Personal Cfo Solutions, LLC Top Holdings and 13F Report (2026) About Personal Cfo Solutions, LLCInvestment ActivityPersonal Cfo Solutions, LLC has $633.89 million in total holdings as of September 30, 2026.Personal Cfo Solutions, LLC owns shares of 477 different stocks, but just 146 companies or ETFs make up 80% of its holdings.Approximately 14.24% of the portfolio was purchased this quarter.About 23.61% of the portfolio was sold this quarter.This quarter, Personal Cfo Solutions, LLC has purchased 529 new stocks and bought additional shares in 94 stocks.Personal Cfo Solutions, LLC sold shares of 346 stocks and completely divested from 86 stocks this quarter.Largest Holdings Chubb $63,131,379Apple $31,907,760Innovator U.S. Equity Power Buffer ETF - September $23,316,974Alphabet $18,748,350CNA Financial $17,980,576 Largest New Holdings this Quarter 45782C656 - Innovator U.S. Equity Power Buffer ETF - September $23,316,974 Holding126117100 - CNA Financial $17,980,576 Holding464288679 - ISHARES TR $16,932,916 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $4,242,251 Holding78392B206 - SK HYNIX INC $3,295,314 Holding Largest Purchases this Quarter Innovator U.S. Equity Power Buffer ETF - September 497,588 shares (about $23.32M)CNA Financial 400,637 shares (about $17.98M)ISHARES TR 153,489 shares (about $16.93M)Alphabet 17,598 shares (about $6.06M)EXXONMOBIL HOLDINGS CORP 26,066 shares (about $4.24M) Largest Sales this Quarter Apple 51,258 shares (about $17.07M)iShares MSCI EAFE ETF 129,201 shares (about $13.42M)iShares MSCI Intl Quality Factor ETF 157,663 shares (about $7.80M)Alphabet 20,994 shares (about $7.15M)iShares MSCI EAFE Growth ETF 41,624 shares (about $4.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPersonal Cfo Solutions, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCBChubb$63,131,379$2,246,046 ▼-3.4%193,49410.0%FinanceAAPLApple$31,907,760$17,070,001 ▼-34.9%95,8135.0%TechnologyPSEPInnovator U.S. Equity Power Buffer ETF - September$23,316,974$23,316,974 ▲New Holding497,5883.7%ETFGOOGLAlphabet$18,748,350$6,055,158 ▲47.7%54,4883.0%Communication ServicesCNACNA Financial$17,980,576$17,980,576 ▲New Holding400,6372.8%FinanceMSFTMicrosoft$17,193,044$1,424,333 ▼-7.7%33,5212.7%TechnologyNVDANVIDIA$16,956,273$4,647,383 ▼-21.5%74,1682.7%TechnologyISHARES TR$16,932,916$16,932,916 ▲New Holding153,4892.7%TRUST ISHARE 0-1BALTInnovator Defined Wealth Shield ETF$16,002,867$3,708,229 ▼-18.8%457,8792.5%ETFAMZNAmazon.com$15,182,241$755,425 ▼-4.7%60,9362.4%Consumer DiscretionaryGOOGAlphabet$12,049,400$7,153,586 ▼-37.3%35,3621.9%Communication ServicesITTITT$11,971,146$27,298 ▼-0.2%59,2031.9%IndustrialsTHORNBURG ETF TR$10,562,876$901,918 ▼-7.9%429,8501.7%MULTI SECTOR BDTSMTaiwan Semiconductor Manufacturing$7,053,727$1,224,170 ▼-14.8%15,4251.1%TechnologyIWFiShares Russell 1000 Growth ETF$6,653,284$3,154,285 ▼-32.2%53,1161.0%ETFMETAMeta Platforms$5,666,619$521,410 ▼-8.4%7,8140.9%Communication ServicesAVGOBroadcom$4,934,868$1,065,850 ▼-17.8%14,0520.8%TechnologyBRK.BBerkshire Hathaway$4,893,438$469,077 ▼-8.7%9,8270.8%FinanceCVXChevron$4,448,337$516,859 ▼-10.4%21,7830.7%EnergyTSLATesla$4,245,744$334,948 ▼-7.3%11,9660.7%Consumer DiscretionaryEXXONMOBIL HOLDINGS CORP$4,242,251$4,242,251 ▲New Holding26,0660.7%COM SHSSTXSeagate Technology$4,162,615$542,829 ▼-11.5%4,5090.7%TechnologySPYSPDR S&P 500 ETF Trust$4,039,828$2,832,620 ▼-41.2%5,2840.6%ETFLINDE PLC$3,775,036$258,694 ▼-6.4%7,9530.6%SHSVVisa$3,384,861$600,436 ▼-15.1%9,4200.5%FinanceLLYEli Lilly and Company$3,300,726$1,374,435 ▼-29.4%2,8530.5%HealthcareSK HYNIX INC$3,295,314$3,295,314 ▲New Holding17,8920.5%ADRJPMJPMorgan Chase & Co.$3,230,612$71,791 ▼-2.2%9,7650.5%FinanceMRKMerck & Co., Inc.$3,194,406$388,047 ▼-10.8%21,8560.5%HealthcareBABoeing$3,142,763$238,889 ▼-7.1%16,8920.5%IndustrialsVZVerizon Communications$3,051,637$71,190 ▼-2.3%66,5280.5%Communication ServicesAXPAmerican Express$3,034,273$152,656 ▼-4.8%9,9780.5%FinanceAMDAdvanced Micro Devices$2,940,322$125,419 ▼-4.1%4,8060.5%TechnologyJNJJohnson & Johnson$2,712,939$1,239,195 ▼-31.4%10,2480.4%HealthcarePMPhilip Morris International$2,683,098$280,885 ▼-9.5%14,0610.4%Consumer StaplesMUMicron Technology$2,681,328$39,416 ▲1.5%2,5170.4%TechnologyRTXRTX$2,624,571$257,686 ▼-8.9%14,1370.4%IndustrialsMOAltria Group$2,483,209$25,530 ▲1.0%36,2800.4%Consumer StaplesMAMastercard$2,433,501$759,883 ▼-23.8%4,4130.4%FinancePALANTIR TECHNOLOGIES INC$2,377,007$151,509 ▲6.8%12,7080.4%CL AASMLASML$2,347,504$681,066 ▼-22.5%1,2960.4%TechnologyGLDSPDR Gold Shares$2,186,533$2,134,736 ▼-49.4%5,7410.3%ETFMCKMcKesson$2,158,184$117,098 ▼-5.1%2,5250.3%HealthcareCBRECBRE Group$2,152,643$21,711 ▼-1.0%16,7560.3%Real EstateSESEA$2,138,707$37,484 ▼-1.7%21,9670.3%Consumer DiscretionaryMPCMarathon Petroleum$2,091,432$243,585 ▼-10.4%5,2890.3%EnergyGSThe Goldman Sachs Group$2,072,240$110,724 ▼-5.1%2,3020.3%FinanceLAM RESEARCH CORP$1,976,155$201,561 ▼-9.3%6,0100.3%COM NEWUNHUnitedHealth Group$1,973,276$208,119 ▼-9.5%5,3760.3%HealthcareGDGeneral Dynamics$1,955,263$75,994 ▼-3.7%5,8920.3%IndustrialsABBVAbbVie$1,899,948$56,766 ▼-2.9%7,2630.3%HealthcareBACBank of America$1,897,916$277,756 ▼-12.8%34,8690.3%FinanceNVSNovartis$1,895,753$85,970 ▼-4.3%13,2970.3%HealthcareVLOValero Energy$1,884,945$335,670 ▼-15.1%4,8630.3%EnergyKOCoca-Cola$1,850,629$475,671 ▼-20.4%21,3670.3%Consumer StaplesORCLOracle$1,799,003$473,126 ▼-20.8%13,1030.3%TechnologyNOWServiceNow$1,781,730$684,497 ▼-27.8%13,2960.3%TechnologyAMATApplied Materials$1,764,375$231,670 ▼-11.6%3,4500.3%TechnologyENERGY TRANSFER L P$1,762,080$3,914 ▲0.2%89,1290.3%COM UT LTD PTNVUGVanguard Growth ETF$1,728,126$241,945 ▲16.3%19,1780.3%ETFACNAccenture$1,678,998$227,204 ▼-11.9%9,1560.3%TechnologyCSCOCisco Systems$1,650,844$261,220 ▼-13.7%15,3380.3%TechnologyINTCIntel$1,641,460$953,761 ▼-36.8%13,6530.3%TechnologyEFGiShares MSCI EAFE Growth ETF$1,638,937$4,987,871 ▼-75.3%13,6770.3%ETFYUMYum! Brands$1,633,494$14,861 ▼-0.9%11,9810.3%Consumer DiscretionaryNFLXNetflix$1,628,537$223,424 ▼-12.1%23,4050.3%Communication ServicesWRBW.R. Berkley$1,622,544$11,279 ▲0.7%24,0230.3%FinanceIBMInternational Business Machines$1,581,433$29,909 ▼-1.9%7,1910.2%TechnologyCCitigroup$1,551,031$265,173 ▼-14.6%11,9790.2%FinancePFEPfizer$1,481,717$415,847 ▼-21.9%51,9540.2%HealthcareCARRCarrier Global$1,473,637$106,976 ▲7.8%26,8620.2%IndustrialsNTAPNetApp$1,457,583$283,617 ▼-16.3%6,9380.2%TechnologyCRWDCrowdStrike$1,299,849$869,655 ▲202.2%4,9100.2%TechnologyGEGE Aerospace$1,270,177$889,467 ▼-41.2%4,0670.2%IndustrialsBTIBritish American Tobacco$1,262,744$247,468 ▲24.4%23,2120.2%Consumer StaplesQCOMQualcomm$1,255,854$112,629 ▼-8.2%6,8240.2%TechnologyWALMART INC$1,249,295$393,223 ▼-23.9%12,0220.2%COMWELLWelltower$1,245,105$73,675 ▼-5.6%5,4080.2%Real EstateCNCCentene$1,244,139$301,033 ▲31.9%20,0280.2%HealthcareTEVA PHARMACEUTICAL INDS LTD$1,234,847$1,234,847 ▲New Holding31,1830.2%SPONSORED ADSTJXTJX Companies$1,224,943$96,455 ▲8.5%9,2580.2%Consumer DiscretionaryCOPConocoPhillips$1,215,125$133,290 ▼-9.9%9,7090.2%EnergyWDCWestern Digital$1,207,374$70,434 ▼-5.5%2,6570.2%TechnologyCOSTCostco Wholesale$1,205,627$227,649 ▼-15.9%1,3240.2%Consumer StaplesSPOTSpotify Technology$1,205,195$2,437 ▲0.2%2,4730.2%Communication ServicesGE VERNOVA INC$1,202,540$593,190 ▼-33.0%1,2650.2%COMMDTMedtronic$1,193,454$184,740 ▼-13.4%13,7150.2%HealthcareAMGNAmgen$1,190,928$166,098 ▼-12.2%2,8250.2%HealthcareCPCanadian Pacific Kansas City$1,182,210$82,902 ▼-6.6%13,8610.2%IndustrialsMSMorgan Stanley$1,180,593$165,512 ▼-12.3%6,2770.2%FinanceDDominion Energy$1,167,925$76,316 ▼-6.1%19,2980.2%UtilitiesTMOThermo Fisher Scientific$1,162,375$264,913 ▼-18.6%1,7200.2%HealthcareSPACE EXPLORATION TECHN CORP$1,148,974$641,923 ▲126.6%7,6160.2%CLASS A COM STKXLEEnergy Select Sector SPDR Fund$1,146,301$1,252,635 ▼-52.2%18,6390.2%ETFSCHWCharles Schwab$1,143,818$89,820 ▼-7.3%11,7030.2%FinanceSOSouthern$1,133,438$15,335 ▼-1.3%13,6740.2%UtilitiesAZNCFAstraZeneca$1,130,928$665,090 ▼-37.0%7,0040.2%HealthcareXLVHealth Care Select Sector SPDR Fund$1,108,540$102,231 ▲10.2%6,5820.2%ETFMUFGMitsubishi UFJ Financial Group$1,098,448$112,235 ▼-9.3%47,6140.2%FinanceBMYBristol Myers Squibb$1,095,865$114,504 ▼-9.5%17,5620.2%HealthcareShowing largest 100 holdings. 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