My Personal CFO, LLC

CIK

1916366

Location

VANCOUVER, WA

Portfolio Value

Small $256,179,911

Diversification

Diversified

Filing Date

Global Rank

#5,700 / 8,798 ▼ 128 · as of Jun 2026

Top Industry

Software - Infrastructure 45.4%

Period ended 3 months ago

Filed Jul 22, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.3%

−2.1 pts

Top 5

54.3%

−3.3 pts

Top 10

75.7%

−2.8 pts

HHI

794

Diversified−106

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	75.4%	$193,142,021	21
Technology	19.7%	$50,441,294	9
Financial Services	2.6%	$6,766,333	5
Consumer Cyclical	0.8%	$2,157,238	2
Healthcare	0.8%	$2,046,688	3
Communication Services	0.4%	$902,933	3
Industrials	0.2%	$428,089	1
Energy	0.1%	$295,315	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
DCOR	Dimensional US Core Equity 1 ETF	+64,906	564,552	$25,331,663
VB	Vanguard Morningstar Small-Cap ETF	+23,768	156,933	$46,975,560
VIGI	Vanguard International Dividend Appreciation ETF	+22,722	49,971	$5,910,919
TACN	T. Rowe Price Active Core International Equity ETF	+12,041	183,192	$9,234,708
FNDA	Schwab Fundamental U.S. Small Company ETF	+6,889	96,751	$2,952,240
AMZN	Amazon Com Inc	+6,294	7,817	$1,863,103
EDV	Vanguard World Funds Extended Duration ETF	+5,279	36,179	$5,092,719
MSFT	Microsoft Corp	+3,824	52,047	$19,414,571
VEU	Vanguard FTSE All-World Ex-US ETF	+2,609	27,256	$1,626,910
BIV	Vanguard Intermediate-Term Bond ETF	+538	18,534	$1,394,416
SPY	Spdr S&P 500 ETF Trust	+216	10,008	$7,473,674
QQQ	Invesco Qqq Trust, Series 1	+91	14,401	$10,604,896
VIG	Vanguard Dividend Appreciation ETF	+49	35,832	$3,677,480
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
STGW	Stagwell Inc	−52,965	37,035	$275,170
OKTA	Okta, Inc.	−44,147	67,657	$9,231,797
BAPR	Innovator U.S. Equity Buffer ETF - April	−29,337	508,645	$25,848,858
ACSG	American Century Small Cap Growth Insights ETF	−6,746	110,443	$14,145,539
BNDW	Vanguard Total World Bond ETF	−4,738	10,182	$833,582
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−3,384	6,024	$1,069,125
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−2,998	216,510	$21,472,652
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−2,650	95,911	$4,940,422
AAPL	Apple Inc.	−2,524	40,697	$11,776,083
VEA	Vanguard FTSE Developed Markets ETF	−2,450	8,026	$571,852
BAC	Bank Of America Corp /De/	−1,340	5,346	$304,615
NVDA	Nvidia Corp	−950	12,935	$2,588,164
UNH	Unitedhealth Group Inc	−531	1,223	$508,315
AMD	Advanced Micro Devices Inc	−500	5,391	$3,131,685
AMAT	Applied Materials Inc /De	−100	4,741	$3,427,743
JPM	Jpmorgan Chase & Co	−95	64,814	$3,034,887
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−62	40,884	$3,107,762
META	Meta Platforms, Inc.	−25	369	$207,854
HD	Home Depot, Inc.	−12	834	$294,135
VXUS	Vanguard Total International Stock ETF	−12	3,051	$260,829
GOOGL	Alphabet Inc.	−2	1,175	$419,909
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	1,975	$275,769
TSM	Taiwan Semiconductor Manufacturing Co Ltd	560	$267,439
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $256,179,911 total · filing declares 91 positions · $256,179,409 · as of Jun 30, 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
VB	Vanguard Morningstar Small-Cap ETF	Added	156,933	+23,768	$46,975,560	+11.8%	18.34%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	508,645	-29,337	$25,848,858	+3.0%	10.09%
DCOR	Dimensional US Core Equity 1 ETF	Added	564,552	+64,906	$25,331,663	+23.6%	9.89%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	216,510	-2,998	$21,472,652	—	8.38%
MSFT	Microsoft Corp Technology	Added	52,047	+3,824	$19,414,571	+8.8%	7.58%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	110,443	-6,746	$14,145,539	+8.6%	5.52%
AAPL	Apple Inc. Technology	Reduced	40,697	-2,524	$11,776,083	+7.4%	4.60%
QQQ	Invesco Qqq Trust, Series 1	Added	14,401	+91	$10,604,896	+28.4%	4.14%
TACN	T. Rowe Price Active Core International Equity ETF	Added	183,192	+12,041	$9,234,708	+7.1%	3.60%
OKTA	Okta, Inc. Technology	Reduced	67,657	-44,147	$9,231,797	+4.9%	3.60%
SPY	Spdr S&P 500 ETF Trust	Added	10,008	+216	$7,473,674	+17.4%	2.92%
VIGI	Vanguard International Dividend Appreciation ETF	Added	49,971	+22,722	$5,910,919	+69.2%	2.31%
EDV	Vanguard World Funds Extended Duration ETF	Added	36,179	+5,279	$5,092,719	+7.1%	1.99%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	95,911	-2,650	$4,940,422	+6.1%	1.93%
VIG	Vanguard Dividend Appreciation ETF	Added	35,832	+49	$3,677,480	+9.0%	1.44%
AMAT	Applied Materials Inc /De Technology	Reduced	4,741	-100	$3,427,743	+107.2%	1.34%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,391	-500	$3,131,685	+161.3%	1.22%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	40,884	-62	$3,107,762	+13.4%	1.21%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	64,814	-95	$3,034,887	+2.3%	1.18%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	96,751	+6,889	$2,952,240	+14.3%	1.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	5,730	0	$2,867,234	+4.4%	1.12%
NVDA	Nvidia Corp Technology	Reduced	12,935	-950	$2,588,164	+6.9%	1.01%
AMZN	Amazon Com Inc Consumer Cyclical	Added	7,817	+6,294	$1,863,103	+487.4%	0.73%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	27,256	+2,609	$1,626,910	+22.1%	0.64%
BIV	Vanguard Intermediate-Term Bond ETF	Added	18,534	+538	$1,394,416	+1.4%	0.54%
JNJ	Johnson & Johnson Healthcare	Held	4,221	0	$1,072,007	+3.9%	0.42%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	6,024	-3,384	$1,069,125	+1.8%	0.42%
BNDW	Vanguard Total World Bond ETF	Reduced	10,182	-4,738	$833,582	−20.8%	0.33%
		Held	3,240	0	$616,215	+12.6%	0.24%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	8,026	-2,450	$571,852	−14.8%	0.22%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,223	-531	$508,315	+7.1%	0.20%
A	Agilent Technologies, Inc. Healthcare	Held	3,511	0	$466,366	+16.5%	0.18%
CAT	Caterpillar Inc Industrials	Held	402	0	$428,089	+50.3%	0.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,175	-2	$419,909	+24.1%	0.16%
TER	Teradyne, Inc Technology	Held	678	0	$328,043	+63.2%	0.13%
GS	Goldman Sachs Group Inc Financial Services	Held	309	0	$312,513	+19.5%	0.12%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	5,346	-1,340	$304,615	−6.5%	0.12%
XOM	ExxonMobil Holdings Corp Energy	Held	2,160	0	$295,315	−19.4%	0.12%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	834	-12	$294,135	+5.7%	0.11%
INTC	Intel Corp Technology	NEW	1,975	NEW	$275,769	NEW	0.11%
STGW	Stagwell Inc Communication Services	Reduced	37,035	-52,965	$275,170	−51.4%	0.11%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	560	NEW	$267,439	NEW	0.10%
VXUS	Vanguard Total International Stock ETF	Reduced	3,051	-12	$260,829	+10.4%	0.10%
PLBC	Plumas Bancorp Financial Services	Held	4,228	0	$247,084	+19.7%	0.10%
META	Meta Platforms, Inc. Communication Services	Reduced	369	-25	$207,854	−7.8%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.