What does My Personal CFO, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

My Personal CFO, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$35M108K15.2%

MICROSOFT CORP

$18M48K7.8%

AMERICAN CENTY ETF TR

$13M117K5.7%

DIMENSIONAL ETF TRUST

$13M333K5.7%

APPLE INC

$11M43K4.8%

OKTA INC

$9M112K3.9%

T ROWE PRICE ETF INC

$9M171K3.8%

INVESCO QQQ TR

$8M14K3.6%

DIMENSIONAL ETF TRUST

$8M167K3.3%

STATE STR SPDR S&P 500 ETF T

$6M10K2.8%

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