Family CFO Inc reported 11 positions worth $21.67M for the quarter ended Sep 30, 2026, down 20.1% on the prior quarter. It opened 2 new positions, added to 5, trimmed 1 and exited 1. Its largest holding is Bloom Energy Corp at 61.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CDNS Cadence Design Systems Inc | +2,138 | – | $705.94K | 3.26% |
| SNPS Synopsys Inc | +952 | – | $414.06K | 1.91% |
| NVDA Nvidia Corp | +1,794 | +107.4% | $409.71K | 3.65% |
| GLDM World Gold Trust | +3,927 | +70.8% | $322.72K | 3.59% |
| AAPL Apple Inc. | +877 | +58.2% | $292.06K | 3.66% |
| AVGO Broadcom Inc. | +81 | +1.4% | $28.45K | 9.21% |
| AMZN Amazon Com Inc | +1 | +0.1% | $249.15 | 1.03% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SLV iShares Silver Trust | -4,190 | $224.04K | 0.826% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BE Bloom Energy Corp | Industrials | 48.4K | $13.39M | 61.79% | -19.7K | -28.9% | Reduced | 0.02% |
| 2 | AVGO Broadcom Inc. | Technology | 5,681 | $2.00M | 9.21% | +81 | +1.4% | Added | 0% |
| 3 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,768 | $1.38M | 6.36% | 0 | 0.0% | Unchanged | 0% |
| 4 | TSLA Tesla, Inc. | Consumer Discretionary | 2,778 | $985.66K | 4.55% | 0 | 0.0% | Unchanged | 0% |
| 5 | AAPL Apple Inc. | Technology | 2,384 | $793.92K | 3.66% | +877 | +58.2% | Added | 0% |
| 6 | NVDA Nvidia Corp | Technology | 3,464 | $791.11K | 3.65% | +1,794 | +107.4% | Added | 0% |
| 7 | GLDM World Gold Trust | Others | 9,470 | $778.25K | 3.59% | +3,927 | +70.8% | Added | 0% |
| 8 | CDNS Cadence Design Systems Inc | Technology | 2,138 | $705.94K | 3.26% | +2,138 | – | New | 0% |
| 9 | SNPS Synopsys Inc | Technology | 952 | $414.06K | 1.91% | +952 | – | New | 0% |
| 10 | AMZN Amazon Com Inc | Consumer Discretionary | 900 | $224.24K | 1.03% | +1 | +0.1% | Added | 0% |
| 11 | ORCL Oracle Corp | Technology | 1,562 | $214.46K | 0.99% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Family CFO.
As of its Q3 2026 13F filing, Family CFO Inc’s five largest positions were Bloom Energy Corp (BE) at 61.8%, Broadcom Inc. (AVGO) at 9.2%, Berkshire Hathaway Inc (BRK-B) at 6.4%, Tesla, Inc. (TSLA) at 4.5%, Apple Inc. (AAPL) at 3.7% of the reported portfolio.
Family CFO Inc reported a 13F portfolio worth $21.67M across 11 positions for Q3 2026. That is down 20.1% from the previous quarter.
Its largest purchases by value were Cadence Design Systems Inc ($705.94K), Synopsys Inc ($414.06K), Nvidia Corp ($409.71K). It opened 2 new positions.
Its largest sales by value were Bloom Energy Corp ($5.44M), iShares Silver Trust ($224.04K). It exited 1 positions entirely.
From the Form 13F-HR reports Family CFO Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.