Family CFO Inc. has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity holdings as of the close of the third quarter.
The report lists 48 distinct securities held by the firm. The largest position disclosed is the Vanguard Total Stock Market ETF (ticker: VTI), which accounts for 14,433,177 shares. The firm also holds significant positions in the Vanguard Total International Stock Index Fund ETF (ticker: VXUS), with 27,287,8 shares, and the Vanguard S&P 500 ETF (ticker: VOO), with 16,659, shares.
The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Notable individual stock holdings include Amazon.com (ticker: AMZN) with 900 shares, Apple (ticker: AAPL) with 2,384 shares, and Broadcom Inc. (ticker: AVGO) with 5,681 shares. The firm also holds shares in Bloom Energy Corporation (ticker: BE), Tesla Inc. (ticker: TSLA), and Oracle Corp (ticker: ORCL).
In addition to equity funds, the filing discloses several bond and fixed-income ETFs. These include the Vanguard 0-3 Month Treasury Bill ETF (ticker: BIL), the Vanguard Total Bond Market ETF (ticker: BND), and the Vanguard Ultra-Short Bond ETF (ticker: VGSH). The firm also lists the VanEck JPMorgan Emerging Markets Local Currency Bond ETF (ticker: EMLC) and the SPDR Gold MiniShares ETF (ticker: GLDM).
The report lists Cody Branson as the compliance consultant for the filing, dated October 30, 2026. The firm is headquartered in Los Altos, California.
