Latest My Personal CFO, LLC Stock Portfolio
My Personal CFO, LLC Performance:
2025 Q1: -1.22%YTD: -1.22%2024: 3.62%
Performance for 2025 Q1 is -1.22%, and YTD is -1.22%, and 2024 is 3.62%.
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 $198.5 Millions as of 31 Mar, 2025.
The top stock holdings of My Personal CFO, LLC are VB, MSFT, AEMB. The fund has invested 15.2% of it's portfolio in VANGUARD INDEX FDS and 8.5% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off NIKE INC (NKE), BROADCOM INC (AVGO) and VANGUARD WORLD FD (VAW) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), OKTA INC (OKTA) and ISHARES TR (AAXJ). My Personal CFO, LLC opened new stock positions in T ROWE PRICE ETF INC (TAGG), SPDR SER TR (BIL) and ORCHID IS CAP INC (ORC). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), APPLE INC (AAPL) and VANGUARD INDEX FDS (VB).
The top stock holdings of My Personal CFO, LLC are VB, MSFT, AEMB. The fund has invested 15.2% of it's portfolio in VANGUARD INDEX FDS and 8.5% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off NIKE INC (NKE), BROADCOM INC (AVGO) and VANGUARD WORLD FD (VAW) stocks. They significantly reduced their stock positions in META PLATFORMS INC (META), OKTA INC (OKTA) and ISHARES TR (AAXJ). My Personal CFO, LLC opened new stock positions in T ROWE PRICE ETF INC (TAGG), SPDR SER TR (BIL) and ORCHID IS CAP INC (ORC). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), APPLE INC (AAPL) 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 -1.22% in the last quarter. In trailing 12 months, it's portfolio return was -0.05%.
New Buys
| Ticker | $ Bought |
|---|---|
| t rowe price etf inc | 358,217 |
| spdr ser tr | 215,740 |
| orchid is cap inc | 75,200 |
New stocks bought by My Personal CFO, LLC
Additions
| Ticker | % Inc. |
|---|---|
| select sector spdr tr | 139 |
| apple inc | 123 |
| vanguard index fds | 37.02 |
| dimensional etf trust | 22.44 |
| innovator etfs trust | 11.44 |
| vanguard index fds | 9.15 |
| schwab strategic tr | 8.55 |
| spdr s&p 500 etf tr | 4.87 |
Additions to existing portfolio by My Personal CFO, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| meta platforms inc | -23.1 |
| okta inc | -11.22 |
| ishares tr | -9.86 |
| vanguard bd index fds | -8.41 |
| innovator etfs trust | -7.28 |
| alphabet inc | -5.13 |
| nvidia corporation | -5.07 |
| innovator etfs trust | -3.92 |
My Personal CFO, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| nike inc | -849,558 |
| manitex intl inc | -58,000 |
| vanguard world fd | -217,185 |
| broadcom inc | -252,942 |
My Personal CFO, LLC got rid off the above stocks
Sector Distribution
My Personal CFO, LLC has about 72.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 72.3 |
| Technology | 22.2 |
| Communication Services | 2.8 |
Market Cap. Distribution
My Personal CFO, LLC has about 25.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 72.3 |
| MEGA-CAP | 19.1 |
| LARGE-CAP | 6.5 |
| SMALL-CAP | 1.7 |
Stocks belong to which Index?
About 21.7% of the stocks held by My Personal CFO, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 78.3 |
| S&P 500 | 20 |
| RUSSELL 2000 | 1.7 |
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 87 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. OKTA was the most profitable stock for My Personal CFO, LLC last quarter.
Last Reported on: 24 Apr, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.21 | 3,500 | 409,430 | reduced | -0.09 | ||
| AAPL | apple inc | 6.21 | 55,515 | 12,331,500 | added | 123 | ||
| AAXJ | ishares tr | 2.09 | 65,379 | 4,153,500 | reduced | -9.86 | ||
| AAXJ | ishares tr | 0.12 | 2,096 | 247,611 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.12 | 2,447 | 244,700 | unchanged | 0.00 | ||
| ACWF | ishares tr | 1.10 | 55,200 | 2,190,900 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 6.46 | 138,761 | 12,818,800 | added | 2.08 | ||
| AMAT | applied matls inc | 0.51 | 7,031 | 1,020,340 | reduced | -0.4 | ||
| AMD | advanced micro devices inc | 0.34 | 6,619 | 680,036 | reduced | -1.66 | ||
| AMZN | amazon com inc | 0.32 | 3,351 | 637,561 | added | 1.36 | ||
| AVGO | broadcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 0.14 | 6,814 | 284,364 | reduced | -1.86 | ||
| BAPR | innovator etfs trust | 1.73 | 80,870 | 3,434,550 | reduced | -2.12 | ||
| BAPR | innovator etfs trust | 1.60 | 76,625 | 3,182,250 | added | 3.37 | ||
| BAPR | innovator etfs trust | 1.57 | 74,331 | 3,111,180 | reduced | -0.01 | ||
| BAPR | innovator etfs trust | 1.27 | 55,510 | 2,527,740 | added | 11.44 | ||
| BAPR | innovator etfs trust | 1.26 | 58,020 | 2,505,080 | unchanged | 0.00 | ||
| BAPR | innovator etfs trust | 1.24 | 64,510 | 2,463,640 | reduced | -3.44 | ||
| BAPR | innovator etfs trust | 1.09 | 46,495 | 2,168,160 | reduced | -0.02 | ||
| BAPR | innovator etfs trust | 0.94 | 58,630 | 1,874,640 | reduced | -2.09 | ||