Family CFO Inc

Q3 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
48
Total value ($000)
$257,831
Net value change ($000)
-2,038 (-0.8%)
New positions
7
Sold out positions
6
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ALPHA ARCHITECT US EQUTY 4 ETF 6,634 NEW
EMLC 1,548 NEW
CDNS 706 NEW
VCIT 617 6.2%
VUSB 475 99.0%
NVDA 457 136.8%
Dimensional US Small Cap Value ETF 420 NEW
SNPS 414 NEW
AAPL 358 82.1%
GLDM 338 76.8%
Top Reduces (Value $000, Stocks/ETFs)
BE -7,192 -34.9%
VTI -3,001 -5.3%
VBR -1,289 -7.2%
IBND -779 -100.0%
BWX -777 -100.0%
VXF -585 -16.9%
DFSV -435 -100.0%
BNDX -349 -100.0%
IGF -311 -100.0%
SLV -224 -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