My Personal CFO, LLC

CIK

1916366

Location

VANCOUVER, WA

Portfolio Value

Micro $66,365,052

Diversification

Diversified

Filing Date

Global Rank

#6,078 / 8,232 ▲ 46

Top Industry

Software - Infrastructure 51.5%

3Y Alpha vs SPY

-2.4%

Period ended 2 months ago

Filed Apr 22, 2026 · 52d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+66.9%

SPY

+76.5%

Annualised alpha

-2.3%

Max drawdown

−17.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

26.9%

−2.1 pts

Top 5

78.7%

+3.1 pts

Top 10

92.4%

+2.0 pts

HHI

1,467

Diversified−1

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	64.9%	$43,095,410	7
Unclassified	22.0%	$14,627,574	2
Financial Services	6.6%	$4,358,813	5
Healthcare	2.9%	$1,906,578	3
Communication Services	1.7%	$1,129,977	3
Consumer Cyclical	0.9%	$595,435	2
Energy	0.6%	$366,465	1
Industrials	0.4%	$284,800	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
OKTA	Okta, Inc.	+17,999	111,804	$8,800,092
MSFT	Microsoft Corp	+1,903	48,223	$17,850,707
SPY	Spdr S&P 500 ETF Trust	+110	9,792	$6,368,129
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
STGW	Stagwell Inc	−500,882	90,000	$566,100
AAPL	Apple Inc.	−1,979	43,221	$10,969,057
NVDA	Nvidia Corp	−1,250	13,885	$2,421,544
META	Meta Platforms, Inc.	−1,001	394	$225,419
AMAT	Applied Materials Inc /De	−1,000	4,841	$1,654,605
AMZN	Amazon Com Inc	−452	1,523	$317,195
QQQ	Invesco Qqq Trust, Series 1	−384	14,310	$8,259,445
AMD	Advanced Micro Devices Inc	−235	5,891	$1,198,406
HD	Home Depot, Inc.	−222	846	$278,240
GOOGL	Alphabet Inc.	−124	1,177	$338,458
JPM	Jpmorgan Chase & Co	−75	2,785	$819,235
BRK-B	Berkshire Hathaway Inc	−40	5,730	$2,745,816
CAT	Caterpillar Inc	−10	402	$284,800
GS	Goldman Sachs Group Inc	−5	309	$261,410
XOM	Exxon Mobil Corp	−1	2,160	$366,465
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
PLBC	Plumas Bancorp	4,228	$206,410
TER	Teradyne, Inc	678	$200,999
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AVGO	Broadcom Inc.	965	$333,986
CRM	Salesforce, Inc.	860	$227,822
GLD	Spdr Gold Trust	552	$218,763
NKE	NIKE, Inc.	3,394	$216,231
TTWO	Take Two Interactive Software Inc	790	$202,263
ORC	Orchid Island Capital, Inc.	10,000	$72,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 positions · $66,365,052 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Added	48,223	+1,903	$17,850,707	−20.3%	26.90%
AAPL	Apple Inc. Technology	Reduced	43,221	-1,979	$10,969,057	−10.7%	16.53%
OKTA	Okta, Inc. Technology	Added	111,804	+17,999	$8,800,092	+8.5%	13.26%
QQQ	Invesco Qqq Trust, Series 1	Reduced	14,310	-384	$8,259,445	−8.5%	12.45%
SPY	Spdr S&P 500 ETF Trust	Added	9,792	+110	$6,368,129	−3.5%	9.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,730	-40	$2,745,816	−5.3%	4.14%
NVDA	Nvidia Corp Technology	Reduced	13,885	-1,250	$2,421,544	−14.2%	3.65%
AMAT	Applied Materials Inc /De Technology	Reduced	4,841	-1,000	$1,654,605	+10.2%	2.49%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,891	-235	$1,198,406	−8.7%	1.81%
JNJ	Johnson & Johnson Healthcare	Held	4,221	0	$1,031,781	+18.1%	1.55%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,785	-75	$819,235	−11.1%	1.23%
STGW	Stagwell Inc Communication Services	Reduced	90,000	-500,882	$566,100	−80.4%	0.85%
UNH	Unitedhealth Group Inc Healthcare	Held	1,754	0	$474,614	−18.0%	0.72%
A	Agilent Technologies, Inc. Healthcare	Held	3,511	0	$400,183	−16.2%	0.60%
XOM	Exxon Mobil Corp Energy	Reduced	2,160	-1	$366,465	+40.9%	0.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,177	-124	$338,458	−16.9%	0.51%
BAC	Bank Of America Corp /De/ Financial Services	Held	6,686	0	$325,942	−11.4%	0.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,523	-452	$317,195	−30.4%	0.48%
CAT	Caterpillar Inc Industrials	Reduced	402	-10	$284,800	+20.7%	0.43%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	846	-222	$278,240	−24.3%	0.42%
GS	Goldman Sachs Group Inc Financial Services	Reduced	309	-5	$261,410	−5.3%	0.39%
META	Meta Platforms, Inc. Communication Services	Reduced	394	-1,001	$225,419	−75.5%	0.34%
PLBC	Plumas Bancorp Financial Services	NEW	4,228	NEW	$206,410	NEW	0.31%
TER	Teradyne, Inc Technology	NEW	678	NEW	$200,999	NEW	0.30%