What does Family CFO Inc hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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 ...

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

VTI

Vanguard Total Stock Market ETF

$50M154K22.2%

VIG

VANGUARD DIVIDEND APPRECIATION ETF

$22M104K10.0%

VXUS

VANGUARD TOTAL INTL STOCK INDEX FUND ETF

$21M272K9.4%

VBR

VANGUARD SMALL CAP VALUE ETF

$16M74K7.2%

VMBS

VANGUARD MORTGAGE-BACK SEC ETF

$15M323K6.8%

VSS

Vanguard FTSE All-World ex-US Sm-Cap Index Fund

$12M83K5.4%

Bloom Energy Corporation Com C L A

$10M77K4.7%

VOO

Vanguard S&P 500 ETF

$10M17K4.5%

VCIT

VANGUARD INT-TERM CORP ETF

$9M112K4.1%

VTIP

VANGUARD STRM INFPROIDX ETF

$8M156K3.5%

Filing history

Filing history loading…