My Portfolio Guide, LLC
Clone Performance
May 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
107 tracked positions · as of Mar 31, 2026Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 54.8% | $23,584,265 |
| Technology | 23.3% | $10,028,803 |
| Energy | 3.5% | $1,526,969 |
| Industrials | 3.3% | $1,423,551 |
| Healthcare | 3.0% | $1,303,547 |
| Consumer Defensive | 3.0% | $1,292,500 |
| Financial Services | 2.7% | $1,177,520 |
| Consumer Cyclical | 2.3% | $979,812 |
| Utilities | 1.5% | $638,200 |
| Communication Services | 1.3% | $566,212 |
| Real Estate | 1.2% | $519,887 |
| Basic Materials | 0.0% | $422 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
First | 203,402 | $18,853,331 | 43.80% | |
| AAPL |
Apple Inc.
Technology
|
First | 27,821 | $7,060,691 | 16.40% | |
| OUNZ |
VanEck Merk Gold ETF
|
First | 59,075 | $2,661,328 | 6.18% | |
| COP |
Conocophillips
Energy
|
First | 8,094 | $1,068,408 | 2.48% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
First | 14,034 | $1,053,953 | 2.45% | |
| QCOM |
Qualcomm Inc/De
Technology
|
First | 7,979 | $1,027,535 | 2.39% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
First | 24,194 | $700,416 | 1.63% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,849 | $684,444 | 1.59% | |
| F |
Ford Motor Co
Consumer Cyclical
|
First | 50,844 | $586,739 | 1.36% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 19,887 | $558,426 | 1.30% | |
| R |
Ryder System Inc
Industrials
|
First | 2,708 | $554,354 | 1.29% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 8,362 | $551,808 | 1.28% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
First | 7,515 | $510,719 | 1.19% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 3,074 | $508,255 | 1.18% | |
| NVDA |
Nvidia Corp
Technology
|
First | 2,742 | $478,204 | 1.11% | |
| UBS |
UBS Group AG
Financial Services
|
First | 11,877 | $464,034 | 1.08% | |
| SO |
Southern Co
Utilities
|
First | 4,714 | $454,995 | 1.06% | |
| VRT |
Vertiv Holdings Co
Industrials
|
First | 1,767 | $442,774 | 1.03% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 4,934 | $354,359 | 0.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,232 | $354,174 | 0.82% | |
| CVX |
Chevron Corp
Energy
|
First | 1,488 | $307,867 | 0.72% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 5,356 | $261,105 | 0.61% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,147 | $238,885 | 0.56% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 745 | $230,584 | 0.54% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 221 | $203,269 | 0.47% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
First | 12,673 | $201,247 | 0.47% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 283 | $171,042 | 0.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 263 | $171,039 | 0.40% | |
| OKLO |
Oklo Inc.
Utilities
|
First | 2,981 | $147,827 | 0.34% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 134 | $133,521 | 0.31% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 1,023 | $125,603 | 0.29% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 851 | $124,484 | 0.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 236 | $113,091 | 0.26% | |
| ACHR |
Archer Aviation Inc.
Industrials
|
First | 19,571 | $101,182 | 0.24% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 229 | $85,130 | 0.20% | |
| T |
At&T Inc.
Communication Services
|
First | 2,901 | $84,099 | 0.20% | |
| MSTR |
Strategy Inc
Technology
|
First | 668 | $83,366 | 0.19% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
First | 491 | $83,303 | 0.19% | |
| PANW |
Palo Alto Networks Inc
Technology
|
First | 490 | $78,556 | 0.18% | |
| KTOS |
Kratos Defense & Security Solutions, Inc.
Industrials
|
First | 1,050 | $74,035 | 0.17% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 650 | $62,497 | 0.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 106 | $60,645 | 0.14% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 264 | $57,417 | 0.13% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 173 | $50,889 | 0.12% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 643 | $49,890 | 0.12% | |
| KO |
Coca Cola Co
Consumer Defensive
|
First | 647 | $49,204 | 0.11% | |
| ABT |
Abbott Laboratories
Healthcare
|
First | 419 | $43,018 | 0.10% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
First | 141 | $38,153 | 0.09% | |
| V |
Visa Inc.
Financial Services
|
First | 125 | $37,780 | 0.09% | |
| FMF |
First Trust Managed Futures Strategy Fund
|
First | 740 | $37,458 | 0.09% |
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.