StockDriftsStockDriftsTop 46 Family CFO Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 21.94% | 154.1K | $57.0M | -0.24%(-370) | $229.48(+67.05%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 9.49% | 104.2K | $24.7M | -0.06%(-66) | $161.50(+51.74%) | 2026-06-30 | |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 8.92% | 271.1K | $23.2M | -0.26%(-711) | $59.66(+47.74%) | 2026-06-30 | |
| BE | Bloom Energy Corporation Com C L A | 7.92% | 68.0K | $20.6M | -12.09%(-9.35K) | $18.29(+1157.35%) | 2026-06-30 | |
| VBR | VANGUARD SMALL CAP VALUE ETF | 6.87% | 73.4K | $17.8M | -1.07%(-795) | $171.21(+46.31%) | 2026-06-30 | |
| VMBS | VANGUARD MORTGAGE-BACK SEC ETF | 6.25% | 346.7K | $16.2M | +7.38%(+23.83K) | $48.09(-4.12%) | 2026-06-30 | |
| VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 4.93% | 83.0K | $12.8M | +0.06%(+48) | $120.55(+32.67%) | 2026-06-30 | |
| VOO | Vanguard S&P 500 ETF | 4.4% | 16.6K | $11.4M | -0.50%(-84) | $413.31(+72.43%) | 2026-06-30 | |
| VCIT | VANGUARD INT-TERM CORP ETF | 3.81% | 119.9K | $9.9M | +7.45%(+8.31K) | $81.50(-0.43%) | 2026-06-30 | |
| VTIP | VANGUARD STRM INFPROIDX ETF | 3.16% | 163.3K | $8.2M | +4.60%(+7.19K) | $48.24(+3.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.96% | +64.12% | — | — | +44.67% |
| Top 20 Holdings Unweighted | +22.32% | +83.01% | — | — | +57.83% |
Family CFO Inc reports $259.87M in US-listed equity holdings across 47 positions in its most recent 13F filing. Its largest disclosed positions are VTI (21.9%), VIG (9.5%) and VXUS (8.9%). The top 20 holdings account for 92.01% of reported assets. Its disclosed equity book has returned +64.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Family CFO Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911695). View Family CFO Inc’s 13F filings on SEC