My Personal CFO, LLC
My Personal CFO, LLC reported 91 positions worth $256.2M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VTI (15.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $39.7M | 15.49% | 107,227 | — | — | |
| ▸ 2 | MSFT | SH | $19.4M | 7.58% | 52,047 | — | — | |
| ▸ 3 | DFAI | SH | $15.9M | 6.22% | 386,579 | — | — | |
| ▸ 4 | AVUS | SH | $14.1M | 5.52% | 110,443 | — | — | |
| ▸ 5 | AAPL | SH | $11.8M | 4.60% | 40,697 | — | — | |
| ▸ 6 | QQQ | SH | $10.6M | 4.14% | 14,401 | — | — | |
| ▸ 7 | TFLR | SH | $9.2M | 3.60% | 183,192 | — | — | |
| ▸ 8 | OKTA | SH | $9.2M | 3.60% | 67,657 | — | — | |
| ▸ 9 | DFAU | SH | $8.9M | 3.47% | 171,829 | — | — | |
| ▸ 10 | SPY | SH | $7.5M | 2.92% | 10,008 | — | — |
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Frequently Asked Questions
What stocks does My Personal CFO, LLC hold as of Q2 2026?
My Personal CFO, LLC reported 91 positions worth $256.2M in its Q2 2026 13F filing. Largest positions: VTI (15.5%), MSFT (7.6%), DFAI (6.2%), AVUS (5.5%) and AAPL (4.6%).
What did My Personal CFO, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did My Personal CFO, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.