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Family Cfo Inc Top Holdings and 13F Report (2026)

About Family Cfo Inc

Investment Activity

  • Family Cfo Inc has $259.87 million in total holdings as of June 30, 2026.
  • Family Cfo Inc owns shares of 47 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 4.23% of the portfolio was purchased this quarter.
  • About 1.44% of the portfolio was sold this quarter.
  • This quarter, Family Cfo Inc has purchased 41 new stocks and bought additional shares in 13 stocks.
  • Family Cfo Inc sold shares of 18 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

11135F101 - Broadcom
$2,115,400 Holding
67066G104 - NVIDIA
$334,150 Holding
464288372 - iShares Global Infrastructure ETF
$311,222 Holding
92204A702 - Vanguard Information Technology ETF
$254,339 Holding
46428Q109 - iShares Silver Trust
$224,039 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
59,123 shares (about $5.09M)
Broadcom
5,600 shares (about $2.12M)
Vanguard Mortgage-Backed Securities ETF
23,830 shares (about $1.12M)
Vanguard Intermediate-Term Corporate Bond ETF
8,308 shares (about $686.65K)

Largest Sales this Quarter

Bloom Energy
9,353 shares (about $2.83M)
Vanguard Small-Cap Value ETF
795 shares (about $193.18K)
Vanguard Total Stock Market ETF
370 shares (about $136.91K)
Berkshire Hathaway
270 shares (about $135.11K)
Vanguard Extended Market ETF
383 shares (about $94.30K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFamily Cfo Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$57,016,089$136,915 â–¼-0.2%154,08121.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$24,656,390$15,617 â–¼-0.1%104,2029.5%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$23,180,119$60,783 â–¼-0.3%271,1448.9%ETF
Bloom Energy Corporation stock logo
BE
Bloom Energy
$20,583,600$2,831,153 â–¼-12.1%68,0007.9%Energy
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$17,841,566$193,177 â–¼-1.1%73,4256.9%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$16,230,272$1,115,481 â–²7.4%346,7276.2%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$12,798,766$7,406 â–²0.1%82,9534.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$11,430,579$57,692 â–¼-0.5%16,6434.4%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$9,908,308$686,655 â–²7.4%119,8833.8%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$8,201,906$361,053 â–²4.6%163,2873.2%Manufacturing
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$7,764,846$45,329 â–¼-0.6%35,6303.0%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$6,111,461$5,092,855 â–²500.0%70,9482.4%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,912,859$10,326 â–¼-0.3%65,5531.5%ETF
ALPHA ARCHITECT US EQUTY 3 ETF
$3,593,5020.0%63,1291.4%COM
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$3,486,451$3,727 â–¼-0.1%64,5401.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$3,468,853$94,298 â–¼-2.6%14,0891.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$3,006,021$42,743 â–¼-1.4%54,6451.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,811,098$21,019 â–²0.8%39,4541.1%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$2,355,720$36,766 â–¼-1.5%28,1280.9%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,191,757$5,593 â–²0.3%22,7290.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$2,115,400$2,115,400 â–²New Holding5,6000.8%Computer and Technology
DIMENSNL ULTRASHRT FIXED INCM ETF
$1,443,117$31,077 â–²2.2%28,4190.6%COM
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,385,080$135,105 â–¼-8.9%2,7680.5%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,381,578$13,668 â–²1.0%16,7790.5%ETF
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$1,279,819$41,523 â–²3.4%9,6780.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,168,427$2,103 â–¼-0.2%2,7780.4%Auto/Tires/Trucks
Vanguard 0-3 Month Treasury Bill ETF
$1,099,479$31,483 â–¼-2.8%14,5280.4%COM
ALPHA ARCHITECT ETF US 2 EQUITY
$1,055,8440.0%19,8520.4%COM
IBND
SPDR Bloomberg International Corporate Bond ETF
$778,948$12,940 â–¼-1.6%24,9820.3%ETF
SPDR Bloomberg International Treasury Bond ETF stock logo
BWX
SPDR Bloomberg International Treasury Bond ETF
$776,903$6,200 â–¼-0.8%35,8350.3%Finance
SPDR Bloomberg Emerging Markets Local Bond ETF stock logo
EBND
SPDR Bloomberg Emerging Markets Local Bond ETF
$760,819$35,104 â–¼-4.4%36,3680.3%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$739,6770.0%17,3360.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$599,5710.0%1,9780.2%ETF
Vanguard Global ex-U.S. Real Estate ETF stock logo
VNQI
Vanguard Global ex-U.S. Real Estate ETF
$541,7310.0%12,0790.2%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$480,029$52,667 â–²12.3%9,6430.2%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$440,225$68,222 â–²18.3%5,5430.2%Finance
Apple Inc. stock logo
AAPL
Apple
$436,0660.0%1,5070.2%Computer and Technology
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$434,9910.0%11,2140.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$349,326$45,766 â–²15.1%7,2130.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$334,150$334,150 â–²New Holding1,6700.1%Computer and Technology
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$311,222$311,222 â–²New Holding4,6730.1%Manufacturing
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$254,339$254,339 â–²New Holding2,1280.1%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$252,6990.0%6,2970.1%ETF
West Coast Community Bancorp
$232,4000.0%4,6480.1%COM
Oracle Corporation stock logo
ORCL
Oracle
$228,9110.0%1,5620.1%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$224,039$224,039 â–²New Holding4,1900.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$214,268$214,268 â–²New Holding8990.1%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data