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CIK: 0001916366
Total reported value
$278.8M
$278.8M
91 檔
36.2%
The Q2 2026 SEC filing reveals that My Personal CFO, LLC held a total portfolio value of $278.8M, covering 91 public equity positions.
My Personal CFO, LLC executed strategic sector rebalancing during Q2 2026, establishing 4 new positions while fully exiting 1 holdings and trimming 38 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MSFT, DFAI) accounted for 36.2% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.49% | -0.10% | -1.09% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.58% | +0.09% | +7.93% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 6.22% | +0.60% | +16.21% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.52% | -0.34% | -5.76% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.60% | +0.28% | -5.84% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.14% | -0.27% | +0.64% | |
| 7 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 3.60% | -0.06% | +7.04% | |
| 8 | OKTA | Okta Inc | Stock-Tech | 3.60% | +0.72% | -39.49% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.47% | +0.18% | +2.89% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | -0.14% | +2.21% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 2.34% | -0.07% | +2.31% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.68% | -0.20% | +1.00% | |
| 13 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.49% | -0.12% | -1.65% | |
| 14 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.42% | -0.08% | -13.32% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 1.34% | -0.47% | -2.07% | |
| 16 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.33% | -0.09% | -3.54% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.29% | -0.03% | +0.14% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.27% | +0.76% | +229.17% | |
| 19 | VDE | Vanguard Energy ETF | ETF-Other | 1.26% | +0.05% | +0.19% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 1.22% | -0.07% | -8.49% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | -0.15% | +253.35% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.08% | — | |
| 23 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.10% | -0.22% | -0.04% | |
| 24 | IQLT | Ishares Msci International Q | ETF-Other | 1.08% | -0.11% | -3.70% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.03% | -0.06% | -2.26% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.07% | -0.21% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | +0.11% | -6.84% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.06% | -58.01% | |
| 29 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.96% | -0.05% | -0.34% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.08% | +1.18% | |
| 31 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.86% | -0.05% | -13.73% | |
| 32 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.84% | -0.06% | -14.97% | |
| 33 | IJAN | Innovator International Deve | ETF-Other | 0.84% | -0.13% | -0.00% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | +0.41% | +12.27% | |
| 35 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.84% | -0.11% | -0.06% | |
| 36 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.83% | -0.13% | — | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.79% | -0.06% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | -0.04% | +413.26% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | +0.07% | +10.59% | |
| 40 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.49% | -0.03% | — | |
| 41 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.45% | -0.03% | — | |
| 42 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.42% | -0.01% | -11.11% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.01% | — | |
| 44 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.40% | — | -18.26% | |
| 45 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.38% | -0.02% | — | |
| 46 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.36% | -0.02% | -2.55% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | -1.97% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | +0.01% | +45.39% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.31% | -0.03% | -1.80% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | -0.01% | +700.40% |
According to official SEC Form 13F filings, My Personal CFO, LLC reported a total U.S. public equity portfolio value of $278.8M across 91 disclosed positions in Q2 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
DFUS
市值: $503.4K
Top Position Liquidated / Trimmed
XLE
前期市值: $200.0K
During Q2 2026, My Personal CFO, LLC's top holdings by market value included VTI (15.5%)、MSFT (7.6%)、DFAI (6.2%). The largest single position, VTI, represented 15.5% of total portfolio value.
In Q2 2026, My Personal CFO, LLC made 68 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 38 holdings, and fully liquidating 1 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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