Family CFO Inc

Q4 2025 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$223,606
Net value change ($000)
+6,422 (3.0%)
New positions
53
Sold out positions
0
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: 4/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VTI 1,002 2.0%
AAEQ 979 NEW
VMBS 799 5.7%
DUSB 661 50.5%
VXUS 493 2.4%
VIG 417 1.9%
BNDX 406 NEW
VOO 297 2.5%
DFIV 248 8.4%
WCCB 205 NEW
Top Reduces (Value $000, Stocks/ETFs)
BE -1,523 -17.3%
ORCL -436 -58.9%
VWO -302 -7.7%
VUSB -241 -29.4%
VB -229 -29.1%
VSS -219 -1.8%
BRK-B -167 -9.9%
VBIL -77 -6.7%
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