My Personal Cfo, LLC Portfolio Holdings

My Personal Cfo, LLC

  • $216 Million
  • Q4 2025

My Personal Cfo, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $216 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $36.2M, Microsoft Corp with a value of $23.5M, American Centy ETF Tr Avantis with a value of $13.5M, Apple Inc. with a value of $12.1M, and Invesco Qqq Trust, Series 1 with a value of $8.87M.

Examining the 13F form we can see an decrease of $37.3M in the current position value, from $253M to 216M.

Below you can find more details about My Personal Cfo, LLC portfolio as well as his latest detailed transactions.

Portfolio value $216 Million
ETFs: $154 Million
Technology: $49.6 Million
Communication Services: $4.45 Million
Financial Services: $4.38 Million
Healthcare: $1.92 Million
Consumer Cyclical: $1.06 Million
Energy: $254,000
Industrials: $227,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$23.5 Million 10.89% of portfolio
46,320
Q4 2025 Added 3,530.09%
$4.3T
$12.1 Million 5.6% of portfolio
45,200
Q4 2025 Added 720.33%
$12.7B
$7.87 Million 3.65% of portfolio
93,805
Q4 2025 New
$662B
$2.94 Million 1.36% of portfolio
5,770
Q4 2025 New
$465B
$2.82 Million 1.31% of portfolio
15,135
Q4 2025 Added 314.32%
$633M
$2.83 Million 1.31% of portfolio
590,882
Q4 2025 New
$388B
$1.47 Million 0.68% of portfolio
6,126
Q4 2025 New
$197B
$1.34 Million 0.62% of portfolio
5,841
Q4 2025 New
$881B
$859,000 0.4% of portfolio
2,860
Q4 2025 Added 60.85%
$1.37T
$850,000 0.39% of portfolio
1,395
Q4 2025 Added 299.71%
$522B
$842,000 0.39% of portfolio
4,221
Q4 2025 Added 41.5%
$300B
$562,000 0.26% of portfolio
1,754
Q4 2025 Reduced 4.15%
$43.5B
$515,000 0.24% of portfolio
3,511
Q4 2025 New
$2.39T
$463,000 0.21% of portfolio
1,975
Q4 2025 Added 26.93%
$367B
$382,000 0.18% of portfolio
1,068
Q4 2025 New
$1.65T
$359,000 0.17% of portfolio
1,301
Q4 2025 Added 32.08%
$139B
$330,000 0.15% of portfolio
965
Q4 2025 Added 26.81%
$490B
$254,000 0.12% of portfolio
2,161
Q4 2025 Reduced 21.39%
$265B
$243,000 0.11% of portfolio
314
Q4 2025 New
$291B
$227,000 0.11% of portfolio
412
Q4 2025 New
$79.2B
$213,000 0.1% of portfolio
3,394
Q4 2025 New
$1.74T
$222,000 0.1% of portfolio
780
Q4 2025 New
$39.1B
$185,000 0.09% of portfolio
790
Q4 2025 New
$237B
$203,000 0.09% of portfolio
860
Q4 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 New
-
$0 0.0% of portfolio
-
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $216 Million
  • Prior Value $253 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 66 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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