§ 13F · FUND PROFILE
My Personal CFO, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $220.0T (13F)Positions · 92Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$124.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 110K | $36.8T | 15.3% | +41% |
| 2 | MSFT | MICROSOFT CORP | 46K | $22.4T | 9.3% | — |
| 3 | AVUS | AMERICAN CENTY ETF TR | 124K | $13.9T | 5.8% | NEW |
| 4 | AAPL | APPLE INC | 45K | $12.3T | 5.1% | +720% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 237K | $9.0T | 3.8% | — |
| 6 | QQQ | INVESCO QQQ TR | 15K | $9.0T | 3.8% | NEW |
| 7 | OKTA | OKTA INC | 94K | $8.1T | 3.4% | NEW |
| 8 | TFLR | T ROWE PRICE ETF INC | 150K | $7.7T | 3.2% | NEW |
| 9 | DFAU | DIMENSIONAL ETF TRUST | 162K | $7.6T | 3.2% | NEW |
| 10 | SPY | SPDR S&P 500 ETF TR | 10K | $6.6T | 2.8% | +733% |
§ 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 $219998.4 trillion in assets. The fund runs a portfolio of 92 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed