Family CFO Inc

Q1 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$223,268
Net value change ($000)
-338 (-0.2%)
New positions
5
Sold out positions
51
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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 3,194 43.8%
BOXX 3,090 NEW
BWX 793 NEW
IBND 789 NEW
EBND 785 NEW
GLDM 434 NEW
VMBS 405 2.7%
VNQI 356 196.7%
VXUS 309 1.5%
DFIV 203 6.3%
Top Reduces (Value $000, Stocks/ETFs)
VTI -2,447 -4.7%
VOO -2,115 -17.5%
VCIT -816 -8.1%
VUG -604 -10.5%
DUSB -561 -28.5%
VIG -380 -1.7%
DFLV -236 -100.0%
TSLA -217 -17.3%
AMZN -211 -100.0%
VGT -201 -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