My Portfolio Guide, LLC

CIK 0002132204 · Q1 2026

13F Equity AUM

$180.8M

Positions

166

AUM Rank

#7,816

Top 63%

Skill Alpha (FF)

—

No alpha data

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 50.2%Top 10: 76.1%Top 20: 92.2%

SPAB16.3%

GLDM10.4%

SPSM9.0%

SPYM8.0%

SPMD6.5%

FTGC6.4%

EFG6.2%

SPEM4.9%

SDVY4.5%

AAPL3.9%

Others (156)23.9%

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

Sector Allocation

Financial Services89.9%

Technology5.5%

Other4.6%

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

Position Sizing

Positions: 166Median: 0.02%Avg: 0.60%

0–0.5%

145(7.3%)

0.5–1%

3(1.7%)

1–3%

7(11.6%)

3–5%

4(16.6%)

5%+

7(62.8%)

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

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Portfolio Overlap

Shared: 160Unique: 6vs 20 funds

2.2%Low

166

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

BANK OF AMERICA CORP /DE/

3.1%

4.3%

2.9%

VANGUARD CAPITAL MANAGEMENT LLC

2.7%

GEODE CAPITAL MANAGEMENT, LLC

2.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.1%

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

New166Increased0Decreased0Exited0

New Positions

SPAB16.3%

+1.1M

GLDM10.4%

+203K

SPSM9.0%

+337K

SPYM8.0%

+189K

SPMD6.5%

+198K

FTGC6.4%

+401K

EFG6.2%

+101K

SPEM4.9%

+190K

SDVY4.5%

+209K

AAPL3.9%

+28K

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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