1y return+25.2%S&P 500 +20.9%
3y return+56.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $170 against $195 in the S&P 500.2
Family CFO IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $57.0M | 21.9% | |
| VIGVanguard Dividend Appreciation Etf | $24.7M | 9.5% | |
| VXUSVanguard Total Intl Stock Index Fund Etf | $23.2M | 8.9% | |
| BEBloom Energy Corporation Com C L A | $20.6M | 7.9% | −12.1% |
| VBRVanguard Small Cap Value Etf | $17.8M | 6.9% | −1.1% |
| VMBSVanguard Mortgage-back Sec Etf | $16.2M | 6.2% | +7.4% |
| VSSVanguard FTSE All-World ex-US Sm-Cap Index Fund | $12.8M | 4.9% | |
| VOOVanguard S&P 500 ETF | $11.4M | 4.4% | |
| VCITVanguard Int-term Corp Etf | $9.9M | 3.8% | +7.4% |
| VTIPVanguard Strm Infproidx Etf | $8.2M | 3.2% | +4.6% |
| VTVVanguard Value Etf | $7.8M | 3.0% | |
| VUGVanguard Growth Etf | $6.1M | 2.4% | |
| VWOVanguard Ftse Emr Mkt Etf | $3.9M | 1.5% | |
| AAUAAlpha Architect Us Equty 3 Etf | $3.6M | 1.4% | |
| DFIVDimensional Etf International Value | $3.5M | 1.3% | |
| VXFVanguard Extend Mkt Etf | $3.5M | 1.3% | −2.6% |
| DFUVDimensional Etf Tr Us Marketwi De Value Etf | $3.0M | 1.2% | −1.4% |
| VEAVanguard Ftse Dev Mkt Etf | $2.8M | 1.1% | |
| VEUVanguard Allwrld Ex Us Etf | $2.4M | 0.9% | −1.5% |
| VNQVanguard Real Estate ETF | $2.2M | 0.8% | |
| AVGOBroadcom Inc | $2.1M | 0.8% | New |
| DUSBDimensnl Ultrashrt Fixed Incm Etf | $1.4M | 0.6% | +2.2% |
| BRK/BBerkshire Hathaway | $1.4M | 0.5% | −8.9% |
| VSGXVanguard EST International Stock ETF | $1.4M | 0.5% | |
| ESGVVanguard ESG US Stock ETF | $1.3M | 0.5% | +3.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| DFUVDimensional Etf Tr Us Marketwi De Value Etf | June 30, 2022 | +74.1% | $3.0M |
| DFEVDimensional Etf Tr Emerging Mkts Va | December 31, 2023 | +69.3% | $740K |
| DFIVDimensional Etf International Value | March 31, 2023 | +67.6% | $3.5M |
| BRK/BBerkshire Hathaway | December 31, 2021 | +67.4% | $1.4M |
| AAPLApple | December 31, 2021 | +63.0% | $436K |
| VUGVanguard Growth Etf | December 31, 2021 | +61.1% | $6.1M |
| VOOVanguard S&P 500 ETF | December 31, 2021 | +57.3% | $11.4M |
| VTIVanguard Total Stock Market ETF | December 31, 2021 | +53.3% | $57.0M |
| ESGVVanguard ESG US Stock ETF | December 31, 2021 | +50.5% | $1.3M |
| VTVVanguard Value Etf | December 31, 2021 | +48.1% | $7.8M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.4% | +14.8% |
| March 31, 2026 | +0.5% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +6.6% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +5.1% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +4.0% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −5.1% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Family CFO Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1911695&type=13F-HR&dateb=&owner=include&count=40CIK 1911695
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1911695/000191169526000003/Filed July 20, 2026 · accession 0001911695-26-000003