My Personal CFO, LLC
CIK: 0001916366SEC EDGAR →
Portfolio Value
$239.7M
Holdings
93
As of
Q4 2025
New Positions
93
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 109,733 | $36.8M | 15.35% |
| 2 | MICROSOFT CORP | 46,320 | $22.4M | 9.35% |
| 3 | AMERICAN CENTY ETF TR | 123,990 | $13.9M | 5.78% |
| 4 | APPLE INC | 45,200 | $12.3M | 5.13% |
| 5 | DIMENSIONAL ETF TRUST | 237,462 | $9.0M | 3.78% |
| 6 | INVESCO QQQ TR | 14,694 | $9.0M | 3.77% |
| 7 | OKTA INC | 93,805 | $8.1M | 3.38% |
| 8 | T ROWE PRICE ETF INC | 149,999 | $7.7M | 3.22% |
| 9 | DIMENSIONAL ETF TRUST | 161,512 | $7.6M | 3.15% |
| 10 | SPDR S&P 500 ETF TR | 9,682 | $6.6M | 2.75% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (93)
$36.8M · 110K shares
$22.4M · 46K shares
$13.9M · 124K shares
$12.3M · 45K shares
$9.0M · 237K shares
$9.0M · 15K shares
$8.1M · 94K shares
$7.7M · 150K shares
$7.6M · 162K shares
$6.6M · 10K shares
$5.4M · 70K shares
$5.4M · 9K shares
$3.8M · 80K shares
$3.8M · 27K shares
$3.7M · 74K shares
$3.4M · 12K shares
$3.3M · 68K shares
$3.0M · 34K shares
$2.9M · 66K shares
$2.9M · 6K shares
$2.9M · 591K shares
$2.8M · 15K shares
$2.7M · 54K shares
$2.7M · 21K shares
$2.7M · 58K shares
$2.6M · 48K shares
$2.5M · 17K shares
$2.4M · 30K shares
$2.3M · 42K shares
$2.1M · 39K shares
$2.1M · 3K shares
$2.0M · 57K shares
$1.9M · 62K shares
$1.8M · 12K shares
$1.7M · 61K shares
$1.6M · 25K shares
$1.5M · 6K shares
$1.3M · 25K shares
$1.3M · 6K shares
$1.3M · 26K shares
$1.2M · 24K shares
$1.1M · 9K shares
$961K · 21K shares
$939K · 15K shares
$921K · 3K shares
$920K · 1K shares
$911K · 27K shares
$873K · 4K shares
$863K · 11K shares
$751K · 3K shares
$735K · 10K shares
$706K · 29K shares
$698K · 4K shares
$690K · 5K shares
$685K · 12K shares
$662K · 25K shares
$582K · 13K shares
$579K · 2K shares
$563K · 748 shares
$551K · 6K shares
$479K · 10K shares
$477K · 4K shares
$472K · 7K shares
$455K · 2K shares
$447K · 13K shares
$446K · 4K shares
$437K · 1K shares
$407K · 1K shares
$389K · 3K shares
$380K · 6K shares
$379K · 2K shares
$367K · 7K shares
$367K · 1K shares
$353K · 2K shares
$334K · 965 shares
$329K · 675 shares
$316K · 1K shares
$299K · 674 shares
$278K · 2K shares
$276K · 314 shares
$259K · 2K shares
$257K · 5K shares
$251K · 3K shares
$250K · 2K shares
$244K · 4K shares
$244K · 780 shares
$236K · 412 shares
$227K · 860 shares
$218K · 552 shares
$216K · 3K shares
$215K · 7K shares
$202K · 790 shares
$72K · 10K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $163.6M | 68.3% |
| Technology | 8 | $49.0M | 20.4% |
| Unknown | 7 | $19.4M | 8.1% |
| Communication Services | 5 | $4.7M | 1.9% |
| Healthcare | 2 | $1.5M | 0.6% |
| Consumer Cyclical | 3 | $1.0M | 0.4% |
| Energy | 1 | $259K | 0.1% |
| Industrials | 1 | $236K | 0.1% |
| Real Estate | 1 | $72K | 0.0% |