My Personal Cfo, LLC Portfolio Holdings

My Personal Cfo, LLC

  • $206 Million
  • Q2 2025

My Personal Cfo, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $206 Million distributed in 92 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 $34.4M, Microsoft Corp with a value of $18.1M, American Centy ETF Tr Avantis with a value of $14M, Apple Inc. with a value of $11.4M, and Okta, Inc. with a value of $11M.

Examining the 13F form we can see an increase of $18.6M in the current position value, from $187M to 206M.

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

Portfolio value $206 Million
ETFs: $145 Million
Technology: $45.8 Million
Financial Services: $5.36 Million
Communication Services: $5.27 Million
Consumer Cyclical: $2.44 Million
Healthcare: $1.6 Million
Energy: $265,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$18.1 Million 8.78% of portfolio
36,318
Q2 2025 Reduced 18.77%
$3.45T
$11.4 Million 5.55% of portfolio
55,709
Q2 2025 Added 0.35%
$14.5B
$11 Million 5.36% of portfolio
110,367
Q2 2025 Added 3.96%
$622B
$3.99 Million 1.94% of portfolio
8,209
Q2 2025 Reduced 7.85%
$416B
$2.52 Million 1.22% of portfolio
15,956
Q2 2025 Reduced 4.54%
$667M
$2.5 Million 1.21% of portfolio
555,029
Q4 2024 Reduced 2.19%
$1.58T
$1.53 Million 0.74% of portfolio
2,068
Q2 2025 Reduced 0.14%
$161B
$1.29 Million 0.63% of portfolio
7,028
Q2 2025 Reduced 0.04%
$4.87B
$987,000 0.48% of portfolio
19,302
Q2 2025 Reduced 8.11%
$250B
$967,000 0.47% of portfolio
6,819
Q2 2025 Added 3.02%
$855B
$843,000 0.41% of portfolio
2,910
Q1 2025 Reduced 1.56%
$2.32T
$735,000 0.36% of portfolio
3,351
Q1 2025 Added 1.36%
$380B
$721,000 0.35% of portfolio
1,967
Q2 2025 Reduced 0.56%
$439B
$638,000 0.31% of portfolio
4,178
Q1 2025 Reduced 0.74%
$267B
$547,000 0.27% of portfolio
1,754
Q2 2025 Reduced 2.61%
$221B
$446,000 0.22% of portfolio
3,602
Q2 2025 Reduced 4.0%
$1.17T
$349,000 0.17% of portfolio
1,969
Q2 2025 Reduced 13.56%
$383B
$314,000 0.15% of portfolio
6,638
Q2 2025 Reduced 2.58%
$113B
$285,000 0.14% of portfolio
1,034
Q2 2025 New
$452B
$265,000 0.13% of portfolio
2,459
Q2 2025 Reduced 1.01%
$1.14T
$231,000 0.11% of portfolio
1,314
Q2 2025 Reduced 2.59%
$264B
$225,000 0.11% of portfolio
827
Q1 2025 Reduced 0.72%
$530B
$219,000 0.11% of portfolio
164
Q2 2025 New
$239B
$215,000 0.1% of portfolio
305
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 568.52%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.41%

Summary

  • Portfolio
  • No. of Stocks 92
  • Current Value $206 Million
  • Prior Value $187 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track My Personal Cfo, LLC Portfolio

Follow My Personal Cfo, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of My Personal Cfo, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Personal Cfo, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email