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My Personal CFO

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

Top 5 stock holdings are VTI, MSFT, DFAI, AVUS, AAPL, and represent 39.41% of My Personal CFO's stock portfolio.
Added to shares of these 10 stocks: VYMI, DFAI, VO, AMZN, MSFT, VGT, TFLR, DFUS, SOXX, VUG.
Started 4 new stock positions in SOXX, INTC, TSM, DFUS.
Reduced shares in these 10 stocks: OKTA (-$6.0M), VOO, AVUS, AAPL, BAPR, VTI, STGW, BJUL, BMAR, AMD.
Sold out of its position in XLE.
My Personal CFO was a net seller of stock by $-2.1M.
My Personal CFO has $256M in assets under management (AUM), dropping by 12.18%.
Central Index Key (CIK): 0001916366

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Portfolio Holdings for My Personal CFO

My Personal CFO holds 91 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	15.5	$40M		107k	370.04	View chart
Microsoft Corporation (MSFT)	7.6	$19M	+7%	52k	373.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.2	$16M	+16%	387k	41.25	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.5	$14M	-5%	110k	128.08	View chart
Apple (AAPL)	4.6	$12M	-5%	41k	289.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$11M		14k	736.38	View chart
T Rowe Price Exchange-traded Floating Rate (TFLR)	3.6	$9.2M	+7%	183k	50.41	View chart
Okta Cl A (OKTA)	3.6	$9.2M	-39%	68k	136.45	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.5	$8.9M	+2%	172k	51.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.9	$7.5M	+2%	10k	746.79	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	2.3	$6.0M	+2%	73k	82.27	View chart
Ishares Tr Select Divid Etf (DVY)	1.7	$4.3M		28k	156.30	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	1.5	$3.8M		73k	52.64	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	1.4	$3.6M	-13%	68k	53.26	View chart
Applied Materials (AMAT)	1.3	$3.4M	-2%	4.7k	723.00	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	1.3	$3.4M	-3%	64k	53.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$3.3M		34k	96.43	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.3	$3.3M	+229%	33k	98.20	View chart
Vanguard World Energy Etf (VDE)	1.3	$3.2M		22k	150.13	View chart
Advanced Micro Devices (AMD)	1.2	$3.1M	-8%	5.4k	580.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$3.0M	+253%	37k	80.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$2.9M		5.7k	500.41	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	1.1	$2.8M		59k	47.81	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.1	$2.8M	-3%	56k	49.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$2.7M	-2%	17k	158.03	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.0	$2.6M		30k	87.88	View chart
NVIDIA Corporation (NVDA)	1.0	$2.6M	-6%	13k	200.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$2.5M	-58%	3.6k	686.80	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.0	$2.5M		42k	58.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$2.3M		3.0k	748.78	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.9	$2.2M	-13%	38k	57.63	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.8	$2.2M	-14%	40k	54.31	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.8	$2.2M		57k	38.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$2.2M	+12%	68k	31.71	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.8	$2.1M		62k	34.49	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.8	$2.1M		36k	59.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$2.0M		12k	164.27	View chart
Amazon (AMZN)	0.7	$1.9M	+413%	7.8k	238.35	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$1.6M	+10%	27k	59.69	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.5	$1.2M		24k	52.73	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.4	$1.1M		8.7k	132.24	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.4	$1.1M	-11%	16k	67.01	View chart
Johnson & Johnson (JNJ)	0.4	$1.1M		4.2k	253.97	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.4	$1.0M	-18%	19k	53.02	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.4	$972k		27k	36.00	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.4	$929k	-2%	19k	48.68	View chart
JPMorgan Chase & Co. (JPM)	0.3	$894k		2.7k	327.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$809k	+45%	11k	73.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$799k		29k	27.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$716k	+700%	6.0k	119.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$713k		7.4k	96.57	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$678k	-3%	3.6k	190.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$634k		2.1k	303.13	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$616k		3.2k	190.19	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.2	$615k		13k	47.35	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$597k		5.4k	110.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$586k	-27%	7.5k	77.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$572k	-23%	8.0k	71.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$552k		7.2k	77.11	View chart
UnitedHealth (UNH)	0.2	$508k	-30%	1.2k	415.63	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$503k	NEW	6.1k	81.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$495k		10k	49.49	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$478k		1.4k	343.79	View chart
Agilent Technologies Inc C ommon (A)	0.2	$466k		3.5k	132.83	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$443k		3.5k	127.82	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$441k		11k	39.80	View chart
Caterpillar (CAT)	0.2	$428k		402.00	1064.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$420k		1.2k	357.36	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$391k		2.5k	158.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$391k	-41%	6.7k	58.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$375k		1.6k	236.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$365k		1.5k	242.93	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$351k	-25%	4.2k	82.84	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$349k	+499%	4.0k	86.14	View chart
Teradyne (TER)	0.1	$328k		678.00	483.84	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$313k	NEW	489.00	640.51	View chart
Goldman Sachs (GS)	0.1	$313k		309.00	1011.37	View chart
Bank of America Corporation (BAC)	0.1	$305k	-20%	5.3k	56.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$305k		2.4k	124.42	View chart
Exxon Mobil Corporation (XOM)	0.1	$295k		2.2k	136.72	View chart
Home Depot (HD)	0.1	$294k		834.00	352.68	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$286k		4.2k	67.56	View chart
Intel Corporation (INTC)	0.1	$276k	NEW	2.0k	139.63	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$276k		5.1k	53.61	View chart
Stagwell Com Cl A (STGW)	0.1	$275k	-58%	37k	7.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$267k	NEW	560.00	477.57	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$261k		3.1k	85.49	View chart
Plumas Ban (PLBC)	0.1	$247k		4.2k	58.51	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$246k		2.1k	117.45	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$216k		7.0k	30.85	View chart
Meta Platforms Cl A (META)	0.1	$208k	-6%	369.00	563.40	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 Q2 filed July 22, 2026
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

View all past filings

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