My Personal CFO, LLC
All 13F Filings
- Location
- Vancouver, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 256,179
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 91 | 256,179 | 13F-HR | My Personal CFO, LLC |
| Q1 2026 | 4/21/2026 | 88 | 228,359 | 13F-HR | My Personal CFO, LLC |
| Q4 2025 | 1/15/2026 | 93 | 239,699 | 13F-HR | My Personal CFO, LLC |
| Q3 2025 | 10/21/2025 | 94 | 258,229 | 13F-HR | My Personal CFO, LLC |
| Q2 2025 | 7/22/2025 | 92 | 219,998 | 13F-HR | My Personal CFO, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 103.1 K | 40.2% | 19.43 K | 0 | 19.43 K |
| ETFs | 152.5 K | 59.5% | 8.628 K | 0 | 8.628 K |
| Debt | 586 | 0.2% | 0 | 231 | -231 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
256,179
Holdings
91
QoQ value change ($000)
27,820
(12.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.