SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Family CFO Inc

CIK 0001911695 · 1064 LAURELES DRIVE, LOS ALTOS, CA, 94022 · 650-218-3551

Reported Value
$224M
Q4 2025
Positions
87
Filings on Record
18
2019–present window
Filed
Jan 23, 2026
original filing

Summary

Family Cfo Inc reported $224M in U.S.-listed holdings across 87 positions for Q4 2025.

The portfolio is heavily concentrated: Vanguard Total Stock Market Etf alone accounts for 23.3% of reported value.

Compared with Q3 2025, the fund opened 53 new positions and exited 0.

Portfolio Metrics

Turnover
+1.4%
vs prior filed quarter
Top-10 Concentration
+78.6%
share of reported value
Largest Position
+23.3%
Vanguard Total Stock Market Etf

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $104MQ4 ’21Q1 ’22: $99MQ3 ’22: $94.4BQ3 ’22Q1 ’23: $131MQ2 ’23: $142MQ2 ’23Q3 ’23: $139MQ4 ’23: $155MQ4 ’23Q1 ’24: $161MQ2 ’24: $162MQ2 ’24Q3 ’24: $177MQ4 ’24: $182MQ4 ’24Q1 ’25: $182MQ2 ’25: $200MQ2 ’25Q3 ’25: $217MQ4 ’25: $224MQ4 ’25Q1 ’26: $223Mfilingsflow.com

Portfolio Composition

By security type
ETP: 94.2%Common Stock: 5.8%ADR: 0.0%
  • ETP · 94.2% · $211M
  • Common Stock · 5.8% · $13M
  • ADR · 0.0% · $4,372

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
ALPHA ARCHITECT ETF US EQUITYNEW+19.9K19.9K+$979,235$979,235
Vanguard Total International Bond ETFNEW+8.4K8.4K+$405,550$405,550
WCCBWest Coast Community BancorpNEW+4.6K4.6K+$204,512$204,512
Vanguard Information Technology ETFNEW+266266+$200,505$200,505
CSCOCisco Systems, Inc.NEW+2.4K2.4K+$186,490$186,490
VANGUARD GLB EX US ETFNEW+3.9K3.9K+$180,964$180,964
Vanguard Short-Term Corporate Bond ETFNEW+2.1K2.1K+$170,144$170,144
Vanguard Total Bond MarketNEW+2.3K2.3K+$166,658$166,658

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2025

50 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1Vanguard Total Stock Market ETFCOM23.25%$52M155.1K
2VANGUARD DIVIDEND APPRECIATION ETFCOM10.20%$23M103.8K
3VANGUARD TOTAL INTL STOCK INDEX FUND ETFCOM9.24%$21M273.8K
4VANGUARD SMALL CAP VALUE ETFCOM7.25%$16M76.5K
5VANGUARD MORTGAGE-BACK SEC ETFCOM6.60%$15M313.4K
6Vanguard S&P 500 ETFCOM5.42%$12M19.3K
7Vanguard FTSE All-World ex-US Sm-Cap Index FundCOM5.37%$12M83.7K
8VANGUARD INT-TERM CORP ETFCOM4.49%$10M120.0K
9VANGUARD STRM INFPROIDX ETFCOM3.49%$8M157.9K
10BEBloom Energy Corporation Com C L Ahistory →COM3.26%$7M83.9K
11VTVVANGUARD VALUE ETFhistory →COM3.18%$7M37.2K
12VUGVANGUARD GROWTH ETFhistory →COM2.58%$6M11.8K
13VANGUARD FTSE EMR MKT ETFCOM1.61%$4M67.0K
14DFIVDIMENSIONAL ETF INTERNATIONAL VALUEhistory →COM1.43%$3M64.3K
15VANGUARD EXTEND MKT ETFCOM1.41%$3M15.1K
16DFUVDIMENSIONAL ETF TR US MARKETWI DE VALUE ETFhistory →COM1.15%$3M55.4K
17VANGUARD FTSE DEV MKT ETFCOM1.08%$2M38.8K
18VANGUARD ALLWRLD EX US ETFCOM0.95%$2M28.8K
19DIMENSNL ULTRASHRT FIXED INCM ETFCOM0.88%$2M38.9K
20Vanguard Real Estate ETFCOM0.86%$2M21.7K
21BRK/BBerkshire HathawayCOM0.68%$2M3.0K
22TSLATesla Inc.COM0.56%$1M2.8K
23Vanguard EST International Stock ETFCOM0.53%$1M16.6K
24Vanguard ESG US Stock ETFCOM0.51%$1M9.4K
25Vanguard 0-3 Month Treasury Bill ETFCOM0.48%$1M14.3K
26ALPHA ARCHITECT ETF US EQUITYCOM0.44%$979,23519.9K
27DIMENSIONAL ETF TR EMERGING MKTS VACOM0.26%$584,91717.3K
28VUSBVanguard Ultra-Short Bond ETFCOM0.26%$579,88811.6K
29Vanguard Small Cap ETFCOM0.25%$557,9462.2K
30AAPLAppleCOM0.18%$409,6931.5K
31Vanguard Total International Bond ETFCOM0.18%$405,5508.4K
32DFSVDimensional US Small Cap Value ETFCOM0.16%$368,82811.2K
33ORCLOracle Corp ComCOM0.14%$304,4491.6K
34DISVInternational Small Cap Value ETFCOM0.11%$239,2866.3K
35Dimensional ETF US Large Cap ValueCOM0.11%$236,1866.9K
36AMZNAmazon.comCOM0.09%$210,508912
37WCCBWest Coast Community BancorpCOM0.09%$204,5124.6K
38Vanguard Information Technology ETFCOM0.09%$200,505266
39CSCOCisco Systems, Inc.COM0.08%$186,4902.4K
40VANGUARD GLB EX US ETFCOM0.08%$180,9643.9K
41Vanguard Short-Term Corporate Bond ETFCOM0.08%$170,1442.1K
42Vanguard Total Bond MarketCOM0.07%$166,6582.3K
43COSTCostco Wholesale CorpCOM0.07%$163,845190
44MSFTMicrosoft Corp ComCOM0.07%$149,922310
45VANGUARD MID CAP ETFCOM0.06%$136,113469
46AMGNAmgen IncCOM0.06%$129,615396
47WFCWells Fargo & CompanyCOM0.06%$125,5401.3K
48AG8Agilent Technologies, Inc.COM0.05%$112,666828
49KEYSKeysight Technologies, Inc.COM0.04%$94,483465
50GOOGGoogle IncCOM0.04%$87,864280

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$223M41Apr 28, 202613F-HRchanges · EDGAR ↗
Q4 2025$224M87Jan 23, 202613F-HRchanges · EDGAR ↗
Q3 2025$217M34Oct 28, 202513F-HRchanges · EDGAR ↗
Q2 2025$200M90Jul 21, 202513F-HRchanges · EDGAR ↗
Q1 2025$182M65Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$182M92Jan 30, 202513F-HRchanges · EDGAR ↗
Q3 2024$177M73Oct 17, 202413F-HRchanges · EDGAR ↗
Q2 2024$162M64Jul 24, 202413F-HRchanges · EDGAR ↗
Q1 2024$161M64Apr 17, 202413F-HRchanges · EDGAR ↗
Q4 2023$155M66Jan 31, 202413F-HRchanges · EDGAR ↗
Q3 2023$139M81Nov 3, 202313F-HRchanges · EDGAR ↗
Q2 2023$142M57Aug 9, 202313F-HRchanges · EDGAR ↗
Q1 2023$131M56Apr 17, 202313F-HRchanges · EDGAR ↗
Q4 2022Under review57Jan 18, 202313F-HRchanges · EDGAR ↗
Q3 2022$94.4B55Oct 26, 202213F-HRchanges · EDGAR ↗
Q2 2022Under review55Jul 25, 202213F-HRchanges · EDGAR ↗
Q1 2022$99M55Apr 28, 202213F-HRchanges · EDGAR ↗
Q4 2021$104M53Feb 18, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.