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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$36.2 Million 16.76% of portfolio	109,733	Q4 2025 Added 40.93%
MSFT Microsoft Corp Technology	$3.78T	$23.5 Million 10.89% of portfolio	46,320	Q4 2025 Added 3,530.09%
AVUS American Centy ETF Tr Avantis ETFs	$0	$13.5 Million 6.26% of portfolio	123,990	Q4 2025 New
AAPL Apple Inc. Technology	$4.3T	$12.1 Million 5.6% of portfolio	45,200	Q4 2025 Added 720.33%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$8.87 Million 4.11% of portfolio	14,694	Q4 2025 New
DFAI Dimensional ETF Tr ETFs	$0	$8.81 Million 4.08% of portfolio	237,462	Q4 2025 Added 1,253.29%
OKTA Okta, Inc. Technology	$12.7B	$7.87 Million 3.65% of portfolio	93,805	Q4 2025 New
DFAU Dimensional ETF Tr ETFs	$0	$7.42 Million 3.44% of portfolio	161,512	Q4 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$6.45 Million 2.98% of portfolio	9,682	Q4 2025 Added 732.5%

SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$5.33 Million 2.47% of portfolio	69,864	Q4 2025 Added 76.04%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$5.32 Million 2.47% of portfolio	8,618	Q4 2025 New
DVY Ishares Tr ETFs	$0	$3.78 Million 1.75% of portfolio	26,862	Q4 2025 New
BAPR Innovator U.S. Equity Buffer E ETFs	$0	$3.76 Million 1.74% of portfolio	79,828	Q4 2025 New
VO Vanguard Mid Cap ETF ETFs	$0	$3.32 Million 1.54% of portfolio	11,578	Q4 2025 Added 962.2%
VNQ Vanguard Specialized Funds Van ETFs	$0	$3.01 Million 1.39% of portfolio	33,579	Q4 2025 Reduced 53.33%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$2.94 Million 1.36% of portfolio	5,770	Q4 2025 New
BNOV Innovator U.S. Equity Buffer E ETFs	$0	$2.87 Million 1.33% of portfolio	65,510	Q4 2025 New
NVDA Nvidia Corp Technology	$465B	$2.82 Million 1.31% of portfolio	15,135	Q4 2025 Added 314.32%

STGW Stagwell Inc Communication Services	$633M	$2.83 Million 1.31% of portfolio	590,882	Q4 2025 New
VDE Vanguard Energy ETF ETFs	$0	$2.77 Million 1.28% of portfolio	21,438	Q4 2025 New
BJUL Innovator U.S. Equity Buffer E ETFs	$0	$2.67 Million 1.24% of portfolio	53,755	Q4 2025 New
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$2.62 Million 1.21% of portfolio	58,472	Q4 2025 New
BMAR Innovator U.S. Equity Buffer E ETFs	$0	$2.51 Million 1.16% of portfolio	48,290	Q4 2025 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$2.42 Million 1.12% of portfolio	17,165	Q4 2025 New
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$2.38 Million 1.1% of portfolio	30,061	Q4 2025 New
BJAN Innovator U.S. Equity Buffer E ETFs	$0	$2.24 Million 1.04% of portfolio	41,858	Q4 2025 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$2.09 Million 0.97% of portfolio	3,093	Q4 2025 Reduced 84.81%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.8 Million 0.83% of portfolio	12,287	Q4 2025 New
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.65 Million 0.76% of portfolio	60,581	Q4 2025 New
IYH Ishares Tr ETFs	$0	$1.58 Million 0.73% of portfolio	24,750	Q4 2025 New
AMD Advanced Micro Devices Inc Technology	$388B	$1.47 Million 0.68% of portfolio	6,126	Q4 2025 New
XLK Technology Sector Spdr ETFs	$0	$1.38 Million 0.64% of portfolio	4,794	Q4 2025 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.35 Million 0.62% of portfolio	24,604	Q4 2025 Reduced 55.43%
AMAT Applied Materials Inc Technology	$197B	$1.34 Million 0.62% of portfolio	5,841	Q4 2025 New
BOCT Innovator U.S. Equity Buffer E ETFs	$0	$1.26 Million 0.58% of portfolio	25,935	Q4 2025 New
BSEP Innovator U.S. Equity Buffer E ETFs	$0	$1.14 Million 0.53% of portfolio	23,610	Q4 2025 New
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$1.11 Million 0.51% of portfolio	9,298	Q4 2025 New
VEA Vanguard Ftse Developed Market ETFs	$0	$922,000 0.43% of portfolio	15,045	Q4 2025 Reduced 87.63%
JPM Jpmorgan Chase & CO Financial Services	$881B	$859,000 0.4% of portfolio	2,860	Q4 2025 Added 60.85%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$862,000 0.4% of portfolio	10,951	Q4 2025 Reduced 88.94%
META Meta Platforms, Inc. Communication Services	$1.37T	$850,000 0.39% of portfolio	1,395	Q4 2025 Added 299.71%
JNJ Johnson & Johnson Healthcare	$522B	$842,000 0.39% of portfolio	4,221	Q4 2025 Added 41.5%
BJUN Innovator U.S. Equity Buffer E ETFs	$0	$804,000 0.37% of portfolio	20,580	Q4 2025 New
VB Vanguard Small Cap ETF ETFs	$0	$727,000 0.34% of portfolio	2,912	Q4 2025 Added 133.9%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$735,000 0.34% of portfolio	9,924	Q4 2025 Added 188.91%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$703,000 0.33% of portfolio	29,391	Q4 2025 New
VGSH Vanguard ETFs	$0	$684,000 0.32% of portfolio	11,665	Q4 2025 New
IBB Ishares Biotechnology ETF ETFs	$0	$679,000 0.31% of portfolio	4,140	Q4 2025 New
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$652,000 0.3% of portfolio	25,257	Q4 2025 Reduced 16.21%
VGT Vanguard Information Technolog ETFs	$0	$565,000 0.26% of portfolio	748	Q4 2025 Added 34.29%

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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My Personal Cfo, LLC Portfolio Holdings