My Personal CFO, LLC

CIK 0001916366 · Q1 2026

13F Equity AUM

$228.4M

-4.7% QoQ

Positions

-5 QoQ

AUM Rank

#6,894

Top 55%

Skill Alpha (FF)

-5.9%/yr

Underperformer

Rank #7,606 · Top 93%

vs S&P -8.5%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 39.2%Top 10: 56.6%Top 20: 73.2%

VTI15.2%

MSFT7.8%

AVUS5.7%

DFAI5.7%

AAPL4.8%

OKTA3.9%

TFLR3.8%

NDQ3.6%

DFAU3.3%

SPY2.8%

Others (78)43.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services79.3%

Technology18.9%

Other1.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 88Median: 0.40%Avg: 1.14%

0–0.5%

51(11.4%)

0.5–1%

11(8.9%)

1–3%

17(25.9%)

3–5%

5(19.4%)

5%+

4(34.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 72Unique: 16vs 20 funds

1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.3%

JPMORGAN CHASE & CO

1.4%

BANK OF AMERICA CORP /DE/

1.5%

FMR LLC

2.3%

BlackRock, Inc.

1.5%

STATE STREET CORP

VANGUARD CAPITAL MANAGEMENT LLC

0.7%

GEODE CAPITAL MANAGEMENT, LLC

0.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased15Decreased46Exited10

New Positions

VYMI0.4%

+10K

IEFA0.3%

+7K

TER0.1%

+678

PLBC0.1%

+4K

XLE0.1%

+3K

Increased

DFAI5.7%

+95K(+40%)

TFLR3.8%

+21K(+14%)

OKTA3.9%

+18K(+19%)

DFAU3.3%

+5K(+3%)

BFEB1.5%

+5K(+8%)

MSFT7.8%

+2K(+4%)

SCZ2.4%

+1K(+2%)

VNQ1.3%

+620(+2%)

DVY1.8%

+411(+2%)

BJAN1.0%

+177(+0%)

Decreased

STGW0.3%

-500,882(-85%)

BDEC1.4%

-8,195(-11%)

BJUL1.0%

-7,000(-13%)

AVUS5.7%

-6,801(-5%)

IYH0.5%

-6,750(-27%)

BNOV1.1%

-6,570(-10%)

VEA0.3%

-4,569(-30%)

BMAR1.0%

-3,732(-8%)

NJAN0.8%

-3,000(-8%)

BND0.2%

-2,348(-24%)

Exited

-25,257

-2,800

-965

-674

-860

-780

-3,394

-552

-790

-10,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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