Family CFO Inc
Strategy in plain words
auto-generated from filingsFamily CFO Inc is a wealth-management firm allocating client money, specialised in industrials (82% of the long book), running a $223.3M US long book across 41 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD DIVIDEND APPREC ETF, VANGUARD TOTAL INTL STOCK, VANGUARD SMALL-CAP VALUE ETF, VANGUARD MORTGAGE-BACKED SEC.
Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Family CFO own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BE BLOOM ENERGY CORP- A | Industrials | 77.4K | $10.5M | 4.7% | -7.8% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.0K | $1.5M | 0.7% | Held |
| TSLA TESLA INC | Industrials | 2.8K | $1.0M | 0.5% | Held |
| AAPL APPLE INC | Technology | 1.5K | $382K | 0.2% | Held |
| ORCL ORACLE CORP | Technology | 1.6K | $230K | 0.1% | Held |
| WCCB WEST COAST COMMUNITY BANCORP | — | 4.6K | $221K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 41 | $223.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 23, 2026 | 87 | $223.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 28, 2025 | 34 | $217.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 21, 2025 | 90 | $199.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 65 | $182.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 30, 2025 | 92 | $181.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 17, 2024 | 73 | $177.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 24, 2024 | 64 | $162.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 17, 2024 | 64 | $161.4M | canonical | SEC ↗ |