My Personal CFO, LLC
CIK: 0001916366Latest portfolio: $239.7M · Q4 2025
Holdings
93
Total Value
$239.7M
New Positions
92
Closed Positions
0
Top Holdings
View All 93 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 109,733 | $36.8M | 15.35% | NEW | |
| 2 | MSFTMICROSOFT CORP | 46,320 | $22.4M | 9.35% | NEW | |
| 3 | AVUSAMERICAN CENTY ETF TR | 123,990 | $13.9M | 5.78% | NEW | |
| 4 | AAPLAPPLE INC | 45,200 | $12.3M | 5.13% | NEW | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 237,462 | $9.0M | 3.78% | NEW | |
| 6 | NDQINVESCO QQQ TR | 14,694 | $9.0M | 3.77% | NEW | |
| 7 | OKTAOKTA INC | 93,805 | $8.1M | 3.38% | NEW | |
| 8 | TFLRT ROWE PRICE ETF INC | 149,999 | $7.7M | 3.22% | NEW | |
| 9 | DFAUDIMENSIONAL ETF TRUST | 161,512 | $7.6M | 3.15% | NEW | |
| 10 | SPYSPDR S&P 500 ETF TR | 9,682 | $6.6M | 2.75% | NEW | |
| 11 | SCZISHARES TR | 69,864 | $5.4M | 2.26% | NEW | |
| 12 | VOOVANGUARD INDEX FDS | 8,618 | $5.4M | 2.25% | NEW | |
| 13 | BAPRINNOVATOR ETFS TRUST | 79,828 | $3.8M | 1.60% | NEW | |
| 14 | AQLTISHARES TR | 26,862 | $3.8M | 1.58% | NEW | |
| 15 | BDECINNOVATOR ETFS TRUST | 74,376 | $3.7M | 1.54% | NEW | |
| 16 | VOVANGUARD INDEX FDS | 11,578 | $3.4M | 1.40% | NEW | |
| 17 | BFEBINNOVATOR ETFS TRUST | 68,315 | $3.3M | 1.39% | NEW | |
| 18 | VNQVANGUARD INDEX FDS | 33,579 | $3.0M | 1.24% | NEW | |
| 19 | BNOVINNOVATOR ETFS TRUST | 65,510 | $2.9M | 1.21% | NEW | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,770 | $2.9M | 1.21% | NEW | |
| 21 | STGWSTAGWELL INC | 590,882 | $2.9M | 1.21% | NEW | |
| 22 | NVDANVIDIA CORPORATION | 15,135 | $2.8M | 1.18% | NEW | |
| 23 | BJULINNOVATOR ETFS TRUST | 53,755 | $2.7M | 1.14% | NEW | |
| 24 | VDEVANGUARD WORLD FD | 21,438 | $2.7M | 1.13% | NEW | |
| 25 | IQLTISHARES TR | 58,472 | $2.7M | 1.11% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($3.679013859904977e+218T)
Technology0.0% ($2.2401122888111282e+22T)
Unknown0.0% ($9026379129002048.0T)
Communication Services0.0% ($2889920.4T)
Consumer Cyclical0.0% ($455.4B)
Healthcare0.0% ($873.6M)
Energy0.0% ($259K)
Industrials0.0% ($236K)
Real Estate0.0% ($72K)
Filing History
Fund Information
My Personal CFO, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $239.7M across 93 holdings. The largest position is VANGUARD INDEX FDS (VTI), representing 15.3% of the portfolio. Compared to the previous quarter, the fund opened 93 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.