Family CFO Inc

Q2 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
47
Total value ($000)
$259,869
Net value change ($000)
+36,601 (16.4%)
New positions
6
Sold out positions
0
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 10,103 96.4%
VTI 7,467 15.1%
VIG 2,232 10.0%
VXUS 2,217 10.6%
AVGO 2,115 NEW
VBR 1,718 10.7%
VOO 1,436 14.4%
VMBS 1,070 7.1%
VUG 946 18.3%
VTV 734 10.4%
Top Reduces (Value $000, Stocks/ETFs)
BRK-B -71 -4.9%
VBIL -32 -2.8%
EBND -24 -3.1%
BWX -16 -2.0%
IBND -10 -1.3%
ORCL -1 -0.4%
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