Family CFO Inc - Portfolio Stock Holdings

Family CFO Inc disclosed 47 stock positions in a recent SEC 13F filing. $259,869,205 of stock holdings were filed, with the largest holdings including VTI, VIG, and VXUS. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $289,450,939 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.