§ 13F · FUND PROFILE
My Personal CFO, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $258M (13F)Positions · 94Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 108K | $35M | 15.2% | −1% |
| 2 | MSFT | MICROSOFT CORP | 48K | $18M | 7.8% | +4% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 117K | $13M | 5.7% | −5% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 333K | $13M | 5.7% | +40% |
| 5 | AAPL | APPLE INC | 43K | $11M | 4.8% | −4% |
| 6 | OKTA | OKTA INC | 112K | $9M | 3.9% | +19% |
| 7 | TFLR | T ROWE PRICE ETF INC | 171K | $9M | 3.8% | +14% |
| 8 | QQQ | INVESCO QQQ TR | 14K | $8M | 3.6% | −3% |
| 9 | DFAU | DIMENSIONAL ETF TRUST | 167K | $8M | 3.3% | +3% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 10K | $6M | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MY SIGNAL
AC read
My Personal CFO, LLC is a Other fund managing $258 million in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed