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CIK: 0001916366
Total reported value
$256.2M
$256.2M
88 檔
35.0%
The Q1 2026 SEC filing reveals that My Personal CFO, LLC held a total portfolio value of $256.2M, covering 88 public equity positions.
In Q1 2026, My Personal CFO, LLC adopted a defensive or profit-taking posture, trimming 46 positions and completely liquidating 10 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, AVUS) accounted for 35.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.23% | +0.26% | -1.21% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.82% | -0.24% | +4.11% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.71% | -0.19% | -5.49% | |
| 4 | DFAI | Dimensional International Co | ETF-Other | 5.68% | +0.54% | +40.08% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.80% | -0.20% | -4.38% | |
| 6 | OKTA | Okta Inc | Stock-Tech | 3.85% | -0.25% | +19.19% | |
| 7 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 3.77% | -0.17% | +14.10% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.62% | +0.52% | -2.61% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.30% | +0.17% | +3.40% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.79% | +0.13% | +1.14% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.44% | -0.10% | +1.91% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | -1.29% | — | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.81% | -0.13% | +1.53% | |
| 14 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.69% | -0.27% | -1.25% | |
| 15 | VDE | Vanguard Energy ETF | ETF-Other | 1.63% | -0.37% | +0.08% | |
| 16 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.54% | -0.05% | +7.86% | |
| 17 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.39% | -0.06% | -11.02% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.33% | -0.04% | +1.85% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.32% | -0.15% | -9.43% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.08% | -0.69% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 1.17% | -0.09% | -1.24% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.11% | -0.08% | — | |
| 23 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.11% | -0.01% | -10.03% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.05% | -8.26% | |
| 25 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 1.02% | -0.16% | -7.73% | |
| 26 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.02% | -0.18% | -13.02% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.02% | -1.14% | |
| 28 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.98% | -0.02% | +0.42% | |
| 29 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.94% | -0.10% | — | |
| 30 | IJAN | Innovator International Deve | ETF-Other | 0.90% | -0.06% | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.03% | -3.91% | |
| 32 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.84% | -0.01% | -7.69% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.81% | +0.03% | -0.18% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | +0.02% | — | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.72% | +0.62% | -17.12% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | +0.06% | +0.17% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.52% | +0.70% | -3.84% | |
| 38 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.50% | -0.10% | -8.48% | |
| 39 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.50% | -0.01% | — | |
| 40 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.49% | -0.07% | -27.27% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.03% | — | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.43% | +0.02% | -6.47% | |
| 43 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.42% | +0.85% | — | |
| 44 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.40% | -0.02% | — | |
| 45 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.40% | -0.04% | -4.86% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.36% | -0.01% | -2.62% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.13% | -4.85% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.32% | -0.01% | — | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | -0.07% | -30.37% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.29% | -0.14% | -2.11% |
According to official SEC Form 13F filings, My Personal CFO, LLC reported a total U.S. public equity portfolio value of $256.2M across 88 disclosed positions in Q1 2026.
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
VYMI
市值: $950.3K
Top Position Liquidated / Trimmed
SCHB
前期市值: $662.5K
During Q1 2026, My Personal CFO, LLC's top holdings by market value included VTI (15.2%)、MSFT (7.8%)、AVUS (5.7%). The largest single position, VTI, represented 15.2% of total portfolio value.
In Q1 2026, My Personal CFO, LLC made 76 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 46 holdings, and fully liquidating 10 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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