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Family CFO

Latest statistics and disclosures from Family CFO's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, VIG, VXUS, BE, VBR, and represent 55.13% of Family CFO's stock portfolio.
Added to shares of these 10 stocks: VUG (+$5.1M), AVGO, VMBS, VCIT, VTIP, NVDA, IGF, VGT, SLV, AMZN.
Started 6 new stock positions in AVGO, VGT, AMZN, SLV, IGF, NVDA.
Reduced shares in these 10 stocks: BE, VBR, VTI, BRK.B, VXF, VXUS, VOO, VTV, DFUV, VEU.
Family CFO was a net buyer of stock by $7.2M.
Family CFO has $260M in assets under management (AUM), dropping by 16.39%.
Central Index Key (CIK): 0001911695

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Positions held by Family CFO consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Family CFO

Family CFO holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Total Stock Market ETF (VTI)	21.9	$57M		154k	370.04	View chart
Vanguard Dividend Appreciation ETF (VIG)	9.5	$25M		104k	236.62	View chart
Vanguard Star Fd Intl Stk Idxf (VXUS)	8.9	$23M		271k	85.49	View chart
Bloom Energy Corp (BE)	7.9	$21M	-12%	68k	302.70	View chart
Vanguard Small-Cap Value ETF (VBR)	6.9	$18M		73k	242.99	View chart
Vanguard Mortgage Bkd Sects ETF (VMBS)	6.2	$16M	+7%	347k	46.81	View chart
Vanguard FTSE All Wld Ex USSml Cap (VSS)	4.9	$13M		83k	154.29	View chart
Vanguard S&p 500 Etf idx (VOO)	4.4	$11M		17k	686.81	View chart
Vanguard Intermediate Tm Cpte Bd ETF (VCIT)	3.8	$9.9M	+7%	120k	82.65	View chart
Vanguard Malvern Fds strm infproidx (VTIP)	3.2	$8.2M	+4%	163k	50.23	View chart
Vanguard Value ETF (VTV)	3.0	$7.8M		36k	217.93	View chart
Vanguard Growth ETF (VUG)	2.4	$6.1M	+499%	71k	86.14	View chart
Vanguard Emerging Markets ETF (VWO)	1.5	$3.9M		66k	59.69	View chart
Ea Series Trust (AAUA)	1.4	$3.6M		63k	56.92	View chart
Dimensional Etf Trust (DFIV)	1.3	$3.5M		65k	54.02	View chart
Vanguard Extended Market ETF (VXF)	1.3	$3.5M	-2%	14k	246.21	View chart
DFA Tax-Managed US Marketwide Value II (DFUV)	1.2	$3.0M		55k	55.01	View chart
Vanguard Europe Pacific ETF (VEA)	1.1	$2.8M		40k	71.25	View chart
Vanguard FTSE All-World ex-US ETF (VEU)	0.9	$2.4M		28k	83.75	View chart
Vanguard REIT ETF (VNQ)	0.8	$2.2M		23k	96.43	View chart
Broadcom (AVGO)	0.8	$2.1M	NEW	5.6k	377.75	View chart
Dimensional Etf Trust (DUSB)	0.6	$1.4M	+2%	28k	50.78	View chart
Berkshire Hathaway (BRK.B)	0.5	$1.4M	-8%	2.8k	500.39	View chart
Vanguard Esg International Stock Etf etf (VSGX)	0.5	$1.4M		17k	82.34	View chart
Vanguard Esg U.s. Stock Etf etf (ESGV)	0.5	$1.3M	+3%	9.7k	132.24	View chart
Tesla Motors (TSLA)	0.4	$1.2M		2.8k	420.60	View chart
Vanguard Instl Index (VBIL)	0.4	$1.1M	-2%	15k	75.68	View chart
Ea Series Trust (AAEQ)	0.4	$1.1M		20k	53.19	View chart
Spdr Series Trust equity (IBND)	0.3	$779k		25k	31.18	View chart
SPDR Barclays Capital Intl Tresy Bd ETF (BWX)	0.3	$777k		36k	21.68	View chart
Spdr Series Trust brcly em locl (EBND)	0.3	$761k	-4%	36k	20.92	View chart
Dimensional Etf Trust (DFEV)	0.3	$740k		17k	42.67	View chart
Vanguard Small-Cap ETF (VB)	0.2	$600k		2.0k	303.12	View chart
Vanguard Intl Equity Index F glb ex us etf (VNQI)	0.2	$542k		12k	44.85	View chart
Vanguard Bd Index Fds (VUSB)	0.2	$480k	+12%	9.6k	49.78	View chart
Spdr Gold Minishares Trust (GLDM)	0.2	$440k	+18%	5.5k	79.42	View chart
Apple (AAPL)	0.2	$436k		1.5k	289.36	View chart
Dimensional Etf Trust (DFSV)	0.2	$435k		11k	38.79	View chart
Vanguard Charlotte Fds intl bd idx etf (BNDX)	0.1	$349k	+15%	7.2k	48.43	View chart
NVIDIA Corporation (NVDA)	0.1	$334k	NEW	1.7k	200.09	View chart
iShares S&P Global Infrastructure Index (IGF)	0.1	$311k	NEW	4.7k	66.60	View chart
Vanguard Information Technology ETF (VGT)	0.1	$254k	NEW	2.1k	119.52	View chart
Dimensional International Small Cap Value ETF (DISV)	0.1	$253k		6.3k	40.13	View chart
West Coast Community Bancorp (WCCB)	0.1	$232k		4.6k	50.00	View chart
Oracle Corporation (ORCL)	0.1	$229k		1.6k	146.55	View chart
iShares Silver Trust (SLV)	0.1	$224k	NEW	4.2k	53.47	View chart
Amazon (AMZN)	0.1	$214k	NEW	899.00	238.34	View chart

Past Filings by Family CFO

SEC 13F filings are viewable for Family CFO going back to 2021

Family CFO 2026 Q2 filed July 20, 2026
Family CFO 2026 Q1 filed April 28, 2026
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

View all past filings

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