My Personal CFO, LLC
Long book
$228.4M
Q1 2026
Positions
88
Top-10 weight
57%
concentration
Last quarter
+15.4%
SPY +14.8%
Turnover
15%
of book per quarter
Strategy in plain words
auto-generated from filingsMy Personal CFO, LLC is a wealth-management firm allocating client money, specialised in technology (81% of the long book), running a $228.4M US long book across 88 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, MICROSOFT CORP, AVANTIS U.S. EQUITY ETF, DIMENSIONAL INTERNATIONAL CO, APPLE INC.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.5%
Q2 2024
+3.4%
Q3 2024
+0.3%
Q4 2024
-2.2%
Q1 2025
+8.8%
Q2 2025
+7.5%
Q3 2025
+2.7%
Q4 2025
-3.2%
Q1 2026
+15.4%
Sector allocation
Technology 84%
Financials 9%
Healthcare 3%
Consumer discretionary 1%
Services media 1%
Energy 1%
Industrials 1%
Long book by quarter
What does My Personal own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 48.2K | $17.9M | 7.8% | +4.1% |
| AAPL APPLE INC | Technology | 43.2K | $11.0M | 4.8% | -4.4% |
| OKTA OKTA INC | Technology | 111.8K | $8.8M | 3.9% | +19.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 5.7K | $2.7M | 1.2% | -0.7% |
| NVDA NVIDIA CORP | Technology | 13.9K | $2.4M | 1.1% | -8.3% |
| AMAT APPLIED MATERIALS INC | Technology | 4.8K | $1.7M | 0.7% | -17.1% |
| AMD ADVANCED MICRO DEVICES | Technology | 5.9K | $1.2M | 0.5% | -3.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.2K | $1.0M | 0.5% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 2.8K | $819K | 0.4% | -2.6% |
| STGW STAGWELL INC | Services media | 90.0K | $566K | 0.2% | -84.8% |
| UNH UNITEDHEALTH GROUP INC | Financials | 1.8K | $475K | 0.2% | Held |
| A AGILENT TECHNOLOGIES INC | Healthcare | 3.5K | $400K | 0.2% | Held |
| XOM EXXON MOBIL CORP | Energy | 2.2K | $366K | 0.2% | 0.0% |
| GOOGL ALPHABET INC-CL A | Technology | 1.2K | $338K | 0.1% | -9.5% |
| BAC BANK OF AMERICA CORP | Financials | 6.7K | $326K | 0.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.5K | $317K | 0.1% | -22.9% |
| CAT CATERPILLAR INC | Industrials | 402 | $285K | 0.1% | -2.4% |
| HD HOME DEPOT INC | Consumer discretionary | 846 | $278K | 0.1% | -20.8% |
| GS GOLDMAN SACHS GROUP INC | Financials | 309 | $261K | 0.1% | -1.6% |
| META META PLATFORMS INC-CLASS A | Technology | 394 | $225K | 0.1% | -71.8% |
| PLBC PLUMAS BANCORP | Financials | 4.2K | $206K | 0.1% | New |
| TER TERADYNE INC | Technology | 678 | $201K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 22, 2026 | 88 | $228.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 15, 2026 | 93 | $239.7M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 94 | $258.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 92 | $220.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 87 | $198.5M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 24, 2025 | 88 | $195.0M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 21, 2024 | 88 | $182.4M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 26, 2024 | 101 | $187.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 24, 2024 | 97 | $173.5M | canonical | SEC ↗ |