My Personal CFO, LLC
•CIK: 1916366•Filing: Q4 2025
My Personal CFO, LLC, a $240M AUM hedge fund, employs a diversified investment strategy with 93 positions. The fund's top holdings include VTI, comprising 15.3% of the portfolio at $36.8M, and MSFT, accounting for 9.3% at $22.4M. Technology and index ETFs dominate the portfolio, with AVUS, AAPL, and SPY also holding significant weightings of 5.8%, 5.1%, and 2.8%, respectively. Notably, the fund allocates 3.8% and 3.2% of its AUM to OKTA and TFLR, respectively, highlighting its strategic bets on growth-oriented securities.
Total AUM
$239.7M
QoQ Performance
-7.2%
Positions
48
Top 10 Concentration
55.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
MSFT
AVUS
AAPL
VTI15.3%
MSFT9.3%
AVUS5.8%
AAPL5.1%
DFAI3.8%
NDQ3.8%
OKTA3.4%
TFLR3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.9%
Technology17.1%
ETF5.9%
Financial1.9%
Healthcare0.6%
Consumer0.4%
Energy0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
+62 more exited positions
Changes from Q3 2025
NEW66 new positions
↑18 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023