My Personal CFO, LLC

Q3 2025 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
94
Total value ($000)
$258,229
Net value change ($000)
+38,231 (17.4%)
New positions
67
Sold out positions
65
Turnover %
119.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 20,939 NEW
VCSH 13,262 NEW
DFAC 12,573 NEW
IVV 11,594 570.0%
DUHP 10,728 NEW
DFSV 10,624 NEW
DFEM 9,665 NEW
SCHR 8,725 NEW
EFA 7,444 NEW
VEA 6,434 752.5%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -17,404 -96.3%
AVUS -14,007 -100.0%
OKTA -11,033 -100.0%
AAPL -10,027 -87.7%
VTI -8,823 -25.7%
QQQ -8,533 -100.0%
DFAU -6,770 -100.0%
SPY -5,648 -87.9%
VOO -4,894 -100.0%
BAPR -4,151 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type