My Personal CFO, LLC — 13F holdings

My Personal CFO, LLC reported 94 holdings worth $279M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $42.9M (15.4%)
  2. MSFT MICROSOFT CORP — $21.4M (7.7%)
  3. DFAI DIMENSIONAL ETF TRUST — $19.0M (6.8%)
  4. AVUS AMERICAN CENTY ETF TR — $14.5M (5.2%)
  5. AAPL APPLE INC — $13.6M (4.9%)
  6. OKTA OKTA INC — $12.0M (4.3%)
  7. QQQ Invesco Qqq Tr — $10.8M (3.9%)
  8. DFAU DIMENSIONAL ETF TRUST — $10.2M (3.6%)
  9. TFLR T ROWE PRICE ETF INC — $9.86M (3.5%)
  10. SPY SPDR S&P 500 ETF TR — $7.75M (2.8%)