Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

My Personal CFO

Latest statistics and disclosures from My Personal CFO's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, MSFT, AVUS, DFAI, AAPL, and represent 39.23% of My Personal CFO's stock portfolio.
Added to shares of these 10 stocks: DFAI, OKTA, TFLR, VYMI, MSFT, IEFA, BFEB, DFAU, PLBC, TER.
Started 5 new stock positions in VYMI, TER, IEFA, PLBC, XLE.
Reduced shares in these 10 stocks: STGW, AVUS, SCHB, META, AAPL, VTI, IYH, BDEC, , BJUL.
Sold out of its positions in GOOG, AVGO, NKE, ORC, GLD, SDY, CRM, SCHB, TTWO, VOOG.
My Personal CFO was a net seller of stock by $-3.1M.
My Personal CFO has $228M in assets under management (AUM), dropping by -4.73%.
Central Index Key (CIK): 0001916366

Tip: Access up to 7 years of quarterly data

Positions held by My Personal CFO consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for My Personal CFO

My Personal CFO holds 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.2	$35M		108k	320.81	View chart
Microsoft Corporation (MSFT)	7.8	$18M	+4%	48k	370.17	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.7	$13M	-5%	117k	111.18	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.7	$13M	+40%	333k	38.96	View chart
Apple (AAPL)	4.8	$11M	-4%	43k	253.79	View chart
Okta Cl A (OKTA)	3.9	$8.8M	+19%	112k	78.71	View chart
T Rowe Price Etf Floating Rate (TFLR)	3.8	$8.6M	+14%	171k	50.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$8.3M	-2%	14k	577.16	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.3	$7.5M	+3%	167k	45.12	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.8	$6.4M		9.8k	650.32	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.4	$5.6M		71k	78.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.3	$5.1M		8.6k	597.54	View chart
Ishares Tr Select Divid Etf (DVY)	1.8	$4.1M		27k	151.41	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	1.7	$3.9M		79k	48.98	View chart
Vanguard World Energy Etf (VDE)	1.6	$3.7M		22k	173.04	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	1.5	$3.5M	+7%	74k	47.70	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	1.4	$3.2M	-11%	66k	48.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$3.0M		34k	88.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$3.0M	-9%	11k	287.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$2.7M		5.7k	479.22	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.2	$2.7M		58k	46.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$2.5M		17k	148.10	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	1.1	$2.5M	-10%	59k	43.02	View chart
NVIDIA Corporation (NVDA)	1.1	$2.4M	-8%	14k	174.40	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	1.0	$2.3M	-7%	45k	52.49	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	1.0	$2.3M	-13%	47k	49.69	View chart
Spdr Series Trust State Street Spd (SPYM)	1.0	$2.3M		30k	76.54	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.0	$2.2M		42k	53.33	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.9	$2.1M		62k	34.57	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.9	$2.1M		57k	36.28	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$1.9M	-3%	3.0k	653.14	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.8	$1.9M	-7%	36k	53.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$1.9M		61k	30.68	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$1.8M		12k	142.43	View chart
Applied Materials (AMAT)	0.7	$1.7M	-17%	4.8k	341.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.3M		25k	54.05	View chart
Advanced Micro Devices (AMD)	0.5	$1.2M	-3%	5.9k	203.43	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.5	$1.1M	-8%	24k	47.99	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.5	$1.1M		24k	48.08	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.5	$1.1M	-27%	18k	61.64	View chart
Johnson & Johnson (JNJ)	0.5	$1.0M		4.2k	244.44	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$976k	-6%	8.7k	112.27	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$950k	NEW	10k	94.24	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.4	$916k		27k	33.93	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.4	$906k	-4%	20k	46.25	View chart
JPMorgan Chase & Co. (JPM)	0.4	$819k	-2%	2.8k	294.16	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$817k	-4%	10k	78.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$727k		29k	24.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$671k	-30%	11k	64.08	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$669k	-2%	11k	58.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$657k	NEW	7.3k	90.53	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$574k		13k	44.87	View chart
Stagwell Com Cl A (STGW)	0.2	$566k	-84%	90k	6.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$558k	-23%	7.6k	73.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$547k	-28%	2.1k	261.93	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$547k	-21%	3.2k	168.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$526k	-5%	5.4k	97.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$522k		748.00	697.70	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$490k	-23%	3.7k	132.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$483k		7.2k	67.53	View chart
UnitedHealth (UNH)	0.2	$475k		1.8k	270.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$461k	-2%	10k	46.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$416k		1.4k	298.75	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$402k	-12%	11k	36.25	View chart
Agilent Technologies Inc C ommon (A)	0.2	$400k		3.5k	113.98	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$395k		5.7k	69.75	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$384k	-4%	3.5k	109.68	View chart
Exxon Mobil Corporation (XOM)	0.2	$367k		2.2k	169.66	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$361k		2.5k	146.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$341k		1.6k	215.11	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$338k	-9%	1.2k	287.53	View chart
Bank of America Corporation (BAC)	0.1	$326k		6.7k	48.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$326k		1.5k	217.26	View chart
Amazon (AMZN)	0.1	$317k	-22%	1.5k	208.33	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$295k		675.00	436.69	View chart
Caterpillar (CAT)	0.1	$285k	-2%	402.00	708.46	View chart
Home Depot (HD)	0.1	$278k	-20%	846.00	328.89	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$273k		2.4k	111.37	View chart
Goldman Sachs (GS)	0.1	$261k		309.00	845.99	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$251k		5.1k	48.85	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$250k		4.2k	59.22	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$249k		2.1k	118.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$236k	-8%	3.1k	77.12	View chart
Meta Platforms Cl A (META)	0.1	$226k	-71%	394.00	572.23	View chart
Spdr Series Trust State Street Spd (FLRN)	0.1	$216k		7.0k	30.78	View chart
Plumas Ban (PLBC)	0.1	$206k	NEW	4.2k	48.76	View chart
Teradyne (TER)	0.1	$201k	NEW	678.00	296.46	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$200k	NEW	3.3k	61.27	View chart

Past Filings by My Personal CFO

SEC 13F filings are viewable for My Personal CFO going back to 2021

My Personal CFO 2026 Q1 filed April 22, 2026
My Personal CFO 2025 Q4 filed Jan. 15, 2026
My Personal CFO 2025 Q3 filed Oct. 21, 2025
My Personal CFO 2025 Q2 filed July 22, 2025
My Personal CFO 2025 Q1 filed April 24, 2025
My Personal CFO 2024 Q4 filed Jan. 24, 2025
My Personal CFO 2024 Q3 filed Oct. 21, 2024
My Personal CFO 2024 Q2 filed July 26, 2024
My Personal CFO 2024 Q1 filed April 24, 2024
My Personal CFO 2023 Q4 filed Jan. 23, 2024
My Personal CFO 2023 Q3 filed Nov. 6, 2023
My Personal CFO 2023 Q2 filed July 13, 2023
My Personal CFO 2023 Q1 filed April 21, 2023
My Personal CFO 2022 Q4 filed Jan. 11, 2023
My Personal CFO 2022 Q3 restated filed Oct. 20, 2022
My Personal CFO 2022 Q3 filed Oct. 18, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z