We are live on
!
Find out more
MPCL
My Personal CFO LLC Portfolio holdings
AUM
$256M
1-Year Est. Return
22.12%
This Fund
S&P 500
This Quarter
Est. Return
+5.88%
1 Year Est. Return
+22.12%
3 Year Est. Return
+67.25%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$258M
AUM Growth
+$38.2M
(+17%)
Cap. Flow
+$27M
Cap. Flow
% of AUM
10.44%
Top 10 Holdings %
Top 10 Hldgs %
51.7%
Holding
159
New
67
Increased
9
Reduced
18
Closed
65
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$20.7M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$13.2M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$12.2M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$11M |
| 5 |
DFSV
Dimensional US Small Cap Value ETF
DFSV
|
+$10.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$17.9M |
| 2 |
Avantis US Equity ETF
AVUS
|
+$14M |
| 3 |
Apple
AAPL
|
+$11.3M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$11.1M |
| 5 |
Okta
OKTA
|
+$11M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 1.79% |
| 2 | Technology | 1.26% |
| 3 | Financials | 0.59% |
| 4 | Communication Services | 0.19% |
| 5 | Consumer Staples | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
| – | – |
-4,032
| Closed | -$267K |
|
152
Vanguard Morningstar Large-Cap ETF
VV
$52.1B
| – | – |
-1,391
| Closed | -$397K |
|
153
Vanguard Total International Stock ETF
VXUS
$155B
| – | – |
-3,204
| Closed | -$221K |
|
154
Vanguard High Dividend Yield ETF
VYM
$80.9B
| – | – |
-17,165
| Closed | -$2.29M |
|
155
Wayfair
W
$11.9B
| – | – |
-19,302
| Closed | -$987K |
|
156
State Street Energy Select Sector SPDR ETF
XLE
$39.2B
| – | – |
-5,390
| Closed | -$229K |
|
157
State Street Technology Select Sector SPDR ETF
XLK
$115B
| – | – |
-4,934
| Closed | -$625K |
|
158
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
| – | – |
-3,506
| Closed | -$284K |
|
159
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
| – | – |
-3,326
| Closed | -$448K |
|
Similar funds
CIA
PHAM
HFRG
KAM
EBWM
GCCM
2
My Personal CFO LLC's Q3 2025 Portfolio in Review
As of Q3 2025, My Personal CFO LLC held 159 positions worth $258M, up 17% from $220M the previous quarter. Its ten largest holdings account for 52% of the portfolio.
My Personal CFO LLC deployed $27M of net new capital in Q3 2025, opening 67 new positions and adding to 9 existing holdings. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 248,946 shares worth $20.9M.
By sector, the portfolio is most concentrated in Healthcare at 1.8% of assets, up from 0.73% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Microsoft, an estimated $17.9M trimmed.
- My Personal CFO LLC's largest Q3 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 248,946 shares worth $20.9M.
- My Personal CFO LLC added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $11M increase.
- My Personal CFO LLC's biggest Q3 2025 reduction was Microsoft, cutting an estimated $17.9M.
- My Personal CFO LLC fully exited Avantis US Equity ETF in Q3 2025, selling an estimated $14M.
- My Personal CFO LLC's ten largest holdings make up 52% of its $258M portfolio in Q3 2025.
- My Personal CFO LLC opened 67 new positions and closed 65 in Q3 2025.
- My Personal CFO LLC's portfolio value rose 17% quarter-over-quarter to $258M.
Based on My Personal CFO LLC's 13F filing for Q3 2025, filed 21 Oct 2025.