MY PERSONAL CFO, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OKTA | 112K | $8.80M |
 | STGW | 90K | $566.10K |
 | MSFT | 48K | $17.85M |
 | AAPL | 43K | $10.97M |
 | NVDA | 14K | $2.42M |
 | BAC | 7K | $325.94K |
 | AMD | 6K | $1.20M |
 | BRK-B | 6K | $2.75M |
 | AMAT | 5K | $1.65M |
 | PLBC | 4K | $206.14K |
 | JNJ | 4K | $1.03M |
 | A | 4K | $400.18K |
 | JPM | 3K | $819.24K |
 | XOM | 2K | $366.47K |
 | UNH | 2K | $474.62K |
 | AMZN | 2K | $317.29K |
 | GOOGL | 1K | $338.43K |
 | HD | 846 | $278.24K |
 | TER | 678 | $201.00K |
 | CAT | 402 | $284.80K |
Okta, Inc.
OKTA
Shares Held
112K
Value
$8.80M
Stagwell Inc.
STGW
Shares Held
90K
Value
$566.10K
Microsoft Corporation
MSFT
Shares Held
48K
Value
$17.85M
Apple Inc.
AAPL
Shares Held
43K
Value
$10.97M
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.42M
Bank of America Corporation
BAC
Shares Held
7K
Value
$325.94K
Advanced Micro Devices, Inc.
AMD
Shares Held
6K
Value
$1.20M
Berkshire Hathaway Inc.
BRK-B
Shares Held
6K
Value
$2.75M
Applied Materials, Inc.
AMAT
Shares Held
5K
Value
$1.65M
Plumas Bancorp
PLBC
Shares Held
4K
Value
$206.14K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$1.03M
Agilent Technologies, Inc.
A
Shares Held
4K
Value
$400.18K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$819.24K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$366.47K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$474.62K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$317.29K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$338.43K
The Home Depot, Inc.
HD
Shares Held
846
Value
$278.24K
Teradyne, Inc.
TER
Shares Held
678
Value
$201.00K
Caterpillar Inc.
CAT
Shares Held
402
Value
$284.80K