Holdings
My Personal CFO, LLC
As of Sep 30, 2026, My Personal CFO, LLC reported 23 positions worth US$68M. Largest: Microsoft Corp., Apple Inc and Okta, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Microsoft Corp. | 41,679 | US$21.4M | −10,368 | Sep 30, 2026 |
| Apple Inc | 40,874 | US$13.6M | +177 | Sep 30, 2026 |
| Okta, Inc. | 57,583 | US$12M | −10,074 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 5,261 | US$3.22M | −130 | Sep 30, 2026 |
| Nvidia Corporation | 13,657 | US$3.12M | +722 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 5,813 | US$2.89M | +83 | Sep 30, 2026 |
| Applied Materials, Inc. | 4,752 | US$2.43M | +11 | Sep 30, 2026 |
| Amazon.com, Inc. | 7,776 | US$1.94M | −41 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 3,551 | US$1.21M | +2,376 | Sep 30, 2026 |
| Johnson & Johnson | 4,326 | US$1.15M | +105 | Sep 30, 2026 |