MP

My Personal CFO, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$228.4M

Reporting period: 2026-03-31 · Number of holdings: 88

My Personal CFO, LLC disclosed 88 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $228.4M and a quarterly turnover rate of 13.9%.

Personality snowflake

Concentration
19.54
Portfolio Stability
13.94
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
81.73

Recent moves

  • Add DFAI

    +40.1%　$3.9M

  • Trim MSFT

    +4.1%　-$4.6M

  • Trim STGW

    -84.8%　-$2.3M

  • Add TFLR

    +14.1%　$908.6K

  • Add VDE

    +0.1%　$1.0M

  • Add OKTA

    +19.2%　$688.8K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other15.23%-0.12%-1.21%
2MSFTMicrosoft CORPStock-Tech7.82%-1.53%+4.11%
3AVUSAvantis U.s. Equity ETFETF-Other5.71%-0.07%-5.49%
4DFAIDimensional International CoETF-Other5.68%+1.90%+40.08%
5AAPLApple INCStock-Tech4.80%-0.33%-4.38%
6OKTAOkta INCStock-Tech3.85%+0.47%+19.19%
7TFLRT Rowe Price Floating Rt ETFETF-Other3.77%+0.55%+14.10%
8QQQInvesco Qqq Trust Series 1ETF-Tech3.62%-0.15%-2.61%
9DFAUDimensional US Core Equity METF-Other3.30%—+3.40%
10SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth2.79%+0.04%+1.14%
11SCZIshares Msci Eafe Small-capETF-Other2.44%+0.18%+1.91%
12VOOVanguard S&p 500 ETFETF-Large Cap & Growth2.26%+0.01%—
13DVYIshares Select Dividend ETFETF-Other1.81%+0.23%+1.53%
14BAPRInnovator U.s. Equity BufferETF-Other1.69%—-1.25%
15VDEVanguard Energy ETFETF-Other1.63%+0.50%+0.08%
16BFEBInnovator U.s. Equity BufferETF-Other1.54%+0.15%+7.86%
17BDECInnovator U.s. Equity BufferETF-Other1.39%-0.15%-11.02%
18VNQVanguard Real Estate ETFETF-Other1.33%—+1.85%
19VOVanguard Mid-cap ETFETF-Other1.32%-0.08%-9.43%
20BRK-BBerkshire Hathaway Inc-cl BStock-Other1.20%-0.01%-0.69%
21IQLTIshares Msci International QETF-Other1.17%—-1.24%
22VYMVanguard High Dvd Yield ETFETF-Other1.11%——
23BNOVInnovator U.s. Equity BufferETF-Other1.11%-0.11%-10.03%
24NVDANvidia CORPStock-Tech1.06%-0.12%-8.26%
25BMARInnovator U.s. Equity BufferETF-Other1.02%-0.05%-7.73%
26BJULInnovator U.s. Equity BufferETF-Other1.02%-0.12%-13.02%
27SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth1.00%—-1.14%
28BJANInnovator U.s. Equity BufferETF-Other0.98%—+0.42%
29AMJBAlerian Mlp Etn2044ETF-Other0.94%+0.16%—
30IJANInnovator International DeveETF-Other0.90%——
31IVVIshares Core S&p 500 ETFETF-Large Cap & Growth0.85%-0.03%-3.91%
32NJANInnovator Growth 100 Power BETF-Other0.84%-0.05%-7.69%
33SCHDSchwab US Dvd Equity ETFETF-Other0.81%+0.12%-0.18%
34ITOTIshares Core S&p Total U.s.ETF-Other0.77%——
35AMATApplied Materials INCStock-Tech0.72%+0.09%-17.12%
36VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.58%—+0.17%
37AMDAdvanced Micro DevicesStock-Tech0.52%—-3.84%
38BOCTInnovator U.s. Equity BufferETF-Other0.50%—-8.48%
39BSEPInnovator U.s. Equity BufferETF-Other0.50%——
40IYHIshares U.s. Healthcare ETFETF-Other0.49%-0.18%-27.27%
41JNJJohnson & JohnsonStock-Healthcare0.45%+0.09%—
42ESGVVanguard Esg US Stock ETFETF-Other0.43%-0.04%-6.47%
43VYMIVanguard Int High Dvd Yld InETF-Other0.42%+0.42%NEW
44EJANInnovator Emerging Markets PETF-Emerging Markets0.40%——
45BJUNInnovator U.s. Equity BufferETF-Other0.40%—-4.86%
46JPMJpmorgan Chase & CoStock-Financials0.36%—-2.62%
47BSVVanguard Short-term Bond ETFETF-Other0.36%—-4.85%
48SCHFSchwab Intl Equity ETFETF-Other0.32%——
49VEAVanguard Ftse Developed ETFETF-Other0.29%-0.10%-30.37%
50VGSHVanguard Short-term TreasuryETF-Gov Bonds0.29%—-2.11%
1–50 of 88

Holding changes this quarter

My Personal CFO, LLC's most significant position changes for 2026-03-31: New buy: Vanguard Int High Dvd Yld In (VYMI); Sold out: Schwab US Broad Market ETF (SCHB); New buy: Ishares Core Msci Eafe ETF (IEFA); Sold out: Ss Spdr S&p Dividend ETF (SDY); Sold out: Broadcom INC (AVGO).

Position changes disclosed by My Personal CFO, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1DFAIDimensional International Co+1.9%+40.08%Add
2TFLRT Rowe Price Floating Rt ETF+0.6%+14.10%Add
3VDEVanguard Energy ETF+0.5%+0.08%Add
4OKTAOkta INC+0.5%+19.19%Add
5DVYIshares Select Dividend ETF+0.2%+1.53%Add
6SCZIshares Msci Eafe Small-cap+0.2%+1.91%Add
7AMJBAlerian Mlp Etn2044+0.2%—Unchanged
8BFEBInnovator U.s. Equity Buffer+0.2%+7.86%Add
9SCHDSchwab US Dvd Equity ETF+0.1%-0.18%Trim
10JNJJohnson & Johnson+0.1%—Unchanged
11AMATApplied Materials INC+0.1%-17.12%Trim
12SPYSs Spdr S&p 500 ETF Trust-us0%+1.14%Add
13VOOVanguard S&p 500 ETF0%—Unchanged
14BRK-BBerkshire Hathaway Inc-cl B0%-0.69%Trim
15IVVIshares Core S&p 500 ETF0%-3.91%Trim
16ESGVVanguard Esg US Stock ETF0%-6.47%Trim
17BMARInnovator U.s. Equity Buffer-0.1%-7.73%Trim
18NJANInnovator Growth 100 Power B-0.1%-7.69%Trim
19IBBIshares Biotechnology ETF-0.1%-21.74%Trim
20AVUSAvantis U.s. Equity ETF-0.1%-5.49%Trim
21VBVanguard Small-cap ETF-0.1%-28.26%Trim
22BNDVanguard Total Bond Market-0.1%-23.66%Trim
23VOVanguard Mid-cap ETF-0.1%-9.43%Trim
24XLKSs Technology Select Sector-0.1%-23.15%Trim
25VEAVanguard Ftse Developed ETF-0.1%-30.37%Trim
26BNOVInnovator U.s. Equity Buffer-0.1%-10.03%Trim
27VTIVanguard Total Stock Mkt ETF-0.1%-1.21%Trim
28BJULInnovator U.s. Equity Buffer-0.1%-13.02%Trim
29NVDANvidia CORP-0.1%-8.26%Trim
30QQQInvesco Qqq Trust Series 1-0.2%-2.61%Trim
31BDECInnovator U.s. Equity Buffer-0.2%-11.02%Trim
32IYHIshares U.s. Healthcare ETF-0.2%-27.27%Trim
33METAMeta Platforms Inc-class A-0.3%-71.76%Trim
34AAPLApple INC-0.3%-4.38%Trim
35STGWStagwell INC-1%-84.77%Trim
36MSFTMicrosoft CORP-1.5%+4.11%Add
37VYMIVanguard Int High Dvd Yld In—NEWNew buy
38SCHBSchwab US Broad Market ETF—EXITSold out
39IEFAIshares Core Msci Eafe ETF—NEWNew buy
40SDYSs Spdr S&p Dividend ETF—EXITSold out
41AVGOBroadcom INC—EXITSold out
42VOOGVanguard S&p 500 Growth ETF—EXITSold out
43GOOGAlphabet Inc-cl C—EXITSold out
44CRMSalesforce INC—EXITSold out
45GLDSpdr Gold Shares—EXITSold out
46NKENike INC -cl B—EXITSold out
47PLBCPlumas Bancorp—NEWNew buy
48TTWOTake-two Interactive Softwre—EXITSold out
49TERTeradyne INC—NEWNew buy
50XLESs Energy Select Sector—NEWNew buy

FAQ

What is My Personal CFO, LLC and what type of investor is it?
My Personal CFO, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $228.4M, spread across 88 disclosed positions.
What are My Personal CFO, LLC's largest equity positions?
Based on the latest 13F filing, My Personal CFO, LLC's top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $34.8M (15.2%) 2. Microsoft CORP (MSFT) — $17.9M (7.8%) 3. Avantis U.s. Equity ETF (AVUS) — $13.0M (5.7%) 4. Dimensional International Co (DFAI) — $13.0M (5.7%) 5. Apple INC (AAPL) — $11.0M (4.8%)
What changes did My Personal CFO, LLC make in its most recent portfolio filing?
In the latest reported quarter, My Personal CFO, LLC made 47 notable position adjustments: 5 new positions were initiated, 9 existing holdings were added to, 24 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Vanguard Int High Dvd Yld In (VYMI); Sold out: Schwab US Broad Market ETF (SCHB); New buy: Ishares Core Msci Eafe ETF (IEFA); Sold out: Ss Spdr S&p Dividend ETF (SDY); Sold out: Broadcom INC (AVGO)
What sectors does My Personal CFO, LLC focus on?
My Personal CFO, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 82.0% • Financials: 10.0% • Health Care: 3.6% • Consumer Discretionary: 1.4% • Communication Services: 1.4% • Energy: 0.9%