My Personal CFO, LLC reported 91 holdings worth US$256M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
My Personal CFO, LLC reported 91 holdings worth US$256M as of Jun 30, 2026. Largest: Microsoft Corp., Apple Inc and Okta, Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 91
- Value as reported
- US$256M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 52,047 | US$19.4M | 7.6% |
| Apple Inc | 40,697 | US$11.8M | 4.6% |
| Okta, Inc. | 67,657 | US$9.23M | 3.6% |
| Applied Materials, Inc. | 4,741 | US$3.43M | 1.3% |
| Advanced Micro Devices Inc | 5,391 | US$3.13M | 1.2% |
| Berkshire Hathaway Inc. | 5,730 | US$2.87M | 1.1% |
| Nvidia Corporation | 12,935 | US$2.59M | 1.0% |
| Amazon.com, Inc. | 7,817 | US$1.86M | 0.73% |
| Johnson & Johnson | 4,221 | US$1.07M | 0.42% |
| Jp Morgan Chase & Co. | 2,730 | US$894K | 0.35% |
| Unitedhealth Group Incorporated | 1,223 | US$508K | 0.20% |
| Agilent Technologies, Inc. | 3,511 | US$466K | 0.18% |
| Caterpillar, Inc. | 402 | US$428K | 0.17% |
| Alphabet Inc (google) Class C | 1,175 | US$420K | 0.16% |
| Teradyne, Inc. | 678 | US$328K | 0.13% |
| Goldman Sachs Group, Inc. (the) | 309 | US$313K | 0.12% |
| Bank Of America Corporation | 5,346 | US$305K | 0.12% |
| Exxon Mobil Corporation | 2,160 | US$295K | 0.12% |
| Home Depot, Inc. (the) | 834 | US$294K | 0.11% |
| Intel Corporation | 1,975 | US$276K | 0.11% |
| Stagwell Inc. | 37,035 | US$275K | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 560 | US$267K | 0.10% |
| Plumas Bancorp | 4,228 | US$247K | 0.10% |
| Meta Platforms, Inc. | 369 | US$208K | 0.08% |