§ 13F · FUND PROFILE
My Personal CFO, LLC.
AUM · $256M (13F)Positions · 91Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 107K | $40M | 15.5% | −1% |
| 2 | MSFT | MICROSOFT CORP | 52K | $19M | 7.6% | +8% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 387K | $16M | 6.2% | +16% |
| 4 | AVUS | AMERICAN CENTY ETF TR | 110K | $14M | 5.5% | −6% |
| 5 | AAPL | APPLE INC | 41K | $12M | 4.6% | −6% |
| 6 | QQQ | INVESCO QQQ TR | 14K | $11M | 4.1% | +1% |
| 7 | TFLR | T ROWE PRICE EXCHANGE-TRADED | 183K | $9M | 3.6% | +7% |
| 8 | OKTA | OKTA INC | 68K | $9M | 3.6% | −39% |
| 9 | DFAU | DIMENSIONAL ETF TRUST | 172K | $9M | 3.5% | +3% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 10K | $7M | 2.9% | +2% |
§ 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 $256 million in assets. The fund runs a portfolio of 91 positions.
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