PERSONAL CFO SOLUTIONS, LLC
13F Reported Value
ⓘ$691.9M
Holdings
529
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PERSONAL CFO SOLUTIONS, LLC disclosed 529 positions worth $691.9M in its Form 13F-HR for Q2 2026, led by $CB (Chubb Ltd) at 9.9% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 77 new positions and exited 68. The portfolio is most concentrated in Technology (29.0% of disclosed assets). All figures are sourced directly from PERSONAL CFO SOLUTIONS, LLC’s Form 13F-HR filing with the SEC under CIK 1677501.
AI Fund Analysis
Concentrating
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$68.5M200,378 sh - 76.4#84
Quality
$42.6M147,071 sh - 78.2#57
Quality
$20.1M56,356 sh INNOVATOR ETFS TRUST - DEFINED WLT SHLD
—Quality
$19.3M563,980 sh- 85.9
Quality
$18.9M94,496 sh - 68.7
Quality
$15.2M63,968 sh ISHARES TR - MSCI EAFE ETF
—Quality
$14.3M137,598 sh- 79.8
Quality
$13.5M36,298 sh - 78.2
Quality
$13.0M36,890 sh THORNBURG ETF TR - MULTI SECTOR BD
—Quality
$11.8M466,553 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Chubb Ltd$CB | — | $68.5M | 200,378 |
 Apple Inc.$AAPL | 76.4#84 | $42.6M | 147,071 |
 Alphabet Inc.$GOOGL | 78.2#57 | $20.1M | 56,356 |
| INNOVATOR ETFS TRUST - DEFINED WLT SHLD | — | $19.3M | 563,980 |
 NVIDIA CORP$NVDA | 85.9 | $18.9M | 94,496 |
 AMAZON COM INC$AMZN | 68.7 | $15.2M | 63,968 |
| ISHARES TR - MSCI EAFE ETF | — | $14.3M | 137,598 |
 MICROSOFT CORP$MSFT | 79.8 | $13.5M | 36,298 |
 Alphabet Inc.$GOOG | 78.2 | $13.0M | 36,890 |
| THORNBURG ETF TR - MULTI SECTOR BD | — | $11.8M | 466,553 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PERSONAL CFO SOLUTIONS, LLC's 529 positions.
Showing top 10 of 529 holdings.
Sector Allocation
Technology
$200.5M
Financials
$137.0M
Other
$98.7M
Industrials
$72.8M
Healthcare
$50.0M
Consumer Discretionary
$36.8M
Consumer Staples
$23.3M
Energy
$21.1M
Top Holdings — PERSONAL CFO SOLUTIONS, LLC (Q2 2026)
Top 150 of 529 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CB | Chubb Ltd | $68.5M | 9.9% | +4% | — |
| 2 | $AAPL | Apple Inc. | $42.6M | 6.2% | +7% | 76.4 |
| 3 | $GOOGL | Alphabet Inc. | $20.1M | 2.9% | +50% | 78.2 |
| 4 | — | INNOVATOR ETFS TRUST - DEFINED WLT SHLD | $19.3M | 2.8% | +2% | — |
| 5 | $NVDA | NVIDIA CORP | $18.9M | 2.7% | +6% | 85.9 |
| 6 | $AMZN | AMAZON COM INC | $15.2M | 2.2% | +9% | 68.7 |
| 7 | — | ISHARES TR - MSCI EAFE ETF | $14.3M | 2.1% | +1848% | — |
| 8 | $MSFT | MICROSOFT CORP | $13.5M | 2.0% | +5% | 79.8 |
| 9 | $GOOG | Alphabet Inc. | $13.0M | 1.9% | -35% | 78.2 |
| 10 | — | THORNBURG ETF TR - MULTI SECTOR BD | $11.8M | 1.7% | +5% | — |
| 11 |  $ITT | ITT INC. | $11.8M | 1.7% | -0% | 63 |
| 12 | — | ISHARES TR - RUS 1000 GRW ETF | $9.7M | 1.4% | NEW | — |
| 13 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $8.7M | 1.3% | +6% | — |
| 14 | — | ISHARES TR - MSCI INTL QUALTY | $8.1M | 1.2% | +4% | — |
| 15 | — | ISHARES TR - EAFE GRWTH ETF | $6.9M | 1.0% | +1% | — |
| 16 |  $SPY | SPDR S&P 500 ETF TRUST | $6.7M | 1.0% | -2% | — |
| 17 |  $AVGO | Broadcom Inc. | $6.5M | 0.9% | -3% | 84.5 |
| 18 |  $TSLA | Tesla, Inc. | $5.4M | 0.8% | +6% | 53.9 |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.4M | 0.8% | +2% | 73.8 |
| 20 |  $STX | Seagate Technology Holdings plc | $4.9M | 0.7% | -6% | — |
| 21 |  $LLY | ELI LILLY & Co | $4.8M | 0.7% | -10% | 87.5 |
| 22 |  $META | Meta Platforms, Inc. | $4.8M | 0.7% | +15% | 79.6 |
| 23 |  $LIN | LINDE PLC | $4.4M | 0.6% | +2% | — |
| 24 |  $GLD | SPDR GOLD TRUST | $4.2M | 0.6% | -10% | — |
| 25 |  $CVX | CHEVRON CORP | $4.0M | 0.6% | +0% | 62.8 |
| 26 |  $BA | BOEING CO | $3.9M | 0.6% | -0% | 61.6 |
| 27 |  $V | VISA INC. | $3.8M | 0.6% | -10% | 82.9 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $3.8M | 0.6% | +12% | 69 |
| 29 | — | ISHARES TR - IBOXX HI YD ETF | $3.7M | 0.5% | +10% | — |
| 30 |  $AXP | AMERICAN EXPRESS CO | $3.5M | 0.5% | -1% | 69.4 |
| 31 |  $ASML | ASML HOLDING NV | $3.3M | 0.5% | -2% | — |
| 32 |  $JPM | JPMORGAN CHASE & CO | $3.3M | 0.5% | +1% | 70.7 |
| 33 |  $MRK | Merck & Co., Inc. | $3.2M | 0.5% | +3% | 59.9 |
| 34 |  $INTC | INTEL CORP | $3.0M | 0.4% | +16% | 45.6 |
| 35 |  $MA | Mastercard Inc | $3.0M | 0.4% | -15% | 85.1 |
| 36 |  $RTX | RTX Corp | $2.9M | 0.4% | -2% | 73.2 |
| 37 |  $AMD | ADVANCED MICRO DEVICES INC | $2.9M | 0.4% | +19% | 79.8 |
| 38 |  $VZ | VERIZON COMMUNICATIONS INC | $2.9M | 0.4% | +2% | 65.8 |
| 39 |  $LRCX | LAM RESEARCH CORP | $2.9M | 0.4% | -8% | 79.4 |
| 40 |  $MU | MICRON TECHNOLOGY INC | $2.9M | 0.4% | +19% | 86.2 |
| 41 |  $PM | Philip Morris International Inc. | $2.8M | 0.4% | +2% | 75.9 |
| 42 |  $AMAT | APPLIED MATERIALS INC /DE | $2.8M | 0.4% | +3% | 72.3 |
| 43 |  $MO | ALTRIA GROUP, INC. | $2.6M | 0.4% | -1% | 67.4 |
| 44 |  $GE | GENERAL ELECTRIC CO | $2.6M | 0.4% | -6% | 73.8 |
| 45 |  $UNH | UNITEDHEALTH GROUP INC | $2.5M | 0.4% | +7% | 62.7 |
| 46 |  $GS | GOLDMAN SACHS GROUP INC | $2.5M | 0.3% | +1% | 73.5 |
| 47 |  $ORCL | ORACLE CORP | $2.4M | 0.3% | -5% | 66.2 |
| 48 |  $CBRE | CBRE GROUP, INC. | $2.3M | 0.3% | +1% | 62.3 |
| 49 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.3M | 0.3% | +8% | 67.6 |
| 50 |  $GEV | GE Vernova Inc. | $2.2M | 0.3% | +28% | 81.1 |
| 51 |  $KO | COCA COLA CO | $2.2M | 0.3% | +5% | 69.5 |
| 52 |  $NVS | NOVARTIS AG | $2.2M | 0.3% | +17% | — |
| 53 |  $GD | GENERAL DYNAMICS CORP | $2.2M | 0.3% | +0% | 68.7 |
| 54 |  $SE | Sea Ltd | $2.1M | 0.3% | +13% | — |
| 55 |  $AZN | ASTRAZENECA PLC | $2.1M | 0.3% | +6% | — |
| 56 |  $CSCO | CISCO SYSTEMS, INC. | $2.1M | 0.3% | -10% | 70.3 |
| 57 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $2.1M | 0.3% | +1% | — |
| 58 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2.1M | 0.3% | -1% | 70 |
| 59 |  $MCK | MCKESSON CORP | $2.0M | 0.3% | -1% | 63.4 |
| 60 |  $GLW | CORNING INC /NY | $2.0M | 0.3% | -19% | 73.7 |
| 61 |  $C | CITIGROUP INC | $2.0M | 0.3% | +0% | 65 |
| 62 |  $YUM | YUM BRANDS INC | $1.9M | 0.3% | +26% | 73.7 |
| 63 |  $NFLX | NETFLIX INC | $1.9M | 0.3% | -3% | 78.8 |
| 64 |  $ABBV | AbbVie Inc. | $1.9M | 0.3% | +28% | 72.6 |
| 65 |  $CARR | CARRIER GLOBAL Corp | $1.8M | 0.3% | +1% | 56.6 |
| 66 |  $NOW | ServiceNow, Inc. | $1.8M | 0.3% | -15% | 72.9 |
| 67 |  $WDC | WESTERN DIGITAL CORP | $1.8M | 0.3% | -42% | 80.7 |
| 68 |  $WMT | Walmart Inc. | $1.8M | 0.3% | -0% | 60.2 |
| 69 |  $T | AT&T INC. | $1.8M | 0.3% | -1% | 65.7 |
| 70 |  $ET | Energy Transfer LP | $1.7M | 0.3% | +11% | 64.4 |
| 71 |  $WRB | BERKLEY W R CORP | $1.7M | 0.3% | +0% | 68.6 |
| 72 |  $PFE | PFIZER INC | $1.6M | 0.2% | -2% | 62 |
| 73 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $1.6M | 0.2% | +11% | — |
| 74 |  $MPC | Marathon Petroleum Corp | $1.5M | 0.2% | -2% | 61 |
| 75 |  $MS | MORGAN STANLEY | $1.5M | 0.2% | +3% | 75.8 |
| 76 |  $VLO | VALERO ENERGY CORP/TX | $1.5M | 0.2% | -2% | 57.8 |
| 77 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.2% | +2% | 66.2 |
| 78 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.4M | 0.2% | +540% | — |
| 79 |  $D | DOMINION ENERGY, INC | $1.4M | 0.2% | -2% | 69.9 |
| 80 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.2% | +0% | 84.6 |
| 81 |  $QCOM | QUALCOMM INC/DE | $1.4M | 0.2% | -23% | 70.5 |
| 82 |  $CTVA | Corteva, Inc. | $1.4M | 0.2% | +2% | 47.2 |
| 83 |  $KLAC | KLA CORP | $1.3M | 0.2% | +819% | 78.6 |
| 84 |  $SO | SOUTHERN CO | $1.3M | 0.2% | +0% | 62 |
| 85 |  $AON | Aon plc | $1.3M | 0.2% | -37% | — |
| 86 |  $RBA | RB GLOBAL INC. | $1.3M | 0.2% | +1% | 67.3 |
| 87 |  $CAH | CARDINAL HEALTH INC | $1.3M | 0.2% | -2% | 62.4 |
| 88 |  $HD | HOME DEPOT, INC. | $1.3M | 0.2% | +2% | 60.3 |
| 89 |  $WELL | WELLTOWER INC. | $1.3M | 0.2% | +15% | 59.8 |
| 90 |  $ACN | Accenture plc | $1.3M | 0.2% | +1% | — |
| 91 |  $TJX | TJX COMPANIES INC /DE/ | $1.3M | 0.2% | -1% | 68.7 |
| 92 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $1.3M | 0.2% | -5% | 69.7 |
| 93 |  $COF | CAPITAL ONE FINANCIAL CORP | $1.3M | 0.2% | -1% | 62.4 |
| 94 |  $NTAP | NetApp, Inc. | $1.3M | 0.2% | -8% | 66.8 |
| 95 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.2% | +1% | 64.6 |
| 96 |  $APH | AMPHENOL CORP /DE/ | $1.3M | 0.2% | +6% | 79.3 |
| 97 |  $MDT | Medtronic plc | $1.3M | 0.2% | -10% | 68.7 |
| 98 |  $CRWD | CrowdStrike Holdings, Inc. | $1.2M | 0.2% | -10% | 67.7 |
| 99 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.2M | 0.2% | +100% | 66.8 |
| 100 |  $L | LOEWS CORP | $1.2M | 0.2% | NEW | 65.1 |
| 101 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.2% | -10% | 61.8 |
| 102 |  $AMGN | AMGEN INC | $1.2M | 0.2% | +14% | 79.2 |
| 103 |  $SCHW | SCHWAB CHARLES CORP | $1.2M | 0.2% | +5% | 79.4 |
| 104 |  $BTI | British American Tobacco p.l.c. | $1.2M | 0.2% | +2% | — |
| 105 |  $ALL | ALLSTATE CORP | $1.1M | 0.2% | -6% | 78.5 |
| 106 |  $SPOT | Spotify Technology S.A. | $1.1M | 0.2% | +15% | — |
| 107 |  $COP | CONOCOPHILLIPS | $1.1M | 0.2% | +4% | 70.2 |
| 108 |  $APP | AppLovin Corp | $1.1M | 0.2% | -12% | 84.4 |
| 109 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.1M | 0.2% | -1% | 70.4 |
| 110 |  $CVS | CVS HEALTH Corp | $1.1M | 0.2% | -2% | 59.4 |
| 111 |  $CCZ | COMCAST CORP | $1.1M | 0.2% | -7% | 59.5 |
| 112 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.2% | +10% | 64.6 |
| 113 |  $NSC | NORFOLK SOUTHERN CORP | $1.1M | 0.2% | +1% | 63.2 |
| 114 |  $USB | US BANCORP \DE\ | $1.1M | 0.2% | -4% | 65.3 |
| 115 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $1.1M | 0.2% | +3% | — |
| 116 |  $DIS | Walt Disney Co | $1.1M | 0.2% | +4% | 60.1 |
| 117 |  $SHOP | SHOPIFY INC. | $1.1M | 0.2% | -47% | 64.9 |
| 118 | — | ISHARES TR - RUS 1000 VAL ETF | $1.1M | 0.1% | -26% | — |
| 119 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $1.1M | 0.1% | -2% | — |
| 120 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.1M | 0.1% | -9% | 65.1 |
| 121 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $1.1M | 0.1% | -0% | 71 |
| 122 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.1M | 0.1% | +36% | 75.4 |
| 123 |  $CAT | CATERPILLAR INC | $1.0M | 0.1% | -4% | 66.5 |
| 124 |  $FIX | COMFORT SYSTEMS USA INC | $1.0M | 0.1% | -22% | 77.7 |
| 125 |  $EXPE | Expedia Group, Inc. | $1.0M | 0.1% | +10% | 71.1 |
| 126 |  $CNC | CENTENE CORP | $974,533 | 0.1% | -7% | 58.2 |
| 127 |  $TXN | TEXAS INSTRUMENTS INC | $970,832 | 0.1% | -14% | 73.4 |
| 128 |  $UBS | UBS Group AG | $965,816 | 0.1% | +1% | — |
| 129 |  $PH | Parker-Hannifin Corp | $963,308 | 0.1% | +1% | 65.8 |
| 130 |  $ACGL | ARCH CAPITAL GROUP LTD. | $955,707 | 0.1% | -4% | — |
| 131 |  $BBY | BEST BUY CO INC | $948,842 | 0.1% | -5% | 60.2 |
| 132 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $947,994 | 0.1% | -6% | — |
| 133 |  $SBUX | STARBUCKS CORP | $937,264 | 0.1% | -26% | 58.2 |
| 134 |  $APD | Air Products & Chemicals, Inc. | $935,923 | 0.1% | -4% | 46.4 |
| 135 |  $IBN | ICICI BANK LTD | $934,520 | 0.1% | -1% | — |
| 136 |  $ETN | Eaton Corp plc | $920,841 | 0.1% | -5% | — |
| 137 |  $VTR | Ventas, Inc. | $916,153 | 0.1% | +93% | 62.5 |
| 138 |  $AMP | AMERIPRISE FINANCIAL INC | $899,165 | 0.1% | -3% | 68.7 |
| 139 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $899,029 | 0.1% | -0% | — |
| 140 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $898,838 | 0.1% | -27% | — |
| 141 |  $NGG | NATIONAL GRID PLC | $894,384 | 0.1% | NEW | — |
| 142 |  $ADI | ANALOG DEVICES INC | $893,031 | 0.1% | +1% | 79.2 |
| 143 |  $LOW | LOWES COMPANIES INC | $884,360 | 0.1% | -7% | 60.8 |
| 144 |  $NVO | NOVO NORDISK A S | $883,383 | 0.1% | +3% | — |
| 145 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $878,879 | 0.1% | -0% | — |
| 146 |  $INCY | INCYTE CORP | $872,985 | 0.1% | +1% | 77.4 |
| 147 |  $UBER | Uber Technologies, Inc | $870,818 | 0.1% | -35% | 73.5 |
| 148 |  $KHC | Kraft Heinz Co | $865,470 | 0.1% | -3% | 47 |
| 149 |  $CW | CURTISS WRIGHT CORP | $854,297 | 0.1% | +1% | 69.5 |
| 150 |  $DE | DEERE & CO | $840,420 | 0.1% | -2% | 55.4 |
New Positions (77)
$L LOEWS CORP$1.2M$NGG NATIONAL GRID PLC$894,384
$NBIS Nebius Group N.V.$746,323
$TRP TC ENERGY CORP$657,808
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$574,334
$NOK NOKIA CORP$505,979
$DVA DAVITA INC.$505,030
$SNDK Sandisk Corp$494,536
$DELL Dell Technologies Inc.$478,680
$FMX MEXICAN ECONOMIC DEVELOPMENT INC$468,198
$APTV Aptiv PLC$460,596
$PBR PETROBRAS - PETROLEO BRASILEIRO SA$451,194Exited Positions (68)
$XOM.R34088 EXXON MOBIL CORPBrowse Top Institutional Investors
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