Latest My Personal CFO, LLC Stock Portfolio
$278Million | No. of Holdings #94
My Personal CFO, LLC Performance
2026 Q3+5.34%
YTD+11.30%
2025+7.86%
About My Personal CFO, LLC and 13F Hedge Fund Stock Holdings
On 2026-10-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, My Personal CFO, LLC reported an equity portfolio of $278.8 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of My Personal CFO, LLC are VB, MSFT, DFAC. The fund has invested 15.4% of it's portfolio in VANGUARD INDEX FDS and 7.7% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), STAGWELL INC (STGW) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in MICROSOFT CORP (MSFT), INNOVATOR ETFS TRUST (BAPR) and OKTA INC (OKTA). My Personal CFO, LLC opened new stock positions in ALPHABET INC (GOOG), J P MORGAN EXCHANGE TRADED F (BBAX) and EBAY INC. (EBAY). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WHITEHALL FDS (VIGI), SCHWAB STRATEGIC TR (FNDA) and SELECT SECTOR SPDR TR (XLB).
My Personal CFO, LLC Equity Portfolio Value
Last Reported on: 14 Oct, 2026
$278Million
as of Oct 14, 2026My Personal CFO, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that My Personal CFO, LLC made a return of 5.34% in the last quarter. In trailing 12 months, it's portfolio return was 11.7%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 755,421 |
| j p morgan exchange traded f | 532,966 |
| ebay inc. | 432,260 |
| spdr series trust | 410,144 |
| exxonmobil holdings corp | 364,886 |
| select sector spdr tr | 230,616 |
New stocks bought by My Personal CFO, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard whitehall fds | 68.84 |
| schwab strategic tr | 57.81 |
| select sector spdr tr | 42.5 |
| dimensional etf trust | 41.83 |
| meta platforms inc | 29.00 |
| vanguard intl equity index f | 23.13 |
| ishares tr | 19.43 |
| dimensional etf trust | 18.78 |
Additions to existing portfolio by My Personal CFO, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| microsoft corp | -19.92 |
| innovator etfs trust | -15.28 |
| okta inc | -14.89 |
| spdr series trust | -14.21 |
| vanguard bd index fds | -13.09 |
| ishares tr | -12.00 |
| innovator etfs trust | -11.11 |
| innovator etfs trust | -8.83 |
My Personal CFO, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| stagwell inc | -275,170 |
| exxon mobil corp | -295,315 |
| ishares tr | -246,175 |
My Personal CFO, LLC got rid off the above stocks
Sector Distribution
My Personal CFO, LLC has about 76.7% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 76.7 |
| Technology | 20.2 |
Market Cap. Distribution
My Personal CFO, LLC has about 23.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 76.7 |
| MEGA-CAP | 18.4 |
| LARGE-CAP | 4.8 |
Stocks belong to which Index?
About 18.9% 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 | 18.9 |
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 94 stocks in it's portfolio. About 58.1% of the portfolio is in top 10 stocks. AMAT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for My Personal CFO, LLC last quarter.
$278.82MTotal Value
97.00Positions
14 Oct, 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 | 0.22% | 3,519 | $606.4K 0.22% | 0.23%increased 0.23 percentadded | |
| 4.88% | 40,874 | $13.61M 4.88% | 0.43%increased 0.43 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 2.27% | 74,863 | $6.32M 2.27% | 2.77%increased 2.77 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.1% | 2,447 | $293.2K 0.1% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 0.97% | 54,848 | $2.71M 0.97% | 1.37%decreased 1.37 percentreduced | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 5.18% | 112,812 | $14.45M 5.18% | 2.14%increased 2.14 percentadded | |
 Applied Matls Inc My Personal CFO, LLC's holding in Applied Matls Inc over time | 0.87% | 4,752 | $2.43M 0.87% | 0.23%increased 0.23 percentadded | |
 Advanced Micro Devices Inc My Personal CFO, LLC's holding in Advanced Micro Devices Inc over time | 1.15% | 5,261 | $3.22M 1.15% | 2.41%decreased 2.41 percentreduced | |
 Amazon Com Inc Amazon Com IncAMZN My Personal CFO, LLC's holding in Amazon Com Inc over time | 0.7% | 7,776 | $1.94M 0.7% | 0.52%decreased 0.52 percentreduced | |
 Bank Of Amer Corp My Personal CFO, LLC's holding in Bank Of Amer Corp over time | 0.1% | 5,358 | $291.6K 0.1% | 0.22%increased 0.22 percentadded | |
 BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 1.37% | 70,575 | $3.82M 1.37% | 2.61%decreased 2.61 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 1.34% | 68,328 | $3.73M 1.34% | 0%unchanged 0 percentunchanged | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 1.24% | 63,385 | $3.46M 1.24% | 0.71%decreased 0.71 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.91% | 41,885 | $2.54M 0.91% | 0.02%decreased 0.02 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.88% | 49,915 | $2.44M 0.88% | 15.28%decreased 15.28 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.81% | 38,238 | $2.26M 0.81% | 0.52%decreased 0.52 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.78% | 39,450 | $2.19M 0.78% | 0.77%decreased 0.77 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.71% | 51,629 | $1.98M 0.71% | 8.83%decreased 8.83 percentreduced | |
BAPR Innovator Etfs TrustInnovator Etfs TrustBAPR | 0.7% | 32,000 | $1.94M 0.7% | 11.11%decreased 11.11 percentreduced | |
