Family Cfo
$258M 13F equity value
53 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Family Cfo covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | Vanguard Total Stock Market ETF | 144,331 | $54M | 20.9% |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 105,384 | $25M | 9.5% |
| VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | 272,878 | $23M | 9.0% |
| VBR | VANGUARD SMALL CAP VALUE ETF | 71,650 | $17M | 6.4% |
| VMBS | VANGUARD MORTGAGE-BACK SEC ETF | 368,309 | $16M | 6.3% |
| BE | Bloom Energy Corporation Com C L A | 48,350 | $13M | 5.2% |
| VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | 83,401 | $13M | 5.0% |
| VOO | Vanguard S&P 500 ETF | 16,659 | $12M | 4.5% |
| VCIT | VANGUARD INT-TERM CORP ETF | 134,404 | $11M | 4.1% |
| VTIP | VANGUARD STRM INFPROIDX ETF | 165,039 | $8M | 3.2% |
Track Family Cfo's 13F portfolio: $258M in reported holdings, 53 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}