My Portfolio Guide, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 86.0%; sector active share 76.1% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
166 tracked positions · as of Mar 31, 2026Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 89.2% | $161,341,504 |
| Technology | 5.5% | $10,028,803 |
| Energy | 0.8% | $1,526,969 |
| Industrials | 0.8% | $1,423,551 |
| Healthcare | 0.7% | $1,303,547 |
| Consumer Defensive | 0.7% | $1,292,500 |
| Financial Services | 0.7% | $1,186,311 |
| Consumer Cyclical | 0.5% | $979,812 |
| Utilities | 0.4% | $638,200 |
| Communication Services | 0.3% | $566,212 |
| Real Estate | 0.3% | $519,887 |
| Basic Materials | 0.0% | $422 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPAB |
State Street(R) SPDR(R) Portfolio Aggregate Bond ETF
|
First | 1,148,667 | $29,428,848 | 16.28% | |
| GLDM |
World Gold Trust
|
First | 203,402 | $18,853,331 | 10.43% | |
|
|
First | 336,521 | $16,260,694 | 8.99% | ||
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
First | 189,081 | $14,472,259 | 8.00% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
First | 198,060 | $11,729,113 | 6.49% | |
| FTGC |
First Trust Global Tactical Commodity Strategy Fund
|
First | 401,156 | $11,517,188 | 6.37% | |
| EFG |
iShares MSCI EAFE Growth ETF
|
First | 100,918 | $11,239,237 | 6.22% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
First | 189,600 | $8,894,136 | 4.92% | |
| SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
|
First | 208,576 | $8,224,151 | 4.55% | |
| AAPL |
Apple Inc.
Technology
|
First | 27,821 | $7,060,691 | 3.91% | |
| UCON |
First Trust Smith Unconstrained Bond ETF
|
First | 238,296 | $5,902,591 | 3.26% | |
| SPIB |
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF
|
First | 137,866 | $4,624,025 | 2.56% | |
| SPTL |
State Street(R) SPDR(R) Portfolio Long Term Treasury ETF
|
First | 139,530 | $3,669,639 | 2.03% | |
| EPOL |
iShares MSCI Poland ETF
|
First | 77,579 | $2,824,651 | 1.56% | |
| OUNZ |
VanEck Merk Gold ETF
|
First | 59,075 | $2,661,328 | 1.47% | |
| USRT |
iShares Core U.S. REIT ETF
|
First | 42,157 | $2,495,272 | 1.38% | |
| RDVY |
First Trust Rising Dividend Achievers ETF
|
First | 36,285 | $2,477,539 | 1.37% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
First | 26,544 | $2,196,516 | 1.21% | |
| COP |
Conocophillips
Energy
|
First | 8,094 | $1,068,408 | 0.59% | |
| VEU |
Vanguard International Equity Index Funds
|
First | 14,034 | $1,053,953 | 0.58% | |
| QCOM |
Qualcomm Inc
Technology
|
First | 7,979 | $1,027,535 | 0.57% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
First | 24,194 | $700,416 | 0.39% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,849 | $684,444 | 0.38% | |
| F |
Ford Motor Co
Consumer Cyclical
|
First | 50,844 | $586,739 | 0.32% | |
| CMF |
iShares California Muni Bond ETF
|
First | 9,917 | $563,880 | 0.31% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 19,887 | $558,426 | 0.31% | |
| R |
Ryder System Inc
Industrials
|
First | 2,708 | $554,354 | 0.31% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
First | 8,362 | $551,808 | 0.31% | |
| WPC |
W. P. Carey Inc.
Real Estate
|
First | 7,515 | $510,719 | 0.28% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 3,074 | $508,255 | 0.28% | |
| NVDA |
Nvidia Corp
Technology
|
First | 2,742 | $478,204 | 0.26% | |
| UBS |
UBS Group AG
Financial Services
|
First | 11,877 | $464,034 | 0.26% | |
| SO |
Southern Co
Utilities
|
First | 4,714 | $454,995 | 0.25% | |
| VRT |
Vertiv Holdings Co
Industrials
|
First | 1,767 | $442,774 | 0.24% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
First | 4,934 | $354,359 | 0.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 1,091 | $313,727 | 0.17% | |
| CVX |
Chevron Corp
Energy
|
First | 1,488 | $307,867 | 0.17% | |
| BAC |
Bank Of America Corp
Financial Services
|
First | 5,356 | $261,105 | 0.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 1,147 | $238,885 | 0.13% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 745 | $230,584 | 0.13% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 221 | $203,269 | 0.11% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
First | 12,673 | $201,247 | 0.11% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
First | 586 | $187,994 | 0.10% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 283 | $171,042 | 0.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 263 | $171,039 | 0.09% | |
| OKLO |
Oklo Inc.
Utilities
|
First | 2,981 | $147,827 | 0.08% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
First | 134 | $133,521 | 0.07% | |
| ANET |
Arista Networks, Inc.
Technology
|
First | 1,023 | $125,603 | 0.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 851 | $124,484 | 0.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 236 | $113,091 | 0.06% |
Showing the top 50 of 166 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.