My Personal CFO, LLC

Q2 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
91
Total value ($000)
$256,179
Net value change ($000)
+27,820 (12.2%)
New positions
4
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 4,900 14.1%
DFAI 2,986 23.0%
QQQ 2,346 28.4%
VYMI 2,310 243.2%
AMD 1,934 161.4%
AMAT 1,773 107.1%
MSFT 1,564 8.8%
AMZN 1,546 487.7%
DFAU 1,347 17.9%
AVUS 1,117 8.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -2,664 -51.7%
VDE -486 -13.1%
STGW -291 -51.4%
VGSH -277 -41.5%
BAPR -222 -5.7%
XLE -200 -100.0%
BJUL -164 -7.1%
BMAR -124 -5.3%
BOCT -110 -9.7%
VEA -99 -14.8%
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