Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $39.7M | 15.5% |
| Microsoft Corp.COM | COM | $19.4M | 7.6% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $15.9M | 6.2% |
| American Centy ETF TRUS EQT ETF | US EQT ETF | $14.1M | 5.5% |
| Apple Inc.COM | COM | $11.8M | 4.6% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $10.6M | 4.1% |
| T Rowe Price Exchange-tradedFLOATING RATE | FLOATING RATE | $9.23M | 3.6% |
| Okta Inc.CL A | CL A | $9.23M | 3.6% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $8.88M | 3.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $7.47M | 2.9% |
| iShares TREAFE SML CP ETF | EAFE SML CP ETF | $5.99M | 2.3% |
| iShares TRSELECT DIVID ETF | SELECT DIVID ETF | $4.31M | 1.7% |
| Innovator ETFS TrustUS EQTY BUFR FEB | US EQTY BUFR FEB | $3.81M | 1.5% |
| Innovator ETFS TrustUS EQT BUFR APR | US EQT BUFR APR | $3.64M | 1.4% |
| Applied Matls Inc.COM | COM | $3.43M | 1.3% |
| Innovator ETFS TrustUS EQTY BUF DEC | US EQTY BUF DEC | $3.4M | 1.3% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $3.3M | 1.3% |
| Vanguard Whitehall FdsINTL HIGH ETF | INTL HIGH ETF | $3.26M | 1.3% |
| Vanguard World FDENERGY ETF | ENERGY ETF | $3.23M | 1.3% |
| Advanced Micro Devices Inc.COM | COM | $3.13M | 1.2% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $2.99M | 1.2% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.87M | 1.1% |
| Innovator ETFS TrustUS EQTY BUF NOV | US EQTY BUF NOV | $2.82M | 1.1% |
| iShares TRMSCI INTL QUALTY | MSCI INTL QUALTY | $2.76M | 1.1% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $2.65M | 1.0% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $2.61M | 1.0% |
| Nvidia CorporationCOM | COM | $2.59M | 1.0% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $2.49M | 1.0% |
| Innovator ETFS TrustUS EQTY BUFR JAN | US EQTY BUFR JAN | $2.47M | 1.0% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $2.25M | 0.9% |
| Innovator ETFS TrustUS EQTY BUFR MAR | US EQTY BUFR MAR | $2.22M | 0.9% |
| Innovator ETFS TrustUS EQTY BUFR JUL | US EQTY BUFR JUL | $2.16M | 0.8% |
| Innovator ETFS TrustINTRNL DEV JAN | INTRNL DEV JAN | $2.16M | 0.8% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $2.15M | 0.8% |
| JPMORGAN Chase Finl CO LLCCAL LKD 44 | CAL LKD 44 | $2.14M | 0.8% |
| Innovator ETFS TrustGRWT100 PWR BF | GRWT100 PWR BF | $2.12M | 0.8% |
| iShares TRCORE S&P TTL STK | CORE S&P TTL STK | $2.02M | 0.8% |
| Amazon Com Inc.COM | COM | $1.86M | 0.7% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $1.63M | 0.6% |
| Innovator ETFS TrustUS EQTY BUF SEP | US EQTY BUF SEP | $1.24M | 0.5% |
| Vanguard World FDESG US STK ETF | ESG US STK ETF | $1.15M | 0.4% |
| iShares TRUS HLTHCARE ETF | US HLTHCARE ETF | $1.07M | 0.4% |
| Johnson & JohnsonCOM | COM | $1.07M | 0.4% |
| Innovator ETFS TrustUS EQTY BUF OCT | US EQTY BUF OCT | $1.03M | 0.4% |
| Innovator ETFS TrustEMRGNG MKT JAN | EMRGNG MKT JAN | $972K | 0.4% |
| Innovator ETFS TrustUS EQTY BUFR JUN | US EQTY BUFR JUN | $929K | 0.4% |
| JPMORGAN Chase & COCOM | COM | $894K | 0.3% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $809K | 0.3% |
| Schwab Strategic TRINTL EQTY ETF | INTL EQTY ETF | $799K | 0.3% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $716K | 0.3% |
Vanguard Index FdsTOTAL STK MKT$39.7M
- Class
- TOTAL STK MKT
- Share
- 15.5%
Microsoft Corp.COM$19.4M
- Class
- COM
- Share
- 7.6%
Dimensional ETF TrustINTL CORE EQT MK$15.9M
- Class
- INTL CORE EQT MK
- Share
- 6.2%
American Centy ETF TRUS EQT ETF$14.1M
- Class
- US EQT ETF
- Share
- 5.5%
Apple Inc.COM$11.8M
- Class
- COM
- Share
- 4.6%
Invesco Qqq TRUNIT SER 1$10.6M
- Class
- UNIT SER 1
- Share
- 4.1%
T Rowe Price Exchange-tradedFLOATING RATE$9.23M
- Class
- FLOATING RATE
- Share
- 3.6%
Okta Inc.CL A$9.23M
- Class
- CL A
- Share
- 3.6%
Dimensional ETF TrustUS CORE EQT MKT$8.88M
- Class
- US CORE EQT MKT
- Share
- 3.5%
State Str SPDR S&P 500 ETF TTR UNIT$7.47M
- Class
- TR UNIT
- Share
- 2.9%
iShares TREAFE SML CP ETF$5.99M
- Class
- EAFE SML CP ETF
- Share
- 2.3%
iShares TRSELECT DIVID ETF$4.31M
- Class
- SELECT DIVID ETF
- Share
- 1.7%
Innovator ETFS TrustUS EQTY BUFR FEB$3.81M
- Class
- US EQTY BUFR FEB
- Share
- 1.5%
Innovator ETFS TrustUS EQT BUFR APR$3.64M
- Class
- US EQT BUFR APR
- Share
- 1.4%
Applied Matls Inc.COM$3.43M
- Class
- COM
- Share
- 1.3%
Innovator ETFS TrustUS EQTY BUF DEC$3.4M
- Class
- US EQTY BUF DEC
- Share
- 1.3%
Vanguard Index FdsREAL ESTATE ETF$3.3M
- Class
- REAL ESTATE ETF
- Share
- 1.3%
Vanguard Whitehall FdsINTL HIGH ETF$3.26M
- Class
- INTL HIGH ETF
- Share
- 1.3%
Vanguard World FDENERGY ETF$3.23M
- Class
- ENERGY ETF
- Share
- 1.3%
Advanced Micro Devices Inc.COM$3.13M
- Class
- COM
- Share
- 1.2%
Vanguard Index FdsMID CAP ETF$2.99M
- Class
- MID CAP ETF
- Share
- 1.2%
Berkshire Hathaway Inc. DelCL B NEW$2.87M
- Class
- CL B NEW
- Share
- 1.1%
Innovator ETFS TrustUS EQTY BUF NOV$2.82M
- Class
- US EQTY BUF NOV
- Share
- 1.1%
iShares TRMSCI INTL QUALTY$2.76M
- Class
- MSCI INTL QUALTY
- Share
- 1.1%
Vanguard Whitehall FdsHIGH DIV YLD$2.65M
- Class
- HIGH DIV YLD
- Share
- 1.0%
SPDR Series TrustST STR P500ETF$2.61M
- Class
- ST STR P500ETF
- Share
- 1.0%
Nvidia CorporationCOM$2.59M
- Class
- COM
- Share
- 1.0%
Vanguard Index FdsS&P 500 ETF SHS$2.49M
- Class
- S&P 500 ETF SHS
- Share
- 1.0%
Innovator ETFS TrustUS EQTY BUFR JAN$2.47M
- Class
- US EQTY BUFR JAN
- Share
- 1.0%
iShares TRCORE S&P500 ETF$2.25M
- Class
- CORE S&P500 ETF
- Share
- 0.9%
Innovator ETFS TrustUS EQTY BUFR MAR$2.22M
- Class
- US EQTY BUFR MAR
- Share
- 0.9%
Innovator ETFS TrustUS EQTY BUFR JUL$2.16M
- Class
- US EQTY BUFR JUL
- Share
- 0.8%
Innovator ETFS TrustINTRNL DEV JAN$2.16M
- Class
- INTRNL DEV JAN
- Share
- 0.8%
Schwab Strategic TRUS DIVIDEND EQ$2.15M
- Class
- US DIVIDEND EQ
- Share
- 0.8%
JPMORGAN Chase Finl CO LLCCAL LKD 44$2.14M
- Class
- CAL LKD 44
- Share
- 0.8%
Innovator ETFS TrustGRWT100 PWR BF$2.12M
- Class
- GRWT100 PWR BF
- Share
- 0.8%
iShares TRCORE S&P TTL STK$2.02M
- Class
- CORE S&P TTL STK
- Share
- 0.8%
Amazon Com Inc.COM$1.86M
- Class
- COM
- Share
- 0.7%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$1.63M
- Class
- FTSE EMR MKT ETF
- Share
- 0.6%
Innovator ETFS TrustUS EQTY BUF SEP$1.24M
- Class
- US EQTY BUF SEP
- Share
- 0.5%
Vanguard World FDESG US STK ETF$1.15M
- Class
- ESG US STK ETF
- Share
- 0.4%
iShares TRUS HLTHCARE ETF$1.07M
- Class
- US HLTHCARE ETF
- Share
- 0.4%
Johnson & JohnsonCOM$1.07M
- Class
- COM
- Share
- 0.4%
Innovator ETFS TrustUS EQTY BUF OCT$1.03M
- Class
- US EQTY BUF OCT
- Share
- 0.4%
Innovator ETFS TrustEMRGNG MKT JAN$972K
- Class
- EMRGNG MKT JAN
- Share
- 0.4%
Innovator ETFS TrustUS EQTY BUFR JUN$929K
- Class
- US EQTY BUFR JUN
- Share
- 0.4%
JPMORGAN Chase & COCOM$894K
- Class
- COM
- Share
- 0.3%
Vanguard BD Index FdsTOTAL BND MRKT$809K
- Class
- TOTAL BND MRKT
- Share
- 0.3%
Schwab Strategic TRINTL EQTY ETF$799K
- Class
- INTL EQTY ETF
- Share
- 0.3%
Vanguard World FDINF TECH ETF$716K
- Class
- INF TECH ETF
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 91 positions by value, with holdings of the same security combined. The 91 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1916366
- File number
- 028-22439
- Options
- 0 call, 0 put
- In the 25 largest
- 77.3%
- Prior quarter
- $228M at 31 March 2026
- Positions opened
- 4
- Positions closed
- 1
Common questions
What are My Personal CFO’s 13F holdings worth?
$256 million across 91 positions for the quarter ended 30 June 2026.
What is My Personal CFO’s largest 13F holding?
VANGUARD INDEX FDS (TOTAL STK MKT) was the largest position at $39.7 million, or 15.5% of reported 13F value, as of 30 June 2026.
How concentrated is My Personal CFO’s 13F portfolio?
The ten largest positions accounted for 57.1% of reported value and the twenty-five largest for 77.3%, across 91 positions as of 30 June 2026.
Does Form 13F show everything My Personal CFO manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does My Personal CFO file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.