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My Personal CFO, LLC
hedge fundUpdated 22 days agoManaged by My Personal Cfo, Llc • Latest filing Q3 2026
Portfolio value
$278.8M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
8.0%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $258.2M |
| Q4 2025 | $239.7M |
| Q1 2026 | $228.4M |
| Q2 2026 | $256.2M |
| Q3 2026 | $278.8M |
Top holdings
94 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $42.9M | 114.7K | 15.39% | Added(+7.0%) | |
| 2 | $21.4M | 41.7K | 7.67% | Trimmed(-19.9%) | |
| 3 | $19M | 459.2K | 6.82% | Added(+18.8%) | |
| 4 | ? N/A AMERICAN CENTY ETF TR | $14.5M | 112.8K | 5.18% | Added(+2.1%) |
| 5 | $13.6M | 40.9K | 4.88% | Added(+0.4%) | |
| 6 | $12M | 57.6K | 4.32% | Trimmed(-14.9%) | |
| 7 | $10.8M | 14.6K | 3.87% | Added(+1.3%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $10.2M | 194.2K | 3.65% | Added(+13.0%) |
| 9 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $9.9M | 195.2K | 3.54% | Added(+6.5%) |
| 10 | $7.8M | 10.2K | 2.78% | Added(+1.6%) | |
| 11 | $6.3M | 74.9K | 2.27% | Added(+2.8%) | |
| 12 | $5.7M | 56.0K | 2.03% | Added(+68.8%) | |
| 13 | $4.1M | 27.1K | 1.48% | Trimmed(-1.5%) | |
| 14 | ? N/A INNOVATOR ETFS TRUST | $3.8M | 70.6K | 1.37% | Trimmed(-2.6%) |
| 15 | ? N/A INNOVATOR ETFS TRUST | $3.7M | 68.3K | 1.34% | Unchanged |
| 16 | $3.6M | 21.2K | 1.31% | Trimmed(-1.4%) | |
| 17 | $3.5M | 39.2K | 1.26% | Added(+14.6%) | |
| 18 | $3.5M | 107.1K | 1.25% | Added(+57.8%) | |
| 19 | ? N/A INNOVATOR ETFS TRUST | $3.5M | 63.4K | 1.24% | Trimmed(-0.7%) |
| 20 | $3.2M | 5.3K | 1.15% | Trimmed(-2.4%) |