My Personal Cfo, LLC Portfolio Holdings

My Personal Cfo, LLC

  • $187 Million
  • Q1 2025

My Personal Cfo, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $187 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $30.1M, Microsoft Corp with a value of $16.8M, American Centy ETF Tr Avantis with a value of $12.8M, Apple Inc. with a value of $12.3M, and Okta, Inc. with a value of $11.2M.

Examining the 13F form we can see an increase of $3.14M in the current position value, from $184M to 187M.

Below you can find more details about My Personal Cfo, LLC portfolio as well as his latest detailed transactions.

Portfolio value $187 Million
ETFs: $128 Million
Technology: $44 Million
Financial Services: $5.74 Million
Communication Services: $5.48 Million
Healthcare: $2.04 Million
Consumer Cyclical: $2.03 Million
Energy: $295,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$30.1 Million 16.08% of portfolio
109,539
Q1 2025 Added 2.96%
$2.92T
$16.8 Million 8.97% of portfolio
44,710
Q1 2025 Added 3.97%
$0
$12.8 Million 6.85% of portfolio
138,761
Q1 2025 Added 2.08%
$3.36T
$12.3 Million 6.59% of portfolio
55,515
Q1 2025 Added 123.46%
$15.7B
$11.2 Million 5.97% of portfolio
106,162
Q1 2025 Reduced 11.22%
$0
$7.03 Million 3.75% of portfolio
14,984
Q1 2025 Reduced 2.55%
$0
$5.81 Million 3.11% of portfolio
10,391
Q1 2025 Added 4.87%
$0
$5.16 Million 2.76% of portfolio
134,207
Q1 2025 Reduced 1.81%
$691B
$4.74 Million 2.53% of portfolio
8,908
Q1 2025 Added 2.72%
$0
$4.66 Million 2.49% of portfolio
9,065
Q1 2025 Added 37.02%
$0
$4.15 Million 2.22% of portfolio
65,379
Q1 2025 Reduced 9.86%
$0
$3.64 Million 1.95% of portfolio
14,088
Q1 2025 Added 0.24%
$0
$3.43 Million 1.83% of portfolio
80,870
Q1 2025 Reduced 2.12%
$737M
$3.36 Million 1.79% of portfolio
555,029
Q4 2024 Reduced 2.19%
$0
$2.93 Million 1.57% of portfolio
21,828
Q1 2025 Added 0.18%
$0
$2.79 Million 1.49% of portfolio
30,826
Q1 2025 Added 0.33%
$0
$2.66 Million 1.42% of portfolio
20,520
Q1 2025 Added 0.17%
$0
$2.53 Million 1.35% of portfolio
55,510
Q1 2025 Added 11.44%
$0
$2.51 Million 1.34% of portfolio
58,020
Q3 2024 Added 23.66%
$0
$2.46 Million 1.32% of portfolio
64,510
Q1 2025 Reduced 3.44%
$0
$2.22 Million 1.19% of portfolio
17,216
Q1 2025 Added 0.3%
$0
$2.19 Million 1.17% of portfolio
55,200
Q4 2024 Added 20.19%
$0
$2.17 Million 1.16% of portfolio
46,495
Q1 2025 Reduced 0.02%
$0
$2.1 Million 1.12% of portfolio
67,259
Q1 2025 Added 22.44%
$0
$2.04 Million 1.09% of portfolio
30,999
Q1 2025 Added 0.64%
$0
$1.84 Million 0.98% of portfolio
3,277
Q1 2025 Added 0.18%
$277B
$1.81 Million 0.97% of portfolio
16,715
Q1 2025 Reduced 5.07%
$0
$1.51 Million 0.81% of portfolio
24,750
Q1 2024 Added 400.0%
$0
$1.5 Million 0.8% of portfolio
12,287
Q1 2025 Added 2.67%
$0
$1.3 Million 0.7% of portfolio
46,557
Q1 2025 Added 8.55%
$1.23T
$1.19 Million 0.64% of portfolio
2,071
Q1 2025 Reduced 23.1%
$0
$1.09 Million 0.58% of portfolio
25,935
Q4 2024 Added 41.72%
$130B
$1.02 Million 0.54% of portfolio
7,031
Q1 2025 Reduced 0.4%
$392B
$943,000 0.5% of portfolio
1,801
Q1 2025 Reduced 1.15%
$0
$926,000 0.49% of portfolio
22,180
Q3 2024 Added 21.67%
$0
$797,000 0.43% of portfolio
20,400
Q3 2024 Reduced 6.85%
$0
$791,000 0.42% of portfolio
17,496
Q1 2025 Reduced 3.03%
$0
$760,000 0.41% of portfolio
14,958
Q1 2025 Added 3.34%
$366B
$724,000 0.39% of portfolio
1,978
Q1 2025 Reduced 0.7%
$0
$715,000 0.38% of portfolio
3,467
Q1 2025 Added 139.76%
$714B
$713,000 0.38% of portfolio
2,910
Q1 2025 Reduced 1.56%
$404B
$692,000 0.37% of portfolio
4,178
Q1 2025 Reduced 0.74%
$2.36B
$672,000 0.36% of portfolio
21,006
Q3 2024 Reduced 7.78%
$156B
$680,000 0.36% of portfolio
6,619
Q1 2025 Reduced 1.66%
$0
$663,000 0.35% of portfolio
9,039
Q1 2025 Reduced 0.48%
$0
$650,000 0.35% of portfolio
2,935
Q1 2025 Added 9.15%
$0
$657,000 0.35% of portfolio
5,140
Q4 2024 Reduced 22.59%
$1.93T
$637,000 0.34% of portfolio
3,351
Q1 2025 Added 1.36%
$0
$579,000 0.31% of portfolio
29,316
Q4 2024 Added 100.31%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $187 Million
  • Prior Value $184 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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