Family CFO Inc — 13F Holdings & Portfolio
CIK 1911695 · latest 13F-HR filed 2026-07-20
Family CFO Inc manages $259.9M in 13F-reported U.S. long-equity assets across 47 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (21.94%), VIG (9.49%), VXUS (8.92%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 0, added to 30, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
LOS ALTOS, CA 94022
$259.9M
Long-equity book
47
Distinct positions
2026-06-30
Filed 2026-07-20
+6 / −0 / ↑30 / ↓0
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Bloom Energy Corporation Com C L A$10.1M +96.4%
- Vanguard Total Stock Market ETF$7.5M +15.1%
- VANGUARD DIVIDEND APPRECIATION ETF$2.2M +10.0%
- VANGUARD TOTAL INTL STOCK INDEX FUND ETF$2.2M +10.6%
- VANGUARD SMALL CAP VALUE ETF$1.7M +10.7%
New Positions
- Broadcom Inc$2.1M
- NVIDIA CORP COM$334.1K
- iShares Global Infrastructure ETF$311.2K
- Vanguard Information Technology ETF$254.3K
- iSHARES SILVER TRUST$224.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF | VTI | 922908769 | $57.0M | 21.94% | 154,081 | SH |
| 2 | VANGUARD DIVIDEND APPRECIATION ETF | VIG | 921908844 | $24.7M | 9.49% | 104,202 | SH |
| 3 | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | VXUS | 921909768 | $23.2M | 8.92% | 271,144 | SH |
| 4 | Bloom Energy Corporation Com C L A | BE | 093712107 | $20.6M | 7.92% | 68,000 | SH |
| 5 | VANGUARD SMALL CAP VALUE ETF | VBR | 922908611 | $17.8M | 6.87% | 73,425 | SH |
| 6 | VANGUARD MORTGAGE-BACK SEC ETF | VMBS | 92206C771 | $16.2M | 6.25% | 346,727 | SH |
| 7 | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | VSS | 922042718 | $12.8M | 4.93% | 82,953 | SH |
| 8 | Vanguard S&P 500 ETF | VOO | 922908363 | $11.4M | 4.40% | 16,643 | SH |
| 9 | VANGUARD INT-TERM CORP ETF | VCIT | 92206C870 | $9.9M | 3.81% | 119,883 | SH |
| 10 | VANGUARD STRM INFPROIDX ETF | VTIP | 922020805 | $8.2M | 3.16% | 163,287 | SH |
| 11 | VANGUARD VALUE ETF | VTV | 922908744 | $7.8M | 2.99% | 35,630 | SH |
| 12 | VANGUARD GROWTH ETF | VUG | 922908736 | $6.1M | 2.35% | 70,948 | SH |
| 13 | VANGUARD FTSE EMR MKT ETF | VWO | 922042858 | $3.9M | 1.51% | 65,553 | SH |
| 14 | ALPHA ARCHITECT US EQUTY 3 ETF | AAUA | 02072Q275 | $3.6M | 1.38% | 63,129 | SH |
| 15 | DIMENSIONAL ETF INTERNATIONAL VALUE | DFIV | 25434V807 | $3.5M | 1.34% | 64,540 | SH |
| 16 | VANGUARD EXTEND MKT ETF | VXF | 922908652 | $3.5M | 1.33% | 14,089 | SH |
| 17 | DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | DFUV | 25434V724 | $3.0M | 1.16% | 54,645 | SH |
| 18 | VANGUARD FTSE DEV MKT ETF | VEA | 921943858 | $2.8M | 1.08% | 39,454 | SH |
| 19 | VANGUARD ALLWRLD EX US ETF | VEU | 922042775 | $2.4M | 0.91% | 28,128 | SH |
| 20 | Vanguard Real Estate ETF | VNQ | 922908553 | $2.2M | 0.84% | 22,729 | SH |
| 21 | Broadcom Inc | AVGO | 11135F101 | $2.1M | 0.81% | 5,600 | SH |
| 22 | DIMENSNL ULTRASHRT FIXED INCM ETF | DUSB | 25434V591 | $1.4M | 0.56% | 28,419 | SH |
| 23 | Berkshire Hathaway | BRK.B | 084670702 | $1.4M | 0.53% | 2,768 | SH |
| 24 | Vanguard EST International Stock ETF | VSGX | 921910725 | $1.4M | 0.53% | 16,779 | SH |
| 25 | Vanguard ESG US Stock ETF | ESGV | 921910733 | $1.3M | 0.49% | 9,678 | SH |
| 26 | Tesla Inc. | TSLA | 88160R101 | $1.2M | 0.45% | 2,778 | SH |
| 27 | Vanguard 0-3 Month Treasury Bill ETF | VBIL | 922040845 | $1.1M | 0.42% | 14,528 | SH |
| 28 | ALPHA ARCHITECT ETF US 2 EQUITY | AAEQ | 02072Q358 | $1.1M | 0.41% | 19,852 | SH |
| 29 | SPDR Blmbg Intl Corp Bd ETF | IBND | 78464A151 | $778.9K | 0.30% | 24,982 | SH |
| 30 | SPDR Blmbg Intl Trs Bd ETF | BWX | 78464A516 | $776.9K | 0.30% | 35,835 | SH |
| 31 | SPDR Blmbg Em Mkts Lcl Bd ETF | EBND | 78464A391 | $760.8K | 0.29% | 36,368 | SH |
| 32 | DIMENSIONAL ETF TR EMERGING MKTS VA | DFEV | 25434V740 | $739.7K | 0.28% | 17,336 | SH |
| 33 | Vanguard Small Cap ETF | VB | 922908751 | $599.6K | 0.23% | 1,978 | SH |
| 34 | VANGUARD GLB EX US ETF | VNQI | 922042676 | $541.7K | 0.21% | 12,079 | SH |
| 35 | Vanguard Ultra-Short Bond ETF | VUSB | 92203C303 | $480.0K | 0.18% | 9,643 | SH |
| 36 | SPDR Gold MiniShares | GLDM | 98149E303 | $440.2K | 0.17% | 5,543 | SH |
| 37 | Apple | AAPL | 037833100 | $436.1K | 0.17% | 1,507 | SH |
| 38 | Dimensional US Small Cap Value ETF | DFSV | 25434V815 | $435.0K | 0.17% | 11,214 | SH |
| 39 | Vanguard Total International Bond ETF | BNDX | 92203J407 | $349.3K | 0.13% | 7,213 | SH |
| 40 | NVIDIA CORP COM | NVDA | 67066G104 | $334.1K | 0.13% | 1,670 | SH |
| 41 | iShares Global Infrastructure ETF | IGF | 464288372 | $311.2K | 0.12% | 4,673 | SH |
| 42 | Vanguard Information Technology ETF | VGT | 92204A702 | $254.3K | 0.10% | 2,128 | SH |
| 43 | International Small Cap Value ETF | DISV | 25434V781 | $252.7K | 0.10% | 6,297 | SH |
| 44 | West Coast Community Bancorp | PWBK | 952170108 | $232.4K | 0.09% | 4,648 | SH |
| 45 | Oracle Corp Com | ORCL | 68389X105 | $228.9K | 0.09% | 1,562 | SH |
| 46 | iSHARES SILVER TRUST | SLV | 46428Q109 | $224.0K | 0.09% | 4,190 | SH |
| 47 | Amazon.com | AMZN | 023135106 | $214.3K | 0.08% | 899 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-20 | $259.9M | 47 | 0001911695-26-000003 |
| 2026-03-31 | 2026-04-28 | $223.3M | 41 | 0001911695-26-000002 |
| 2025-12-31 | 2026-01-23 | $223.6M | 87 | 0001911695-26-000001 |