My Personal CFO, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing indicates the firm holds positions in 94 distinct securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs) and index funds, with several Vanguard and iShares funds comprising the largest positions. The top holdings include the Vanguard Total Stock Market ETF, which holds 11,469,300 shares, and the Vanguard S&P 500 ETF, which holds 2,543,385 shares. Other significant index funds include the Vanguard Emerging Markets Stock ETF and the Vanguard Total International Stock ETF.
Among individual equities, Microsoft Corporation is the largest holding, with 21,377,409 shares. Other notable individual stock positions include NVIDIA Corporation with 3,118,898 shares and Apple Inc. with 13,611,968 shares. The filing also lists positions in major banks such as JPMorgan Chase & Co. and Bank of America Corp, as well as technology companies like Amazon.com Inc., Alphabet Inc., and Meta Platforms Inc.
The filing lists Aryn Sands as the authorized agent for the firm, located in Reno, Nevada.
