Family CFO Inc
All 13F Filings
- Location
- Los Altos, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 257,831
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 48 | 257,831 | 13F-HR | Family CFO Inc |
| Q2 2026 | 7/20/2026 | 47 | 259,869 | 13F-HR | Family CFO Inc |
| Q1 2026 | 4/28/2026 | 41 | 223,268 | 13F-HR | Family CFO Inc |
| Q4 2025 | 1/23/2026 | 87 | 223,606 | 13F-HR | Family CFO Inc |
| Q3 2025 | 10/28/2025 | 34 | 217,184 | 13F-HR | Family CFO Inc |
| Q2 2025 | 7/21/2025 | 90 | 199,662 | 13F-HR | Family CFO Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 21.18 K | 8.2% | 0 | 5.522 K | -5.522 K |
| ETFs | 236.7 K | 91.8% | 3.484 K | 0 | 3.484 K |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
257,831
Holdings
48
QoQ value change ($000)
-2,038
(-0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.