My Personal CFO, LLC reported 25 positions worth $68.38M for the quarter ended Sep 30, 2026, up 12.3% on the prior quarter. It opened 2 new positions, added to 16, trimmed 4 and exited 1. Its largest holding is Microsoft Corp at 31.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | +2,217 | – | $755.42K | 1.1% |
| EBAY Ebay Inc | +4,076 | – | $432.26K | 0.632% |
| NVDA Nvidia Corp | +722 | +5.6% | $164.89K | 4.56% |
| META Meta Platforms, Inc. | +107 | +29.0% | $77.61K | 0.505% |
| AAPL Apple Inc. | +177 | +0.4% | $58.95K | 19.91% |
| GOOGL Alphabet Inc. | +159 | +13.5% | $54.72K | 0.671% |
| JPM Jpmorgan Chase & Co | +133 | +4.9% | $44.00K | 1.39% |
| BRK-B Berkshire Hathaway Inc | +83 | +1.4% | $41.33K | 4.23% |
| GS Goldman Sachs Group Inc | +45 | +14.6% | $40.52K | 0.466% |
| JNJ Johnson & Johnson | +105 | +2.5% | $27.80K | 1.67% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| STGW Stagwell Inc | -37.0K | $275.17K | 0.452% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 41.7K | $21.38M | 31.26% | -10.4K | -19.9% | Reduced | 0% |
| 2 | AAPL Apple Inc. | Technology | 40.9K | $13.61M | 19.91% | +177 | +0.4% | Added | 0% |
| 3 | OKTA Okta, Inc. | Technology | 57.6K | $12.04M | 17.61% | -10.1K | -14.9% | Reduced | 0.03% |
| 4 | AMD Advanced Micro Devices Inc | Technology | 5,261 | $3.22M | 4.71% | -130 | -2.4% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 13.7K | $3.12M | 4.56% | +722 | +5.6% | Added | 0% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 5,813 | $2.89M | 4.23% | +83 | +1.4% | Added | 0% |
| 7 | AMAT Applied Materials Inc | Technology | 4,752 | $2.43M | 3.55% | +11 | +0.2% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 7,776 | $1.94M | 2.83% | -41 | -0.5% | Reduced | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 4,326 | $1.15M | 1.67% | +105 | +2.5% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 2,863 | $947.17K | 1.39% | +133 | +4.9% | Added | 0% |
| 11 | GOOG Alphabet Inc. | Technology | 2,217 | $755.42K | 1.1% | +2,217 | – | New | 0% |
| 12 | A Agilent Technologies, Inc. | Healthcare | 3,519 | $606.36K | 0.887% | +8 | +0.2% | Added | 0% |
| 13 | UNH Unitedhealth Group Inc | Healthcare | 1,269 | $465.83K | 0.681% | +46 | +3.8% | Added | 0% |
| 14 | GOOGL Alphabet Inc. | Technology | 1,334 | $459.07K | 0.671% | +159 | +13.5% | Added | 0% |
| 15 | EBAY Ebay Inc | Technology | 4,076 | $432.26K | 0.632% | +4,076 | – | New | 0% |
Tip. Select a row to see that position’s full history at My Personal CFO.
As of its Q3 2026 13F filing, My Personal CFO, LLC’s five largest positions were Microsoft Corp (MSFT) at 31.3%, Apple Inc. (AAPL) at 19.9%, Okta, Inc. (OKTA) at 17.6%, Advanced Micro Devices Inc (AMD) at 4.7%, Nvidia Corp (NVDA) at 4.6% of the reported portfolio.
My Personal CFO, LLC reported a 13F portfolio worth $68.38M across 25 positions for Q3 2026. That is up 12.3% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($755.42K), Ebay Inc ($432.26K), Nvidia Corp ($164.89K). It opened 2 new positions.
Its largest sales by value were Microsoft Corp ($5.32M), Okta, Inc. ($2.11M), Stagwell Inc ($275.17K). It exited 1 positions entirely.
From the Form 13F-HR reports My Personal CFO, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.