Family CFO Inc

Q3 2025 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
34
Total value ($000)
$217,184
Net value change ($000)
+17,522 (8.8%)
New positions
0
Sold out positions
56
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BE 5,433 160.9%
VTI 4,242 9.1%
VXUS 1,362 7.2%
VIG 1,353 6.4%
VCIT 1,304 15.3%
VBR 1,238 8.4%
VMBS 1,221 9.6%
VOO 876 8.0%
VSS 678 5.9%
DUSB 525 66.9%
Top Reduces (Value $000, Stocks/ETFs)
VBIL -884 -43.4%
COST -188 -100.0%
WCCB -182 -100.0%
VGT -176 -100.0%
VCSH -170 -100.0%
CSCO -168 -100.0%
VNQI -160 -100.0%
BND -159 -100.0%
MSFT -154 -100.0%
AMGN -140 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type