13F Filings History of Family CFO Inc

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$223,605,677
Signature - Title
Cody Branson - Compliance Consultant
Location
Los Altos, CA
Summary
This page shows a list of all the recent 13F filings made by Family CFO Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Family CFO Inc reported 86 stock holdings with total value $223,605,677 as of Q4 2025. Top holdings included VTI, VIG, VXUS, VBR, and VMBS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 86 $223,605,677 +$6,581,510 -$3,501,896 +$3,079,614 VTI, VIG, VXUS, VBR, VMBS 13F-HR 23 Jan 2026, 16:48
Q3 2025 34 $217,183,854 +$4,548,296 -$7,644,243 -$3,095,947 VTI, VIG, VXUS, VBR, VMBS 13F-HR 28 Oct 2025, 12:21
Q2 2025 90 $199,662,183 +$4,974,791 -$2,070,625 +$2,904,166 VTI, VIG, VXUS, VBR, VMBS 13F-HR 21 Jul 2025, 12:46
Q1 2025 65 $182,259,769 +$4,687,319 -$1,102,072 +$3,585,247 VTI, VIG, VXUS, VBR, VMBS 13F-HR 23 Apr 2025, 17:48
Q4 2024 91 $181,637,100 +$6,478,996 -$1,320,460 +$5,158,536 VTI, VIG, VXUS, VBR, VMBS 13F-HR 30 Jan 2025, 12:10
Q3 2024 72 $177,314,954 +$4,947,239 -$759,093 +$4,188,146 VTI, VIG, VXUS, VBR, VMBS 13F-HR 17 Oct 2024, 14:52
Q2 2024 64 $162,460,745 +$961,148 -$1,197,472 -$236,324 VTI, VIG, VXUS, VBR, VMBS 13F-HR 24 Jul 2024, 15:20
Q1 2024 64 $161,435,558 +$667,898 -$2,164,864 -$1,496,966 VTI, VIG, VXUS, VBR, VMBS 13F-HR 17 Apr 2024, 13:38
Q4 2023 66 $155,066,021 +$5,648,786 -$2,833,395 +$2,815,391 VTI, VIG, VXUS, VBR, VMBS 13F-HR 31 Jan 2024, 15:56
Q3 2023 81 $139,077,466 +$5,607,676 -$2,129,421 +$3,478,255 VTI, VIG, VXUS, VMBS, VBR 13F-HR 03 Nov 2023, 13:30
Q2 2023 57 $141,673,757 +$7,078,407 -$1,691,747 +$5,386,660 VTI, VIG, VXUS, VMBS, VBR 13F-HR 09 Aug 2023, 11:07
Q1 2023 56 $131,106,229 +$15,792,241 -$1,413,123 +$14,379,118 VTI, VIG, VXUS, VMBS, VBR 13F-HR 17 Apr 2023, 12:53
Q4 2022 57 $111,370,964 +$9,872,635 -$104,466 +$9,768,169 VTI, VIG, VXUS, VMBS, VBR 13F-HR 17 Jan 2023, 19:38
Q3 2022 54 $94,369,083 +$10,339,409 -$1,275,356 +$9,064,053 VTI, VIG, VXUS, VMBS, VBR 13F-HR 25 Oct 2022, 18:38
Q2 2022 55 $91,563,683 +$9,242,339 -$1,288,222 +$7,954,117 VTI, VIG, VXUS, VMBS, VBR 13F-HR 25 Jul 2022, 14:37
Q1 2022 53 $98,501,000 +$1,440,569 -$1,197,862 +$242,707 VTI, VIG, VXUS, VBR, VOO 13F-HR 28 Apr 2022, 16:41
Q4 2021 51 $103,602,000 $0 $0 $0 VTI, VIG, VXUS, VBR, VOO 13F-HR 18 Feb 2022, 16:25