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CIK: 0001916366
Total reported value
$256.2M
$256.2M
92 檔
34.7%
As reported in its official Q2 2025 Form 13F filing, My Personal CFO, LLC's tracked investment portfolio stood at $256.2M with 92 total positions.
In Q2 2025, My Personal CFO, LLC displayed an active expansion posture, initiating 5 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.63% | +0.26% | +3.25% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.21% | -0.24% | -18.77% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 6.37% | -0.19% | +0.13% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.20% | -0.20% | +0.35% | |
| 5 | OKTA | Okta Inc | Stock-Tech | 5.02% | -0.25% | +3.96% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.88% | +0.52% | +3.24% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.08% | +0.17% | +19.09% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | +0.13% | +0.04% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.22% | -1.29% | -4.96% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.19% | -0.10% | +1.48% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 1.91% | +0.54% | +80.53% | |
| 12 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.89% | -0.27% | +13.60% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.08% | -7.85% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.77% | -0.15% | -1.09% | |
| 15 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.55% | -0.05% | -0.40% | |
| 16 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.53% | -0.06% | +0.06% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.37% | -0.04% | +10.14% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.37% | +0.02% | +0.01% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.32% | -0.13% | +0.21% | |
| 20 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.29% | -0.18% | +4.14% | |
| 21 | VDE | Vanguard Energy ETF | ETF-Other | 1.25% | -0.37% | +12.47% | |
| 22 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.21% | -0.01% | — | |
| 23 | IQLT | Ishares Msci International Q | ETF-Other | 1.17% | -0.09% | +8.17% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | -0.05% | -4.54% | |
| 25 | STGW | Stagwell Inc | Stock-Other | 1.14% | -0.14% | — | |
| 26 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 1.10% | -0.16% | -10.84% | |
| 27 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 1.10% | -0.17% | +568.52% | |
| 28 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.06% | -0.02% | -0.07% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.04% | -0.08% | -0.30% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.02% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.03% | -0.06% | |
| 32 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.90% | -0.01% | — | |
| 33 | IJAN | Innovator International Deve | ETF-Other | 0.88% | -0.06% | -3.41% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.75% | +0.02% | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | +0.03% | +29.21% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | -0.02% | -0.14% | |
| 37 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.64% | -0.07% | — | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.58% | +0.62% | -0.04% | |
| 39 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.54% | -0.10% | — | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.52% | +0.06% | +31.56% | |
| 41 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.46% | -0.01% | — | |
| 42 | W | Wayfair Inc- Class A | Stock-Consumer Disc | 0.45% | — | -8.11% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.44% | +0.70% | +3.02% | |
| 44 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.41% | -0.04% | +0.88% | |
| 45 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.39% | -0.02% | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.07% | +0.30% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.33% | +0.59% | — | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.01% | -0.56% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | +0.01% | -1.29% |
According to official SEC Form 13F filings, My Personal CFO, LLC reported a total U.S. public equity portfolio value of $256.2M across 92 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, AVUS) accounted for 34.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
BMAY
市值: $571.8K
Top Position Liquidated / Trimmed
MSFT
前期市值: $16.8M
During Q2 2025, My Personal CFO, LLC's top holdings by market value included VTI (15.6%)、MSFT (8.2%)、AVUS (6.4%). The largest single position, VTI, represented 15.6% of total portfolio value.
In Q2 2025, My Personal CFO, LLC made 41 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 14 holdings, and fully liquidating 0 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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