StockDriftsStockDriftsTop 50 My Personal CFO, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 15.49% | 107.2K | $39.7M | -1.09%(-1.18K) | $260.97(+46.90%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.58% | 52.0K | $19.4M | +7.93%(+3.82K) | $484.44(+0.34%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.22% | 386.6K | $15.9M | +16.21%(+53.93K) | $37.57(+15.40%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 5.52% | 110.4K | $14.1M | -5.76%(-6.75K) | $108.62(+21.88%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.6% | 40.7K | $11.8M | -5.84%(-2.52K) | $254.88(+19.81%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.14% | 14.4K | $10.6M | +0.64%(+91) | $353.48(+107.23%) | 2026-06-30 | |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | 3.6% | 183.2K | $9.2M | +7.04%(+12.04K) | $51.26(-0.73%) | 2026-06-30 | |
| OKTA | OKTA INC | 3.6% | 67.7K | $9.2M | -39.49%(-44.15K) | $96.73(+52.41%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.47% | 171.8K | $8.9M | +2.89%(+4.83K) | $34.27(+56.75%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.92% | 10.0K | $7.5M | +2.21%(+216) | $648.97(+19.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.14% | +52.65% | — | — | +14.32% |
| Top 20 Holdings Unweighted | +14.86% | +51.55% | — | — | +37.53% |
My Personal CFO, LLC reports $256.18M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are VTI (15.5%), MSFT (7.6%) and DFAI (6.2%). The top 20 holdings account for 71.78% of reported assets. Its disclosed equity book has returned +52.65% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from My Personal CFO, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1916366). View My Personal CFO, LLC’s 13F filings on SEC