PERSONAL CFO SOLUTIONS, LLC
Sector Allocation
- Technology29.4%$203.8M
- Financials19.9%$137.3M
- Other14.3%$98.7M
- Industrials8.9%$61.3M
- Healthcare7.5%$52.2M
- Consumer Discretionary5.5%$37.8M
- Consumer Staples4.0%$28.0M
- Energy3.0%$21.1M
- Materials2.4%$16.6M
- Communication Services1.9%$13.0M
AUM History
13fpro.ai/research/fund/personal-cfo-solutions-llc-1677501
Conviction and streaks
Concentrating · top 10 = 34.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
CB
$68.5MAAPL
$42.6MGOOG
$20.1M- INNOVATOR$19.3M
NVDA
$18.9MAMZN
$15.2M- ISHARES$14.3M
MSFT
$13.5MGOOGL
$13.0M- THORNBURG$11.8M
ITT
$11.8M- ISHARES$9.7M
TSM
$8.7M- ISHARES$8.1M
- ISHARES$6.9M
SPY
$6.7MAVGO
$6.5MTSLA
$5.4MBRK.B
$5.4MSTX
$4.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/personal-cfo-solutions-llc-1677501
PERSONAL CFO SOLUTIONS, LLC 13F holdings — Q2 2026
$691.9M portfolio (-2.8% QoQ) · 529 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$68.5M
9.9% of stocks
+4%This quarter+1.8%Since filed10+ qtrsHeld$42.6M
6.2% of stocks
+7%This quarter+9.8%Since filed10+ qtrsHeld$20.1M
2.9% of stocks
+50%This quarter-11.1%Since filed10+ qtrsHeld- 4
INNOVATOR ETFS TRUST - DEFINED WLT SHLD
$19.3M
2.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $18.9M
2.7% of stocks
+6%This quarter-3.5%Since filed10+ qtrsHeld$15.2M
2.2% of stocks
+9%This quarter-9.3%Since filed10+ qtrsHeld- 7
ISHARES TR - MSCI EAFE ETF
$14.3M
2.1% of stocks
+1848%This quarter—Since filed—HeldAIQuality—Est. buy— $13.5M
2.0% of stocks
+5%This quarter+6.5%Since filed10+ qtrsHeld$13.0M
1.9% of stocks
-35%This quarter-11.1%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row- 10
THORNBURG ETF TR - MULTI SECTOR BD
$11.8M
1.7% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — PERSONAL CFO SOLUTIONS, LLC (Q2 2026)
529 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ITT INC. | Industrials | $11.8M | 1.7% | 59K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $9.7M | 1.4% | 78K | New | — | — | 13F |
| 13 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $8.7M | 1.3% | 18K | +6% | 10+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | ISHARES TR - MSCI INTL QUALTYetf/fund | — | $8.1M | 1.2% | 163K | +4% | — | — | 13F |
| 15 | — | ISHARES TR - EAFE GRWTH ETFetf/fund | — | $6.9M | 1.0% | 55K | +1.0% | — | — | 13F |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $6.7M | 1.0% | 8,989 | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Broadcom Inc. | Technology | $6.5M | 0.9% | 17K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Tesla, Inc. | Consumer Discretionary | $5.4M | 0.8% | 13K | +6% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | BERKSHIRE HATHAWAY INC | Financials | $5.4M | 0.8% | 11K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Seagate Technology Holdings plc | Technology | $4.9M | 0.7% | 5,097 | -6% | 6 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ELI LILLY & Co | Healthcare | $4.8M | 0.7% | 4,041 | -10% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Meta Platforms, Inc. | Technology | $4.8M | 0.7% | 8,533 | +15% | 10+ qtrsAdded 9 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | LINDE PLC | Materials | $4.4M | 0.6% | 8,498 | +2% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SPDR GOLD TRUSTetf/fund | Financials | $4.2M | 0.6% | 11K | -10% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | CHEVRON CORP | Energy | $4.0M | 0.6% | 24K | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $BA | BOEING CO | Industrials | $3.9M | 0.6% | 18K | -0.2% | |||
| 27 | $V | VISA INC. | Financials | $3.8M | 0.6% | 11K | -10% | |||
| 28 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.8M | 0.6% | 15K | +12% | |||
| 29 | — | ISHARES TR - IBOXX HI YD ETF | — | $3.7M | 0.5% | 46K | +10% | |||
| 30 | $AXP | AMERICAN EXPRESS CO | Financials | $3.5M | 0.5% | 10K | -1% | |||
| 31 | $ASML | ASML HOLDING NV | Technology | $3.3M | 0.5% | 1,672 | -2% | |||
| 32 | $JPM | JPMORGAN CHASE & CO | Financials | $3.3M | 0.5% | 9,982 | +1% | |||
| 33 | $MRK | Merck & Co., Inc. | Healthcare | $3.2M | 0.5% | 25K | +3% | |||
| 34 | $INTC | INTEL CORP | Technology | $3.0M | 0.4% | 22K | +16% | |||
| 35 | $MA | Mastercard Inc | Financials | $3.0M | 0.4% | 5,791 | -15% | |||
| 36 | $RTX | RTX Corp | Industrials | $2.9M | 0.4% | 16K | -2% | |||
| 37 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.9M | 0.4% | 5,011 | +19% | |||
| 38 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $2.9M | 0.4% | 68K | +2% | |||
| 39 | $LRCX | LAM RESEARCH CORP | Technology | $2.9M | 0.4% | 6,623 | -8% | |||
| 40 | $MU | MICRON TECHNOLOGY INC | Technology | $2.9M | 0.4% | 2,480 | +19% | |||
| 41 | $PM | Philip Morris International Inc. | Consumer Staples | $2.8M | 0.4% | 16K | +2% | |||
| 42 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.8M | 0.4% | 3,903 | +3% | |||
| 43 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $2.6M | 0.4% | 36K | -0.5% | |||
| 44 | $GE | GENERAL ELECTRIC CO | Industrials | $2.6M | 0.4% | 6,915 | -6% | |||
| 45 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $2.5M | 0.4% | 5,943 | +7% | |||
| 46 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.5M | 0.3% | 2,425 | +1% | |||
| 47 | $ORCL | ORACLE CORP | Technology | $2.4M | 0.3% | 17K | -5% | |||
| 48 | $CBRE | CBRE GROUP, INC. | Real Estate | $2.3M | 0.3% | 17K | +0.6% | |||
| 49 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.3M | 0.3% | 40K | +8% | |||
| 50 | $GEV | GE Vernova Inc. | Industrials | $2.2M | 0.3% | 1,889 | +28% | |||
| 51 | $KO | COCA COLA CO | Consumer Staples | $2.2M | 0.3% | 27K | +5% | |||
| 52 | $NVS | NOVARTIS AG | Healthcare | $2.2M | 0.3% | 14K | +17% | |||
| 53 | $GD | GENERAL DYNAMICS CORP | Industrials | $2.2M | 0.3% | 6,121 | +0.2% | |||
| 54 | $SE | Sea Ltd | Industrials | $2.1M | 0.3% | 22K | +13% | |||
| 55 | $AZN | ASTRAZENECA PLC | Healthcare | $2.1M | 0.3% | 11K | +6% | |||
| 56 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.1M | 0.3% | 18K | -10% | |||
| 57 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $2.1M | 0.3% | 39K | +0.9% | |||
| 58 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.1M | 0.3% | 7,327 | -0.6% | |||
| 59 | $MCK | MCKESSON CORP | Consumer Staples | $2.0M | 0.3% | 2,662 | -0.9% | |||
| 60 | $GLW | CORNING INC /NY | Materials | $2.0M | 0.3% | 7,719 | -19% | |||
| 61 | $C | CITIGROUP INC | Financials | $2.0M | 0.3% | 14K | +0.4% | |||
| 62 | $YUM | YUM BRANDS INC | Consumer Discretionary | $1.9M | 0.3% | 12K | +26% | |||
| 63 | $NFLX | NETFLIX INC | Communication Services | $1.9M | 0.3% | 27K | -3% | |||
| 64 | $ABBV | AbbVie Inc. | Healthcare | $1.9M | 0.3% | 7,480 | +28% | |||
| 65 | $CARR | CARRIER GLOBAL Corp | Industrials | $1.8M | 0.3% | 25K | +1.0% | |||
| 66 | $NOW | ServiceNow, Inc. | Technology | $1.8M | 0.3% | 18K | -15% | |||
| 67 | $WDC | WESTERN DIGITAL CORP | Technology | $1.8M | 0.3% | 2,812 | -42% | |||
| 68 | $WMT | Walmart Inc. | Consumer Staples | $1.8M | 0.3% | 16K | -0.3% | |||
| 69 | $T | AT&T INC. | Communication Services | $1.8M | 0.3% | 85K | -0.6% | |||
| 70 | $ET | Energy Transfer LP | Energy | $1.7M | 0.3% | 89K | +11% | |||
| 71 | $WRB | BERKLEY W R CORP | Financials | $1.7M | 0.3% | 24K | +0.2% | |||
| 72 | $PFE | PFIZER INC | Healthcare | $1.6M | 0.2% | 67K | -2% | |||
| 73 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $1.6M | 0.2% | 17K | +11% | |||
| 74 | $MPC | Marathon Petroleum Corp | Energy | $1.5M | 0.2% | 5,905 | -2% | |||
| 75 | $MS | MORGAN STANLEY | Financials | $1.5M | 0.2% | 7,157 | +3% | |||
| 76 | $VLO | VALERO ENERGY CORP/TX | Energy | $1.5M | 0.2% | 5,729 | -2% | |||
| 77 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.2% | 1,574 | +2% | |||
| 78 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.4M | 0.2% | 16K | +540% | |||
| 79 | $D | DOMINION ENERGY, INC | Utilities | $1.4M | 0.2% | 21K | -2% | |||
| 80 | $PLTR | Palantir Technologies Inc. | Technology | $1.4M | 0.2% | 12K | +0.4% | |||
| 81 | $QCOM | QUALCOMM INC/DE | Technology | $1.4M | 0.2% | 7,436 | -23% | |||
| 82 | $CTVA | Corteva, Inc. | Consumer Staples | $1.4M | 0.2% | 16K | +2% | |||
| 83 | $KLAC | KLA CORP | Technology | $1.3M | 0.2% | 4,467 | +819% | |||
| 84 | $SO | SOUTHERN CO | Utilities | $1.3M | 0.2% | 14K | +0.2% | |||
| 85 | $AON | Aon plc | Financials | $1.3M | 0.2% | 3,993 | -37% | |||
| 86 | $RBA | RB GLOBAL INC. | Industrials | $1.3M | 0.2% | 11K | +0.9% | |||
| 87 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $1.3M | 0.2% | 5,517 | -2% | |||
| 88 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.3M | 0.2% | 3,695 | +2% | |||
| 89 | $WELL | WELLTOWER INC. | Real Estate | $1.3M | 0.2% | 5,728 | +15% | |||
| 90 | $ACN | Accenture plc | Technology | $1.3M | 0.2% | 10K | +1% | |||
| 91 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.3M | 0.2% | 8,529 | -1% | |||
| 92 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.3M | 0.2% | 15K | -5% | |||
| 93 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.3M | 0.2% | 6,407 | -1% | |||
| 94 | $NTAP | NetApp, Inc. | Technology | $1.3M | 0.2% | 8,288 | -8% | |||
| 95 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.3M | 0.2% | 8,724 | +0.6% | |||
| 96 | $APH | AMPHENOL CORP /DE/ | Technology | $1.3M | 0.2% | 7,234 | +6% | |||
| 97 | $MDT | Medtronic plc | Healthcare | $1.3M | 0.2% | 16K | -10% | |||
| 98 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.2M | 0.2% | 1,625 | -10% | |||
| 99 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.2M | 0.2% | 8,658 | +100% | |||
| 100 | $L | LOEWS CORP | Financials | $1.2M | 0.2% | 10K | New | |||
| 101 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.2M | 0.2% | 14K | -10% | |||
| 102 | $AMGN | AMGEN INC | Healthcare | $1.2M | 0.2% | 3,219 | +14% | |||
| 103 | $SCHW | SCHWAB CHARLES CORP | Financials | $1.2M | 0.2% | 13K | +5% | |||
| 104 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $1.2M | 0.2% | 19K | +2% | |||
| 105 | $ALL | ALLSTATE CORP | Financials | $1.1M | 0.2% | 4,805 | -6% | |||
| 106 | $SPOT | Spotify Technology S.A. | Communication Services | $1.1M | 0.2% | 2,468 | +15% | |||
| 107 | $COP | CONOCOPHILLIPS | Energy | $1.1M | 0.2% | 11K | +4% | |||
| 108 | $APP | AppLovin Corp | Technology | $1.1M | 0.2% | 2,172 | -12% | |||
| 109 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.1M | 0.2% | 19K | -1% | |||
| 110 | $CVS | CVS HEALTH Corp | Healthcare | $1.1M | 0.2% | 11K | -2% | |||
| 111 | $CCZ | COMCAST CORP | Communication Services | $1.1M | 0.2% | 45K | -7% | |||
| 112 | $NEE | NEXTERA ENERGY INC | Utilities | $1.1M | 0.2% | 13K | +10% | |||
| 113 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.1M | 0.2% | 3,502 | +1.0% | |||
| 114 | $USB | US BANCORP \DE\ | Financials | $1.1M | 0.2% | 18K | -4% | |||
| 115 | $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | Healthcare | $1.1M | 0.2% | 32K | +3% | |||
| 116 | $DIS | Walt Disney Co | Communication Services | $1.1M | 0.2% | 11K | +4% | |||
| 117 | $SHOP | SHOPIFY INC. | Technology | $1.1M | 0.2% | 9,476 | -47% | |||
| 118 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.1M | 0.1% | 4,422 | -26% | |||
| 119 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $1.1M | 0.1% | 52K | -2% | |||
| 120 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.1M | 0.1% | 2,112 | -9% | |||
| 121 | $REGN | REGENERON PHARMACEUTICALS, INC. | Healthcare | $1.1M | 0.1% | 1,692 | -0.2% | |||
| 122 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.1M | 0.1% | 2,120 | +36% | |||
| 123 | $CAT | CATERPILLAR INC | Industrials | $1.0M | 0.1% | 984 | -4% | |||
| 124 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $1.0M | 0.1% | 511 | -22% | |||
| 125 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $1.0M | 0.1% | 3,939 | +10% | |||
| 126 | $CNC | CENTENE CORP | Healthcare | $975K | 0.1% | 15K | -7% | |||
| 127 | $TXN | TEXAS INSTRUMENTS INC | Technology | $971K | 0.1% | 3,257 | -14% | |||
| 128 | $UBS | UBS Group AG | Financials | $966K | 0.1% | 19K | +1% | |||
| 129 | $PH | Parker-Hannifin Corp | Industrials | $963K | 0.1% | 985 | +0.5% | |||
| 130 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $956K | 0.1% | 9,847 | -4% | |||
| 131 | $BBY | BEST BUY CO INC | Consumer Discretionary | $949K | 0.1% | 12K | -5% | |||
| 132 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $948K | 0.1% | 5,975 | -6% | |||
| 133 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $937K | 0.1% | 9,172 | -26% | |||
| 134 | $APD | Air Products & Chemicals, Inc. | Materials | $936K | 0.1% | 3,192 | -4% | |||
| 135 | $IBN | ICICI BANK LTD | Financials | $935K | 0.1% | 32K | -1% | |||
| 136 | $ETN | Eaton Corp plc | Industrials | $921K | 0.1% | 2,161 | -5% | |||
| 137 | $VTR | Ventas, Inc. | Real Estate | $916K | 0.1% | 10K | +93% | |||
| 138 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $899K | 0.1% | 1,960 | -3% | |||
| 139 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | — | $899K | 0.1% | 4,854 | -0.1% | |||
| 140 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $899K | 0.1% | 4,718 | -27% | |||
| 141 | $NGG | NATIONAL GRID PLC | Energy | $894K | 0.1% | 11K | New | |||
| 142 | $ADI | ANALOG DEVICES INC | Technology | $893K | 0.1% | 2,248 | +1% | |||
| 143 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $884K | 0.1% | 4,011 | -7% | |||
| 144 | $NVO | NOVO NORDISK A S | Healthcare | $883K | 0.1% | 18K | +3% | |||
| 145 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $879K | 0.1% | 10K | -0.2% | |||
| 146 | $INCY | INCYTE CORP | Healthcare | $873K | 0.1% | 7,701 | +1.0% | |||
| 147 | $UBER | Uber Technologies, Inc | Technology | $871K | 0.1% | 12K | -35% | |||
| 148 | $KHC | Kraft Heinz Co | Consumer Staples | $865K | 0.1% | 37K | -3% | |||
| 149 | $CW | CURTISS WRIGHT CORP | Industrials | $854K | 0.1% | 1,127 | +0.6% | |||
| 150 | $DE | DEERE & CO | Industrials | $840K | 0.1% | 1,322 | -2% |
What changed in Q2 2026
Against the previous quarter's 13F: 77 new, 237 added to, 209 trimmed, 68 sold out. Share-count changes; largest moves by dollar size first.
New positions (77)
- ISHARES TR - RUS 1000 GRW ETF$9.7M
first bought this quarter
$LLOEWS CORP$1.2M
first bought this quarter
$NGGNATIONAL GRID PLC$894K
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR FINL ETF$771K
first bought this quarter
$NBISNebius Group N.V.$746K
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR DISCR ETF$686K
first bought this quarter
+71 more in the Excel export
Added to (237)
- ISHARES TR - MSCI EAFE ETF+1848%
now $14.3M
now $20.1M · held 10+ qtrs
now $68.5M · held 10+ qtrs
now $42.6M · held 10+ qtrs
now $15.2M · held 10+ qtrs
$KLACKLA CORP+819%
now $1.3M · held 10+ qtrs
+231 more in the Excel export
Trimmed (209)
now $13.0M · held 10+ qtrs, 2 trims in a row
$WDCWESTERN DIGITAL CORP-42%
now $1.8M · held 4 qtrs
$SHOPSHOPIFY INC.-47%
now $1.1M · held 9 qtrs
$AONAon plc-37%
now $1.3M · held 10+ qtrs
$DDDuPont de Nemours, Inc.-55%
now $564K
$MAMastercard Inc-15%
now $3.0M · held 10+ qtrs, 5 trims in a row
+203 more in the Excel export
Sold out (68)
- INNOVATOR ETFS TRUSTwas $27.4M
- INNOVATOR ETFS TRUSTwas $16.1M
- ISHARES TRwas $14.2M
- INNOVATOR ETFS TRUSTwas $12.5M
- INNOVATOR ETFS TRUSTwas $8.5M
- INNOVATOR ETFS TRUSTwas $8.4M
+62 more in the Excel export
Holdings by quarter
Every 13F PERSONAL CFO SOLUTIONS, LLC has filed, 27 earlier quarters. Pick one to see what it held then.
Is it too late to follow PERSONAL CFO SOLUTIONS?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of PERSONAL CFO SOLUTIONS's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-0.3%
Value-weighted move of the 10 largest stock positions
Turnover
12%
Last quarter; 37% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
93%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 $GOOG. During the quarter the fund opened 77 new positions and exited 68. The portfolio is most concentrated in Technology (29.4% of disclosed assets). All figures are sourced directly from PERSONAL CFO SOLUTIONS, LLC’s Form 13F-HR filing with the SEC under CIK 1677501.
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