Family CFO Inc has disclosed its latest holdings in a recent filing, revealing a total value of approximately $257.8 million as of September 30, 2026. This significant update underscores the company's commitment to managing a diverse investment portfolio.

The filing, which was submitted on October 30, 2026, highlights Family CFO's strategic investments across various sectors, including technology and exchange-traded funds (ETFs). This approach is crucial for the asset management industry as firms adapt to changing market conditions and investor preferences.

Background

Family CFO Inc, based in Los Altos, California, operates as an asset management firm. The company is categorized under the SEC's filings as an 'other' entity type. It has been actively filing various forms, including the 13F-HR, which details its holdings. Recent filings include:

  • October 30, 2026 - 13F-HR
  • August 21, 2026 - N-PX
  • July 20, 2026 - 13F-HR
  • April 28, 2026 - 13F-HR
  • January 23, 2026 - 13F-HR

What the Filing Says

The recent filing indicates that Family CFO Inc holds a total of 48 different investments, with a reported total value of $257,831,498. This diverse portfolio includes notable companies such as Amazon, Apple, and Berkshire Hathaway, reflecting a strategic focus on well-established firms within the technology and consumer sectors.

Impact

This update may influence various stakeholders, including investors, analysts, and competitors within the asset management sector. The diverse holdings suggest a robust approach to investment management, which may prompt other firms to reevaluate their strategies in light of Family CFO's decisions.

What's Next

The filing does not specify what actions Family CFO Inc will take next regarding its investments or any upcoming votes related to its holdings.