CNBC(@CNBC):Family offices boosted their stock holdings in the second quarter and trimmed their exposure to real estate and private market investments, according to the latest CNBC Family Office Portfolio Tracker. Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in the first quarter, according to the CNBC Portfolio Tracker powered by Addepar, the foundational data and artificial intelligence platform used by financial professionals globally. Learn more:

2026.08.27 20:21

Family offices boosted their stock holdings in the second quarter and trimmed their exposure to real estate and private market investments, according to the latest CNBC Family Office Portfolio Tracker. Single family offices held 37% of their portfolios in stocks in the second quarter, up from 34% in the first quarter, according to the CNBC Portfolio Tracker powered by Addepar, the foundational data and artificial intelligence platform used by financial professionals globally. Learn more: