Family CFO Inc 13F holdings
Family CFO Inc reported 47 positions with a total reported value of $259.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-20. Top holdings by reported value: Vanguard Total Stock Market ETF (21.9%), VANGUARD DIVIDEND APPRECIATION ETF (9.5%), VANGUARD TOTAL INTL STOCK INDEX FUND ETF (8.9%), BE Bloom Energy Corporation Com C L A (7.9%), VANGUARD SMALL CAP VALUE ETF (6.9%). Against 2026-03-31 it opened 6 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
Email me when Family CFO Inc files its 13F
A free account follows up to 10 funds. New 13F filings arrive in your daily or weekly digest. No password and no card.
Top holdings
25 largest of 47 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| Vanguard Total Stock Market ETF | 154,081 | $57.0M | 21.9% |
| VANGUARD DIVIDEND APPRECIATION ETF | 104,202 | $24.7M | 9.5% |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 271,144 | $23.2M | 8.9% |
| BE Bloom Energy Corporation Com C L A | 68,000 | $20.6M | 7.9% |
| VANGUARD SMALL CAP VALUE ETF | 73,425 | $17.8M | 6.9% |
| VANGUARD MORTGAGE-BACK SEC ETF | 346,727 | $16.2M | 6.2% |
| Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 82,953 | $12.8M | 4.9% |
| Vanguard S&P 500 ETF | 16,643 | $11.4M | 4.4% |
| VANGUARD INT-TERM CORP ETF | 119,883 | $9.9M | 3.8% |
| VANGUARD STRM INFPROIDX ETF | 163,287 | $8.2M | 3.2% |
| VANGUARD VALUE ETF | 35,630 | $7.8M | 3.0% |
| VANGUARD GROWTH ETF | 70,948 | $6.1M | 2.4% |
| VANGUARD FTSE EMR MKT ETF | 65,553 | $3.9M | 1.5% |
| ALPHA ARCHITECT US EQUTY 3 ETF | 63,129 | $3.6M | 1.4% |
| DIMENSIONAL ETF INTERNATIONAL VALUE | 64,540 | $3.5M | 1.3% |
| VANGUARD EXTEND MKT ETF | 14,089 | $3.5M | 1.3% |
| DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | 54,645 | $3.0M | 1.2% |
| VANGUARD FTSE DEV MKT ETF | 39,454 | $2.8M | 1.1% |
| VANGUARD ALLWRLD EX US ETF | 28,128 | $2.4M | 0.9% |
| Vanguard Real Estate ETF | 22,729 | $2.2M | 0.8% |
| AVGO Broadcom Inc | 5,600 | $2.1M | 0.8% |
| DIMENSNL ULTRASHRT FIXED INCM ETF | 28,419 | $1.4M | 0.6% |
| BRK-B Berkshire Hathaway | 2,768 | $1.4M | 0.5% |
| Vanguard EST International Stock ETF | 16,779 | $1.4M | 0.5% |
| Vanguard ESG US Stock ETF | 9,678 | $1.3M | 0.5% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 6 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| VANGUARD GROWTH ETF | 11,825 | 70,948 | +500.0% | $6.1M |
| VANGUARD MORTGAGE-BACK SEC ETF | 322,897 | 346,727 | +7.4% | $16.2M |
| VANGUARD INT-TERM CORP ETF | 111,575 | 119,883 | +7.4% | $9.9M |
| VANGUARD STRM INFPROIDX ETF | 156,099 | 163,287 | +4.6% | $8.2M |
| SPDR Gold MiniShares | 4,684 | 5,543 | +18.3% | $440.2K |
| Vanguard Ultra-Short Bond ETF | 8,585 | 9,643 | +12.3% | $480.0K |
| Vanguard Total International Bond ETF | 6,268 | 7,213 | +15.1% | $349.3K |
| Vanguard ESG US Stock ETF | 9,364 | 9,678 | +3.4% | $1.3M |
| DIMENSNL ULTRASHRT FIXED INCM ETF | 27,807 | 28,419 | +2.2% | $1.4M |
| VANGUARD FTSE DEV MKT ETF | 39,159 | 39,454 | +0.8% | $2.8M |
| Vanguard EST International Stock ETF | 16,613 | 16,779 | +1.0% | $1.4M |
| Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 82,905 | 82,953 | +0.1% | $12.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BE Bloom Energy Corporation Com C L A | 77,353 | 68,000 | -12.1% | $20.6M |
| VANGUARD SMALL CAP VALUE ETF | 74,220 | 73,425 | -1.1% | $17.8M |
| Vanguard Total Stock Market ETF | 154,451 | 154,081 | -0.2% | $57.0M |
| BRK-B Berkshire Hathaway | 3,038 | 2,768 | -8.9% | $1.4M |
| VANGUARD EXTEND MKT ETF | 14,472 | 14,089 | -2.6% | $3.5M |
| VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 271,855 | 271,144 | -0.3% | $23.2M |
| Vanguard S&P 500 ETF | 16,727 | 16,643 | -0.5% | $11.4M |
| VANGUARD VALUE ETF | 35,838 | 35,630 | -0.6% | $7.8M |
| DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | 55,422 | 54,645 | -1.4% | $3.0M |
| VANGUARD ALLWRLD EX US ETF | 28,567 | 28,128 | -1.5% | $2.4M |
| SPDR Blmbg Em Mkts Lcl Bd ETF | 38,046 | 36,368 | -4.4% | $760.8K |
| Vanguard 0-3 Month Treasury Bill ETF | 14,944 | 14,528 | -2.8% | $1.1M |
CIK 1911695 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
