Family CFO Inc

CIK

1911695

Location

LOS ALTOS, CA

Portfolio Value

Small $259,636,606

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,653 / 8,794 ▼ 276 · as of Jun 2026

Top Industry

Electrical Equipment & Parts 77.8%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

38.8%

+0.4 pts

Top 5

76.1%

−2.6 pts

Top 10

93.5%

−0.8 pts

HHI

1,947

Moderately concentrated−3

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.8%	$233,170,708	18
Industrials	7.9%	$20,583,600	1
Technology	1.2%	$3,114,526	4
Financial Services	0.5%	$1,385,079	1
Consumer Cyclical	0.5%	$1,382,693	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+57,666	352,705	$100,764,127
BNDW	Vanguard Total World Bond ETF	+32,138	466,610	$26,138,619
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+7,188	163,287	$8,201,906
EDV	Vanguard World Funds Extended Duration ETF	+2,608	28,585	$2,915,738
BIV	Vanguard Intermediate-Term Bond ETF	+1,058	9,643	$480,028
BNDX	Vanguard Total International Bond ETF	+945	7,213	$349,325
GLDM	World Gold Trust	+859	5,543	$440,225
VEA	Vanguard FTSE Developed Markets ETF	+295	39,454	$2,811,097
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
BE	Bloom Energy Corp	−9,353	68,000	$20,583,600
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−2,379	97,185	$2,316,658
VXUS	Vanguard Total International Stock ETF	−711	271,144	$23,180,100
VEU	Vanguard FTSE All-World Ex-US ETF	−564	188,713	$19,609,139
VBIL	Vanguard 0-3 Month Treasury Bill ETF	−416	14,528	$1,099,479
—		−383	14,089	$3,468,852
BRK-B	Berkshire Hathaway Inc	−270	2,768	$1,385,079
DCOR	Dimensional US Core Equity 1 ETF	−234	182,451	$9,362,951
VIG	Vanguard Dividend Appreciation ETF	−8	126,931	$26,848,034
TSLA	Tesla, Inc.	−5	2,778	$1,168,426
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	5,600	$2,115,400
NVDA	Nvidia Corp	1,670	$334,150
AAXJ	iShares MSCI All Country Asia ex Japan ETF	4,673	$311,221
SLV	iShares Silver Trust	4,190	$224,039
AMZN	Amazon Com Inc	899	$214,267
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $259,636,606 total · filing declares 47 positions · $259,869,221 · as of Jun 30, 2026

All sectors Consumer Cyclical Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	352,705	+57,666	$100,764,127	+19.8%	38.81%
VIG	Vanguard Dividend Appreciation ETF	Reduced	126,931	-8	$26,848,034	+9.9%	10.34%
BNDW	Vanguard Total World Bond ETF	Added	466,610	+32,138	$26,138,619	+7.2%	10.07%
VXUS	Vanguard Total International Stock ETF	Reduced	271,144	-711	$23,180,100	+10.6%	8.93%
BE	Bloom Energy Corp Industrials	Reduced	68,000	-9,353	$20,583,600	+96.4%	7.93%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	188,713	-564	$19,609,139	+7.0%	7.55%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	182,451	-234	$9,362,951	+6.8%	3.61%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	163,287	+7,188	$8,201,906	+5.2%	3.16%
AAAA	Amplius Aggressive Asset Allocation ETF	Held	82,981	0	$4,649,170	+15.9%	1.79%
		Reduced	14,089	-383	$3,468,852	+16.5%	1.34%
EDV	Vanguard World Funds Extended Duration ETF	Added	28,585	+2,608	$2,915,738	+30.0%	1.12%
VEA	Vanguard FTSE Developed Markets ETF	Added	39,454	+295	$2,811,097	+12.0%	1.08%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	97,185	-2,379	$2,316,658	−2.1%	0.89%
AVGO	Broadcom Inc. Technology	NEW	5,600	NEW	$2,115,400	NEW	0.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,768	-270	$1,385,079	−4.9%	0.53%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,778	-5	$1,168,426	+12.9%	0.45%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Reduced	14,528	-416	$1,099,479	−2.7%	0.42%
BIV	Vanguard Intermediate-Term Bond ETF	Added	9,643	+1,058	$480,028	+12.3%	0.18%
GLDM	World Gold Trust	Added	5,543	+859	$440,225	+1.4%	0.17%
AAPL	Apple Inc. Technology	Held	1,507	0	$436,065	+14.0%	0.17%
BNDX	Vanguard Total International Bond ETF	Added	7,213	+945	$349,325	+16.0%	0.13%
NVDA	Nvidia Corp Technology	NEW	1,670	NEW	$334,150	NEW	0.13%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	NEW	4,673	NEW	$311,221	NEW	0.12%
ORCL	Oracle Corp Technology	Held	1,562	0	$228,911	−0.4%	0.09%
SLV	iShares Silver Trust	NEW	4,190	NEW	$224,039	NEW	0.09%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	899	NEW	$214,267	NEW	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.