Family CFO
Family CFO reported 48 stocks worth $258M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VTI (20.9%), VIG (9.5%) and VXUS (9.0%). Compared with Q2 2026, the fund opened new positions in AAUB, EMLC and CDNS, added to VIG, VXUS and VMBS, trimmed VTI, VBR and BE and sold out of IBND, BWX and BNDX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $54M | 20.9% | 144K | −9,750 (−6%) | 8 of 8 | |
| 2 |  VIG Vanguard Dividend Appreciation ETF | $24.6M | 9.5% | 105K | +1,182 (+1%) | 8 of 8 | |
| 3 |  VXUS Vanguard Star Fds | $23.2M | 9.0% | 273K | +1,734 (+1%) | 8 of 8 | |
| 4 |  VBR Vanguard Index Fds | $16.6M | 6.4% | 72K | −1,775 (−2%) | 8 of 8 | |
| 5 |  VMBS Vanguard Scottsdale Fds | $16.4M | 6.3% | 368K | +22K (+6%) | 8 of 8 | |
| 6 |  BE Bloom Energy Corp | $13.4M | 5.2% | 48K | −20K (−29%) | 8 of 8 | |
| 7 |  VSS Vanguard Intl Equity Index F | $12.9M | 5.0% | 83K | +448 (+1%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $11.7M | 4.5% | 17K | No change | 8 of 8 | |
| 9 |  VCIT Vanguard Scottsdale Fds | $10.5M | 4.1% | 134K | +15K (+12%) | 8 of 8 | |
| 10 |  VTIP Vanguard Shrt Inf Prot | $8.1M | 3.1% | 165K | +1,752 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBND Spdr Bloomberg International Corporate Bond ETF | $779K | 25K |
 BWX Spdr Series Trust | $777K | 36K |
DIMENSIONAL ETF TRUST | $435K | 11K |
 BNDX Vanguard Total | $349K | 7,213 |
 IGF Ishares TR | $311K | 4,673 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Family CFO 13F FAQ
What does Family CFO own?
Family CFO reported 48 stocks worth $258M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VTI (20.9%), VIG (9.5%) and VXUS (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Family CFO buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 20 added to, 7 trimmed and 6 sold out. New positions include AAUB, EMLC and CDNS. It sold all of IBND, BWX and BNDX.
When will Family CFO file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Family CFO's portfolio worth?
The Q3 2026 filing reports $258M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.