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 and exited 0; 30 existing positions rose in reported value and 0 fell.
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.
Long-equity book
Distinct positions
Filed 2026-07-20
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 77.7%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Feb 18, 2026.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 Control | SHAREHOLDER since Jul 2014 | 75% or more | Domestic Entity |
| RAJENDRAN, ANNAMALAI Control | CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATIONS OFFICER / CHIEF LEGAL OFFICER / CHIEF COMPLIANCE OFFICER since Jan 2007 | Less than 5% | Individual |
| RAJENDRAN, ANNAMALAI Control Indirect owner via RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 | EFFECTIVE since Dec 2004 | 50–75% | Individual |
| RAJENDRAN, SANTHI Control Indirect owner via RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 | ACTIVE since Dec 2004 | 50–75% | Individual |
Ownership & leadership changes · 2 filings with changes since Feb 12, 2018
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedANNAMALAI RAJENDRAN & SANTHI RAJENDRAN, TRUSTEES OF THE RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · SHAREHOLDER · 75% or more · control person · listed since Jul 2014
- No longer listedRAJENDRAN, ANNAMALAI · EFFECTIVE · 50–75% · indirect via ANNAMALAI RAJENDRAN & SANTHI RAJENDRAN, TRUSTEES OF THE RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · control person · listed since Dec 2004
- No longer listedRAJENDRAN, SANTHI · ACTIVE · 50–75% · indirect via ANNAMALAI RAJENDRAN & SANTHI RAJENDRAN, TRUSTEES OF THE RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · control person · listed since Dec 2004
- AddedRAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · SHAREHOLDER · 75% or more · control person
- AddedRAJENDRAN, ANNAMALAI · EFFECTIVE · 50–75% · indirect via RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · control person
- AddedRAJENDRAN, ANNAMALAI · EFFECTIVE · 50–75% · indirect via ANNAMALAI RAJENDRAN & SANTHI RAJENDRAN, TRUSTEES OF THE RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · control person
- AddedRAJENDRAN, SANTHI · ACTIVE · 50–75% · indirect via RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · control person
- AddedRAJENDRAN, SANTHI · ACTIVE · 50–75% · indirect via ANNAMALAI RAJENDRAN & SANTHI RAJENDRAN, TRUSTEES OF THE RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · control person
- ChangedRAJENDRAN, ANNAMALAI · title CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER / CHIEF FINANCIAL OFFICER / CHIEF OPERATIONS OFFICER / CHIEF LEGAL OFFICER / CHIEF COMPLIANCE OFFICER
- ListedANNAMALAI RAJENDRAN & SANTHI RAJENDRAN, TRUSTEES OF THE RAJENDRAN REVOCABLE FAMILY TRUST, UA DEC 1, 2004 · SHAREHOLDER · 75% or more · control person
- ListedRAJENDRAN, ANNAMALAI · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
Family CFO Inc Holdings (2026-06-30)
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 | WCCB | 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 |
LOS ALTOS, CA 94022