13F Insight
DOSSIER · 13F-HR · Q1 2026

Family CFO Inc

$223M in tracked AUM across 41 positions as of Q1 2026.

FC
CIK 0001911695 · last filed Mar 31, 2026
Total AUM
$223M
as of Q1 2026
Holdings
41
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Family CFO Inc (CIK: 0001911695)
1. Portfolio Overview

The filing for Family CFO Inc reveals a portfolio that has undergone a dramatic transformation in the quarter ending December 31, 2025. The total portfolio value surged by 544.6%, increasing from $34.69 million to $223.61 million. This exponential growth suggests a significant capital inflow event, such as a substantial client acquisition, a liquidity event (e.g., selling a private ...

The portfolio currently holds 87 positions, indicating a high degree of diversification. The investment strategy is characterized by a heavy reliance on passive, index-based investing, with a distinct focus on Vanguard and Dimensional Fund Advisors (DFA) products. The approach suggests a "Core and Satellite" structure, where the vast majority of assets are allocated to broad market ETFs, with a minor allocation to specific individual equities and factor-based strategies.

2. Key Holdings

The portfolio is heavily concentrated in its top ten positions, which comprise approximately 78% of the total assets.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
Vanguard Total Stock Market ETF
$50M154K22.2%02
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$22M104K10.0%03
VXUS
VANGUARD TOTAL INTL STOCK INDEX FUND ETF
$21M272K9.4%04
VBR
VANGUARD SMALL CAP VALUE ETF
$16M74K7.2%05
VMBS
VANGUARD MORTGAGE-BACK SEC ETF
$15M323K6.8%06
VSS
Vanguard FTSE All-World ex-US Sm-Cap Index Fund
$12M83K5.4%07
BE
Bloom Energy Corporation Com C L A
$10M77K4.7%08
VOO
Vanguard S&P 500 ETF
$10M17K4.5%09
VCIT
VANGUARD INT-TERM CORP ETF
$9M112K4.1%10
VTIP
VANGUARD STRM INFPROIDX ETF
$8M156K3.5%

Filing history

2026Q1Mar 31
$223M▼ 0.2%
41 positionsView →2025Q4Dec 31
$224M▲ 3.0%
87 positionsView →2025Q3Sep 30
$217M▲ 8.8%
34 positionsView →2025Q2Jun 30
$200M▲ 9.5%
90 positionsLocked2025Q1Mar 31
$182M▲ 0.3%
65 positionsLocked2024Q4Dec 31
$182M▲ 2.4%
92 positionsLocked2024Q3Sep 30
$177M▲ 9.1%
73 positionsLocked2024Q2Jun 30
$162M▲ 0.6%
64 positionsLocked2024Q1Mar 31
$161M▲ 4.1%
64 positionsLocked2023Q4Dec 31
$155M▲ 11.5%
66 positionsLocked2023Q3Sep 30
$139M▼ 1.8%
81 positionsLocked2023Q2Jun 30
$142M▲ 8.1%
57 positionsLocked
Showing 12 of 18