My Personal CFO, LLC

Q4 2025 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$239,699
Net value change ($000)
-18,530 (-7.2%)
New positions
66
Sold out positions
67
Turnover %
128.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MSFT 21,740 3289.0%
AVUS 13,860 NEW
VTI 11,237 44.0%
AAPL 10,885 775.8%
QQQ 9,027 NEW
DFAI 8,412 1318.5%
OKTA 8,111 NEW
TFLR 7,711 NEW
DFAU 7,559 NEW
SPY 5,828 752.0%
Top Reduces (Value $000, Stocks/ETFs)
VCIT -20,939 -100.0%
VCSH -13,262 -100.0%
DFAC -12,573 -100.0%
IVV -11,510 -84.5%
DUHP -10,728 -100.0%
DFSV -10,624 -100.0%
DFEM -9,665 -100.0%
SCHR -8,725 -100.0%
EFA -7,444 -100.0%
VEA -6,349 -87.1%
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