 4.5 | $10M | +2% | 120k | 83.75 |
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| Vanguard Malvern Fds strm infproidx (VTIP) | 3.5 | $7.8M | +3% | 158k | 49.46 |
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| Bloom Energy Corp (BE) | 3.3 | $7.3M | -19% | 84k | 86.89 |
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| Vanguard Value ETF (VTV) | 3.2 | $7.1M | 37k | 190.99 |
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| Vanguard Growth ETF (VUG) | 2.6 | $5.8M | 12k | 487.86 |
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| Vanguard Emerging Markets ETF (VWO) | 1.6 | $3.6M | -7% | 67k | 53.76 |
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| Dimensional Etf Trust (DFIV) | 1.4 | $3.2M | 64k | 49.90 |
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| Vanguard Extended Market ETF (VXF) | 1.4 | $3.2M | 15k | 209.12 |
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| DFA Tax-Managed US Marketwide Value II (DFUV) | 1.2 | $2.6M | 55k | 46.59 |
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| Vanguard Europe Pacific ETF (VEA) | 1.1 | $2.4M | 39k | 62.47 |
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| Vanguard FTSE All-World ex-US ETF (VEU) | 0.9 | $2.1M | 29k | 73.56 |
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| Dimensional Etf Trust (DUSB) | 0.9 | $2.0M | +50% | 39k | 50.65 |
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| Vanguard REIT ETF (VNQ) | 0.9 | $1.9M | +7% | 22k | 88.49 |
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| Berkshire Hathaway (BRK.B) | 0.7 | $1.5M | -9% | 3.0k | 502.65 |
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| Tesla Motors (TSLA) | 0.6 | $1.3M | 2.8k | 449.72 |
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| Vanguard Esg International Stock Etf etf (VSGX) | 0.5 | $1.2M | 17k | 71.62 |
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| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.5 | $1.1M | 9.4k | 120.96 |
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| Vanguard Instl Index (VBIL) | 0.5 | $1.1M | -6% | 14k | 75.43 |
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| Ea Series Trust (AAEQ) | 0.4 | $979k | NEW | 20k | 49.33 |
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| Dimensional Etf Trust (DFEV) | 0.3 | $585k | 17k | 33.74 |
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| Vanguard Bd Index Fds (VUSB) | 0.3 | $580k | -29% | 12k | 49.84 |
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| Vanguard Small-Cap ETF (VB) | 0.2 | $558k | -30% | 2.2k | 257.95 |
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| Apple (AAPL) | 0.2 | $410k | 1.5k | 271.86 |
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| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.2 | $406k | NEW | 8.4k | 48.32 |
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| Dimensional Etf Trust (DFSV) | 0.2 | $369k | +5% | 11k | 32.89 |
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| Oracle Corporation (ORCL) | 0.1 | $304k | -40% | 1.6k | 194.91 |
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| Dimensional International Small Cap Value ETF (DISV) | 0.1 | $239k | 6.3k | 38.00 |
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| Dimensional Etf Trust (DFLV) | 0.1 | $236k | 6.9k | 34.21 |
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| Amazon (AMZN) | 0.1 | $211k | 912.00 | 230.82 |
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| West Coast Community Bancorp (WCCB) | 0.1 | $205k | NEW | 4.6k | 44.00 |
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| Vanguard Information Technology ETF (VGT) | 0.1 | $201k | NEW | 266.00 | 753.78 |
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| Cisco Systems (CSCO) | 0.1 | $187k | NEW | 2.4k | 77.03 |
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| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $181k | NEW | 3.9k | 45.84 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $170k | NEW | 2.1k | 79.73 |
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| Vanguard Total Bond Market ETF (BND) | 0.1 | $167k | NEW | 2.3k | 74.07 |
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| Costco Wholesale Corporation (COST) | 0.1 | $164k | NEW | 190.00 | 862.34 |
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| Microsoft Corporation (MSFT) | 0.1 | $150k | NEW | 310.00 | 483.62 |
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| Vanguard Mid-Cap ETF (VO) | 0.1 | $136k | NEW | 469.00 | 290.22 |
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| Amgen (AMGN) | 0.1 | $130k | NEW | 396.00 | 327.31 |
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| Wells Fargo & Company (WFC) | 0.1 | $126k | NEW | 1.3k | 93.20 |
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| Agilent Technologies Inc C ommon (A) | 0.1 | $113k | NEW | 828.00 | 136.07 |
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| Keysight Technologies (KEYS) | 0.0 | $95k | NEW | 465.00 | 203.19 |
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| Alphabet Inc Class C cs (GOOG) | 0.0 | $88k | NEW | 280.00 | 313.80 |
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| Uber Technologies (UBER) | 0.0 | $86k | NEW | 1.1k | 81.71 |
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| Spdr S&p 500 Etf (SPY) | 0.0 | $79k | NEW | 116.00 | 681.92 |
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| Eli Lilly & Co. (LLY) | 0.0 | $74k | NEW | 69.00 | 1074.68 |
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| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $74k | NEW | 809.00 | 91.45 |
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| Facebook Inc cl a (META) | 0.0 | $71k | NEW | 108.00 | 660.09 |
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| SPDR S&P Biotech (XBI) | 0.0 | $64k | NEW | 526.00 | 121.93 |
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| Goldman Sachs Etf Tr activebeta int (GSIE) | 0.0 | $64k | NEW | 1.5k | 42.94 |
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| FedEx Corporation (FDX) | 0.0 | $40k | NEW | 139.00 | 288.86 |
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| Broadcom (AVGO) | 0.0 | $35k | NEW | 100.00 | 346.10 |
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| Home Depot (HD) | 0.0 | $34k | NEW | 100.00 | 344.10 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $34k | NEW | 186.00 | 183.40 |
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| Zscaler Incorporated (ZS) | 0.0 | $34k | NEW | 150.00 | 224.92 |
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| Johnson & Johnson (JNJ) | 0.0 | $31k | NEW | 150.00 | 206.95 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $28k | NEW | 184.00 | 154.14 |
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| International Business Machines (IBM) | 0.0 | $25k | NEW | 84.00 | 297.49 |
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| First Trust DB Strateg Val Idx Fnd (FTCS) | 0.0 | $20k | NEW | 218.00 | 92.51 |
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| Pepsi (PEP) | 0.0 | $18k | NEW | 125.00 | 143.52 |
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| Verisign (VRSN) | 0.0 | $12k | NEW | 50.00 | 242.96 |
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| Applied Materials (AMAT) | 0.0 | $12k | NEW | 45.00 | 257.00 |
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| Carrier Global Corporation (CARR) | 0.0 | $9.8k | NEW | 186.00 | 52.84 |
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| Starbucks Corporation (SBUX) | 0.0 | $9.7k | NEW | 115.00 | 84.21 |
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| NVIDIA Corporation (NVDA) | 0.0 | $9.3k | NEW | 50.00 | 186.50 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $8.1k | NEW | 93.00 | 87.35 |
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| Alphabet Inc Class A cs (GOOGL) | 0.0 | $6.9k | NEW | 22.00 | 313.00 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $6.8k | NEW | 21.00 | 322.24 |
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| Abbvie (ABBV) | 0.0 | $4.6k | NEW | 20.00 | 228.50 |
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| Sap (SAP) | 0.0 | $4.4k | NEW | 18.00 | 242.89 |
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| Visa (V) | 0.0 | $4.2k | NEW | 12.00 | 350.75 |
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| W.R. Berkley Corporation (WRB) | 0.0 | $4.2k | NEW | 60.00 | 70.12 |
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| Blackrock (BLK) | 0.0 | $3.2k | NEW | 3.00 | 1070.33 |
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| Stryker Corporation (SYK) | 0.0 | $3.2k | NEW | 9.00 | 351.44 |
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| Cintas Corporation (CTAS) | 0.0 | $3.0k | NEW | 16.00 | 188.06 |
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| salesforce (CRM) | 0.0 | $2.9k | NEW | 11.00 | 264.91 |
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| Burlington Stores (BURL) | 0.0 | $2.9k | NEW | 10.00 | 288.90 |
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| Palo Alto Networks (PANW) | 0.0 | $2.6k | NEW | 14.00 | 184.21 |
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| Kyndryl Holdings Ord Wi (KD) | 0.0 | $371.999600 | NEW | 14.00 | 26.57 |
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| Endonovo Therapeutics (ENDV) | 0.0 | $0 | NEW | 60.00 | 0.00 |
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Past Filings by Family CFO
SEC 13F filings are viewable for Family CFO going back to 2021
- Family CFO 2025 Q4 filed Jan. 23, 2026
- Family CFO 2025 Q3 filed Oct. 28, 2025
- Family CFO 2025 Q2 filed July 21, 2025
- Family CFO 2025 Q1 filed April 24, 2025
- Family CFO 2024 Q4 filed Jan. 30, 2025
- Family CFO 2024 Q3 filed Oct. 17, 2024
- Family CFO 2024 Q2 filed July 24, 2024
- Family CFO 2024 Q1 filed April 17, 2024
- Family CFO 2023 Q4 filed Jan. 31, 2024
- Family CFO 2023 Q3 filed Nov. 3, 2023
- Family CFO 2023 Q2 filed Aug. 9, 2023
- Family CFO 2023 Q1 filed April 17, 2023
- Family CFO 2022 Q4 filed Jan. 18, 2023
- Family CFO 2022 Q3 filed Oct. 26, 2022
- Family CFO 2022 Q2 filed July 25, 2022
- Family CFO 2022 Q1 filed April 28, 2022