Family CFO Inc holds a focused book of 47 stocks worth $259.9M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Broadcom Inc and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 22% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911695/holdings"
Use Arkolith to show Family CFO Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.7 points over this window.
Growth of $10,000 cloning Family CFO Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Family CFO Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ROYAL BANK OF CANADA | 78 / 47 | $116.6B |
| Creative Planning | 77 / 47 | $47.4B |
| Cerity Partners LLC | 77 / 47 | $22.0B |
| NewEdge Advisors, LLC | 77 / 47 | $6.2B |
| Farther Finance Advisors, LLC | 77 / 47 | $2.8B |
| MORGAN STANLEY | 76 / 47 | $456.2B |
| WELLS FARGO & COMPANY/MN | 76 / 47 | $132.2B |
| RAYMOND JAMES FINANCIAL INC | 76 / 47 | $85.2B |
Ranked by how many of Family CFO Inc's top 47 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF COM | $57.0M | 154.1K | 21.9% | ▼−0.2% Reduced · −370 sh | |
| 2 | Vanguard Dividend Appreciation ETF COM | $24.7M | 104.2K | 9.5% | ▼−0.1% Reduced · −66 sh | |
| 3 | Vanguard Total Intl Stock Index Fund ETF COM | $23.2M | 271.1K | 8.9% | ▼−0.3% Reduced · −711 sh | |
| 4 | Bloom Energy Corporation Com C L A COM | $20.6M | 68.0K | 7.9% | ▼−12% Reduced · −9K sh | |
| 5 | Vanguard Small Cap Value ETF COM | $17.8M | 73.4K | 6.9% | ▼−1.1% Reduced · −795 sh | |
| 6 | Vanguard Mortgage-Back Sec ETF COM | $16.2M | 346.7K | 6.2% | ▲+7.4% Added · +24K sh | |
| 7 | Vanguard FTSE All-World ex-US Sm-Cap Index Fund COM | $12.8M | 83.0K | 4.9% | ▲+0.1% Added · +48 sh | |
| 8 | Vanguard S&P 500 ETF COM | $11.4M | 16.6K | 4.4% | ▼−0.5% Reduced · −84 sh | |
| 9 | Vanguard Int-Term Corp ETF COM | $9.9M | 119.9K | 3.8% | ▲+7.4% Added · +8K sh | |
| 10 | Vanguard STRM Infproidx ETF COM | $8.2M | 163.3K | 3.2% | ▲+4.6% Added · +7K sh | |
| 11 | Vanguard Value ETF COM | $7.8M | 35.6K | 3.0% | ▼−0.6% Reduced · −208 sh | |
| 12 | Vanguard Growth ETF COM | $6.1M | 70.9K | 2.4% | ▲+500% Added · +59K sh | |
| 13 | Vanguard Ftse Emr MKT ETF COM | $3.9M | 65.6K | 1.5% | ▼−0.3% Reduced · −173 sh | |
| 14 | Alpha Architect US Equty 3 ETF COM | $3.6M | 63.1K | 1.4% | —Held | |
| 15 | Dimensional ETF International Value COM | $3.5M | 64.5K | 1.3% | ▼−0.1% Reduced · −69 sh | |
| 16 | Vanguard Extend MKT ETF COM | $3.5M | 14.1K | 1.3% | ▼−2.6% Reduced · −383 sh | |
| 17 | Dimensional ETF TR US Marketwi De Value ETF COM | $3.0M | 54.6K | 1.2% | ▼−1.4% Reduced · −777 sh | |
| 18 | Vanguard Ftse Dev MKT ETF COM | $2.8M | 39.5K | 1.1% | ▲+0.8% Added · +295 sh | |
| 19 | Vanguard Allwrld Ex US ETF COM | $2.4M | 28.1K | 0.9% | ▼−1.5% Reduced · −439 sh | |
| 20 | Vanguard Real Estate ETF COM | $2.2M | 22.7K | 0.8% | ▲+0.3% Added · +58 sh | |
| 21 | Broadcom Inc COM | $2.1M | 5.6K | 0.8% | ▲New New position | |
| 22 | Dimensnl Ultrashrt Fixed Incm ETF COM | $1.4M | 28.4K | 0.6% | ▲+2.2% Added · +612 sh | |
| 23 | Berkshire Hathaway COM | $1.4M | 2.8K | 0.5% | ▼−8.9% Reduced · −270 sh | |
| 24 | Vanguard EST International Stock ETF COM | $1.4M | 16.8K | 0.5% | ▲+1.0% Added · +166 sh | |
| 25 | Vanguard ESG US Stock ETF COM | $1.3M | 9.7K | 0.5% | ▲+3.4% Added · +314 sh | |
| 26 | Tesla Inc. COM | $1.2M | 2.8K | 0.4% | ▼−0.2% Reduced · −5 sh | |
| 27 | Vanguard 0-3 Month Treasury Bill ETF COM | $1.1M | 14.5K | 0.4% | ▼−2.8% Reduced · −416 sh | |
| 28 | Alpha Architect ETF US 2 Equity COM | $1.1M | 19.9K | 0.4% | —Held | |
| 29 | SPDR Blmbg Intl Corp Bd ETF COM | $779K | 25.0K | 0.3% | ▼−1.6% Reduced · −415 sh | |
| 30 | SPDR Blmbg Intl Trs Bd ETF COM | $777K | 35.8K | 0.3% | ▼−0.8% Reduced · −286 sh | |
| 31 | SPDR Blmbg Em Mkts Lcl Bd ETF COM | $761K | 36.4K | 0.3% | ▼−4.4% Reduced · −2K sh | |
| 32 | Dimensional ETF TR Emerging MKTS Va COM | $740K | 17.3K | 0.3% | —Held | |
| 33 | Vanguard Small Cap ETF COM | $600K | 2.0K | 0.2% | —Held | |
| 34 | Vanguard GLB Ex US ETF COM | $542K | 12.1K | 0.2% | —Held | |
| 35 | Vanguard Ultra-Short Bond ETF COM | $480K | 9.6K | 0.2% | ▲+12% Added · +1K sh | |
| 36 | SPDR Gold MiniShares COM | $440K | 5.5K | 0.2% | ▲+18% Added · +859 sh | |
| 37 | Apple COM | $436K | 1.5K | 0.2% | —Held | |
| 38 | Dimensional US Small Cap Value ETF COM | $435K | 11.2K | 0.2% | —Held | |
| 39 | Vanguard Total International Bond ETF COM | $349K | 7.2K | 0.1% | ▲+15% Added · +945 sh | |
| 40 | Nvidia Corp Com COM | $334K | 1.7K | 0.1% | ▲New New position | |
| 41 | iShares Global Infrastructure ETF COM | $311K | 4.7K | 0.1% | ▲New New position | |
| 42 | Vanguard Information Technology ETF COM | $254K | 2.1K | 0.1% | ▲New New position | |
| 43 | International Small Cap Value ETF COM | $253K | 6.3K | 0.1% | —Held | |
| 44 | West Coast Community Bancorp COM | $232K | 4.6K | 0.1% | —Held | |
| 45 | Oracle Corp Com COM | $229K | 1.6K | 0.1% | —Held | |
| 46 | Ishares Silver Trust COM | $224K | 4.2K | 0.1% | ▲New New position | |
| 47 | Amazon.com COM | $214K | 899 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 47 | $259.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 41 | $223.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 87 | $223.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 34 | $217.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 90 | $199.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 65 | $182.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 30, 2025 | 92 | $181.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 73 | $177.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.