Latest My Personal CFO, LLC Stock Portfolio
My Personal CFO, LLC Performance:
2026 Q1: -3.48%YTD: -3.48%2025: 7.86%
Performance for 2026 Q1 is -3.48%, and YTD is -3.48%, and 2025 is 7.86%.
About My Personal CFO, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, My Personal CFO, LLC reported an equity portfolio of $228.4 Millions as of 31 Mar, 2026.
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 7.8% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), SPDR SERIES TRUST (BIL) and BROADCOM INC (AVGO) stocks. They significantly reduced their stock positions in STAGWELL INC (STGW), META PLATFORMS INC (META) and VANGUARD TAX-MANAGED FDS (VEA). My Personal CFO, LLC opened new stock positions in VANGUARD WHITEHALL FDS (VIGI), ISHARES TR (IBCE) and PLUMAS BANCORP (PLBC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), OKTA INC (OKTA) and T ROWE PRICE ETF INC (TAGG).
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 7.8% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), SPDR SERIES TRUST (BIL) and BROADCOM INC (AVGO) stocks. They significantly reduced their stock positions in STAGWELL INC (STGW), META PLATFORMS INC (META) and VANGUARD TAX-MANAGED FDS (VEA). My Personal CFO, LLC opened new stock positions in VANGUARD WHITEHALL FDS (VIGI), ISHARES TR (IBCE) and PLUMAS BANCORP (PLBC). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), OKTA INC (OKTA) and T ROWE PRICE ETF INC (TAGG).
My Personal CFO, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that My Personal CFO, LLC made a return of -3.48% in the last quarter. In trailing 12 months, it's portfolio return was 6.79%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard whitehall fds | 950,312 |
| ishares tr | 657,231 |
| plumas bancorp | 206,136 |
| teradyne inc | 201,000 |
| select sector spdr tr | 200,036 |
New stocks bought by My Personal CFO, LLC
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 40.08 |
| okta inc | 19.19 |
| t rowe price etf inc | 14.1 |
| innovator etfs trust | 7.86 |
| microsoft corp | 4.11 |
| dimensional etf trust | 3.4 |
| ishares tr | 1.91 |
| vanguard index fds | 1.85 |
Additions to existing portfolio by My Personal CFO, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| stagwell inc | -84.77 |
| meta platforms inc | -71.76 |
| vanguard tax-managed fds | -30.37 |
| vanguard index fds | -28.26 |
| ishares tr | -27.27 |
| vanguard bd index fds | -23.66 |
| select sector spdr tr | -23.15 |
| amazon com inc | -22.89 |
My Personal CFO, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab strategic tr | -662,491 |
| orchid is cap inc | -72,000 |
| nike inc | -216,232 |
| spdr series trust | -389,648 |
| broadcom inc | -334,143 |
| salesforce inc | -227,794 |
| take-two interactive softwar | -202,264 |
| alphabet inc | -244,756 |
My Personal CFO, LLC got rid off the above stocks
Sector Distribution
My Personal CFO, LLC has about 78.5% of it's holdings in Others sector.
- Others
- Technology
| Sector | % |
|---|---|
| Others | 78.5 |
| Technology | 18.9 |
Market Cap. Distribution
My Personal CFO, LLC has about 21.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 78.5 |
| MEGA-CAP | 17 |
| LARGE-CAP | 4.1 |
Stocks belong to which Index?
About 17.3% 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 | 82.4 |
| S&P 500 | 17.3 |
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 88 stocks in it's portfolio. About 56.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VAW was the most profitable stock for My Personal CFO, LLC last quarter.
Last Reported on: 22 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.17 | 3,511 | 400,184 | unchanged | 0.00 | ||
| AAPL | apple inc | 4.80 | 43,221 | 10,969,000 | reduced | -4.38 | ||
| AAXJ | ishares tr | 2.44 | 71,196 | 5,582,450 | added | 1.91 | ||
| AAXJ | ishares tr | 0.12 | 2,447 | 272,522 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.11 | 2,096 | 248,586 | unchanged | 0.00 | ||
| ACWF | ishares tr | 1.17 | 57,749 | 2,669,720 | reduced | -1.24 | ||
| AEMB | american centy etf tr | 5.71 | 117,189 | 13,029,100 | reduced | -5.49 | ||
| AMAT | applied matls inc | 0.72 | 4,841 | 1,654,600 | reduced | -17.12 | ||
| AMD | advanced micro devices inc | 0.52 | 5,891 | 1,198,410 | reduced | -3.84 | ||
| AMZN | amazon com inc | 0.14 | 1,523 | 317,294 | reduced | -22.89 | ||
| AVGO | broadcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 0.14 | 6,686 | 325,943 | unchanged | 0.00 | ||
| BAPR | innovator etfs trust | 1.69 | 78,828 | 3,861,000 | reduced | -1.25 | ||
| BAPR | innovator etfs trust | 1.54 | 73,685 | 3,514,940 | added | 7.86 | ||
| BAPR | innovator etfs trust | 1.39 | 66,181 | 3,176,740 | reduced | -11.02 | ||
| BAPR | innovator etfs trust | 1.11 | 58,940 | 2,535,780 | reduced | -10.03 | ||
| BAPR | innovator etfs trust | 1.02 | 44,558 | 2,338,780 | reduced | -7.73 | ||
| BAPR | innovator etfs trust | 1.02 | 46,755 | 2,323,060 | reduced | -13.02 | ||
| BAPR | innovator etfs trust | 0.98 | 42,035 | 2,241,730 | added | 0.42 | ||
| BAPR | innovator etfs trust | 0.90 | 56,630 | 2,054,540 | unchanged | 0.00 | ||