My Portfolio Guide, LLC
Long book
$180.8M
Q1 2026
Positions
166
Top-10 weight
76%
concentration
Last quarter
+6.1%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsMy Portfolio Guide, LLC is a wealth-management firm allocating client money, running a $180.8M US long book across 166 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: SS SPDR P AGG BOND ETF, SPDR GOLD MINISHARES TRUST, SS SPDR P S&P 600 SMALL CAP, STE STR SPDR PT S&P 500 ETF, SS SPDR P S&P 400 MIDCAP ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Sector allocation
Technology 57%
Energy 8%
Healthcare 7%
Financials 7%
Consumer staples 6%
Industrials 6%
Utilities 4%
Services media 4%
Long book by quarter
What does My Portfolio own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 27.8K | $7.1M | 3.9% | Held |
| COP CONOCOPHILLIPS | Energy | 8.1K | $1.1M | 0.6% | Held |
| QCOM QUALCOMM INC | Technology | 8.0K | $1.0M | 0.6% | Held |
| MSFT MICROSOFT CORP | Technology | 1.8K | $689K | 0.4% | Held |
| F FORD MOTOR CO | Industrials | 50.8K | $587K | 0.3% | Held |
| PFE PFIZER INC | Healthcare | 19.9K | $558K | 0.3% | Held |
| R RYDER SYSTEM INC | Services media | 2.7K | $554K | 0.3% | Held |
| MO ALTRIA GROUP INC | Consumer staples | 8.4K | $552K | 0.3% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 3.1K | $508K | 0.3% | Held |
| NVDA NVIDIA CORP | Technology | 2.7K | $478K | 0.3% | Held |
| UBS UBS GROUP AG-REG | Financials | 11.9K | $464K | 0.3% | Held |
| SO SOUTHERN CO/THE | Utilities | 4.7K | $455K | 0.3% | Held |
| VRT VERTIV HOLDINGS CO-A | Technology | 1.8K | $443K | 0.2% | Held |
| CVS CVS HEALTH CORP | Healthcare | 4.9K | $354K | 0.2% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 1.1K | $314K | 0.2% | Held |
| CVX CHEVRON CORP | Energy | 1.5K | $308K | 0.2% | Held |
| BAC BANK OF AMERICA CORP | Financials | 5.4K | $261K | 0.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.1K | $239K | 0.1% | Held |
| AVGO BROADCOM INC | Technology | 745 | $231K | 0.1% | Held |
| LLY ELI LILLY & CO | Healthcare | 221 | $203K | 0.1% | Held |
| SOFI SOFI TECHNOLOGIES INC | Financials | 12.7K | $201K | 0.1% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 283 | $171K | 0.1% | Held |
| OKLO OKLO INC | Utilities | 3.0K | $148K | 0.1% | Held |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 134 | $133K | 0.1% | Held |
| ANET ARISTA NETWORKS INC | Technology | 1.0K | $126K | 0.1% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 851 | $124K | 0.1% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 236 | $113K | 0.1% | Held |
| ACHR ARCHER AVIATION INC-A | Industrials | 19.6K | $101K | 0.1% | Held |
| TSLA TESLA INC | Industrials | 229 | $85K | 0.0% | Held |
| T AT&T INC | Communications | 2.9K | $84K | 0.0% | Held |
| MSTR STRATEGY INC | Financials | 668 | $83K | 0.0% | Held |
| XOM EXXON MOBIL CORP | Energy | 491 | $83K | 0.0% | Held |
| PANW PALO ALTO NETWORKS INC | Technology | 490 | $79K | 0.0% | Held |
| KTOS KRATOS DEFENSE & SECURITY | Industrials | 1.1K | $74K | 0.0% | Held |
| NFLX NETFLIX INC | Services media | 650 | $62K | 0.0% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 106 | $60K | 0.0% | Held |
| ABBV ABBVIE INC | Healthcare | 264 | $57K | 0.0% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 173 | $51K | 0.0% | Held |
| CSCO CISCO SYSTEMS INC | Technology | 643 | $50K | 0.0% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 647 | $49K | 0.0% | Held |
| ABT ABBOTT LABORATORIES | Healthcare | 419 | $43K | 0.0% | Held |
| GOOG ALPHABET INC-CL C | Technology | 141 | $40K | 0.0% | Held |
| UNH UNITEDHEALTH GROUP INC | Financials | 141 | $38K | 0.0% | Held |
| V VISA INC-CLASS A SHARES | Services media | 125 | $38K | 0.0% | Held |
| FDX FEDEX CORP | Industrials | 104 | $37K | 0.0% | Held |
| CLX CLOROX COMPANY | Other | 318 | $33K | 0.0% | Held |
| EPD ENTERPRISE PRODUCTS PARTNERS | Utilities | 850 | $32K | 0.0% | Held |
| SBUX STARBUCKS CORP | Consumer discretionary | 327 | $29K | 0.0% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 117 | $29K | 0.0% | Held |
| MMM 3M CO | Healthcare | 194 | $28K | 0.0% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 6, 2026 | 166 | $180.8M | canonical | SEC ↗ |