According to the CNBC Family Office Portfolio Tracker, produced jointly by CNBC and Addepar, listed equities accounted for 37% of the average Single Family Office (SFO) portfolio in the second quarter of 2026, up from 34% in the first quarter. Meanwhile, allocations to private assets and real estate declined. The change reflects a combination of factors, including rising equity prices, markdowns of private assets, differences in valuation dates, and rebalancing decisions.
This article examines the findings of the CNBC Family Office Portfolio Tracker, produced by CNBC and Addepar, concerning actual family office investment management practices.
Contents
- Listed Equity Allocation Rises from 34% to 37%
- Average Asset Allocation in Q2 2026
- Changes in Asset Allocation Do Not Result from Trading Alone
- Factors Behind Markdowns of Private Assets
- Performance Can Look Different Depending on the Valuation Method
- Important points
- Sources
The rest of this content is for members only. Please log in below.
