My Personal CFO, LLC
Top Portfolio Positions
23 positions ·
$63,619,236 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
48,223 | $17,850,707 | 28.06% |
| AAPL |
Apple Inc.
Technology
|
43,221 | $10,969,057 | 17.24% |
| OKTA |
Okta, Inc.
Technology
|
111,804 | $8,800,092 | 13.83% |
| QQQ |
Invesco Qqq Trust, Series 1
|
14,310 | $8,259,445 | 12.98% |
| SPY |
Spdr S&P 500 Etf Trust
|
9,792 | $6,368,129 | 10.01% |
| NVDA |
Nvidia Corp
Technology
|
13,885 | $2,421,544 | 3.81% |
| AMAT |
Applied Materials Inc /De
Technology
|
4,841 | $1,654,605 | 2.60% |
| AMD |
Advanced Micro Devices Inc
Technology
|
5,891 | $1,198,406 | 1.88% |
| JNJ |
Johnson & Johnson
Healthcare
|
4,221 | $1,031,781 | 1.62% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,785 | $819,235 | 1.29% |
Holdings in PLBC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $206,410 | 4,228 | Shares | Sole | 2026-04-22 | |
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