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| My Portfolio Guide LLC
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| CRD # | 153188 |
| SEC # | 801-129775 |
| CIK # | 0002132204 |
| AUM | 201.0 M (2026-02-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 562-799-5595 |
| Address | 3020 Old Ranch Parkway Seal Beach, CA 90740 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002132204 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 18.8 | ||
| Global MOFY Metaverse Ltd | 8.9 | ||
| Apple Inc | 7.1 | ||
| MERK Gold Trust | 2.7 | ||
| Conocophillips | 1.1 | ||
| Qualcomm Inc/DE | 1.0 | ||
| Powershares DB Commodity Index Tracking Fund | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Ford Motor Co | 0.6 | ||
| Pfizer Inc | 0.6 | ||
| Ryder System Inc | 0.6 | ||
| Altria Group Inc | 0.6 | ||
| Carey W P & Co LLC | 0.5 | ||
| Philip Morris International Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 190 | 157.6 |
| (b) Individuals (high net worth individuals) | 125 | 42.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 653 | 201.0 |
| By Discretionary | ||
| Discretionary | 653 | 201.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 653 | 201.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.0 | |
| Total | 653 | 201.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002132204] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 6 |
| Serves | Retail, Research |
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|---|---|---|
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WH CornerStone Investments Inc
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NH | 199.4 M |
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Barron Financial Group LLP
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|
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RMDR Advisors Inc
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193.2 M |