Stock Taper

MY PERSONAL CFO, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Okta, Inc.OKTA67.66K$9.23M
Microsoft CorporationMSFT52.05K$19.41M
Apple Inc.AAPL40.7K$11.78M
Stagwell Inc.STGW37.03K$275.17K
NVIDIA CorporationNVDA12.94K$2.59M
Amazon.com, Inc.AMZN7.82K$1.86M
Berkshire Hathaway Inc.BRK-B5.73K$2.87M
Advanced Micro Devices, Inc.AMD5.39K$3.13M
Bank of America CorporationBAC5.35K$304.62K
Applied Materials, Inc.AMAT4.74K$3.43M
Plumas BancorpPLBC4.23K$247.38K
Johnson & JohnsonJNJ4.22K$1.07M
Agilent Technologies, Inc.A3.51K$466.37K
JPMorgan Chase & Co.JPM2.73K$893.61K
Exxon Mobil CorporationXOM2.16K$295.31K
Intel Corp.INTC1.98K$275.77K
UnitedHealth Group IncorporatedUNH1.22K$508.31K
Alphabet Inc.GOOGL1.18K$419.89K
The Home Depot, Inc.HD834$294.13K
Teradyne, Inc.TER678$328.04K