13F Insight
DOSSIER · 13F-HR · Q2 2026

My Personal CFO, LLC

$256M in tracked AUM across 91 positions as of Q2 2026.

MP
CIK 0001916366 · last filed Jun 30, 2026
Total AUM
$256M
as of Q2 2026
Holdings
91
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

My Personal CFO, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$40M107K15.5%02
MSFT
MICROSOFT CORP
$19M52K7.6%03
DFAI
DIMENSIONAL ETF TRUST
$16M387K6.2%04
AVUS
AMERICAN CENTY ETF TR
$14M110K5.5%05
AAPL
APPLE INC
$12M41K4.6%06
QQQ
INVESCO QQQ TR
$11M14K4.1%07
TFLR
T ROWE PRICE EXCHANGE-TRADED
$9M183K3.6%08
OKTA
OKTA INC
$9M68K3.6%09
DFAU
DIMENSIONAL ETF TRUST
$9M172K3.5%10
SPY
STATE STR SPDR S&P 500 ETF T
$7M10K2.9%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$124M▼ 2.7%
83 positionsLocked
Showing 12 of 19