My Personal Cfo, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001916366

Type: FundHoldings: 87Value: $198.5MLatest: 2025Q1

My Personal CFO, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 87 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "A",
  "VONG",
  "GOOGL",
  "VDE",
  null,
  null,
  "HD",
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  "IJH",
  null,
  "MSFT",
  "EFG",
  "VGSH",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  null,
  "SPLG",
  "STGW",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  null,
  "VIG",
  null,
  null,
  "VYM",
  "AMD",
  "SDY",
  "IWR",
  "AMZN",
  "SCHB",
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "VOOG",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "W",
  "ORC",
  "SCHD",
  "DVY",
  "SCHF",
  "OKTA",
  "CRM",
  "BAC",
  "BRK-B",
  null,
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 87
Total Value: 198516029
Accession Number: 0001754960-25-000247
Form Type: 13F-HR
CIK: my-personal-cfo
Manager Name: My-Personal-Cfo

Data Enrichment

67% identified

58 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

87 positions • $198.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:109.5K

Value:$30.1M

% of Portfolio:15.2% ($30.1M/$198.5M)

MICROSOFT CORP

MSFT|594918104

Shares:44.7K

Value:$16.8M

% of Portfolio:8.5% ($16.8M/$198.5M)

025072885

Shares:138.8K

Value:$12.8M

% of Portfolio:6.5% ($12.8M/$198.5M)

Apple Inc.

AAPL|037833100

Shares:55.5K

Value:$12.3M

% of Portfolio:6.2% ($12.3M/$198.5M)

Okta, Inc.

OKTA|679295105

Shares:106.2K

Value:$11.2M

% of Portfolio:5.6% ($11.2M/$198.5M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:15.0K

Value:$7.0M

% of Portfolio:3.5% ($7.0M/$198.5M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:10.4K

Value:$5.8M

% of Portfolio:2.9% ($5.8M/$198.5M)

25434V104

Shares:134.2K

Value:$5.2M

% of Portfolio:2.6% ($5.2M/$198.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.9K

Value:$4.7M

% of Portfolio:2.4% ($4.7M/$198.5M)

922908363

VOO|922908363

Shares:9.1K

Value:$4.7M

% of Portfolio:2.3% ($4.7M/$198.5M)

464288273

Shares:65.4K

Value:$4.2M

% of Portfolio:2.1% ($4.2M/$198.5M)

922908629

VO|922908629

Shares:14.1K

Value:$3.6M

% of Portfolio:1.8% ($3.6M/$198.5M)

45782C888

Shares:80.9K

Value:$3.4M

% of Portfolio:1.7% ($3.4M/$198.5M)

Stagwell Inc

STGW|85256A109

Shares:555.0K

Value:$3.4M

% of Portfolio:1.7% ($3.4M/$198.5M)

45782C433

Shares:76.6K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$198.5M)

45782C557

Shares:74.3K

Value:$3.1M

% of Portfolio:1.6% ($3.1M/$198.5M)

464287168

DVY|464287168

Shares:21.8K

Value:$2.9M

% of Portfolio:1.5% ($2.9M/$198.5M)

922908553

VNQ|922908553

Shares:30.8K

Value:$2.8M

% of Portfolio:1.4% ($2.8M/$198.5M)

921910733

ESGV|921910733

Shares:27.6K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$198.5M)

92204A306

VDE|92204A306

Shares:20.5K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$198.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	109.5K	QoQ +2.95% (-3.1K) YoY +32.67% (+27.0K)	All Managers (Combined)	$30.1M	15.2% ($30.1M/$198.5M)	QoQ -2.36% (-$727.8K) YoY +40.30% (+$8.6M)
MICROSOFT CORP(MSFTcusip594918104)	44.7K	QoQ +3.96% (-1.7K) YoY +60.79% (+16.9K)	All Managers (Combined)	$16.8M	8.5% ($16.8M/$198.5M)	QoQ -7.40% (-$1.3M) YoY +43.47% (+$5.1M)
(cusip025072885)✕	138.8K	QoQ +2.08% (-2.8K) YoY +38.27% (+38.4K)	All Managers (Combined)	$12.8M	6.5% ($12.8M/$198.5M)	QoQ -2.70% (-$357.0K) YoY +42.72% (+$3.8M)
Apple Inc.(AAPLcusip037833100)	55.5K	QoQ +123.46% (+30.7K) YoY +99.52% (+27.7K)	All Managers (Combined)	$12.3M	6.2% ($12.3M/$198.5M)	QoQ +98.21% (+$6.1M) YoY +158.46% (+$7.6M)
Okta, Inc.(OKTAcusip679295105)	106.2K	QoQ -11.22% (-13.4K) YoY -11.26% (-13.5K)	All Managers (Combined)	$11.2M	5.6% ($11.2M/$198.5M)	QoQ +18.54% (-$1.7M) YoY -10.75% (-$1.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	15.0K	QoQ -2.54% (-392) YoY -0.13% (-20)	All Managers (Combined)	$7.0M	3.5% ($7.0M/$198.5M)	QoQ -10.61% (-$834.4K) YoY +5.46% (-$364.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	10.4K	QoQ +4.87% (+483) YoY +20.68% (+1.8K)	All Managers (Combined)	$5.8M	2.9% ($5.8M/$198.5M)	QoQ +0.09% (+$5.6K) YoY +29.07% (+$1.3M)
(cusip25434V104)✕	134.2K	QoQ -1.80% (-2.5K) YoY +15.43% (+17.9K)	All Managers (Combined)	$5.2M	2.6% ($5.2M/$198.5M)	QoQ -6.78% (-$375.3K) YoY +21.43% (+$910.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.9K	QoQ +2.72% (+236) YoY +2.16% (+189)	All Managers (Combined)	$4.7M	2.4% ($4.7M/$198.5M)	QoQ +20.69% (+$813.4K) YoY +29.39% (+$1.1M)
(VOOcusip922908363)	9.1K	QoQ +37.01% (+2.4K) YoY +312.60% (+6.9K)	All Managers (Combined)	$4.7M	2.3% ($4.7M/$198.5M)	QoQ +30.68% (+$1.1M) YoY +341.12% (+$3.6M)
(cusip464288273)✕	65.4K	QoQ -9.86% (-7.2K) YoY +2.84% (+1.8K)	All Managers (Combined)	$4.2M	2.1% ($4.2M/$198.5M)	QoQ -5.74% (-$252.9K) YoY +3.17% (+$127.6K)
(VOcusip922908629)	14.1K	QoQ +0.24% (-34) YoY +40.58% (+4.1K)	All Managers (Combined)	$3.6M	1.8% ($3.6M/$198.5M)	QoQ -1.84% (-$68.6K) YoY +45.51% (+$1.1M)
(cusip45782C888)✕	80.9K	QoQ -2.11% (-1.8K) YoY +36.14% (+21.5K)	All Managers (Combined)	$3.4M	1.7% ($3.4M/$198.5M)	QoQ -6.18% (-$226.3K) YoY +44.40% (+$1.1M)
Stagwell Inc(STGWcusip85256A109)	555.0K	QoQ 0.00% (-0) YoY -60.09% (-835.8K)	All Managers (Combined)	$3.4M	1.7% ($3.4M/$198.5M)	QoQ -8.05% (-$294.2K) YoY -61.18% (-$5.3M)
(cusip45782C433)✕	76.6K	QoQ +3.37% (-2.5K) YoY +1.99% (+1.5K)	All Managers (Combined)	$3.2M	1.6% ($3.2M/$198.5M)	QoQ -0.32% (-$10.4K) YoY +7.83% (+$231.3K)
(cusip45782C557)✕	74.3K	QoQ 0.00% (-5) YoY +6.67% (+4.7K)	All Managers (Combined)	$3.1M	1.6% ($3.1M/$198.5M)	QoQ -2.91% (-$93.4K) YoY +9.96% (+$281.9K)
(DVYcusip464287168)	21.8K	QoQ +0.17% (+39) YoY +0.98% (+212)	All Managers (Combined)	$2.9M	1.5% ($2.9M/$198.5M)	QoQ +2.46% (+$70.6K) YoY +10.08% (+$268.6K)
(VNQcusip922908553)	30.8K	QoQ +0.33% (+102) YoY +2.41% (+726)	All Managers (Combined)	$2.8M	1.4% ($2.8M/$198.5M)	QoQ +1.97% (+$54.0K) YoY +7.21% (+$187.9K)
(ESGVcusip921910733)	27.6K	QoQ 0.00% (-1) YoY -0.61% (-171)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$198.5M)	QoQ -6.61% (-$191.0K) YoY +4.46% (-$115.3K)
(VDEcusip92204A306)	20.5K	QoQ +0.17% (+35) YoY +26.69% (+4.3K)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$198.5M)	QoQ +7.10% (+$176.6K) YoY +24.78% (+$528.7K)