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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.4 Million 16.71% of portfolio
113,104
Q2 2025 Added 3.25%
$0
$14 Million 6.81% of portfolio
138,935
Q2 2025 Added 0.13%
$0
$8.53 Million 4.15% of portfolio
15,469
Q2 2025 Added 3.24%
$0
$6.77 Million 3.29% of portfolio
159,831
Q2 2025 Added 19.09%
$0
$6.42 Million 3.12% of portfolio
10,395
Q2 2025 Added 0.04%
$0
$4.89 Million 2.38% of portfolio
8,615
Q2 2025 Reduced 4.96%
$0
$4.82 Million 2.34% of portfolio
66,347
Q2 2025 Added 1.48%
$0
$4.2 Million 2.04% of portfolio
121,421
Q2 2025 Added 80.53%
$0
$4.15 Million 2.02% of portfolio
91,870
Q2 2025 Added 13.6%
$0
$3.9 Million 1.9% of portfolio
13,935
Q2 2025 Reduced 1.09%
$0
$3.02 Million 1.47% of portfolio
27,557
Q2 2025 Added 0.01%
$0
$3.02 Million 1.47% of portfolio
33,953
Q2 2025 Added 10.14%
$0
$2.91 Million 1.41% of portfolio
21,874
Q2 2025 Added 0.21%
$0
$2.85 Million 1.38% of portfolio
60,420
Q2 2025 Added 4.14%
$0
$2.76 Million 1.34% of portfolio
23,078
Q2 2025 Added 12.47%
$0
$2.65 Million 1.29% of portfolio
64,510
Q1 2025 Reduced 3.44%
$0
$2.43 Million 1.18% of portfolio
49,490
Q2 2025 Reduced 10.84%
$0
$2.33 Million 1.13% of portfolio
46,463
Q2 2025 Reduced 0.07%
$0
$2.29 Million 1.11% of portfolio
17,165
Q2 2025 Reduced 0.3%
$0
$2.25 Million 1.1% of portfolio
30,999
Q1 2025 Added 0.64%
$0
$2.03 Million 0.99% of portfolio
3,275
Q2 2025 Reduced 0.06%
$0
$1.66 Million 0.81% of portfolio
12,287
Q1 2025 Added 2.67%
$0
$1.59 Million 0.77% of portfolio
60,158
Q2 2025 Added 29.21%
$0
$1.4 Million 0.68% of portfolio
24,750
Q1 2024 Added 400.0%
$0
$1.18 Million 0.57% of portfolio
25,935
Q4 2024 Added 41.72%
$0
$1.14 Million 0.55% of portfolio
23,018
Q2 2025 Added 31.56%
$0
$1 Million 0.49% of portfolio
22,180
Q3 2024 Added 21.67%
$0
$855,000 0.42% of portfolio
15,003
Q2 2025 Added 0.3%
$0
$804,000 0.39% of portfolio
20,580
Q2 2025 Added 0.88%
$0
$686,000 0.33% of portfolio
2,897
Q2 2025 Reduced 1.29%
$0
$650,000 0.32% of portfolio
5,140
Q4 2024 Reduced 22.59%
$0
$666,000 0.32% of portfolio
9,048
Q2 2025 Added 0.1%
$0
$648,000 0.31% of portfolio
29,330
Q2 2025 Added 0.05%
$0
$624,000 0.3% of portfolio
2,467
Q2 2025 Reduced 28.84%
$0
$600,000 0.29% of portfolio
25,220
Q2 2025 Added 0.07%
$0
$571,000 0.28% of portfolio
13,550
Q2 2025 New
$0
$525,000 0.26% of portfolio
5,718
Q2 2025 Added 0.05%
$0
$504,000 0.24% of portfolio
761
Q2 2025 Added 0.13%
$0
$449,000 0.22% of portfolio
10,205
Q1 2025 Reduced 0.39%
$0
$448,000 0.22% of portfolio
3,326
Q2 2025 Added 0.21%
$0
$442,000 0.21% of portfolio
7,140
Q3 2024 Reduced 0.56%
$0
$412,000 0.2% of portfolio
12,731
Q1 2025 Reduced 7.28%
$0
$396,000 0.19% of portfolio
1,391
Q1 2025 Added 0.14%
$0
$399,000 0.19% of portfolio
3,659
Q2 2025 Added 0.05%
$0
$380,000 0.18% of portfolio
2,800
Q1 2023 Added 139,900.0%
$0
$338,000 0.16% of portfolio
4,298
Q2 2025 Reduced 4.21%
$0
$307,000 0.15% of portfolio
5,236
Q3 2024 New
$0
$304,000 0.15% of portfolio
5,682
Q2 2025 Added 0.25%
$0
$300,000 0.15% of portfolio
1,543
Q2 2025 Reduced 2.28%

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
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