My Personal CFO, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, My Personal CFO, LLC held in its portfolio 90 assets valued at $239,698,803 (i.e. $239.70M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($36.79M), MICROSOFT CORP ($22.40M), and AMERICAN CENTY ETF TR ($13.86M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
My Personal CFO, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 109733 | 36790112 | TOTAL STK MKT |
| MICROSOFT CORP | 46320 | 22401274 | COM |
| AMERICAN CENTY ETF TR | 123990 | 13859572 | US EQT ETF |
| APPLE INC | 45200 | 12288024 | COM |
| DIMENSIONAL ETF TRUST | 237462 | 9049661 | INTL CORE EQT MK |
| INVESCO QQQ TR | 14694 | 9026966 | UNIT SER 1 |
| OKTA INC | 93805 | 8111318 | CL A |
| T ROWE PRICE ETF INC | 149999 | 7710583 | FLOATING RATE |
| DIMENSIONAL ETF TRUST | 161512 | 7558771 | US CORE EQT MKT |
| SPDR S&P 500 ETF TR | 9682 | 6602512 | TR UNIT |
| ISHARES TR | 69864 | 5416581 | EAFE SML CP ETF |
| VANGUARD INDEX FDS | 8618 | 5404558 | S&P 500 ETF SHS |
| INNOVATOR ETFS TRUST | 79828 | 3830147 | US EQT BUFR APR |
| ISHARES TR | 26862 | 3791266 | SELECT DIVID ETF |
| INNOVATOR ETFS TRUST | 74376 | 3686075 | US EQTY BUF DEC |
| VANGUARD INDEX FDS | 11578 | 3360201 | MID CAP ETF |
| INNOVATOR ETFS TRUST | 68315 | 3324549 | US EQTY BUFR FEB |
| SPDR SERIES TRUST | 44089 | 3261073 | STATE STREET SPD |
| VANGUARD INDEX FDS | 33579 | 2971379 | REAL ESTATE ETF |
| INNOVATOR ETFS TRUST | 65510 | 2912804 | US EQTY BUF NOV |
| BERKSHIRE HATHAWAY INC DEL | 5770 | 2900382 | CL B NEW |
| STAGWELL INC | 590882 | 2889413 | COM CL A |
| NVIDIA CORPORATION | 15135 | 2822702 | COM |
| INNOVATOR ETFS TRUST | 53755 | 2728760 | US EQTY BUFR JUL |
| VANGUARD WORLD FD | 21438 | 2699517 | ENERGY ETF |
| ISHARES TR | 58472 | 2657554 | MSCI INTL QUALTY |
| INNOVATOR ETFS TRUST | 48290 | 2561707 | US EQTY BUFR MAR |
| VANGUARD WHITEHALL FDS | 17165 | 2463521 | HIGH DIV YLD |
| INNOVATOR ETFS TRUST | 41858 | 2304429 | US EQTY BUFR JAN |
| INNOVATOR ETFS TRUST | 39000 | 2141880 | GRWT100 PWR BF |
| ISHARES TR | 3093 | 2118396 | CORE S&P500 ETF |
| INNOVATOR ETFS TRUST | 56630 | 2047741 | INTRNL DEV JAN |
| JPMORGAN CHASE FINL CO LLC | 62124 | 1858129 | CAL LKD 44 |
| ISHARES TR | 12287 | 1826954 | CORE S&P TTL STK |
| SCHWAB STRATEGIC TR | 60581 | 1661747 | US DIVIDEND EQ |
| ISHARES TR | 24750 | 1611225 | US HLTHCARE ETF |
| APPLIED MATLS INC | 5841 | 1501079 | COM |
| VANGUARD INTL EQUITY INDEX F | 24604 | 1322697 | FTSE EMR MKT ETF |
| ADVANCED MICRO DEVICES INC | 6126 | 1311944 | COM |
| INNOVATOR ETFS TRUST | 25935 | 1281827 | US EQTY BUF OCT |
| INNOVATOR ETFS TRUST | 23610 | 1162793 | US EQTY BUF SEP |
| VANGUARD WORLD FD | 9298 | 1124626 | ESG US STK ETF |
| INNOVATOR ETFS TRUST | 20580 | 961909 | US EQTY BUFR JUN |
| VANGUARD TAX-MANAGED FDS | 15045 | 939878 | VAN FTSE DEV MKT |
| JPMORGAN CHASE & CO. | 2860 | 921549 | COM |
| META PLATFORMS INC | 1395 | 920764 | CL A |
| INNOVATOR ETFS TRUST | 26990 | 911992 | EMRGNG MKT JAN |
| JOHNSON & JOHNSON | 4221 | 873536 | COM |
| VANGUARD BD INDEX FDS | 10951 | 863065 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 2912 | 751135 | SMALL CP ETF |
| VANGUARD BD INDEX FDS | 9924 | 735100 | TOTAL BND MRKT |
| SCHWAB STRATEGIC TR | 29391 | 706565 | INTL EQTY ETF |
| ISHARES TR | 4140 | 698708 | ISHARES BIOTECH |
| SELECT SECTOR SPDR TR | 4794 | 690235 | STATE STREET TEC |
| VANGUARD SCOTTSDALE FDS | 11665 | 685085 | SHORT TERM TREAS |
| SCHWAB STRATEGIC TR | 25257 | 662491 | US BRD MKT ETF |
| INNOVATOR ETFS TRUST | 13000 | 582600 | US EQTY BUFR MAY |
| UNITEDHEALTH GROUP INC | 1754 | 579013 | COM |
| VANGUARD WORLD FD | 748 | 563497 | INF TECH ETF |
| ISHARES TR | 5725 | 551122 | RUS MID CAP ETF |
| INNOVATOR ETFS TRUST | 10205 | 479839 | US EQTY PWR BUF |
| AGILENT TECHNOLOGIES INC | 3511 | 477742 | COM |
| ISHARES TR | 7155 | 472241 | CORE S&P MCP ETF |
| AMAZON COM INC | 1975 | 455979 | COM |
| INNOVATOR ETFS TRUST | 12731 | 447240 | US SML CP PWR ET |
| VANGUARD SCOTTSDALE FDS | 3663 | 446025 | VNG RUS1000GRW |
| VANGUARD INDEX FDS | 1391 | 437739 | LARGE CAP ETF |
| ALPHABET INC | 1301 | 407154 | CAP STK CL A |
| ISHARES INC | 5664 | 380747 | CORE MSCI EMKT |
| SELECT SECTOR SPDR TR | 2452 | 379551 | STATE STREET HEA |
| BANK AMERICA CORP | 6686 | 367730 | COM |
| HOME DEPOT INC | 1068 | 367499 | COM |
| VANGUARD SPECIALIZED FUNDS | 1607 | 353192 | DIV APP ETF |
| BROADCOM INC | 965 | 334143 | COM |
| VANGUARD INDEX FDS | 675 | 329232 | GROWTH ETF |
| VANGUARD INDEX FDS | 1496 | 316752 | SM CP VAL ETF |
| VANGUARD ADMIRAL FDS INC | 674 | 299579 | 500 GRTH IDX F |
| ISHARES TR | 2447 | 278762 | EAFE GRWTH ETF |
| GOLDMAN SACHS GROUP INC | 314 | 276006 | COM |
| EXXON MOBIL CORP | 2161 | 259997 | COM |
| INNOVATOR ETFS TRUST | 5140 | 257203 | US EQUT BUFR AUG |
| VANGUARD STAR FDS | 3337 | 251769 | VG TL INTL STK F |
| ISHARES TR | 2096 | 250158 | 3 7 YR TREAS BD |
| ALPHABET INC | 780 | 244756 | CAP STK CL C |
| CATERPILLAR INC | 412 | 236022 | COM |
| SALESFORCE INC | 860 | 227794 | COM |
| SPDR GOLD TR | 552 | 218763 | GOLD SHS |
| NIKE INC | 3394 | 216232 | CL B |
| TAKE-TWO INTERACTIVE SOFTWAR | 790 | 202264 | COM |
| ORCHID IS CAP INC | 10000 | 72000 | COM NEW |
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