My Personal CFO
My Personal CFO reported 94 stocks worth $279M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VTI (15.4%), MSFT (7.7%) and DFAI (6.8%). Compared with Q2 2026, the fund opened new positions in GOOG, JEPI and EBAY, added to VTI, DFAI and AVUS, trimmed MSFT, OKTA and DVY and sold out of XOM, STGW and IEI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $42.9M | 15.4% | 115K | +7,466 (+7%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $21.4M | 7.7% | 42K | −10K (−20%) | 8 of 8 | |
| 3 |  DFAI Dimensional Intern Core | $19M | 6.8% | 459K | +73K (+19%) | 8 of 8 | |
| 4 |  AVUS Avantis U.s. Equity ETF | $14.5M | 5.2% | 113K | +2,369 (+2%) | 7 of 8 | |
| 5 |  AAPL Apple Inc | $13.6M | 4.9% | 41K | +177 (+0%) | 8 of 8 | |
| 6 |  OKTA Okta Inc | $12M | 4.3% | 58K | −10K (−15%) | 7 of 8 | |
| 7 |  QQQ Invesco Qqq TR | $10.8M | 3.9% | 15K | +182 (+1%) | 7 of 8 | |
| 8 |  DFAU Dimensional ETF Trust | $10.2M | 3.6% | 194K | +22K (+13%) | 7 of 8 | |
| 9 |  TFLR T Rowe Price ETF Inc | $9.9M | 3.5% | 195K | +12K (+7%) | 6 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $7.8M | 2.8% | 10K | +156 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →My Personal CFO 13F FAQ
What does My Personal CFO own?
My Personal CFO reported 94 stocks worth $279M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are VTI (15.4%), MSFT (7.7%) and DFAI (6.8%). The table above lists every position in the filing (the top 10 without an account).
What did My Personal CFO buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 38 added to, 24 trimmed and 3 sold out. New positions include GOOG, JEPI and EBAY. It sold all of XOM, STGW and IEI.
When will My Personal CFO file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is My Personal CFO's portfolio worth?
The Q3 2026 filing reports $279M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.