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CIK: 0001916366
Total reported value
$256.2M
$256.2M
93 檔
36.8%
As reported in its official Q4 2025 Form 13F filing, My Personal CFO, LLC's tracked investment portfolio stood at $256.2M with 93 total positions.
My Personal CFO, LLC executed strategic sector rebalancing during Q4 2025, establishing 17 new positions while fully exiting 23 holdings and trimming 4 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, AVUS) accounted for 36.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.35% | +0.26% | +40.93% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.35% | -0.24% | +3530.09% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.78% | -0.19% | — | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.13% | -0.20% | +720.33% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.78% | +0.54% | +1253.29% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.77% | +0.52% | — | |
| 7 | OKTA | Okta Inc | Stock-Tech | 3.38% | -0.25% | — | |
| 8 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 3.22% | -0.17% | — | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.15% | +0.17% | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.75% | +0.13% | +732.50% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.26% | -0.10% | +76.04% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | -1.29% | — | |
| 13 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.60% | -0.27% | — | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.58% | -0.13% | — | |
| 15 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.54% | -0.06% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.40% | -0.15% | +962.20% | |
| 17 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.39% | -0.05% | — | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.24% | -0.04% | -53.33% | |
| 19 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.22% | -0.01% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.21% | -0.08% | — | |
| 21 | STGW | Stagwell Inc | Stock-Other | 1.21% | -0.14% | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | -0.05% | +314.32% | |
| 23 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.14% | -0.18% | — | |
| 24 | VDE | Vanguard Energy ETF | ETF-Other | 1.13% | -0.37% | — | |
| 25 | IQLT | Ishares Msci International Q | ETF-Other | 1.11% | -0.09% | — | |
| 26 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 1.07% | -0.16% | — | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.03% | -0.08% | — | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.02% | — | |
| 29 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.96% | -0.02% | — | |
| 30 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.89% | -0.01% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.03% | -84.81% | |
| 32 | IJAN | Innovator International Deve | ETF-Other | 0.85% | -0.06% | — | |
| 33 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.78% | -0.10% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.76% | +0.02% | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | +0.03% | — | |
| 36 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.67% | -0.07% | — | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | +0.62% | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | +0.06% | -55.43% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | +0.70% | — | |
| 40 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.53% | -0.10% | — | |
| 41 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.49% | -0.01% | — | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.47% | +0.02% | — | |
| 43 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.40% | -0.04% | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.07% | -87.63% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.01% | +60.85% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.02% | +299.71% | |
| 47 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.38% | -0.02% | — | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.03% | +41.50% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.13% | -88.94% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | +0.01% | +133.90% |
According to official SEC Form 13F filings, My Personal CFO, LLC reported a total U.S. public equity portfolio value of $256.2M across 93 disclosed positions in Q4 2025.
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Top New Position Initiated
AVUS
市值: $13.9M
Top Position Liquidated / Trimmed
VCIT
前期市值: $20.9M
During Q4 2025, My Personal CFO, LLC's top holdings by market value included VTI (15.3%)、MSFT (9.3%)、AVUS (5.8%). The largest single position, VTI, represented 15.3% of total portfolio value.
In Q4 2025, My Personal CFO, LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 6 positions, trimming 4 holdings, and fully liquidating 23 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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