FC

Family CFO Inc

Sector-focusedMomentum followerQuality / disciplined sizing

Total reported value

$223.3M

Reporting period: 2026-03-31 · Number of holdings: 41

Family CFO Inc disclosed 41 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $223.3M and a quarterly turnover rate of 9.9%.

Personality snowflake

Concentration
36.46
Portfolio Stability
9.9
Momentum/Contrarian
100
Sector conviction
100
Diversification
82
Sizing Uniformity
83.25

Recent moves

  • Add BE

    -7.8%　$3.2M

  • Trim VTI

    -0.4%　-$2.4M

  • Trim VOO

    -13.4%　-$2.1M

  • Trim VCIT

    -7.0%　-$816.3K

  • Trim VUG

    0.0%　-$603.9K

  • Trim DUSB

    -28.6%　-$561.3K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other22.19%-1.06%-0.41%
2VIGVanguard Dividend Apprec ETFETF-Other10.04%-0.16%+0.49%
3VXUSVanguard Total Intl StockETF-Other9.39%+0.15%-0.70%
4VBRVanguard Small-cap Value ETFETF-Other7.22%-0.03%-3.03%
5VMBSVanguard Mortgage-backed SecETF-Other6.79%+0.19%+3.03%
6VSSVanguard Ftse All Wo X-us ScETF-Other5.41%+0.04%-0.97%
7BEBloom Energy Corp- AStock-Industrials4.69%+1.43%-7.76%
8VOOVanguard S&p 500 ETFETF-Large Cap & Growth4.48%-0.94%-13.38%
9VCITVanguard Int-term CorporateETF-Corp Bonds4.14%-0.35%-7.01%
10VTIPVanguard Short-term TipsETF-Other3.49%—-1.16%
11VTVVanguard Value ETFETF-Other3.15%-0.03%-3.67%
12VUGVanguard Growth ETFETF-Other2.31%-0.27%—
13VWOVanguard Ftse Emerging MarkeETF-Emerging Markets1.59%—-1.83%
14DFIVDimensional International VaETF-Other1.53%+0.10%+0.54%
15AAUAAlpha Architect US Equ 3 ETFETF-Other1.38%+1.38%NEW
16VXFVanguard Extended Market ETFETF-Other1.33%-0.08%-4.03%
17DFUVDimensional US Marketwide VaETF-Other1.20%+0.05%—
18VEAVanguard Ftse Developed ETFETF-Other1.12%+0.04%+0.90%
19VEUVanguard Ftse All-world Ex-uETF-Other0.96%—-0.69%
20VNQVanguard Real Estate ETFETF-Other0.90%+0.04%+4.59%
21BRK-BBerkshire Hathaway Inc-cl BStock-Other0.65%-0.03%—
22DUSBDimension Ultrashort Fi ETFETF-Other0.63%-0.25%-28.56%
23VSGXVanguard Esg Intl Stock ETFETF-Other0.53%—+0.01%
24VBILVanguard 0-3m T-bill ETFETF-Other0.51%—+4.79%
25ESGVVanguard Esg US Stock ETFETF-Other0.47%-0.04%—
26TSLATesla INCStock-Consumer Disc0.46%-0.10%—
27AAEQAlpha Architct US Eqty 2 ETFETF-Other0.41%——
28BWXState Street Spdr BloombergETF-Other0.36%+0.36%NEW
29IBNDState Street Spdr BloombergETF-Other0.35%+0.35%NEW
30EBNDState Street Spdr BloombergETF-Other0.35%+0.35%NEW
31DFEVDimensional Emrg Mrkt ValETF-Other0.28%——
32VNQIVanguard Glbl Ex-us Real EstETF-Other0.24%+0.16%+205.95%
33VBVanguard Small-cap ETFETF-Other0.23%—-8.55%
34GLDMSpdr Gold Minishares TrustETF-Commodities0.19%+0.19%NEW
35VUSBVanguard Ultra Short Bond EtETF-Other0.19%-0.07%-26.21%
36DFSVDimensional US Small Cap ValETF-Small Cap0.18%——
37AAPLApple INCStock-Tech0.17%——
38BNDXVanguard Total Intl Bond ETFETF-Other0.13%-0.05%-25.32%
39DISVDimensional International SmETF-Other0.11%——
40ORCLOracle CORPStock-Tech0.10%-0.04%—
41WCCBWest Coast Community BancorpStock-Other0.10%——

Holding changes this quarter

Family CFO Inc's most significant position changes for 2026-03-31: New buy: Alpha Architect US Equ 3 ETF (AAUA); New buy: State Street Spdr Bloomberg (BWX); New buy: State Street Spdr Bloomberg (IBND); New buy: State Street Spdr Bloomberg (EBND); New buy: Spdr Gold Minishares Trust (GLDM).

Position changes disclosed by Family CFO Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1BEBloom Energy Corp- A+1.4%-7.76%Trim
2VMBSVanguard Mortgage-backed Sec+0.2%+3.03%Add
3VNQIVanguard Glbl Ex-us Real Est+0.2%+205.95%Add
4VXUSVanguard Total Intl Stock+0.2%-0.70%Trim
5DFIVDimensional International Va+0.1%+0.54%Add
6DFUVDimensional US Marketwide Va+0.1%—Unchanged
7VNQVanguard Real Estate ETF0%+4.59%Add
8VSSVanguard Ftse All Wo X-us Sc0%-0.97%Trim
9VEAVanguard Ftse Developed ETF0%+0.90%Add
10VBRVanguard Small-cap Value ETF0%-3.03%Trim
11VTVVanguard Value ETF0%-3.67%Trim
12BRK-BBerkshire Hathaway Inc-cl B0%—Unchanged
13ESGVVanguard Esg US Stock ETF0%—Unchanged
14ORCLOracle CORP0%—Unchanged
15BNDXVanguard Total Intl Bond ETF-0.1%-25.32%Trim
16VUSBVanguard Ultra Short Bond Et-0.1%-26.21%Trim
17VXFVanguard Extended Market ETF-0.1%-4.03%Trim
18TSLATesla INC-0.1%—Unchanged
19VIGVanguard Dividend Apprec ETF-0.2%+0.49%Add
20DUSBDimension Ultrashort Fi ETF-0.3%-28.56%Trim
21VUGVanguard Growth ETF-0.3%—Unchanged
22VCITVanguard Int-term Corporate-0.4%-7.01%Trim
23VOOVanguard S&p 500 ETF-0.9%-13.38%Trim
24VTIVanguard Total Stock Mkt ETF-1.1%-0.41%Trim
25AAUAAlpha Architect US Equ 3 ETF—NEWNew buy
26BWXState Street Spdr Bloomberg—NEWNew buy
27IBNDState Street Spdr Bloomberg—NEWNew buy
28EBNDState Street Spdr Bloomberg—NEWNew buy
29GLDMSpdr Gold Minishares Trust—NEWNew buy
30DFLVDim US Large Cap Value ETF—EXITSold out
31AMZNAmazon.com INC—EXITSold out
32VGTVanguard Info Tech ETF—EXITSold out
33CSCOCisco Systems INC—EXITSold out
34VCSHVanguard S/t CORP Bond ETF—EXITSold out
35BNDVanguard Total Bond Market—EXITSold out
36COSTCostco Wholesale CORP—EXITSold out
37MSFTMicrosoft CORP—EXITSold out
38VOVanguard Mid-cap ETF—EXITSold out
39AMGNAmgen INC—EXITSold out
40WFCWells Fargo & Co—EXITSold out
41AAgilent Technologies INC—EXITSold out
42KEYSKeysight Technologies In—EXITSold out
43GOOGAlphabet Inc-cl C—EXITSold out
44UBERUber Technologies INC—EXITSold out
45SPYSs Spdr S&p 500 ETF Trust-us—EXITSold out
46LLYEli Lilly & Co—EXITSold out
47VIGIVanguard Int Div App Indx Fd—EXITSold out
48METAMeta Platforms Inc-class A—EXITSold out
49XBISs Spdr S&p Biotech ETF—EXITSold out
50GSIEGoldman Sachs Activebeta Int—EXITSold out

FAQ

What is Family CFO Inc and what type of investor is it?
Family CFO Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $223.3M, spread across 41 disclosed positions.
What are Family CFO Inc's largest equity positions?
Based on the latest 13F filing, Family CFO Inc's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $49.5M (22.2%) 2. Vanguard Dividend Apprec ETF (VIG) — $22.4M (10.0%) 3. Vanguard Total Intl Stock (VXUS) — $21.0M (9.4%) 4. Vanguard Small-cap Value ETF (VBR) — $16.1M (7.2%) 5. Vanguard Mortgage-backed Sec (VMBS) — $15.2M (6.8%)
What changes did Family CFO Inc make in its most recent portfolio filing?
In the latest reported quarter, Family CFO Inc made 44 notable position adjustments: 5 new positions were initiated, 6 existing holdings were added to, 12 positions were partially reduced, and 21 were completely exited. The largest of these moves: New buy: Alpha Architect US Equ 3 ETF (AAUA); New buy: State Street Spdr Bloomberg (BWX); New buy: State Street Spdr Bloomberg (IBND); New buy: State Street Spdr Bloomberg (EBND); New buy: Spdr Gold Minishares Trust (GLDM)
What sectors does Family CFO Inc focus on?
Family CFO Inc is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 46.9% • Consumer Discretionary: 33.4% • Information Technology: 19.7%