Latest Family CFO Inc Stock Portfolio
Family CFO Inc Performance:
2025 Q4: 1.5%YTD: 18.08%2024: 11.96%
Performance for 2025 Q4 is 1.5%, and YTD is 18.08%, and 2024 is 11.96%.
About Family CFO Inc and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Family CFO Inc reported an equity portfolio of $223.6 Millions as of 31 Dec, 2025.
The top stock holdings of Family CFO Inc are VB, VIG, VXUS. The fund has invested 23.2% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 10.2% of portfolio in VANGUARD DIVIDEND APPRECIATION ETF.
They significantly reduced their stock positions in ORACLE CORP COM (ORCL), VANGUARD SMALL CAP ETF (VB) and VANGUARD ULTRA-SHORT BOND ETF (VUSB). Family CFO Inc opened new stock positions in ALPHA ARCHITECT ETF US EQUITY, VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) and VANGUARD INFORMATION TECHNOLOGY ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSNL ULTRASHRT FIXED INCM ETF (DFAC), VANGUARD REAL ESTATE ETF (VB) and VANGUARD MORTGAGE-BACK SEC ETF (BNDW).
The top stock holdings of Family CFO Inc are VB, VIG, VXUS. The fund has invested 23.2% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 10.2% of portfolio in VANGUARD DIVIDEND APPRECIATION ETF.
They significantly reduced their stock positions in ORACLE CORP COM (ORCL), VANGUARD SMALL CAP ETF (VB) and VANGUARD ULTRA-SHORT BOND ETF (VUSB). Family CFO Inc opened new stock positions in ALPHA ARCHITECT ETF US EQUITY, VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) and VANGUARD INFORMATION TECHNOLOGY ETF (VAW). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSNL ULTRASHRT FIXED INCM ETF (DFAC), VANGUARD REAL ESTATE ETF (VB) and VANGUARD MORTGAGE-BACK SEC ETF (BNDW).
Family CFO Inc Annual Return Estimates Vs S&P 500
Our best estimate is that Family CFO Inc made a return of 1.5% in the last quarter. In trailing 12 months, it's portfolio return was 18.08%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alpha architect etf us equity | 979,235 |
| vanguard total international bond etf | 405,550 |
| west coast community bancorp | 204,512 |
| vanguard information technology etf | 200,505 |
| cisco systems, inc. | 186,490 |
| vanguard glb ex us etf | 180,964 |
| vanguard short-term corporate bond etf | 170,144 |
| vanguard total bond market | 166,658 |
New stocks bought by Family CFO Inc
Additions
| Ticker | % Inc. |
|---|---|
| dimensnl ultrashrt fixed incm etf | 50.89 |
| vanguard real estate etf | 7.41 |
| vanguard mortgage-back sec etf | 5.46 |
| dimensional us small cap value etf | 5.37 |
| vanguard strm infproidx etf | 3.91 |
| vanguard int-term corp etf | 2.51 |
| vanguard extend mkt etf | 0.81 |
| dimensional etf international value | 0.15 |
Additions to existing portfolio by Family CFO Inc
Reductions
| Ticker | % Reduced |
|---|---|
| oracle corp com | -40.65 |
| vanguard small cap etf | -30.09 |
| vanguard ultra-short bond etf | -29.12 |
| bloom energy corporation com c l a | -19.5 |
| berkshire hathaway | -9.82 |
| vanguard ftse emr mkt etf | -7.01 |
| vanguard 0-3 month treasury bill etf | -6.51 |
| vanguard ftse all-world ex-us sm-cap index fund | -2.33 |
Family CFO Inc reduced stake in above stock
Sold off
Sector Distribution
Family CFO Inc has about 95% of it's holdings in Others sector.
- Others
- Industrials
| Sector | % |
|---|---|
| Others | 95 |
| Industrials | 3.3 |
Market Cap. Distribution
Family CFO Inc has about 1.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 95 |
| MID-CAP | 3.3 |
| MEGA-CAP | 1.3 |
Stocks belong to which Index?
About 5% of the stocks held by Family CFO Inc either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 95.1 |
| RUSSELL 2000 | 3.3 |
| S&P 500 | 1.7 |
Family CFO Inc Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Family CFO Inc
Family CFO Inc has 87 stocks in it's portfolio. About 78.6% of the portfolio is in top 10 stocks. VTIP proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Family CFO Inc last quarter.
Last Reported on: 23 Jan, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies, inc. | 0.05 | 828 | 112,666 | new | |||
| AAPL | apple | 0.18 | 1,507 | 409,693 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.00 | 20.00 | 4,570 | new | |||
| AMAT | applied materials | 0.00 | 45.00 | 11,565 | new | |||
| AMGN | amgen inc | 0.06 | 396 | 129,615 | new | |||
| AMZN | amazon.com | 0.09 | 912 | 210,508 | unchanged | 0.00 | ||
| AVGO | broadcom inc | 0.01 | 100 | 34,610 | new | |||
| BE | bloom energy corporation com c l a | 3.26 | 83,863 | 7,286,860 | reduced | -19.5 | ||
| BGLD | first trust capital strength etf | 0.01 | 218 | 20,168 | new | |||
| BIL | spdr s&p biotech etf | 0.03 | 526 | 64,135 | new | |||
| BIV | vanguard total bond market | 0.07 | 2,250 | 166,658 | new | |||
| BNDW | vanguard mortgage-back sec etf | 6.60 | 313,409 | 14,755,300 | added | 5.46 | ||
| BNDW | vanguard int-term corp etf | 4.49 | 119,989 | 10,049,100 | added | 2.51 | ||
| BNDW | vanguard short-term corporate bond etf | 0.08 | 2,134 | 170,144 | new | |||
| BNDX | vanguard total international bond etf | 0.18 | 8,393 | 405,550 | new | |||
| BURL | burlington stores inc | 0.00 | 10.00 | 2,889 | new | |||
| BX | blackstone inc | 0.01 | 184 | 28,362 | new | |||
| CARR | carrier global corp-wi | 0.00 | 186 | 9,828 | new | |||
| COST | costco wholesale corp | 0.07 | 190 | 163,845 | new | |||
| CRM | salesforce.com | 0.00 | 11.00 | 2,914 | new | |||