13F Insight
DOSSIER · 13F-HR · Q3 2026

My Personal CFO, LLC

$279M in tracked AUM across 94 positions as of Q3 2026.

MP
CIK 0001916366 · last filed Sep 30, 2026
Total AUM
$279M
as of Q3 2026
Holdings
94
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

My Personal CFO, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$43M115K15.4%02
MSFT
MICROSOFT CORP
$21M42K7.7%03
DFAI
DIMENSIONAL ETF TRUST
$19M459K6.8%04
AVUS
AMERICAN CENTY ETF TR
$14M113K5.2%05
AAPL
APPLE INC
$14M41K4.9%06
OKTA
OKTA INC
$12M58K4.3%07
QQQ
INVESCO QQQ TR
$11M15K3.9%08
DFAU
DIMENSIONAL ETF TRUST
$10M194K3.6%09
TFLR
T ROWE PRICE EXCHANGE-TRADED
$10M195K3.5%10
SPY
STATE STR SPDR S&P 500 ETF T
$8M10K2.8%

Filing history

2026Q3Sep 30
$279M▲ 8.8%
94 positionsView →2026Q2Jun 30
$256M▲ 12.2%
91 positionsView →2026Q1Mar 31
$228M▼ 4.7%
88 positionsView →2025Q4Dec 31
$240M▼ 7.2%
93 positionsView →2025Q3Sep 30
$258M▲ 17.4%
94 positionsLocked2025Q2Jun 30
$220M▲ 10.8%
92 positionsLocked2025Q1Mar 31
$199M▲ 1.8%
87 positionsLocked2024Q4Dec 31
$195M▲ 6.9%
88 positionsLocked2024Q3Sep 30
$182M▼ 2.6%
88 positionsLocked2024Q2Jun 30
$187M▲ 8.0%
101 positionsLocked2024Q1Mar 31
$174M▲ 13.0%
97 positionsLocked2023Q4Dec 31
$154M▲ 24.0%
90 positionsLocked
Showing 12 of 20