Latest My Personal CFO, LLC Stock Portfolio

My Personal CFO, LLC Performance:

2025 Q4: 0.36%YTD: 7.86%2024: 8.13%

Performance for 2025 Q4 is 0.36%, and YTD is 7.86%, and 2024 is 8.13%.

About My Personal CFO, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, My Personal CFO, LLC reported an equity portfolio of $239.7 Millions as of 31 Dec, 2025.

The top stock holdings of My Personal CFO, LLC are VB, MSFT, AEMB. The fund has invested 15.3% of it's portfolio in VANGUARD INDEX FDS and 9.3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), DIMENSIONAL ETF TRUST (DFAC) and SCHWAB STRATEGIC TR (FNDA) stocks. They significantly reduced their stock positions in VANGUARD BD INDEX FDS (BIV), VANGUARD TAX-MANAGED FDS (VEA) and ISHARES TR (IJR). My Personal CFO, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), INVESCO QQQ TR (QQQ) and OKTA INC (OKTA). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), DIMENSIONAL ETF TRUST (DFAC) and VANGUARD INDEX FDS (VB).

My Personal CFO, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that My Personal CFO, LLC made a return of 0.36% in the last quarter. In trailing 12 months, it's portfolio return was 7.86%.

Performance
S&P 500

New Buys

Ticker	$ Bought
american centy etf tr	13,859,600
invesco qqq tr	9,026,970
okta inc	8,111,320
t rowe price etf inc	7,710,580
dimensional etf trust	7,558,770
vanguard index fds	5,404,560
innovator etfs trust	3,830,150
ishares tr	3,791,270

New stocks bought by My Personal CFO, LLC

Additions

Ticker	% Inc.
microsoft corp	3,530
dimensional etf trust	1,253
vanguard index fds	962
spdr s&p 500 etf tr	732
apple inc	720
nvidia corporation	314
meta platforms inc	299
vanguard bd index fds	188

Additions to existing portfolio by My Personal CFO, LLC

Reductions

Ticker	% Reduced
vanguard bd index fds	-88.94
vanguard tax-managed fds	-87.63
ishares tr	-84.81
vanguard intl equity index f	-55.43
vanguard index fds	-53.33
exxon mobil corp	-21.39
vanguard index fds	-20.12
schwab strategic tr	-16.21

My Personal CFO, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-8,724,920
dimensional etf trust	-10,623,800
dimensional etf trust	-12,572,900
dimensional etf trust	-9,664,600
dimensional etf trust	-10,728,400
vanguard scottsdale fds	-20,938,900
vanguard scottsdale fds	-13,262,200
dimensional etf trust	-4,522,820

My Personal CFO, LLC got rid off the above stocks

Sector Distribution

My Personal CFO, LLC has about 75.5% of it's holdings in Others sector.

Sector	%
Others	75.5
Technology	20.4
Communication Services	1.9

Market Cap. Distribution

My Personal CFO, LLC has about 23.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	75.5
MEGA-CAP	18.7
LARGE-CAP	4.6
SMALL-CAP	1.2

Stocks belong to which Index?

About 21.1% of the stocks held by My Personal CFO, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	78.9
S&P 500	19.9
RUSSELL 2000	1.2

Top 5 Winners (%)		%
GOOG	alphabet inc	24.4 %
JNJ	johnson & johnson	9.7 %
XOM	exxon mobil corp	6.0 %
AMZN	amazon com inc	4.6 %
AVGO	broadcom inc	4.4 %

Top 5 Winners ($)		$
VB	vanguard index fds	0.7 M
AAPL	apple inc	0.4 M
DFAC	dimensional etf trust	0.2 M
IJR	ishares tr	0.2 M
VEA	vanguard tax-managed fds	0.2 M

Top 5 Losers (%)		%
META	meta platforms inc	-6.6 %
UNH	unitedhealth group inc	-4.3 %
MSFT	microsoft corp	-3.5 %
VB	vanguard index fds	-2.4 %
VB	vanguard index fds	-0.7 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-0.8 M
VB	vanguard index fds	-0.2 M
META	meta platforms inc	-0.1 M
UNH	unitedhealth group inc	0.0 M
VB	vanguard index fds	0.0 M

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 93 stocks in it's portfolio. About 55.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VB was the most profitable stock for My Personal CFO, LLC last quarter.

Last Reported on: 15 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.20	3,511	477,742	new

AAPL	apple inc	5.13	45,200	12,288,000	added	720

AAXJ	ishares tr	2.26	69,864	5,416,580	added	76.04

AAXJ	ishares tr	0.12	2,447	278,762	new

AAXJ	ishares tr	0.10	2,096	250,158	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	1.11	58,472	2,657,550	new

AEMB	american centy etf tr	5.78	123,990	13,859,600	new

AEMB	american centy etf tr	0.00	0.00	0.00	sold off	-100

AJG	gallagher arthur j & co	0.00	0.00	0.00	sold off	-100

AMAT	applied matls inc	0.63	5,841	1,501,080	new

AMD	advanced micro devices inc	0.55	6,126	1,311,940	new

AMZN	amazon com inc	0.19	1,975	455,979	added	26.93

AVGO	broadcom inc	0.14	965	334,143	added	26.81

AWI	armstrong world inds inc new	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.15	6,686	367,730	new

BAPR	innovator etfs trust	1.60	79,828	3,830,150	new

BAPR	innovator etfs trust	1.54	74,376	3,686,080	new