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Family CFO Portfolio holdings

AUM $260M
1-Year Est. Return 43.19%
This Fund
S&P 500
This Quarter Est. Return
+19.36%
1 Year Est. Return
+43.19%
3 Year Est. Return
+84.03%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$260M
AUM Growth
+$36.6M
Cap. Flow
+$2.81M
Cap. Flow %
1.08%
Top 10 Hldgs %
77.67%
Holding
47
New
6
Increased
12
Reduced
19
Closed
–

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$2.25M
2
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.12M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$687K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$361K
5
NVDA icon
NVIDIA
NVDA
+$343K

Top Sells

Rank Stock Value
1
BE icon
Bloom Energy
BE
+$2.4M
2
VBR icon
Vanguard Morningstar Small-Cap Value ETF
VBR
+$185K
3
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$132K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$130K
5
VXF icon
Vanguard Extended Market ETF
VXF
+$87.8K

Sector Composition

Rank Sector Weight
1 Industrials 7.92%
2 Technology 1.2%
3 Financials 0.53%
4 Consumer Discretionary 0.53%

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Family CFO's Q2 2026 Portfolio in Review

As of Q2 2026, Family CFO held 47 positions worth $260M, up 16% from $223M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Family CFO's Q2 2026 filing shows 6 new, 12 increased and 19 reduced positions. Its largest new stake was Broadcom: 5,600 shares worth $2.12M. The largest sale was Bloom Energy, an estimated $2.4M.

By sector, the portfolio is most concentrated in Industrials at 7.9% of assets, up from 4.7% a quarter earlier, followed by Technology and Financials.

  • Family CFO's largest Q2 2026 buy was Broadcom: 5,600 shares worth $2.12M.
  • Family CFO added most to Vanguard Mortgage-Backed Securities ETF in Q2 2026, an estimated $1.12M increase.
  • Family CFO's biggest Q2 2026 reduction was Bloom Energy, cutting an estimated $2.4M.
  • Family CFO's ten largest holdings make up 78% of its $260M portfolio in Q2 2026.
  • Family CFO opened 6 new positions and closed 0 in Q2 2026.
  • Family CFO's portfolio value rose 16% quarter-over-quarter to $260M.

Based on Family CFO's 13F filing for Q2 2026, filed 20 Jul 2026.