My Personal CFO, LLC

Q3 2026 13F-HR Holdings

Location
Vancouver, WA
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
94
Total value ($000)
$278,816
Net value change ($000)
+22,637 (8.8%)
New positions
6
Sold out positions
3
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 3,245 8.2%
DFAI 3,078 19.3%
OKTA 2,809 30.4%
VYMI 2,408 73.9%
MSFT 1,962 10.1%
AAPL 1,836 15.6%
SCHD 1,332 61.9%
DFAU 1,285 14.5%
GOOGL 755 NEW
TFLR 621 6.7%
Top Reduces (Value $000, Stocks/ETFs)
AMAT -998 -29.1%
BNOV -373 -13.2%
XOM -295 -100.0%
STGW -275 -100.0%
IEI -246 -100.0%
NJAN -183 -8.6%
DVY -179 -4.2%
IJAN -173 -8.0%
VO -141 -4.7%
JPM -118 -5.5%
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