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My Personal CFO, LLC

13F filer · CIK 0001916366
Reported Jul 22, 2026
Net seller this quarter
13F portfolio value$256MU.S. long equity reported on 13F
Positions322 new · 0 closed
Net flow last quarter-$4.64MBuys minus sells
Top 10 positions weight29.9%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 22, 202632 positions
MSFTMicrosoft Corp$19.4M7.58%0.00%+7.9%Q4 2021
AAPLApple Inc.$11.8M4.60%0.00%-5.8%Q4 2021
QQQInvesco QQQ Trust, Series 1$10.6M4.14%Not reported+0.6%Q4 2021
OKTAOkta, Inc.$9.23M3.60%Not reported-39.5%Q4 2021
SPYSPDR S&P 500 ETF Trust$7.47M2.92%Not reported+2.2%Q4 2021
SCZNXG NextGen Infrastructure Income Fund$5.99M2.34%Not reported+2.3%Q4 2021
AMATApplied Materials Inc$3.43M1.34%0.00%-2.1%Q4 2021
AMDAdvanced Micro Devices Inc$3.13M1.22%0.00%-8.5%Q1 2022
BRK.BBerkshire Hathaway Inc$2.87M1.12%Not reportedNot reportedQ4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.65M1.03%Not reported-2.3%Q4 2021
NVDANvidia Corp$2.59M1.01%0.00%-6.8%Q4 2022
AMJBJPMorgan Chase & Co$2.14M0.84%Not reported-0.1%Q4 2025
AMZNAmazon Com Inc$1.86M0.73%0.00%+413.3%Q1 2022
JNJJohnson & Johnson$1.07M0.42%0.00%Not reportedQ4 2021
BOCTBoulder Capital Opportunities II Ltd$1.03M0.40%Not reported-18.3%Q4 2021
JPMJPMorgan Chase & Co$894K0.35%0.00%-2.0%Q4 2021
BSVNBank7 Corp.$586K0.23%0.08%-27.8%Q3 2022
UNHUnitedhealth Group Inc$508K0.20%0.00%-30.3%Q4 2021
AAgilent Technologies, Inc.$466K0.18%0.00%Not reportedQ4 2021
CATCaterpillar Inc$428K0.17%0.00%Not reportedQ4 2022
GOOGLAlphabet Inc.$420K0.16%0.00%-0.2%Q4 2022
TERTeradyne, Inc$328K0.13%0.00%Not reportedQ4 2022
GSGoldman Sachs Group Inc$313K0.12%0.00%Not reportedQ4 2022
BACBank of America Corp$305K0.12%0.00%-20.0%Q4 2021
XOMExxonMobil Holdings Corp$295K0.12%0.00%Not reportedQ3 2022
HDHome Depot, Inc.$294K0.11%0.00%-1.4%Q4 2021
SPMDSupermedia Inc.$286K0.11%Not reportedNot reportedQ4 2021
INTCIntel Corp$276K0.11%0.00%Not reportedQ4 2021
STGWStagwell Inc$275K0.11%0.01%-58.9%Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd$267K0.10%0.00%Not reportedQ4 2022
PLBCPlumas Bancorp$247K0.10%0.06%Not reportedQ1 2026
METAMeta Platforms, Inc.$208K0.08%Not reported-6.4%Q4 2022
Q1 2026Reported Apr 22, 202630 positions
MSFTMicrosoft Corp$17.9M7.82%0.00%+4.1%Q4 2021
AAPLApple Inc.$11M4.80%0.00%-4.4%Q4 2021
OKTAOkta, Inc.$8.8M3.85%Not reported+19.2%Q4 2021
QQQInvesco QQQ Trust, Series 1$8.26M3.62%Not reported-2.6%Q4 2021
SPYSPDR S&P 500 ETF Trust$6.37M2.79%Not reported+1.1%Q4 2021
SCZNXG NextGen Infrastructure Income Fund$5.58M2.44%Not reported+1.9%Q4 2021
BRK.BBerkshire Hathaway Inc$2.75M1.20%Not reported-0.7%Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.54M1.11%Not reportedNot reportedQ4 2021
NVDANvidia Corp$2.42M1.06%0.00%-8.3%Q4 2022
AMJBJPMorgan Chase & Co$2.15M0.94%Not reportedNot reportedQ4 2025
AMATApplied Materials Inc$1.65M0.72%0.00%-17.1%Q4 2021
AMDAdvanced Micro Devices Inc$1.2M0.52%0.00%-3.8%Q1 2022
BOCTBoulder Capital Opportunities II Ltd$1.14M0.50%Not reported-8.5%Q4 2021
JNJJohnson & Johnson$1.03M0.45%0.00%Not reportedQ4 2021
JPMJPMorgan Chase & Co$819K0.36%0.00%-2.6%Q4 2021
BSVNBank7 Corp.$817K0.36%0.11%-4.9%Q3 2022
STGWStagwell Inc$566K0.25%0.04%-84.8%Q3 2022
UNHUnitedhealth Group Inc$475K0.21%0.00%Not reportedQ4 2021
AAgilent Technologies, Inc.$400K0.18%0.00%Not reportedQ4 2021
XOMExxonMobil Holdings Corp$366K0.16%0.00%-0.1%Q3 2022
GOOGLAlphabet Inc.$338K0.15%0.00%-9.5%Q4 2022
BACBank of America Corp$326K0.14%0.00%Not reportedQ4 2021
AMZNAmazon Com Inc$317K0.14%0.00%-22.9%Q1 2022
CATCaterpillar Inc$285K0.12%0.00%-2.4%Q4 2022
HDHome Depot, Inc.$278K0.12%0.00%-20.8%Q4 2021
GSGoldman Sachs Group Inc$261K0.11%0.00%-1.6%Q4 2022
SPMDSupermedia Inc.$250K0.11%Not reportedNot reportedQ4 2021
METAMeta Platforms, Inc.$225K0.10%Not reported-71.8%Q4 2022
PLBCPlumas Bancorp$206K0.09%0.06%NewQ1 2026
TERTeradyne, Inc$201K0.09%0.00%Not reportedQ4 2022
Q4 2025Reported Jan 15, 202635 positions
MSFTMicrosoft Corp$22.4M9.35%0.00%+3530.1%Q4 2021
AAPLApple Inc.$12.3M5.13%0.00%+720.3%Q4 2021
QQQInvesco QQQ Trust, Series 1$9.03M3.77%Not reportedNot reportedQ4 2021
OKTAOkta, Inc.$8.11M3.38%Not reportedNot reportedQ4 2021
SPYSPDR S&P 500 ETF Trust$6.6M2.75%Not reported+732.5%Q4 2021
SCZNXG NextGen Infrastructure Income Fund$5.42M2.26%Not reported+76.0%Q4 2021
BRK.BBerkshire Hathaway Inc$2.9M1.21%Not reportedNot reportedQ4 2021
STGWStagwell Inc$2.89M1.21%0.23%Not reportedQ3 2022
NVDANvidia Corp$2.82M1.18%0.00%+314.3%Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$2.46M1.03%Not reportedNot reportedQ4 2021
AMJBJPMorgan Chase & Co$1.86M0.78%Not reportedNewQ4 2025
AMATApplied Materials Inc$1.5M0.63%0.00%Not reportedQ4 2021
AMDAdvanced Micro Devices Inc$1.31M0.55%0.00%Not reportedQ1 2022
BOCTBoulder Capital Opportunities II Ltd$1.28M0.53%Not reportedNot reportedQ4 2021
JPMJPMorgan Chase & Co$922K0.38%0.00%+60.9%Q4 2021
METAMeta Platforms, Inc.$921K0.38%Not reported+299.7%Q4 2022
JNJJohnson & Johnson$874K0.36%0.00%+41.5%Q4 2021
BSVNBank7 Corp.$863K0.36%0.12%-88.9%Q3 2022
UNHUnitedhealth Group Inc$579K0.24%0.00%-4.2%Q4 2021
AAgilent Technologies, Inc.$478K0.20%0.00%Not reportedQ4 2021
AMZNAmazon Com Inc$456K0.19%0.00%+26.9%Q1 2022
GOOGLAlphabet Inc.$407K0.17%0.00%+32.1%Q4 2022
BACBank of America Corp$368K0.15%0.00%Not reportedQ4 2021
HDHome Depot, Inc.$367K0.15%0.00%Not reportedQ4 2021
AVGOBroadcom Inc.$334K0.14%0.00%+26.8%Q4 2022
GSGoldman Sachs Group Inc$276K0.12%0.00%Not reportedQ4 2022
XOMExxonMobil Holdings Corp$260K0.11%0.00%-21.4%Q3 2022
SPMDSupermedia Inc.$245K0.10%Not reportedNot reportedQ4 2021
GOOGAlphabet Inc.$245K0.10%Not reportedNot reportedQ4 2022
CATCaterpillar Inc$236K0.10%0.00%Not reportedQ4 2022
CRMSalesforce, Inc.$228K0.10%0.00%Not reportedQ4 2022
GLDSPDR Gold Trust$219K0.09%0.00%NewQ4 2025
NKENIKE, Inc.$216K0.09%0.00%Not reportedQ2 2022
TTWOTake Two Interactive Software Inc$202K0.08%0.00%Not reportedQ4 2022
ORCOrchid Island Capital, Inc.$72K0.03%0.01%Not reportedQ1 2025
Q3 2025Reported Oct 21, 202527 positions
BSVNBank7 Corp.$7.81M3.03%1.05%+2203.9%Q3 2022
SCZNXG NextGen Infrastructure Income Fund$3.04M1.18%Not reported-40.2%Q4 2021
AZNAstrazeneca PLC$2.95M1.14%Not reportedNot reportedQ4 2022
AAPLApple Inc.$1.4M0.54%0.00%-90.1%Q4 2021
DFAXGulf Resources, Inc.$1.06M0.41%Not reportedNewQ3 2025
SPYSPDR S&P 500 ETF Trust$775K0.30%Not reported-88.8%Q4 2021
AJGArthur J. Gallagher & Co.$719K0.28%0.00%Not reportedQ4 2022
NVDANvidia Corp$682K0.26%0.00%-77.1%Q4 2022
MSFTMicrosoft Corp$661K0.26%0.00%-96.5%Q4 2021
UNHUnitedhealth Group Inc$632K0.24%0.00%+4.3%Q4 2021
JPMJPMorgan Chase & Co$561K0.22%0.00%-38.9%Q4 2021
JNJJohnson & Johnson$553K0.21%0.00%-28.6%Q4 2021
MRKMerck & Co., Inc.$482K0.19%0.00%Not reportedQ4 2022
PGPROCTER & GAMBLE Co$474K0.18%0.00%Not reportedQ4 2022
AMZNAmazon Com Inc$342K0.13%0.00%-53.6%Q1 2022
XOMExxonMobil Holdings Corp$310K0.12%0.00%+11.8%Q3 2022
CEGConstellation Energy Corp$279K0.11%0.00%Not reportedQ4 2022
CSCOCisco Systems, Inc.$260K0.10%0.00%Not reportedQ4 2022
METAMeta Platforms, Inc.$256K0.10%Not reported-83.1%Q4 2022
AVGOBroadcom Inc.$251K0.10%0.00%-26.4%Q4 2022
BXBlackstone Inc.$248K0.10%0.00%NewQ3 2025
IWSImageware Systems Inc$243K0.09%Not reportedNot reportedQ4 2022
GOOGLAlphabet Inc.$240K0.09%0.00%-25.0%Q4 2022
ITWIllinois Tool Works Inc$234K0.09%0.00%Not reportedQ4 2022
AWIArmstrong World Industries Inc$222K0.09%0.00%NewQ3 2025
IAUIshares Gold Trust$205K0.08%0.00%NewQ3 2025
TMCTMC the metals Co Inc.$127K0.05%0.00%NewQ3 2025
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