Latest My Personal CFO, LLC Stock Portfolio
$256Million | No. of Holdings #91
My Personal CFO, LLC Performance
2026 Q2+9.47%
YTD+5.66%
2025+7.86%
About My Personal CFO, LLC and 13F Hedge Fund Stock Holdings
On 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, My Personal CFO, LLC reported an equity portfolio of $256.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of My Personal CFO, LLC are VB, MSFT, DFAC. The fund has invested 15.5% of it's portfolio in VANGUARD INDEX FDS and 7.6% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in STAGWELL INC (STGW), VANGUARD INDEX FDS (VB) and VANGUARD SCOTTSDALE FDS (BNDW). My Personal CFO, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), ISHARES TR (IJR) and INTEL CORP (INTC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and AMAZON COM INC (AMZN).
My Personal CFO, LLC Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$256Million
as of Jul 22, 2026My Personal CFO, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that My Personal CFO, LLC made a return of 9.47% in the last quarter. In trailing 12 months, it's portfolio return was 8.37%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| dimensional etf trust | 503,445 |
| ishares tr | 313,211 |
| intel corp | 275,775 |
| taiwan semiconductor manufac | 267,439 |
New stocks bought by My Personal CFO, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard world fd | 700 |
| vanguard index fds | 499 |
| amazon com inc | 413 |
| vanguard index fds | 253 |
| vanguard whitehall fds | 229 |
| vanguard bd index fds | 45.39 |
| dimensional etf trust | 16.21 |
| schwab strategic tr | 12.27 |
Additions to existing portfolio by My Personal CFO, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| stagwell inc | -58.85 |
| vanguard index fds | -58.01 |
| vanguard scottsdale fds | -41.15 |
| okta inc | -39.49 |
| unitedhealth group inc | -30.27 |
| vanguard bd index fds | -27.84 |
| ishares inc | -25.26 |
| vanguard tax-managed fds | -23.39 |
My Personal CFO, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| select sector spdr tr | -200,036 |
My Personal CFO, LLC got rid off the above stocks
Sector Distribution
My Personal CFO, LLC has about 77.5% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 77.5 |
| Technology | 19.6 |
Market Cap. Distribution
My Personal CFO, LLC has about 22.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 77.5 |
| MEGA-CAP | 18.4 |
| LARGE-CAP | 3.9 |
Stocks belong to which Index?
About 18.7% of the stocks held by My Personal CFO, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 81.1 |
| S&P 500 | 18.7 |
My Personal CFO, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of My Personal CFO, LLC
My Personal CFO, LLC has 91 stocks in it's portfolio. About 57.1% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for My Personal CFO, LLC last quarter.
$256.18MTotal Value
92.00Positions
22 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Agilent Technologies Inc My Personal CFO, LLC's holding in Agilent Technologies Inc over time | 0.18% | 3,511 | $466.4K 0.18% | 0%unchanged 0 percentunchanged | |
| 4.6% | 40,697 | $11.78M 4.6% | 5.84%decreased 5.84 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 2.34% | 72,844 | $5.99M 2.34% | 2.31%increased 2.31 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.12% | 2,447 | $304.5K 0.12% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.1% | 2,096 | $246.2K 0.1% | 0%unchanged 0 percentunchanged | |
 ACWF Ishares TrIshares TrACWF | 1.08% | 55,612 | $2.76M 1.08% | 3.7%decreased 3.7 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 5.52% | 110,443 | $14.15M 5.52% | 5.76%decreased 5.76 percentreduced | |
 Applied Matls Inc My Personal CFO, LLC's holding in Applied Matls Inc over time | 1.34% | 4,741 | $3.43M 1.34% | 2.07%decreased 2.07 percentreduced | |
 Advanced Micro Devices Inc My Personal CFO, LLC's holding in Advanced Micro Devices Inc over time | 1.22% | 5,391 | $3.13M 1.22% | 8.49%decreased 8.49 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN My Personal CFO, LLC's holding in Amazon Com Inc over time | 0.73% | 7,817 | $1.86M 0.73% | 413.26%increased 413.26 percentadded | |
 Bank Of Amer Corp My Personal CFO, LLC's holding in Bank Of Amer Corp over time | 0.12% | 5,346 | $304.6K 0.12% | 20.04%decreased 20.04 percentreduced | |
 BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 1.49% | 72,470 | $3.81M 1.49% | 1.65%decreased 1.65 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 1.42% | 68,328 | $3.64M 1.42% | 13.32%decreased 13.32 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 1.33% | 63,841 | $3.40M 1.33% | 3.54%decreased 3.54 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 1.1% | 58,915 | $2.82M 1.1% | 0.04%decreased 0.04 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.96% | 41,894 | $2.47M 0.96% | 0.34%decreased 0.34 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.86% | 38,438 | $2.22M 0.86% | 13.73%decreased 13.73 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.84% | 39,755 | $2.16M 0.84% | 14.97%decreased 14.97 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.84% | 56,629 | $2.16M 0.84% | 0%unchanged 0 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.83% | 36,000 | $2.12M 0.83% | 0%unchanged 0 percentunchanged | |
