My Personal CFO, LLC - Portfolio Stock Holdings

My Personal CFO, LLC disclosed 96 stock positions in a recent SEC 13F filing. $278,815,789 of stock holdings were filed, with the largest holdings including VTI, MSFT, and DFAI. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $365,101,816 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.