Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
My Personal CFO, LLC (CIK 1916366) reported $228.4M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($34.8M, 15.23%), MSFT ($17.9M, 7.82%), AVUS ($13.0M, 5.71%), DFAI ($13.0M, 5.68%), AAPL ($11.0M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $34.8M | 15.23% | 108,406 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $17.9M | 7.82% | 48,223 | Added |
| 3 | AVUS | AMERICAN CENTY ETF TR | $13.0M | 5.71% | 117,189 | Trimmed |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $13.0M | 5.68% | 332,646 | Added |
| 5 | AAPL | APPLE INC | $11.0M | 4.80% | 43,221 | Trimmed |
| 6 | OKTA | OKTA INC | $8.8M | 3.85% | 111,804 | Added |
| 7 | TFLR | T ROWE PRICE ETF INC | $8.6M | 3.77% | 171,151 | Added |
| 8 | QQQ | INVESCO QQQ TR | $8.3M | 3.62% | 14,310 | Trimmed |
| 9 | DFAU | DIMENSIONAL ETF TRUST | $7.5M | 3.30% | 167,000 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $6.4M | 2.79% | 9,792 | Added |
| 11 | SCZ | ISHARES TR | $5.6M | 2.44% | 71,196 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $5.1M | 2.26% | 8,618 | Hold |
| 13 | DVY | ISHARES TR | $4.1M | 1.81% | 27,273 | Added |
| 14 | BAPR | INNOVATOR ETFS TRUST | $3.9M | 1.69% | 78,828 | Trimmed |
| 15 | VDE | VANGUARD WORLD FD | $3.7M | 1.63% | 21,456 | Added |
| 16 | BFEB | INNOVATOR ETFS TRUST | $3.5M | 1.54% | 73,685 | Added |
| 17 | BDEC | INNOVATOR ETFS TRUST | $3.2M | 1.39% | 66,181 | Trimmed |
| 18 | VNQ | VANGUARD INDEX FDS | $3.0M | 1.33% | 34,199 | Added |
| 19 | VO | VANGUARD INDEX FDS | $3.0M | 1.32% | 10,486 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.7M | 1.20% | 5,730 | Trimmed |
| 21 | IQLT | ISHARES TR | $2.7M | 1.17% | 57,749 | Trimmed |
| 22 | VYM | VANGUARD WHITEHALL FDS | $2.5M | 1.11% | 17,165 | Hold |
| 23 | BNOV | INNOVATOR ETFS TRUST | $2.5M | 1.11% | 58,940 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $2.4M | 1.06% | 13,885 | Trimmed |
| 25 | BMAR | INNOVATOR ETFS TRUST | $2.3M | 1.02% | 44,558 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31