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CIK: 0001916366
Total reported value
$256.2M
$256.2M
87 檔
32.5%
In Q1 2025, My Personal CFO, LLC's U.S. equity holdings reached a combined market value of $256.2M, distributed across 87 disclosed stock positions.
My Personal CFO, LLC executed strategic sector rebalancing during Q1 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, AVUS) accounted for 32.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.17% | +0.26% | +2.96% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.45% | -0.24% | +3.97% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.46% | -0.19% | +2.08% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.21% | -0.20% | +123.46% | |
| 5 | OKTA | Okta Inc | Stock-Tech | 5.63% | -0.25% | -11.22% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.54% | +0.52% | -2.55% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.93% | +0.13% | +4.87% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.60% | +0.17% | -1.81% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | -0.08% | +2.72% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | -1.29% | +37.02% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.09% | -0.10% | -9.86% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.84% | -0.15% | +0.24% | |
| 13 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.73% | -0.27% | -2.12% | |
| 14 | STGW | Stagwell Inc | Stock-Other | 1.69% | -0.14% | — | |
| 15 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.60% | -0.05% | +3.37% | |
| 16 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.57% | -0.06% | -0.01% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.48% | -0.13% | +0.18% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.41% | -0.04% | +0.33% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.36% | +0.02% | +0.00% | |
| 20 | VDE | Vanguard Energy ETF | ETF-Other | 1.34% | -0.37% | +0.17% | |
| 21 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 1.27% | -0.16% | +11.44% | |
| 22 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.26% | -0.18% | — | |
| 23 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.24% | -0.01% | -3.44% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.12% | -0.08% | +0.30% | |
| 25 | IQLT | Ishares Msci International Q | ETF-Other | 1.10% | -0.09% | — | |
| 26 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.09% | -0.02% | -0.02% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 1.06% | +0.54% | +22.44% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.02% | +0.64% | |
| 29 | IJAN | Innovator International Deve | ETF-Other | 0.94% | -0.06% | -2.09% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.03% | +0.18% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.05% | -5.07% | |
| 32 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.91% | -0.01% | — | |
| 33 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.76% | -0.07% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.76% | +0.02% | +2.67% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | +0.03% | +8.55% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.02% | -23.10% | |
| 37 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.55% | -0.10% | — | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.51% | +0.62% | -0.40% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | -0.01% | -1.15% | |
| 40 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.47% | -0.01% | — | |
| 41 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.42% | -0.04% | — | |
| 42 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.41% | -0.02% | -3.92% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | +0.06% | -3.03% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.38% | -0.07% | +3.34% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.01% | -0.70% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.36% | +0.05% | +139.76% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.01% | -1.56% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.03% | -0.74% | |
| 49 | AMD | Advanced Micro Devices | Stock-Tech | 0.34% | +0.70% | -1.66% | |
| 50 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.34% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3% | +123.46% | Add |
| 2 | OKTA | Okta Inc | +0.8% | -11.22% | Trim |
| 3 | VOO | Vanguard S&p 500 ETF | +0.5% | +37.02% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +2.72% | Add |
| 5 | DFAI | Dimensional International Co | +0.2% | +22.44% | Add |
| 6 | XLK | Ss Technology Select Sector | +0.2% | +139.76% | Add |
| 7 | TFLR | T Rowe Price Floating Rt ETF | +0.2% | NEW | New buy |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | NEW | New buy |
| 9 | BMAR | Innovator U.s. Equity Buffer | +0.1% | +11.44% | Add |
| 10 | VDE | Vanguard Energy ETF | +0.1% | +0.17% | Add |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +8.55% | Add |
| 12 | IQLT | Ishares Msci International Q | +0.1% | — | Unchanged |
| 13 | JNJ | Johnson & Johnson | 0% | -0.74% | Trim |
| 14 | ORC | Orchid Island Capital Inc | 0% | NEW | New buy |
| 15 | VEA | Vanguard Ftse Developed ETF | 0% | +3.34% | Add |
| 16 | IYH | Ishares U.s. Healthcare ETF | 0% | — | Unchanged |
| 17 | DVY | Ishares Select Dividend ETF | 0% | +0.18% | Add |
| 18 | IJAN | Innovator International Deve | 0% | -2.09% | Trim |
| 19 | A | Agilent Technologies Inc | 0% | -0.09% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | -5.13% | Trim |
| 21 | ✓ | Manitex Intl Inc | 0% | EXIT | Sold out |
| 22 | CRM | Salesforce Inc | 0% | -0.72% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -0.44% | Trim |
| 24 | VGT | Vanguard Info Tech ETF | 0% | -2.06% | Trim |
| 25 | AMZN | Amazon.com Inc | -0.1% | +1.36% | Add |
| 26 | NJAN | Innovator Growth 100 Power B | -0.1% | — | Unchanged |
| 27 | BJAN | Innovator U.s. Equity Buffer | -0.1% | -0.02% | Trim |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +0.64% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.18% | Add |
| 30 | VO | Vanguard Mid-cap ETF | -0.1% | +0.24% | Add |
| 31 | BDEC | Innovator U.s. Equity Buffer | -0.1% | -0.01% | Trim |
| 32 | BJUL | Innovator U.s. Equity Buffer | -0.1% | — | Unchanged |
| 33 | AMD | Advanced Micro Devices | -0.1% | -1.66% | Trim |
| 34 | AMAT | Applied Materials Inc | -0.1% | -0.40% | Trim |
| 35 | VPU | Vanguard Utilities ETF | -0.1% | EXIT | Sold out |
| 36 | BNOV | Innovator U.s. Equity Buffer | -0.1% | -3.44% | Trim |
| 37 | ESGV | Vanguard Esg US Stock ETF | -0.1% | +0.00% | Add |
| 38 | AVGO | Broadcom Inc | -0.1% | EXIT | Sold out |
| 39 | W | Wayfair Inc- Class A | -0.1% | — | Unchanged |
| 40 | BAPR | Innovator U.s. Equity Buffer | -0.2% | -2.12% | Trim |
| 41 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | -9.86% | Trim |
| 42 | STGW | Stagwell Inc | -0.2% | — | Unchanged |
| 43 | META | Meta Platforms Inc-class A | -0.2% | -23.10% | Trim |
| 44 | DFAU | Dimensional US Core Equity M | -0.2% | -1.81% | Trim |
| 45 | NVDA | Nvidia CORP | -0.3% | -5.07% | Trim |
| 46 | AVUS | Avantis U.s. Equity ETF | -0.3% | +2.08% | Add |
| 47 | NKE | Nike Inc -cl B | -0.4% | EXIT | Sold out |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | -2.55% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | +2.96% | Add |
| 50 | MSFT | Microsoft CORP | -0.8% | +3.97% | Add |
According to official SEC Form 13F filings, My Personal CFO, LLC reported a total U.S. public equity portfolio value of $256.2M across 87 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
TFLR
市值: $358.2K
Top Position Liquidated / Trimmed
NKE
前期市值: $849.6K
During Q1 2025, My Personal CFO, LLC's top holdings by market value included VTI (15.2%)、MSFT (8.4%)、AVUS (6.5%). The largest single position, VTI, represented 15.2% of total portfolio value.
In Q1 2025, My Personal CFO, LLC made 44 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 19 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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