Personal Cfo Solutions, LLC Top Holdings and 13F Report (2026)

About Personal Cfo Solutions, LLC

Investment Activity

Personal Cfo Solutions, LLC has $711.93 million in total holdings as of March 31, 2026.
Personal Cfo Solutions, LLC owns shares of 520 different stocks, but just 158 companies or ETFs make up 80% of its holdings.
Approximately 24.23% of the portfolio was purchased this quarter.
About 11.27% of the portfolio was sold this quarter.
This quarter, Personal Cfo Solutions, LLC has purchased 504 new stocks and bought additional shares in 239 stocks.
Personal Cfo Solutions, LLC sold shares of 209 stocks and completely divested from 53 stocks this quarter.

Largest Holdings

Chubb: $62,824,226
Apple: $34,925,744
Innovator U.S. Equity Power Buffer ETF - January: $27,378,798
Innovator Defined Wealth Shield ETF: $18,415,045
Alphabet: $16,437,575

Largest New Holdings this Quarter

45782C508 - Innovator U.S. Equity Power Buffer ETF - January: $27,378,798 Holding
45783Y855 - Innovator Defined Wealth Shield ETF: $18,415,045 Holding
45783Y350 - INNOVATOR ETFS TRUST: $16,118,413 Holding
464288679 - iShares Short Treasury Bond ETF: $14,166,252 Holding
45782C409 - Innovator U.S. Equity Buffer ETF - January: $12,503,752 Holding

Largest Purchases this Quarter

Innovator U.S. Equity Power Buffer ETF - January: 593,514 shares (about $27.38M)
Innovator Defined Wealth Shield ETF: 550,278 shares (about $18.42M)
INNOVATOR ETFS TRUST: 540,694 shares (about $16.12M)
iShares Short Treasury Bond ETF: 128,329 shares (about $14.17M)
Innovator U.S. Equity Buffer ETF - January: 234,460 shares (about $12.50M)

Largest Sales this Quarter

iShares Russell 2000 ETF: 55,831 shares (about $13.85M)
iShares Expanded Tech-Software Sector ETF: 16,102 shares (about $1.29M)
Amazon.com: 6,067 shares (about $1.26M)
Apple: 3,123 shares (about $792.58K)
Altria Group: 11,188 shares (about $750.16K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CB Chubb	$62,824,226	$275,576 â–¼	-0.4%	192,182	8.8%	Finance
AAPL Apple	$34,925,744	$792,584 â–¼	-2.2%	137,617	4.9%	Computer and Technology
PJAN Innovator U.S. Equity Power Buffer ETF - January	$27,378,798	$27,378,798 â–²	New Holding	593,514	3.8%	ETF
BALT Innovator Defined Wealth Shield ETF	$18,415,045	$18,415,045 â–²	New Holding	550,278	2.6%	ETF
GOOGL Alphabet	$16,437,575	$360,889 â–¼	-2.1%	57,162	2.3%	Computer and Technology
INNOVATOR ETFS TRUST	$16,118,413	$16,118,413 â–²	New Holding	540,694	2.3%	INTL DEVELOPED P
NVDA NVIDIA	$15,498,810	$41,859 â–²	0.3%	88,864	2.2%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$14,166,252	$14,166,252 â–²	New Holding	128,329	2.0%	ETF
MSFT Microsoft	$12,815,892	$382,382 â–¼	-2.9%	34,622	1.8%	Computer and Technology
BJAN Innovator U.S. Equity Buffer ETF - January	$12,503,752	$12,503,752 â–²	New Holding	234,460	1.8%	ETF
AMZN Amazon.com	$12,246,541	$1,263,580 â–¼	-9.4%	58,801	1.7%	Retail/Wholesale
THORNBURG ETF TR	$11,340,741	$87,373 â–¼	-0.8%	444,552	1.6%	MULTI SECTOR BD
ITT ITT	$11,336,477	$955 â–¼	0.0%	59,379	1.6%	Multi-Sector Conglomerates
GOOG Alphabet	$10,759,587	$343,086 â–¼	-3.1%	37,508	1.5%	Computer and Technology
INNOVATOR ETFS TRUST	$8,471,319	$8,471,319 â–²	New Holding	301,625	1.2%	US SM CAP BUFFER
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January	$8,439,313	$8,439,313 â–²	New Holding	269,799	1.2%	ETF
NJAN Innovator Growth-100 Power Buffer ETF - January	$8,390,351	$8,390,351 â–²	New Holding	157,211	1.2%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$7,272,255	$1,699,183 â–²	30.5%	157,306	1.0%	ETF
EFG iShares MSCI EAFE Growth ETF	$6,100,310	$392,692 â–²	6.9%	54,775	0.9%	ETF
SPY SPDR S&P 500 ETF Trust	$5,975,564	$164,992 â–¼	-2.7%	9,163	0.8%	Finance
TSM Taiwan Semiconductor Manufacturing	$5,797,553	$288,742 â–²	5.2%	17,107	0.8%	Computer and Technology
AVGO Broadcom	$5,455,720	$159,397 â–²	3.0%	17,627	0.8%	Computer and Technology
GLD SPDR Gold Shares	$5,406,280	$363,173 â–¼	-6.3%	12,564	0.8%	Finance
SCHD Schwab US Dividend Equity ETF	$5,235,592	$160,640 â–¼	-3.0%	170,652	0.7%	ETF
BRK.B Berkshire Hathaway	$5,069,945	$212,286 â–¼	-4.0%	10,580	0.7%	Finance
CVX Chevron	$5,019,801	$191,796 â–¼	-3.7%	24,262	0.7%	Energy
XOM ExxonMobil	$4,612,904	$673,044 â–¼	-12.7%	27,189	0.6%	Energy
TSLA Tesla	$4,540,464	$864,673 â–²	23.5%	12,214	0.6%	Auto/Tires/Trucks
META Meta Platforms	$4,229,266	$415,374 â–²	10.9%	7,392	0.6%	Computer and Technology
LLY Eli Lilly and Company	$4,120,586	$142,565 â–¼	-3.3%	4,480	0.6%	Medical
LINDE PLC	$4,119,341	$2,596,836 â–²	170.6%	8,309	0.6%	SHS
V Visa	$3,728,330	$138,724 â–¼	-3.6%	12,336	0.5%	Business Services
BA Boeing	$3,624,142	$102,501 â–¼	-2.8%	18,209	0.5%	Aerospace
MA Mastercard	$3,413,889	$133,418 â–¼	-3.8%	6,832	0.5%	Business Services
VZ Verizon Communications	$3,364,169	$40,562 â–¼	-1.2%	67,015	0.5%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,356,551	$466,380 â–¼	-12.2%	42,189	0.5%	ETF
JNJ Johnson & Johnson	$3,268,238	$44,978 â–¼	-1.4%	13,370	0.5%	Medical
AXP American Express	$3,212,868	$535,982 â–²	20.0%	10,622	0.5%	Finance
RTX RTX	$3,053,854	$48,419 â–¼	-1.6%	15,831	0.4%	Aerospace
JPM JPMorgan Chase & Co.	$2,897,862	$133,259 â–¼	-4.4%	9,851	0.4%	Finance
MRK Merck & Co., Inc.	$2,895,920	$64,814 â–¼	-2.2%	23,904	0.4%	Medical
NFLX Netflix	$2,637,482	$382,964 â–²	17.0%	27,431	0.4%	Consumer Discretionary
ORCL Oracle	$2,573,784	$192,857 â–²	8.1%	17,496	0.4%	Computer and Technology
PM Philip Morris International	$2,530,631	$80,401 â–²	3.3%	15,171	0.4%	Consumer Staples
EJAN Innovator MSCI Emerging Markets Power Buffer ETF - January	$2,516,317	$2,516,317 â–²	New Holding	74,162	0.4%	ETF
T AT&T	$2,486,633	$66,329 â–¼	-2.6%	85,776	0.3%	Computer and Technology
MO Altria Group	$2,420,861	$750,162 â–¼	-23.7%	36,105	0.3%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$2,369,371	$261,092 â–¼	-9.9%	38,677	0.3%	ETF
MCK McKesson	$2,327,618	$141,199 â–²	6.5%	2,687	0.3%	Medical
CBRE CBRE Group	$2,278,437	$46,869 â–¼	-2.0%	16,820	0.3%	Finance
ASML ASML	$2,260,306	$602,396 â–¼	-21.0%	1,711	0.3%	Computer and Technology
NOW ServiceNow	$2,256,189	$924,745 â–²	69.5%	21,580	0.3%	Computer and Technology
STX Seagate Technology	$2,131,180	$119,315 â–¼	-5.3%	5,430	0.3%	Computer and Technology
SHOPIFY INC	$2,105,268	$223,006 â–²	11.8%	17,748	0.3%	CL A SUB VTG SHS
GD General Dynamics	$2,097,260	$101,242 â–¼	-4.6%	6,111	0.3%	Aerospace
GE GE Aerospace	$2,083,154	$16,770 â–²	0.8%	7,329	0.3%	Aerospace
AZNCF AstraZeneca	$2,074,244	$2,074,244 â–²	New Holding	10,517	0.3%	Medical
AON AON	$2,043,490	$449,949 â–²	28.2%	6,331	0.3%	Finance
ACN Accenture	$2,030,803	$1,095,904 â–²	117.2%	10,242	0.3%	Computer and Technology
GS The Goldman Sachs Group	$2,026,483	$275,839 â–¼	-12.0%	2,395	0.3%	Finance
IVW iShares S&P 500 Growth ETF	$1,998,260	$1,998,260 â–²	New Holding	17,667	0.3%	ETF
WALMART INC	$1,973,860	$386,777 â–¼	-16.4%	15,851	0.3%	COM
KO CocaCola	$1,953,027	$24,736 â–²	1.3%	25,502	0.3%	Consumer Staples
PFE Pfizer	$1,915,993	$6,543 â–¼	-0.3%	68,233	0.3%	Medical
NVS Novartis	$1,807,210	$1,331,998 â–²	280.3%	11,831	0.3%	Medical
BAC Bank of America	$1,805,011	$3,315 â–²	0.2%	37,026	0.3%	Finance
IBM International Business Machines	$1,787,407	$524,539 â–²	41.5%	7,374	0.3%	Computer and Technology
PALANTIR TECHNOLOGIES INC	$1,733,964	$93,325 â–¼	-5.1%	11,854	0.2%	CL A
SE SEA	$1,643,116	$370,906 â–²	29.2%	19,842	0.2%	Computer and Technology
SKYY First Trust Cloud Computing ETF	$1,637,831	$43,414 â–¼	-2.6%	14,977	0.2%	Manufacturing
C Citigroup	$1,584,184	$181,451 â–²	12.9%	13,969	0.2%	Financial Services
WRB W.R. Berkley	$1,577,627	$24,126 â–²	1.6%	23,802	0.2%	Finance
MDT Medtronic	$1,545,536	$580,417 â–²	60.1%	17,689	0.2%	Medical
LAM RESEARCH CORP	$1,543,099	$216,928 â–²	16.4%	7,213	0.2%	COM NEW
ET Energy Transfer	$1,542,423	$251 â–²	0.0%	79,918	0.2%	Energy
COST Costco Wholesale	$1,541,722	$63,782 â–²	4.3%	1,547	0.2%	Retail/Wholesale
CSCO Cisco Systems	$1,525,027	$65,719 â–²	4.5%	19,655	0.2%	Computer and Technology
UNH UnitedHealth Group	$1,509,833	$251,909 â–²	20.0%	5,580	0.2%	Medical
YUM Yum! Brands	$1,486,230	$3,887 â–²	0.3%	9,559	0.2%	Retail/Wholesale
MPC Marathon Petroleum	$1,476,388	$12,698 â–²	0.9%	6,046	0.2%	Energy
QUAL iShares MSCI USA Quality Factor ETF	$1,471,490	$1,471,490 â–²	New Holding	7,672	0.2%	ETF
VLO Valero Energy	$1,438,599	$138,374 â–¼	-8.8%	5,822	0.2%	Energy
JNK SPDR Bloomberg High Yield Bond ETF	$1,428,059	$224,082 â–¼	-13.6%	14,919	0.2%	Finance
CMCSA Comcast	$1,403,849	$47,917 â–²	3.5%	48,898	0.2%	Consumer Discretionary
CSGP CoStar Group	$1,395,159	$952,589 â–²	215.2%	34,585	0.2%	Computer and Technology
CARR Carrier Global	$1,389,232	$10,192 â–²	0.7%	24,671	0.2%	Construction
TJX TJX Companies	$1,382,615	$87,831 â–²	6.8%	8,658	0.2%	Retail/Wholesale
COP ConocoPhillips	$1,373,416	$108,369 â–¼	-7.3%	10,405	0.2%	Energy
INTU Intuit	$1,342,718	$182,489 â–²	15.7%	3,105	0.2%	Computer and Technology
SO Southern	$1,335,220	$21,137 â–²	1.6%	13,834	0.2%	Utilities
UBER Uber Technologies	$1,333,681	$52,582 â–²	4.1%	18,541	0.2%	Computer and Technology
CTVA Corteva	$1,314,502	$83,794 â–²	6.8%	15,703	0.2%	Consumer Staples
WDC Western Digital	$1,313,823	$427,662 â–²	48.3%	4,857	0.2%	Computer and Technology
REGN Regeneron Pharmaceuticals	$1,309,811	$121,322 â–¼	-8.5%	1,695	0.2%	Medical
AMAT Applied Materials	$1,300,213	$142,531 â–¼	-9.9%	3,804	0.2%	Computer and Technology
D Dominion Energy	$1,300,115	$182,675 â–¼	-12.3%	21,031	0.2%	Utilities
GLW Corning	$1,296,231	$186,555 â–¼	-12.6%	9,533	0.2%	Computer and Technology
GE VERNOVA INC	$1,284,159	$201,659 â–¼	-13.6%	1,471	0.2%	COM
ABBV AbbVie	$1,273,109	$123,527 â–¼	-8.8%	5,854	0.2%	Medical
IWD iShares Russell 1000 Value ETF	$1,268,490	$294,849 â–¼	-18.9%	5,937	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Personal Cfo Solutions, LLC Top Holdings and 13F Report (2026)

About Personal Cfo Solutions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Personal Cfo Solutions, LLC Top Holdings and 13F Report (2026)

About Personal Cfo Solutions, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPersonal Cfo Solutions, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools