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Latest Family CFO Inc Stock Portfolio

$259Million | No. of Holdings #47

Family CFO Inc Performance

2026 Q2+7.42%
YTD+7.97%
2025+18.08%

About Family CFO Inc and 13F Hedge Fund Stock Holdings

On 2026-07-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Family CFO Inc reported an equity portfolio of $259.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Family CFO Inc are VB, VIG, VXUS. The fund has invested 21.9% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 9.5% of portfolio in VANGUARD DIVIDEND APPRECIATION ETF. <br><br> They significantly reduced their stock positions in BLOOM ENERGY CORPORATION COM C L A (BE), BERKSHIRE HATHAWAY and SPDR BLMBG EM MKTS LCL BD ETF (BIL). Family CFO Inc opened new stock positions in BROADCOM INC (AVGO), NVIDIA CORP COM (NVDA) and ISHARES GLOBAL INFRASTRUCTURE ETF (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD GROWTH ETF (VB), SPDR GOLD MINISHARES (GLDM) and VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX).
Family CFO Inc Equity Portfolio Value
Last Reported on: 20 Jul, 2026
$259Million
  as of Jul 20, 2026

Family CFO Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Family CFO Inc made a return of 7.42% in the last quarter. In trailing 12 months, it's portfolio return was 20.23%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
broadcom inc2,115,400
nvidia corp com334,150
ishares global infrastructure etf311,222
vanguard information technology etf254,339
ishares silver trust224,039
amazon.com214,268
New stocks bought by Family CFO Inc

Additions

Ticker% Inc.
vanguard growth etf499
spdr gold minishares18.34
vanguard total international bond etf15.08
vanguard ultra-short bond etf12.32
vanguard int-term corp etf7.45
vanguard mortgage-back sec etf7.38
vanguard strm infproidx etf4.6
vanguard esg us stock etf3.35
Additions to existing portfolio by Family CFO Inc

Reductions

Ticker% Reduced
bloom energy corporation com c l a-12.09
berkshire hathaway-8.89
spdr blmbg em mkts lcl bd etf-4.41
vanguard 0-3 month treasury bill etf-2.78
vanguard extend mkt etf-2.65
spdr blmbg intl corp bd etf-1.63
vanguard allwrld ex us etf-1.54
dimensional etf tr us marketwi de value etf-1.4
Family CFO Inc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Family CFO Inc

Sector Distribution

Family CFO Inc has about 90.3% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
Sector%
Others90.3
Industrials7.9
Technology1.2

Market Cap. Distribution

Family CFO Inc has about 9.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
Category%
UNALLOCATED90.3
LARGE-CAP7.9
MEGA-CAP1.7

Stocks belong to which Index?

About 9.6% 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%
Others90.3
RUSSELL 20007.9
S&P 5001.7
Top 5 Winners (%)%
BE
bloom energy corporation com c l a
116.0 %
VB
vanguard extend mkt etf
19.4 %
DFAC
dimensional etf tr emerging mkts va
19.3 %
EDV
vanguard esg us stock etf
17.4 %
alpha architect us equty 3 etf
16.3 %
Top 5 Winners ($)$
BE
bloom energy corporation com c l a
12.2 M
VB
vanguard total stock market etf
7.6 M
VXUS
vanguard total intl stock index fund etf
2.3 M
VIG
vanguard dividend appreciation etf
2.2 M
VB
vanguard small cap value etf
1.9 M
Top 5 Losers (%)%
VB
vanguard growth etf
-70.4 %
GLDM
spdr gold minishares
-13.4 %
BIL
spdr blmbg intl trs bd etf
-1.2 %
ORCL
oracle corp com
-0.4 %
BNDW
vanguard mortgage-back sec etf
-0.3 %
Top 5 Losers ($)$
VB
vanguard growth etf
-14.5 M
GLDM
spdr gold minishares
-0.1 M
BNDW
vanguard mortgage-back sec etf
0.0 M
BNDW
vanguard int-term corp etf
0.0 M
BIL
spdr blmbg intl trs bd etf
0.0 M

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 47 stocks in it's portfolio. About 77.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BE was the most profitable stock for Family CFO Inc last quarter.

$259.87MTotal Value
47.00Positions
20 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Family CFO Inc, last reported on 20 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Global Infrastructure Etf

Ishares Global Infrastructure Etf

AAXJ
Family CFO Inc's holding in Ishares Global Infrastructure Etf over time
0.12%4,673
$311.2K
0.12%
new position
BIL
Spdr Blmbg Intl Corp Bd Etf

Spdr Blmbg Intl Corp Bd Etf

BIL
Family CFO Inc's holding in Spdr Blmbg Intl Corp Bd Etf over time
0.3%24,982
$778.9K
0.3%
decreased 1.63 percentreduced
BIL
Spdr Blmbg Intl Trs Bd Etf

Spdr Blmbg Intl Trs Bd Etf

BIL
Family CFO Inc's holding in Spdr Blmbg Intl Trs Bd Etf over time
0.3%35,835
$776.9K
0.3%
decreased 0.79 percentreduced
BIL
Spdr Blmbg Em Mkts Lcl Bd Etf

Spdr Blmbg Em Mkts Lcl Bd Etf

BIL
Family CFO Inc's holding in Spdr Blmbg Em Mkts Lcl Bd Etf over time
0.29%36,368
$760.8K
0.29%
decreased 4.41 percentreduced
BNDW
Vanguard Mortgage-Back Sec Etf

Vanguard Mortgage-Back Sec Etf

BNDW
Family CFO Inc's holding in Vanguard Mortgage-Back Sec Etf over time
6.25%346,727
$16.23M
6.25%
increased 7.38 percentadded
BNDW
Vanguard Int-Term Corp Etf

Vanguard Int-Term Corp Etf

BNDW
Family CFO Inc's holding in Vanguard Int-Term Corp Etf over time
3.81%119,883
$9.91M
3.81%
increased 7.45 percentadded
BNDX
Vanguard Total International Bond Etf

Vanguard Total International Bond Etf

BNDX
Family CFO Inc's holding in Vanguard Total International Bond Etf over time
0.13%7,213
$349.3K
0.13%
increased 15.08 percentadded
DFAC
Dimensional Etf International Value

Dimensional Etf International Value

DFAC
Family CFO Inc's holding in Dimensional Etf International Value over time
1.34%64,540
$3.49M
1.34%
decreased 0.11 percentreduced
DFAC
Dimensional Etf Tr Us Marketwi De Value Etf

Dimensional Etf Tr Us Marketwi De Value Etf

DFAC
Family CFO Inc's holding in Dimensional Etf Tr Us Marketwi De Value Etf over time
1.16%54,645
$3.01M
1.16%
decreased 1.4 percentreduced
DFAC
Dimensnl Ultrashrt Fixed Incm Etf

Dimensnl Ultrashrt Fixed Incm Etf

DFAC
Family CFO Inc's holding in Dimensnl Ultrashrt Fixed Incm Etf over time
0.56%28,419
$1.44M
0.56%
increased 2.2 percentadded
DFAC
Dimensional Etf Tr Emerging Mkts Va

Dimensional Etf Tr Emerging Mkts Va

DFAC
Family CFO Inc's holding in Dimensional Etf Tr Emerging Mkts Va over time
0.28%17,336
$739.7K
0.28%
unchanged 0 percentunchanged
DFAC
Dimensional Us Small Cap Value Etf

Dimensional Us Small Cap Value Etf

DFAC
Family CFO Inc's holding in Dimensional Us Small Cap Value Etf over time
0.17%11,214
$435.0K
0.17%
unchanged 0 percentunchanged
DFAC
International Small Cap Value Etf

International Small Cap Value Etf

DFAC
Family CFO Inc's holding in International Small Cap Value Etf over time
0.1%6,297
$252.7K
0.1%
unchanged 0 percentunchanged
EDV
Vanguard Est International Stock Etf

Vanguard Est International Stock Etf

EDV
Family CFO Inc's holding in Vanguard Est International Stock Etf over time
0.53%16,779
$1.38M
0.53%
increased 1 percentadded
EDV
Vanguard Esg Us Stock Etf

Vanguard Esg Us Stock Etf

EDV
Family CFO Inc's holding in Vanguard Esg Us Stock Etf over time
0.49%9,678
$1.28M
0.49%
increased 3.35 percentadded
GLDM
Spdr Gold Minishares

Spdr Gold Minishares

GLDM
Family CFO Inc's holding in Spdr Gold Minishares over time
0.17%5,543
$440.2K
0.17%
increased 18.34 percentadded