My Personal CFO, LLC

Q1 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$228,359
Net value change ($000)
-11,340 (-4.7%)
New positions
5
Sold out positions
10
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFAI 3,910 43.2%
VDE 1,013 37.5%
VYMI 950 NEW
TFLR 908 11.8%
OKTA 689 8.5%
IEFA 657 NEW
DVY 338 8.9%
JPM 290 15.6%
PLBC 206 NEW
TER 201 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,550 -20.3%
STGW -2,323 -80.4%
VTI -2,012 -5.5%
AAPL -1,319 -10.7%
AVUS -831 -6.0%
QQQ -768 -8.5%
META -696 -75.6%
SCHB -662 -100.0%
BDEC -509 -13.8%
IYH -501 -31.1%
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