Filed: 4/22/2026ACC: 0001754960-26-000293
📋 What this filing means
MY PERSONAL CFO, LLC filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $228.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$228.36M
Total AUM (reported)
2.53M
Total Shares
Allocation by class
COM$39.06M17.1%
TOTAL STK MKT$34.78M15.2%
US EQT ETF$13.03M5.7%
INTL CORE EQT MK$12.96M5.7%
CL A$9.03M4.0%
FLOATING RATE$8.62M3.8%
UNIT SER 1$8.26M3.6%
Portfolio Concentration
Top 3$65.66M28.8%
4–10$63.51M27.8%
11–25$50.43M22.1%
Rest$48.77M21.4%
Top 3 weight
28.8%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 2.53M
Sole
Full voting authority
2.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
VANGUARD INDEX FDS
SOLEShares108.41K
TypeSH
Market value$34.78M
15.23%
Sole
108.41K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares48.22K
TypeSH
Market value$17.85M
7.82%
Sole
48.22K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares117.19K
TypeSH
Market value$13.03M
5.71%
Sole
117.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares332.65K
TypeSH
Market value$12.96M
5.68%
Sole
332.65K
Shared
0.00
None
0.00
APPLE INC
SOLEShares43.22K
TypeSH
Market value$10.97M
4.80%
Sole
43.22K
Shared
0.00
None
0.00
OKTA INC
SOLEShares111.80K
TypeSH
Market value$8.80M
3.85%
Sole
111.80K
Shared
0.00
None
0.00
T ROWE PRICE ETF INC
SOLEShares171.15K
TypeSH
Market value$8.62M
3.77%
Sole
171.15K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares14.31K
TypeSH
Market value$8.26M
3.62%
Sole
14.31K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares167K
TypeSH
Market value$7.54M
3.30%
Sole
167K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares9.79K
TypeSH
Market value$6.37M
2.79%
Sole
9.79K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares71.20K
TypeSH
Market value$5.58M
2.44%
Sole
71.20K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.62K
TypeSH
Market value$5.15M
2.26%
Sole
8.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.27K
TypeSH
Market value$4.13M
1.81%
Sole
27.27K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares78.83K
TypeSH
Market value$3.86M
1.69%
Sole
78.83K
Shared
0.00
None
0.00
VANGUARD WORLD FD
SOLEShares21.46K
TypeSH
Market value$3.71M
1.63%
Sole
21.46K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares73.69K
TypeSH
Market value$3.51M
1.54%
Sole
73.69K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares66.18K
TypeSH
Market value$3.18M
1.39%
Sole
66.18K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares34.20K
TypeSH
Market value$3.03M
1.33%
Sole
34.20K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.49K
TypeSH
Market value$3.01M
1.32%
Sole
10.49K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.73K
TypeSH
Market value$2.75M
1.20%
Sole
5.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares57.75K
TypeSH
Market value$2.67M
1.17%
Sole
57.75K
Shared
0.00
None
0.00
VANGUARD WHITEHALL FDS
SOLEShares17.16K
TypeSH
Market value$2.54M
1.11%
Sole
17.16K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares58.94K
TypeSH
Market value$2.54M
1.11%
Sole
58.94K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares13.88K
TypeSH
Market value$2.42M
1.06%
Sole
13.88K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares44.56K
TypeSH
Market value$2.34M
1.02%
Sole
44.56K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 108.41K | SH | $34.78M 15.23% | 108.41K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 48.22K | SH | $17.85M 7.82% | 48.22K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 117.19K | SH | $13.03M 5.71% | 117.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 332.65K | SH | $12.96M 5.68% | 332.65K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 43.22K | SH | $10.97M 4.80% | 43.22K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 111.80K | SH | $8.80M 3.85% | 111.80K | 0.00 | 0.00 |
T ROWE PRICE ETF INCSOLE | FLOATING RATE | 171.15K | SH | $8.62M 3.77% | 171.15K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 14.31K | SH | $8.26M 3.62% | 14.31K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 167K | SH | $7.54M 3.30% | 167K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 9.79K | SH | $6.37M 2.79% | 9.79K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE SML CP ETF | 71.20K | SH | $5.58M 2.44% | 71.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.62K | SH | $5.15M 2.26% | 8.62K | 0.00 | 0.00 |
ISHARES TRSOLE | SELECT DIVID ETF | 27.27K | SH | $4.13M 1.81% | 27.27K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQT BUFR APR | 78.83K | SH | $3.86M 1.69% | 78.83K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | ENERGY ETF | 21.46K | SH | $3.71M 1.63% | 21.46K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR FEB | 73.69K | SH | $3.51M 1.54% | 73.69K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUF DEC | 66.18K | SH | $3.18M 1.39% | 66.18K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 34.20K | SH | $3.03M 1.33% | 34.20K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.49K | SH | $3.01M 1.32% | 10.49K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.73K | SH | $2.75M 1.20% | 5.73K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INTL QUALTY | 57.75K | SH | $2.67M 1.17% | 57.75K | 0.00 | 0.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 17.16K | SH | $2.54M 1.11% | 17.16K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUF NOV | 58.94K | SH | $2.54M 1.11% | 58.94K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 13.88K | SH | $2.42M 1.06% | 13.88K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR MAR | 44.56K | SH | $2.34M 1.02% | 44.56K | 0.00 | 0.00 |
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