My Personal Cfo, LLC Portfolio Holdings

My Personal Cfo, LLC

  • $253 Million
  • Q3 2025

My Personal Cfo, LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $253 Million distributed in 94 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 $25.6M, Vanguard Intermediate Term Cor with a value of $20.9M, Ishares Core S&P 500 ETF with a value of $13.6M, Vanguard Sht Term Corp Bd ETF with a value of $13.3M, and Dimensional ETF Tr U S Core Eq with a value of $12.6M.

Examining the 13F form we can see an increase of $47.5M in the current position value, from $206M to 253M.

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

Portfolio value $253 Million
ETFs: $240 Million
Healthcare: $4.61 Million
Technology: $3.26 Million
Financial Services: $1.53 Million
Communication Services: $495,000
Consumer Defensive: $473,000
Industrials: $456,000
Consumer Cyclical: $341,000
Other: $714,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $253 Million
  • Prior Value $206 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 67 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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