My Personal CFO, LLC
Top Portfolio Positions
24 positions ·
$66,365,052 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
48,223 | $17,850,707 | 26.90% | |
| AAPL |
Apple Inc.
Technology
|
43,221 | $10,969,057 | 16.53% | |
| OKTA |
Okta, Inc.
Technology
|
111,804 | $8,800,092 | 13.26% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
14,310 | $8,259,445 | 12.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,792 | $6,368,129 | 9.60% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,730 | $2,745,816 | 4.14% | |
| NVDA |
Nvidia Corp
Technology
|
13,885 | $2,421,544 | 3.65% | |
| AMAT |
Applied Materials Inc /De
Technology
|
4,841 | $1,654,605 | 2.49% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
5,891 | $1,198,406 | 1.81% | |
| JNJ |
Johnson & Johnson
Healthcare
|
4,221 | $1,031,781 | 1.55% |
Portfolio Trend
18 quarters · across all stocks
Holdings in STGW
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $566,100 | 90,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,889,412 | 590,882 | Shares | Sole | 2026-01-15 | |
| 2025-06-30 | $2,497,630 | 555,029 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,357,925 | 555,029 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,652,090 | 555,029 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $3,983,428 | 567,440 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $9,203,180 | 1,349,440 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $8,651,068 | 1,390,847 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $8,840,707 | 1,333,440 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $2,466,635 | 525,935 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,880,701 | 676,935 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $4,509,460 | 607,744 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $9,532,312 | 1,534,994 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $10,315,996 | 1,484,316 | Shares | Sole | 2022-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||