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Family Cfo - Q2 2026 13F Filings

FA

Family Cfo INC

CIK: 0001911695
Address: California Los Altos 1064 Laureles Drive
$259.87 M
Portfolio Value
47
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+16.39%
$259.87 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Family Cfo Q2 2026 Filing Summary

Family Cfo INC filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 259.87 M reflecting a +16.39% change from the prior quarter, spanning 47 assets. The top 10 holdings comprised 77.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 0 complete exits.

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Family Cfo’s Q2 2026 Filing

Family Cfo submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Family Cfo reported a managed portfolio value of 259.87 M, consisting of 47 individual positions.

This page displays the raw filing documents. To see which stocks Family Cfo bought or sold during Q2 2026, please visit Family Cfo's Portfolio Analysis page.