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Livermore
Livermore
ZHEN

Family CFO Inc

SEC CIK
0001911695
Latest filing
Jul 20, 2026

The latest 13F from Family CFO Inc covers Q2 2026 (filed Jul 20, 2026): 47 long positions worth $259.9M. The top 10 holdings make up 77.7% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 21.9%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$3.45M
Added
12
Est. +$2.45M
Reduced
18
Est. −$3.75M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    21.9%$57.0M
  2. Vanguard Dividend Appreciation ETF921908844
    9.5%$24.7M
  3. Vanguard Star FDS921909768
    8.9%$23.2M
  4. BEBloom Energy Corp
    7.9%$20.6MHistory
  5. Vanguard Morningstar Small-Cap Value ETF922908611
    6.9%$17.8M

Share of portfolio

Top 5 holdings and the other 42 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF21.9%
  2. Vanguard Dividend Appreciation ETF9.5%
  3. Vanguard Star FDS8.9%
  4. BE7.9%
  5. Vanguard Morningstar Small-Cap Value ETF6.9%
  6. Other 42 positions44.9%

Biggest buys

New and added positions, by estimated amount bought

  1. AVGOBroadcom Inc.
    +$2.12MNewHistory
  2. Vanguard Mortgage-Backed Securities ETF92206C771
    +$1.12MAdded
  3. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +$686.7KAdded
  4. Vanguard Malvern FDS922020805
    +$361.1KAdded
  5. NVDANVIDIA Corp
    +$334.1KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. AVGOBroadcom Inc.
    +0.81 pp0.0% → 0.8%History
  2. NVDANVIDIA Corp
    +0.13 pp0.0% → 0.1%History
  3. iShares Tr464288372
    +0.12 pp0.0% → 0.1%
  4. Vanguard Information Technology ETF92204A702
    +0.10 pp0.0% → 0.1%
  5. SLViShares Silver Trust
    +0.09 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. BEBloom Energy Corp
    −$2.83MReducedHistory
  2. Vanguard Morningstar Small-Cap Value ETF922908611
    −$193.2KReduced
  3. Vanguard Morningstar Total Stock Market ETF922908769
    −$136.9KReduced
  4. BRK.BBerkshire Hathaway Inc
    −$135.1KReducedHistory
  5. Vanguard Index FDS922908652
    −$94.3KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Vanguard Dividend Appreciation ETF921908844
    −0.56 pp10.0% → 9.5%
  2. Vanguard Star FDS921909768
    −0.47 pp9.4% → 8.9%
  3. Vanguard Morningstar Small-Cap Value ETF922908611
    −0.36 pp7.2% → 6.9%
  4. Vanguard Morningstar Total Stock Market ETF922908769
    −0.25 pp22.2% → 21.9%
  5. Dimensional ETF Trust25434V807
    −0.19 pp1.5% → 1.3%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$259.9M
+$36.6M (+16.4%) vs. prior quarter
Positions
47
+6 vs. prior quarter
Top 10 concentration
77.7%
Top 10 as share of value
Turnover
1.6%
Q2 2026, one quarter
Average holding period
17.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $259.9M (Q2 2026)

Q4 2021: $103.6MQ1 2022: $98.5MQ2 2022: $91.6MQ3 2022: $94.4MQ4 2022: $111.4MQ1 2023: $131.1MQ2 2023: $141.7MQ3 2023: $139.1MQ4 2023: $155.1MQ1 2024: $161.4MQ2 2024: $162.5MQ3 2024: $177.3MQ4 2024: $181.6MQ1 2025: $182.3MQ2 2025: $199.7MQ3 2025: $217.2MQ4 2025: $223.6MQ1 2026: $223.3MQ2 2026: $259.9M
Q4 2021Q2 2026
13F filings of Family CFO Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 20, 202647$259.9MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q1 2026SEC
Q1 2026Apr 28, 202641$223.3MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q4 2025SEC
Q4 2025Jan 23, 202687$223.6MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q3 2025SEC
Q3 2025Oct 28, 202534$217.2MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q2 2025SEC
Q2 2025Jul 21, 202590$199.7MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q1 2025SEC
Q1 2025Apr 24, 202565$182.3MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q4 2024SEC
Q4 2024Jan 30, 202592$181.6MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q3 2024SEC
Q3 2024Oct 17, 202473$177.3MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q2 2024SEC
Q2 2024Jul 24, 202464$162.5MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q1 2024SEC
Q1 2024Apr 17, 202464$161.4MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q4 2023SEC
Q4 2023Jan 31, 202466$155.1MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q3 2023SEC
Q3 2023Nov 3, 202381$139.1MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q2 2023SEC
Q2 2023Aug 9, 202357$141.7MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q1 2023SEC
Q1 2023Apr 17, 202356$131.1MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q4 2022SEC
Q4 2022Jan 18, 202357$111.4MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q3 2022SEC
Q3 2022Oct 26, 202255$94.4MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q2 2022SEC
Q2 2022Jul 25, 202255$91.6MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q1 2022SEC
Q1 2022Apr 28, 202255$98.5MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDSvs. Q4 2021SEC
Q4 2021Feb 18, 202253$103.6MVanguard Morningstar Total Stock Market ETFVanguard Dividend Appreciation ETFVanguard Star FDS–SEC