Family CFO Inc

CIK 0001911695 · Q1 2026

13F Equity AUM

$223.3M

-0.1% QoQ

Positions

-45 QoQ

AUM Rank

#6,971

Top 56%

Skill Alpha (FF)

-2.3%/yr^ns

No Clear Edge

Rank #5,588 · Top 68%

vs S&P -5.5%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 55.6%Top 10: 77.8%Top 20: 93.3%

VTI22.2%

VIG10.0%

VXUS9.4%

VBR7.2%

VMBS6.8%

VSS5.4%

BE4.7%

VOO4.5%

VCIT4.1%

VTIP3.5%

Others (31)22.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services93.2%

Industrials4.7%

Other2.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 41Median: 0.65%Avg: 2.44%

0–0.5%

17(4.3%)

0.5–1%

6(4.2%)

1–3%

7(10.5%)

3–5%

5(19.9%)

5%+

6(61.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 37Unique: 4vs 20 funds

0.5%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

0.8%

0.7%

0.7%

0.5%

0.4%

VANGUARD CAPITAL MANAGEMENT LLC

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased8Decreased16Exited51

New Positions

ALPHA ARCHITECT US E…1.4%

+63K

BWX0.4%

+36K

EBND0.3%

+38K

IBND0.3%

+25K

GLDM0.2%

+5K

Increased

VMBS6.8%

+9K(+3%)

VNQI0.2%

+8K(+206%)

VNQ0.9%

+995(+5%)

VBIL0.5%

+683(+5%)

VIG10.0%

+509(+0%)

VEA1.1%

+348(+1%)

DFIV1.5%

+347(+1%)

VSGX0.5%

+1(+0%)

Decreased

DUSB0.6%

-11,114(-29%)

VCIT4.1%

-8,414(-7%)

BE4.7%

-6,510(-8%)

VUSB0.2%

-3,050(-26%)

VOO4.5%

-2,583(-13%)

VBR7.2%

-2,316(-3%)

BNDX0.1%

-2,125(-25%)

VXUS9.4%

-1,926(-1%)

VTIP3.5%

-1,828(-1%)

VTV3.1%

-1,364(-4%)

Exited

-6,904

-912

-266

-2,134

-2,421

-190

-310

-2,250

-396

-469

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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