13F Filings History of My Personal CFO, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$239,698,803
Signature - Title
Aryn Sands - Agent
Location
Vancouver, WA
Summary
This page shows a list of all the recent 13F filings made by My Personal CFO, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. My Personal CFO, LLC reported 93 stock holdings with total value $239,698,803 as of Q4 2025. Top holdings included VTI, MSFT, AVUS, AAPL, and DFAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 93 $239,698,803 +$192,270,555 -$212,041,382 -$19,770,827 VTI, MSFT, AVUS, AAPL, DFAI 13F-HR 15 Jan 2026, 16:02
Q3 2025 94 $258,228,985 +$212,051,882 -$182,731,238 +$29,320,644 VTI, VCIT, IVV, VCSH, DFAC 13F-HR 20 Oct 2025, 21:35
Q2 2025 92 $219,998,361 +$10,500,990 -$5,805,648 +$4,695,342 VTI, MSFT, AVUS, AAPL, OKTA 13F-HR 21 Jul 2025, 20:15
Q1 2025 87 $198,516,029 +$12,348,425 -$4,404,504 +$7,943,921 VTI, MSFT, AVUS, AAPL, OKTA 13F-HR 23 Apr 2025, 18:58
Q4 2024 88 $195,043,479 +$15,213,662 -$1,368,400 +$13,845,262 VTI, MSFT, AVUS, OKTA, QQQ 13F-HR 24 Jan 2025, 10:05
Q3 2024 88 $182,395,932 +$6,509,003 -$17,019,787 -$10,510,784 VTI, MSFT, AVUS, OKTA, QQQ 13F-HR 21 Oct 2024, 12:19
Q2 2024 101 $187,322,752 +$17,513,247 -$4,927,111 +$12,586,136 VTI, MSFT, OKTA, AVUS, STGW 13F-HR 25 Jul 2024, 19:57
Q1 2024 97 $173,517,044 +$12,130,615 -$1,832,854 +$10,297,761 VTI, OKTA, MSFT, AVUS, STGW 13F-HR 24 Apr 2024, 09:59
Q4 2023 90 $153,588,789 +$19,778,941 -$4,162,438 +$15,616,503 VTI, OKTA, MSFT, STGW, AVUS 13F-HR 22 Jan 2024, 18:07
Q3 2023 83 $123,827,346 +$3,926,319 -$2,835,505 +$1,090,814 VTI, MSFT, OKTA, AVUS, QQQ 13F-HR 06 Nov 2023, 10:47
Q2 2023 82 $127,319,731 +$7,992,893 -$3,215,669 +$4,777,224 VTI, MSFT, OKTA, AVUS, QQQ 13F-HR 12 Jul 2023, 17:53
Q1 2023 75 $117,170,460 +$20,214,743 -$16,154,919 +$4,059,824 VTI, MSFT, OKTA, QQQ, AVUS 13F-HR 21 Apr 2023, 14:44
Q4 2022 895 $36,986,149 +$12,899,479 -$13,523 +$12,885,956 STGW, AMJ, BAPR, BDEC, DFAU 13F-HR 11 Jan 2023, 14:33
Q3 2022 59 $37,508,348 $0 $0 $0 STGW, MSFT, VTI, BND, QQQ Restatement 20 Oct 2022, 15:53
Q2 2022 56 $77,911,000 +$2,794,569 -$2,417,944 +$376,625 OKTA, VTI, MSFT, QQQ, AAPL Restatement 03 Aug 2022, 12:42
Q1 2022 56 $96,642,000 +$1,513,687 -$8,231,538 -$6,717,851 OKTA, VTI, MSFT, QQQ, AAPL 13F-HR 12 May 2022, 15:29
Q4 2021 61 $114,712,000 $0 $0 $0 OKTA, MSFT, VTI, QQQ, AAPL 13F-HR 29 Apr 2022, 17:27