Family CFO Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), Family CFO Inc reported 47 stock positions worth $259.9 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 21.9% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 9.5%) and Vanguard Total Intl Stock (VXUS, 8.9%). Compared with Q1 2026, it opened 6 new positions, added to 12 and reduced 18. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ALTOS, CA
- CIK
- 0001911695
- Portfolio Value
- $259.9M (Q2 2026)
- SEC Filing
- 0001911695-26-000003 ↗ filed Jul 20, 2026
Holdings Value
Holdings 47 stocks · $259.9M
| VTI VG Morningstar TS MKT ETF-US | 21.94% | 154,081 | $57.0M | Reduce -0.2% |
| VIG Vanguard Dividend Apprec ETF | 9.49% | 104,202 | $24.7M | Reduce -0.1% |
| VXUS Vanguard Total Intl Stock | 8.92% | 271,144 | $23.2M | Reduce -0.3% |
| BE Bloom Energy Corp. Class A | 7.92% | 68,000 | $20.6M | Reduce -12.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 6.87% | 73,425 | $17.8M | Reduce -1.1% |
| VMBS Vanguard Mortgage-Backed Sec | 6.25% | 346,727 | $16.2M | Add +7.4% |
| VSS Vanguard Ftse All Wo X-US SC | 4.93% | 82,953 | $12.8M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 4.40% | 16,643 | $11.4M | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 3.81% | 119,883 | $9.9M | Add +7.5% |
| VTIP Vanguard Short-Term Tips | 3.16% | 163,287 | $8.2M | Add +4.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.99% | 35,630 | $7.8M | Reduce -0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.35% | 70,948 | $6.1M | No change |
| VWO Vanguard Ftse Emerging Marke | 1.51% | 65,553 | $3.9M | Reduce -0.3% |
| AAUA Alpha Architect US Equ 3 ETF | 1.38% | 63,129 | $3.6M | No change |
| DFIV Dimensional International Va | 1.34% | 64,540 | $3.5M | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 1.33% | 14,089 | $3.5M | Reduce -2.6% |
| DFUV Dimensional US Marketwide Va | 1.16% | 54,645 | $3.0M | Reduce -1.4% |
| VEA Vanguard Ftse Developed ETF | 1.08% | 39,454 | $2.8M | Add +0.8% |
| VEU Vanguard Ftse All-World Ex-U | 0.91% | 28,128 | $2.4M | Reduce -1.5% |
| VNQ Vanguard Real Estate ETF | 0.84% | 22,729 | $2.2M | Add +0.3% |
| AVGO Broadcom Inc. | 0.81% | 5,600 | $2.1M | New |
| DUSB Dimension Ultrashort Fi ETF | 0.56% | 28,419 | $1.4M | Add +2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 2,768 | $1.4M | Reduce -8.9% |
| VSGX Vanguard ESG Intl Stock ETF | 0.53% | 16,779 | $1.4M | Add +1.0% |
| ESGV Vanguard ESG US Stock ETF | 0.49% | 9,678 | $1.3M | Add +3.4% |
| TSLA Tesla Inc. | 0.45% | 2,778 | $1.2M | Reduce -0.2% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.42% | 14,528 | $1.1M | Reduce -2.8% |
| AAEQ Alpha Architct US Eqty 2 ETF | 0.41% | 19,852 | $1.1M | No change |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.30% | 24,982 | $779K | Reduce -1.6% |
| BWX SS SPDR BB Intl Treasury BD | 0.30% | 35,835 | $777K | Reduce -0.8% |
| EBND State Street SPDR Bloomberg | 0.29% | 36,368 | $761K | Reduce -4.4% |
| DFEV Dimensional Emrg MRKT Val | 0.28% | 17,336 | $740K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.23% | 1,978 | $600K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.21% | 12,079 | $542K | No change |
| VUSB Vanguard Ultra Short Bond Et | 0.18% | 9,643 | $480K | Add +12.3% |
| GLDM SPDR Gold Minishares Trust | 0.17% | 5,543 | $440K | Add +18.3% |
| AAPL Apple Inc. | 0.17% | 1,507 | $436K | No change |
| DFSV Dimensional US Small Cap Val | 0.17% | 11,214 | $435K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.13% | 7,213 | $349K | Add +15.1% |
| NVDA Nvidia Corp. | 0.13% | 1,670 | $334K | New |
| IGF iShares Global Infrastructur | 0.12% | 4,673 | $311K | New |
| VGT Vanguard Info Tech ETF | 0.10% | 2,128 | $254K | New |
| DISV Dimensional International SM | 0.10% | 6,297 | $253K | No change |
| WCCB West Coast Community Bancorp | 0.09% | 4,648 | $232K | No change |
| ORCL Oracle Corp. | 0.09% | 1,562 | $229K | No change |
| SLV iShares Silver Trust | 0.09% | 4,190 | $224K | New |
| AMZN Amazon.com Inc. | 0.08% | 899 | $214K | New |
Portfolio Sells Q1 2026 → Q2 2026
| VIG Vanguard Dividend Apprec ETF | Reduce -0.1% | 9.49% | −0.56 |
| VXUS Vanguard Total Intl Stock | Reduce -0.3% | 8.92% | −0.47 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -1.1% | 6.87% | −0.36 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 21.94% | −0.25 |
| DFIV Dimensional International Va | Reduce -0.1% | 1.34% | −0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -0.6% | 2.99% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.9% | 0.53% | −0.12 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.3% | 1.51% | −0.09 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -2.8% | 0.42% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 4.40% | −0.08 |
| EBND State Street SPDR Bloomberg | Reduce -4.4% | 0.29% | −0.06 |
| BWX SS SPDR BB Intl Treasury BD | Reduce -0.8% | 0.30% | −0.06 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -1.5% | 0.91% | −0.05 |
| IBND SS SPDR BB Intl Corp. BD ETF | Reduce -1.6% | 0.30% | −0.05 |
| DFUV Dimensional US Marketwide Va | Reduce -1.4% | 1.16% | −0.05 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.45% | −0.01 |
| VXF Vanguard Extended Market ETF | Reduce -2.6% | 1.33% | +0.00 |
| BE Bloom Energy Corp. Class A | Reduce -12.1% | 7.92% | +3.23 |
Portfolio Buys Q1 2026 → Q2 2026
| AVGO Broadcom Inc. | New | 0.81% | +0.81 |
| NVDA Nvidia Corp. | New | 0.13% | +0.13 |
| IGF iShares Global Infrastructur | New | 0.12% | +0.12 |
| VGT Vanguard Info Tech ETF | New | 0.10% | +0.10 |
| SLV iShares Silver Trust | New | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | New | 0.08% | +0.08 |
| ESGV Vanguard ESG US Stock ETF | Add +3.4% | 0.49% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +15.1% | 0.13% | −0.00 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.0% | 0.53% | −0.00 |
| VUSB Vanguard Ultra Short Bond Et | Add +12.3% | 0.18% | −0.01 |
| GLDM SPDR Gold Minishares Trust | Add +18.3% | 0.17% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 1.08% | −0.04 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 0.84% | −0.06 |
| DUSB Dimension Ultrashort Fi ETF | Add +2.2% | 0.56% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Add +7.5% | 3.81% | −0.32 |
| VTIP Vanguard Short-Term Tips | Add +4.6% | 3.16% | −0.34 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.1% | 4.93% | −0.49 |
| VMBS Vanguard Mortgage-Backed Sec | Add +7.4% | 6.25% | −0.54 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 47 | $259.9M | VTI, VIG, VXUS, BE, VBR |
| Q1 2026 | 41 | $223.3M | VTI, VIG, VXUS, VBR, VMBS |
| Q4 2025 | 87 | $223.6M | VTI, VIG, VXUS, VBR, VMBS |
| Q3 2025 | 34 | $217.2M | VTI, VIG, VXUS, VBR, VMBS |
| Q2 2025 | 90 | $199.7M | VTI, VIG, VXUS, VBR, VMBS |
| Q1 2025 | 65 | $182.3M | VTI, VIG, VXUS, VBR, VMBS |
| Q4 2024 | 92 | $181.6M | VTI, VIG, VXUS, VBR, VMBS |
| Q3 2024 | 73 | $177.3M | VTI, VIG, VXUS, VBR, VMBS |
| Q2 2024 | 64 | $162.5M | VTI, VIG, VXUS, VBR, VMBS |
| Q1 2024 | 64 | $161.4M | VTI, VIG, VXUS, VBR, VMBS |