My Personal Cfo, Llc Portfolio Stock Holdings
My Personal Cfo, Llc disclosed 88 stock positions valued at approximately $228.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, MICROSOFT CORP, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 88
- Portfolio Value
- $228.4M
Holdings by Sector
My Personal Cfo, Llc Portfolio Holdings in Q1 2026
88 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 15.23% | 108,406 | -1,327 | -1.21% | $34,777,790 |
| MICROSOFT CORP | MSFT | Technology | 7.82% | 48,223 | +1,903 | +4.11% | $17,850,566 |
| AMERICAN CENTY ETF TR | AVUS | Other | 5.71% | 117,189 | -6,801 | -5.49% | $13,029,103 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.68% | 332,646 | +95,184 | +40.08% | $12,959,872 |
| APPLE INC | AAPL | Technology | 4.80% | 43,221 | -1,979 | -4.38% | $10,968,991 |
| OKTA INC | OKTA | Technology | 3.85% | 111,804 | +17,999 | +19.19% | $8,800,093 |
| T ROWE PRICE ETF INC | TFLR | Other | 3.77% | 171,151 | +21,152 | +14.10% | $8,619,168 |
| INVESCO QQQ TR | QQQ | Other | 3.62% | 14,310 | -384 | -2.61% | $8,259,169 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 3.30% | 167,000 | +5,488 | +3.40% | $7,535,043 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.79% | 9,792 | +110 | +1.14% | $6,367,950 |
| ISHARES TR | SCZ | Other | 2.44% | 71,196 | +1,332 | +1.91% | $5,582,451 |
| VANGUARD INDEX FDS | VOO | Other | 2.26% | 8,618 | - | - | $5,149,640 |
| ISHARES TR | DVY | Other | 1.81% | 27,273 | +411 | +1.53% | $4,129,454 |
| INNOVATOR ETFS TRUST | BAPR | Other | 1.69% | 78,828 | -1,000 | -1.25% | $3,860,995 |
| VANGUARD WORLD FD | VDE | Other | 1.63% | 21,456 | +18 | +0.08% | $3,712,801 |
| INNOVATOR ETFS TRUST | BFEB | Other | 1.54% | 73,685 | +5,370 | +7.86% | $3,514,944 |
| INNOVATOR ETFS TRUST | BDEC | Other | 1.39% | 66,181 | -8,195 | -11.02% | $3,176,741 |
| VANGUARD INDEX FDS | VNQ | Other | 1.33% | 34,199 | +620 | +1.85% | $3,033,459 |
| VANGUARD INDEX FDS | VO | Other | 1.32% | 10,486 | -1,092 | -9.43% | $3,011,420 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.20% | 5,730 | -40 | -0.69% | $2,745,904 |
| ISHARES TR | IQLT | Other | 1.17% | 57,749 | -723 | -1.24% | $2,669,722 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.11% | 17,165 | - | - | $2,542,137 |
| INNOVATOR ETFS TRUST | BNOV | Other | 1.11% | 58,940 | -6,570 | -10.03% | $2,535,776 |
| NVIDIA CORPORATION | NVDA | Technology | 1.06% | 13,885 | -1,250 | -8.26% | $2,421,523 |
| INNOVATOR ETFS TRUST | BMAR | Other | 1.02% | 44,558 | -3,732 | -7.73% | $2,338,778 |
| INNOVATOR ETFS TRUST | BJUL | Other | 1.02% | 46,755 | -7,000 | -13.02% | $2,323,055 |
| SPDR SERIES TRUST | SPLG | Other | 1.00% | 29,718 | -343 | -1.14% | $2,274,607 |
| INNOVATOR ETFS TRUST | BJAN | Other | 0.98% | 42,035 | +177 | +0.42% | $2,241,727 |
| JPMORGAN CHASE FINL CO LLC | AMJB | Other | 0.94% | 62,124 | - | - | $2,147,627 |
| INNOVATOR ETFS TRUST | IJAN | Other | 0.90% | 56,630 | - | - | $2,054,536 |
| ISHARES TR | IVV | Other | 0.85% | 2,972 | -121 | -3.91% | $1,941,125 |
| INNOVATOR ETFS TRUST | NJAN | Other | 0.84% | 36,000 | -3,000 | -7.69% | $1,921,320 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.81% | 60,471 | -110 | -0.18% | $1,855,266 |
| ISHARES TR | ITOT | Other | 0.77% | 12,287 | - | - | $1,750,037 |
| APPLIED MATLS INC | AMAT | Technology | 0.72% | 4,841 | -1,000 | -17.12% | $1,654,605 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.58% | 24,647 | +43 | +0.17% | $1,332,162 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.52% | 5,891 | -235 | -3.84% | $1,198,406 |
| INNOVATOR ETFS TRUST | BOCT | Other | 0.50% | 23,735 | -2,200 | -8.48% | $1,138,967 |
| INNOVATOR ETFS TRUST | BSEP | Other | 0.50% | 23,610 | - | - | $1,135,251 |
| ISHARES TR | IYH | Other | 0.49% | 18,000 | -6,750 | -27.27% | $1,109,520 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.45% | 4,221 | - | - | $1,031,781 |
| VANGUARD WORLD FD | ESGV | Other | 0.43% | 8,696 | -602 | -6.47% | $976,300 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 0.42% | 10,084 | +10,084 | +100.00% | $950,312 |
| INNOVATOR ETFS TRUST | EJAN | Other | 0.40% | 26,990 | - | - | $915,771 |
| INNOVATOR ETFS TRUST | BJUN | Other | 0.40% | 19,580 | -1,000 | -4.86% | $905,634 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.36% | 2,785 | -75 | -2.62% | $819,236 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.36% | 10,420 | -531 | -4.85% | $817,035 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.32% | 29,391 | - | - | $727,433 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.29% | 10,476 | -4,569 | -30.37% | $671,324 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.29% | 11,419 | -246 | -2.11% | $668,482 |
| ISHARES TR | IEFA | Other | 0.29% | 7,260 | +7,260 | +100.00% | $657,231 |
| INNOVATOR ETFS TRUST | BMAY | Other | 0.25% | 12,800 | -200 | -1.54% | $574,376 |
| STAGWELL INC | STGW | Communication Services | 0.25% | 90,000 | -500,882 | -84.77% | $566,100 |
| VANGUARD BD INDEX FDS | BND | Other | 0.24% | 7,576 | -2,348 | -23.66% | $557,862 |
| VANGUARD INDEX FDS | VB | Other | 0.24% | 2,089 | -823 | -28.26% | $547,165 |
| ISHARES TR | IBB | Other | 0.24% | 3,240 | -900 | -21.74% | $547,074 |
| ISHARES TR | IWR | Other | 0.23% | 5,409 | -316 | -5.52% | $525,882 |
| VANGUARD WORLD FD | VGT | Other | 0.23% | 748 | - | - | $521,879 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.21% | 3,684 | -1,110 | -23.15% | $489,548 |
| ISHARES TR | IJH | Other | 0.21% | 7,155 | - | - | $483,191 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.21% | 1,754 | - | - | $474,615 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.20% | 10,000 | -205 | -2.01% | $461,300 |
| VANGUARD INDEX FDS | VV | Other | 0.18% | 1,391 | - | - | $415,560 |
| INNOVATOR ETFS TRUST | KAPR | Other | 0.18% | 11,076 | -1,655 | -13.00% | $401,505 |
| AGILENT TECHNOLOGIES INC | A | Healthcare | 0.18% | 3,511 | - | - | $400,184 |
| ISHARES INC | IEMG | Other | 0.17% | 5,664 | - | - | $395,078 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.17% | 3,501 | -162 | -4.42% | $384,004 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 2,160 | -1 | -0.05% | $366,466 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.16% | 2,459 | +7 | +0.29% | $360,457 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.15% | 1,584 | -23 | -1.43% | $340,727 |
| ALPHABET INC | GOOGL | Communication Services | 0.15% | 1,177 | -124 | -9.53% | $338,426 |
| BANK AMERICA CORP | BAC | Financial Services | 0.14% | 6,686 | - | - | $325,943 |
| VANGUARD INDEX FDS | VBR | Other | 0.14% | 1,500 | +4 | +0.27% | $325,896 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.14% | 1,523 | -452 | -22.89% | $317,294 |
| VANGUARD INDEX FDS | VUG | Other | 0.13% | 675 | - | - | $294,768 |
| CATERPILLAR INC | CAT | Industrials | 0.12% | 402 | -10 | -2.43% | $284,801 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.12% | 846 | -222 | -20.79% | $278,241 |
| ISHARES TR | EFG | Other | 0.12% | 2,447 | - | - | $272,522 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.11% | 309 | -5 | -1.59% | $261,411 |
| INNOVATOR ETFS TRUST | BAUG | Other | 0.11% | 5,140 | - | - | $251,078 |
| SPDR SERIES TRUST | SPMD | Other | 0.11% | 4,228 | - | - | $250,382 |
| ISHARES TR | IEI | Other | 0.11% | 2,096 | - | - | $248,586 |
| VANGUARD STAR FDS | VXUS | Other | 0.10% | 3,063 | -274 | -8.21% | $236,223 |
| META PLATFORMS INC | META | Communication Services | 0.10% | 394 | -1,001 | -71.76% | $225,457 |
| SPDR SERIES TRUST | FLRN | Other | 0.09% | 7,000 | - | - | $215,460 |
| PLUMAS BANCORP | PLBC | Financial Services | 0.09% | 4,228 | +4,228 | +100.00% | $206,136 |
| TERADYNE INC | TER | Technology | 0.09% | 678 | +678 | +100.00% | $201,000 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.09% | 3,265 | +3,265 | +100.00% | $200,036 |