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Midas Edge

13-F holdings, Q3 2026

Family CFO Inc

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$257.8M
Positions
48
Filed
Data as of

These holdings are as of , 38 days ago.

13-Fs for Q4 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. VTI$54M
    144,331 shares20.9% of the book
  2. VIG$24.6M
    105,384 shares9.5% of the book
  3. VXUS$23.2M
    272,878 shares9% of the book
  4. VBR$16.6M
    71,650 shares6.4% of the book
  5. VMBS$16.4M
    368,309 shares6.3% of the book
  6. BE$13.4M
    48,350 shares5.2% of the book
  7. VSS$12.9M
    83,401 shares5% of the book
  8. VOO$11.7M
    16,659 shares4.5% of the book
  9. VCIT$10.5M
    134,404 shares4.1% of the book
  10. VTIP$8.1M
    165,039 shares3.2% of the book

What changed this quarter

5 new positions and 5 sold out, against Q2 2026. A buy or sell is the change in shares at the Q3 2026 price, with Q2 2026 shares adjusted for stock splits.

Largest buys

  • EMLC

    VanEck JPMorgan EMLcl Ccy Bd ETF

    +$1.5M

    New

  • VCIT

    VANGUARD INT-TERM CORP ETF

    +$1.1M

    +12.1% shares

  • VMBS

    VANGUARD MORTGAGE-BACK SEC ETF

    +$958.5K

    +6.2% shares

  • CDNS

    Cadence Design Systems Inc

    +$705.9K

    New

  • VUSB

    Vanguard Ultra-Short Bond ETF

    +$476.8K

    +99.8% shares

Largest sells

  • BE

    Bloom Energy Corporation Com C L A

    −$5.4M

    -28.9% shares

  • VTI

    Vanguard Total Stock Market ETF

    −$3.6M

    -6.3% shares

  • IBND

    SPDR Blmbg Intl Corp Bd ETF

    −$778.9K

    Sold out, was 0.3% of the book

  • BWX

    SPDR Blmbg Intl Trs Bd ETF

    −$776.9K

    Sold out, was 0.3% of the book

  • VBR

    VANGUARD SMALL CAP VALUE ETF

    −$410.1K

    -2.4% shares

What was sold out, by size

  • 2 real positions, 0.25% of the book or more
  • 3 small, between 0.015% and 0.25%

Not counted as trades: AAUB (newly listed or spun off), DFSV (new CUSIP).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.