MY PERSONAL CFO, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | STGW | 591K | $2.89M |
 | OKTA | 94K | $8.11M |
 | MSFT | 46K | $22.40M |
 | AAPL | 45K | $12.29M |
 | NVDA | 15K | $2.82M |
 | ORC | 10K | $72.00K |
 | BAC | 7K | $367.73K |
 | AMD | 6K | $1.31M |
 | AMAT | 6K | $1.50M |
 | BRK-B | 6K | $2.90M |
 | JNJ | 4K | $873.54K |
 | A | 4K | $477.74K |
 | NKE | 3K | $216.23K |
 | JPM | 3K | $921.55K |
 | XOM | 2K | $260.00K |
 | AMZN | 2K | $455.98K |
 | UNH | 2K | $579.01K |
 | META | 1K | $920.76K |
 | GOOGL | 1K | $407.15K |
 | HD | 1K | $367.50K |
Stagwell Inc.
STGW
Shares Held
591K
Value
$2.89M
Okta, Inc.
OKTA
Shares Held
94K
Value
$8.11M
Microsoft Corporation
MSFT
Shares Held
46K
Value
$22.40M
Apple Inc.
AAPL
Shares Held
45K
Value
$12.29M
NVIDIA Corporation
NVDA
Shares Held
15K
Value
$2.82M
Orchid Island Capital, Inc.
ORC
Shares Held
10K
Value
$72.00K
Bank of America Corporation
BAC
Shares Held
7K
Value
$367.73K
Advanced Micro Devices, Inc.
AMD
Shares Held
6K
Value
$1.31M
Applied Materials, Inc.
AMAT
Shares Held
6K
Value
$1.50M
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.90M
Johnson & Johnson
JNJ
Shares Held
4K
Value
$873.54K
Agilent Technologies, Inc.
A
Shares Held
4K
Value
$477.74K
NIKE, Inc.
NKE
Shares Held
3K
Value
$216.23K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$921.55K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$260.00K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$455.98K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$579.01K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$920.76K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$407.15K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$367.50K