My Personal CFO, LLC reported 94 holdings worth US$279M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
My Personal CFO, LLC reported 94 holdings worth US$279M as of Sep 30, 2026. Largest: Microsoft Corp., Apple Inc and Okta, Inc. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 94
- Value as reported
- US$279M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Microsoft Corp. | 41,679 | US$21.4M | 7.7% |
| Apple Inc | 40,874 | US$13.6M | 4.9% |
| Okta, Inc. | 57,583 | US$12M | 4.3% |
| Advanced Micro Devices Inc | 5,261 | US$3.22M | 1.2% |
| Nvidia Corporation | 13,657 | US$3.12M | 1.1% |
| Berkshire Hathaway Inc. | 5,813 | US$2.89M | 1.0% |
| Applied Materials, Inc. | 4,752 | US$2.43M | 0.87% |
| Amazon.com, Inc. | 7,776 | US$1.94M | 0.69% |
| Alphabet Inc (google) Class C | 3,551 | US$1.21M | 0.44% |
| Johnson & Johnson | 4,326 | US$1.15M | 0.41% |
| Jp Morgan Chase & Co. | 2,863 | US$947K | 0.34% |
| Agilent Technologies, Inc. | 3,519 | US$606K | 0.22% |
| Unitedhealth Group Incorporated | 1,269 | US$466K | 0.17% |
| Ebay Inc. | 4,076 | US$432K | 0.16% |
| Caterpillar, Inc. | 428 | US$347K | 0.12% |
| Meta Platforms, Inc. | 476 | US$345K | 0.12% |
| Goldman Sachs Group, Inc. (the) | 354 | US$319K | 0.11% |
| Bank Of America Corporation | 5,358 | US$292K | 0.10% |
| Teradyne, Inc. | 691 | US$277K | 0.10% |
| Plumas Bancorp | 4,228 | US$259K | 0.09% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 560 | US$255K | 0.09% |
| Intel Corporation | 1,987 | US$239K | 0.09% |
| Home Depot, Inc. (the) | 834 | US$237K | 0.09% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Stagwell Inc. | 0 | US$0 | 0.00% |