My Personal CFO, LLC holds a focused book of 91 stocks worth $256.2M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Dimensional US Eq MKT ETF and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 15% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1916366/holdings"
Use Arkolith to show My Personal CFO, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 1.9 points over this window.
Growth of $10,000 cloning My Personal CFO, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $39.7M | 107.2K | 15.5% | ▼−1.1% Reduced · −1K sh | |
| 2 | Microsoft Corp COM | $19.4M | 52.0K | 7.6% | ▲+7.9% Added · +4K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQT MK | $15.9M | 386.6K | 6.2% | ▲+16% Added · +54K sh | |
| 4 | American Centy ETF TR US EQT ETF | $14.1M | 110.4K | 5.5% | ▼−5.8% Reduced · −7K sh | |
| 5 | Apple Inc COM | $11.8M | 40.7K | 4.6% | ▼−5.8% Reduced · −3K sh | |
| 6 | Invesco QQQ TR UNIT SER 1 | $10.6M | 14.4K | 4.1% | ▲+0.6% Added · +91 sh | |
| 7 | T Rowe Price Exchange-Traded FLOATING RATE | $9.2M | 183.2K | 3.6% | ▲+7.0% Added · +12K sh | |
| 8 | Okta Inc CL A | $9.2M | 67.7K | 3.6% | ▼−39% Reduced · −44K sh | |
| 9 | Dimensional ETF Trust US CORE EQT MKT | $8.9M | 171.8K | 3.5% | ▲+2.9% Added · +5K sh | |
| 10 | State STR SPDR S&P 500 ETF T TR UNIT | $7.5M | 10.0K | 2.9% | ▲+2.2% Added · +216 sh | |
| 11 | Ishares TR EAFE SML CP ETF | $6.0M | 72.8K | 2.3% | ▲+2.3% Added · +2K sh | |
| 12 | Ishares TR SELECT DIVID ETF | $4.3M | 27.5K | 1.7% | ▲+1.0% Added · +273 sh | |
| 13 | Innovator Etfs Trust US EQTY BUFR FEB | $3.8M | 72.5K | 1.5% | ▼−1.6% Reduced · −1K sh | |
| 14 | Innovator Etfs Trust US EQT BUFR APR | $3.6M | 68.3K | 1.4% | ▼−13% Reduced · −11K sh | |
| 15 | Applied Matls Inc COM | $3.4M | 4.7K | 1.3% | ▼−2.1% Reduced · −100 sh | |
| 16 | Innovator Etfs Trust US EQTY BUF DEC | $3.4M | 63.8K | 1.3% | ▼−3.5% Reduced · −2K sh | |
| 17 | Vanguard Index FDS REAL ESTATE ETF | $3.3M | 34.2K | 1.3% | ▲+0.1% Added · +48 sh | |
| 18 | Vanguard Whitehall FDS INTL HIGH ETF | $3.3M | 33.2K | 1.3% | ▲+229% Added · +23K sh | |
| 19 | Vanguard World FD ENERGY ETF | $3.2M | 21.5K | 1.3% | ▲+0.2% Added · +40 sh | |
| 20 | Advanced Micro Devices Inc COM | $3.1M | 5.4K | 1.2% | ▼−8.5% Reduced · −500 sh | |
| 21 | Vanguard Index FDS MID CAP ETF | $3.0M | 37.1K | 1.2% | ▲+253% Added · +27K sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.7K | 1.1% | —Held | |
| 23 | Innovator Etfs Trust US EQTY BUF NOV | $2.8M | 58.9K | 1.1% | ▼~0% Reduced · −25 sh | |
| 24 | Ishares TR MSCI INTL QUALTY | $2.8M | 55.6K | 1.1% | ▼−3.7% Reduced · −2K sh | |
| 25 | Vanguard Whitehall FDS HIGH DIV YLD | $2.7M | 16.8K | 1.0% | ▼−2.3% Reduced · −388 sh | |
| 26 | SPDR Series Trust ST STR P500ETF | $2.6M | 29.7K | 1.0% | ▼−0.2% Reduced · −62 sh | |
| 27 | Nvidia Corporation COM | $2.6M | 12.9K | 1.0% | ▼−6.8% Reduced · −950 sh | |
| 28 | Vanguard Index FDS S&P 500 ETF SHS | $2.5M | 3.6K | 1.0% | ▼−58% Reduced · −5K sh | |
| 29 | Innovator Etfs Trust US EQTY BUFR JAN | $2.5M | 41.9K | 1.0% | ▼−0.3% Reduced · −141 sh | |
| 30 | Ishares TR CORE S&P500 ETF | $2.3M | 3.0K | 0.9% | ▲+1.2% Added · +35 sh | |
| 31 | Innovator Etfs Trust US EQTY BUFR MAR | $2.2M | 38.4K | 0.9% | ▼−14% Reduced · −6K sh | |
| 32 | Innovator Etfs Trust US EQTY BUFR JUL | $2.2M | 39.8K | 0.8% | ▼−15% Reduced · −7K sh | |
| 33 | Innovator Etfs Trust INTRNL DEV JAN | $2.2M | 56.6K | 0.8% | ▼~0% Reduced · −1 sh | |
| 34 | Schwab Strategic TR US DIVIDEND EQ | $2.2M | 67.9K | 0.8% | ▲+12% Added · +7K sh | |
| 35 | JPMorgan Chase Finl Co LLC CAL LKD 44 | $2.1M | 62.1K | 0.8% | ▼−0.1% Reduced · −40 sh | |
| 36 | Innovator Etfs Trust GRWT100 PWR BF | $2.1M | 36.0K | 0.8% | —Held | |
| 37 | Ishares TR CORE S&P TTL STK | $2.0M | 12.3K | 0.8% | —Held | |
| 38 | Amazon Com Inc COM | $1.9M | 7.8K | 0.7% | ▲+413% Added · +6K sh | |
| 39 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.6M | 27.3K | 0.6% | ▲+11% Added · +3K sh | |
| 40 | Innovator Etfs Trust US EQTY BUF SEP | $1.2M | 23.6K | 0.5% | —Held | |
| 41 | Vanguard World FD ESG US STK ETF | $1.1M | 8.7K | 0.4% | —Held | |
| 42 | Ishares TR US HLTHCARE ETF | $1.1M | 16.0K | 0.4% | ▼−11% Reduced · −2K sh | |
| 43 | Johnson & Johnson COM | $1.1M | 4.2K | 0.4% | —Held | |
| 44 | Innovator Etfs Trust US EQTY BUF OCT | $1.0M | 19.4K | 0.4% | ▼−18% Reduced · −4K sh | |
| 45 | Innovator Etfs Trust EMRGNG MKT JAN | $972K | 27.0K | 0.4% | —Held | |
| 46 | Innovator Etfs Trust US EQTY BUFR JUN | $929K | 19.1K | 0.4% | ▼−2.5% Reduced · −500 sh | |
| 47 | JPMorgan Chase & Co COM | $894K | 2.7K | 0.3% | ▼−2.0% Reduced · −55 sh | |
| 48 | Vanguard BD Index FDS TOTAL BND MRKT | $809K | 11.0K | 0.3% | ▲+45% Added · +3K sh | |
| 49 | Schwab Strategic TR INTL EQTY ETF | $799K | 28.9K | 0.3% | ▼−1.8% Reduced · −530 sh | |
| 50 | Vanguard World FD INF TECH ETF | $716K | 6.0K | 0.3% | ▲+700% Added · +5K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 91 | $256.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 88 | $228.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 93 | $239.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 94 | $258.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 92 | $220.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 87 | $198.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 24, 2025 | 88 | $195.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 21, 2024 | 88 | $182.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.