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

About Personal Cfo Solutions, LLC

Investment Activity

Personal Cfo Solutions, LLC has $691.91 million in total holdings as of June 30, 2026.
Personal Cfo Solutions, LLC owns shares of 529 different stocks, but just 170 companies or ETFs make up 80% of its holdings.
Approximately 12.28% of the portfolio was purchased this quarter.
About 23.21% of the portfolio was sold this quarter.
This quarter, Personal Cfo Solutions, LLC has purchased 520 new stocks and bought additional shares in 236 stocks.
Personal Cfo Solutions, LLC sold shares of 206 stocks and completely divested from 73 stocks this quarter.

Largest Holdings

Chubb: $68,481,147
Apple: $42,556,328
Alphabet: $20,139,874
Innovator Defined Wealth Shield ETF: $19,327,584
NVIDIA: $18,907,690

Largest New Holdings this Quarter

464287614 - iShares Russell 1000 Growth ETF: $9,722,259 Holding
540424108 - Loews: $1,179,535 Holding
636274409 - National Grid Transco: $894,384 Holding
81369Y605 - Financial Select Sector SPDR Fund: $771,382 Holding
N97284108 - Yandex: $746,323 Holding

Largest Purchases this Quarter

iShares MSCI EAFE ETF: 130,536 shares (about $13.56M)
iShares Russell 1000 Growth ETF: 78,298 shares (about $9.72M)
Alphabet: 18,848 shares (about $6.74M)
Chubb: 8,196 shares (about $2.80M)
Apple: 9,454 shares (about $2.74M)

Largest Sales this Quarter

Alphabet: 20,272 shares (about $7.16M)
Western Digital: 2,045 shares (about $1.31M)
SHOPIFY INC: 8,272 shares (about $944.50K)
AON: 2,338 shares (about $775.40K)
Mastercard: 1,041 shares (about $534.67K)

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	$68,481,147	$2,801,063 â–²	4.3%	200,378	9.9%	Finance
AAPL Apple	$42,556,328	$2,735,601 â–²	6.9%	147,071	6.2%	Technology
GOOG Alphabet	$20,139,874	$6,735,686 â–²	50.3%	56,356	2.9%	Communication Services
BALT Innovator Defined Wealth Shield ETF	$19,327,584	$469,567 â–²	2.5%	563,980	2.8%	ETF
NVDA NVIDIA	$18,907,690	$1,126,906 â–²	6.3%	94,496	2.7%	Technology
AMZN Amazon.com	$15,246,214	$1,231,509 â–²	8.8%	63,968	2.2%	Consumer Discretionary
EFA iShares MSCI EAFE ETF	$14,293,719	$13,560,116 â–²	1,848.4%	137,598	2.1%	ETF
MSFT Microsoft	$13,539,917	$625,183 â–²	4.8%	36,298	2.0%	Technology
GOOGL Alphabet	$13,034,295	$7,162,679 â–¼	-35.5%	36,890	1.9%	Communication Services
THORNBURG ETF TR	$11,827,119	$557,725 â–²	4.9%	466,553	1.7%	MULTI SECTOR BD
ITT ITT	$11,757,489	$8,124 â–¼	-0.1%	59,338	1.7%	Industrials
IWF iShares Russell 1000 Growth ETF	$9,722,259	$9,722,259 â–²	New Holding	78,298	1.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$8,660,972	$476,062 â–²	5.8%	18,102	1.3%	Technology
IQLT iShares MSCI Intl Quality Factor ETF	$8,082,049	$287,539 â–²	3.7%	163,109	1.2%	ETF
EFG iShares MSCI EAFE Growth ETF	$6,880,505	$65,444 â–²	1.0%	55,301	1.0%	ETF
SPY SPDR S&P 500 ETF Trust	$6,730,015	$130,273 â–¼	-1.9%	8,989	1.0%	ETF
AVGO Broadcom	$6,454,689	$203,987 â–¼	-3.1%	17,087	0.9%	Technology
TSLA Tesla	$5,429,888	$292,734 â–²	5.7%	12,910	0.8%	Consumer Discretionary
BRK.B Berkshire Hathaway	$5,388,459	$94,569 â–²	1.8%	10,769	0.8%	Finance
STX Seagate Technology	$4,922,618	$321,607 â–¼	-6.1%	5,097	0.7%	Technology
LLY Eli Lilly and Company	$4,846,496	$526,506 â–¼	-9.8%	4,041	0.7%	Healthcare
META Meta Platforms	$4,806,809	$642,748 â–²	15.4%	8,533	0.7%	Communication Services
LINDE PLC	$4,409,755	$98,075 â–²	2.3%	8,498	0.6%	SHS
GLD SPDR Gold Shares	$4,179,497	$448,672 â–¼	-9.7%	11,346	0.6%	ETF
CVX Chevron	$4,030,366	$8,620 â–²	0.2%	24,314	0.6%	Energy
BA Boeing	$3,934,563	$7,144 â–¼	-0.2%	18,176	0.6%	Industrials
V Visa	$3,805,346	$427,162 â–¼	-10.1%	11,091	0.5%	Finance
JNJ Johnson & Johnson	$3,791,473	$395,935 â–²	11.7%	14,929	0.5%	Healthcare
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,714,259	$340,430 â–²	10.1%	46,446	0.5%	ETF
AXP American Express	$3,544,933	$48,032 â–¼	-1.3%	10,480	0.5%	Finance
ASML ASML	$3,326,873	$77,601 â–¼	-2.3%	1,672	0.5%	Technology
JPM JPMorgan Chase & Co.	$3,267,373	$42,880 â–²	1.3%	9,982	0.5%	Finance
MRK Merck & Co., Inc.	$3,170,265	$78,510 â–²	2.5%	24,511	0.5%	Healthcare
INTC Intel	$3,014,060	$415,121 â–²	16.0%	21,586	0.4%	Technology
MA Mastercard	$2,974,326	$534,670 â–¼	-15.2%	5,791	0.4%	Finance
RTX RTX	$2,945,570	$58,058 â–¼	-1.9%	15,525	0.4%	Industrials
AMD Advanced Micro Devices	$2,910,849	$455,419 â–²	18.5%	5,011	0.4%	Technology
VZ Verizon Communications	$2,882,492	$45,092 â–²	1.6%	68,080	0.4%	Communication Services
LAM RESEARCH CORP	$2,871,888	$255,838 â–¼	-8.2%	6,623	0.4%	COM NEW
MU Micron Technology	$2,862,143	$452,403 â–²	18.8%	2,480	0.4%	Technology
PM Philip Morris International	$2,832,935	$66,022 â–²	2.4%	15,533	0.4%	Consumer Staples
AMAT Applied Materials	$2,822,226	$71,586 â–²	2.6%	3,903	0.4%	Technology
MO Altria Group	$2,621,382	$14,455 â–¼	-0.5%	35,907	0.4%	Consumer Staples
GE GE Aerospace	$2,584,395	$154,727 â–¼	-5.6%	6,915	0.4%	Industrials
UNH UnitedHealth Group	$2,470,225	$150,882 â–²	6.5%	5,943	0.4%	Healthcare
GS The Goldman Sachs Group	$2,452,592	$30,341 â–²	1.3%	2,425	0.4%	Finance
ORCL Oracle	$2,425,257	$138,783 â–¼	-5.4%	16,549	0.4%	Technology
CBRE CBRE Group	$2,279,628	$14,142 â–²	0.6%	16,925	0.3%	Real Estate
BAC Bank of America	$2,277,582	$167,861 â–²	8.0%	39,972	0.3%	Finance
GE VERNOVA INC	$2,220,565	$491,369 â–²	28.4%	1,889	0.3%	COM
KO CocaCola	$2,197,071	$111,003 â–²	5.3%	26,859	0.3%	Consumer Staples
NVS Novartis	$2,178,433	$324,257 â–²	17.5%	13,900	0.3%	Healthcare
GD General Dynamics	$2,168,290	$3,542 â–²	0.2%	6,121	0.3%	Industrials
SE SEA	$2,141,992	$240,533 â–²	12.6%	22,352	0.3%	Consumer Discretionary
AZNCF AstraZeneca	$2,109,221	$114,914 â–²	5.8%	11,123	0.3%	Healthcare
CSCO Cisco Systems	$2,086,721	$222,004 â–¼	-9.6%	17,765	0.3%	Technology
XLE Energy Select Sector SPDR Fund	$2,071,656	$17,526 â–²	0.9%	39,007	0.3%	ETF
IBM International Business Machines	$2,060,514	$13,217 â–¼	-0.6%	7,327	0.3%	Technology
MCK McKesson	$2,014,035	$18,915 â–¼	-0.9%	2,662	0.3%	Healthcare
GLW Corning	$1,971,583	$463,331 â–¼	-19.0%	7,719	0.3%	Technology
C Citigroup	$1,963,196	$8,118 â–²	0.4%	14,027	0.3%	Finance
YUM Yum! Brands	$1,932,762	$404,617 â–²	26.5%	12,090	0.3%	Consumer Discretionary
NFLX Netflix	$1,900,412	$58,192 â–¼	-3.0%	26,616	0.3%	Communication Services
ABBV AbbVie	$1,882,308	$409,176 â–²	27.8%	7,480	0.3%	Healthcare
CARR Carrier Global	$1,827,305	$17,677 â–²	1.0%	24,912	0.3%	Industrials
NOW ServiceNow	$1,827,149	$315,313 â–¼	-14.7%	18,404	0.3%	Technology
WDC Western Digital	$1,795,913	$1,306,060 â–¼	-42.1%	2,812	0.3%	Technology
WALMART INC	$1,790,211	$5,097 â–¼	-0.3%	15,806	0.3%	COM
T AT&T	$1,765,228	$10,329 â–¼	-0.6%	85,277	0.3%	Communication Services
ET Energy Transfer	$1,700,356	$172,328 â–²	11.3%	88,931	0.2%	Energy
WRB W.R. Berkley	$1,696,910	$3,841 â–²	0.2%	23,856	0.2%	Finance
PFE Pfizer	$1,602,158	$40,888 â–¼	-2.5%	66,535	0.2%	Healthcare
JNK SPDR Bloomberg High Yield Bond ETF	$1,593,052	$155,344 â–²	10.8%	16,531	0.2%	ETF
MPC Marathon Petroleum	$1,509,693	$36,049 â–¼	-2.3%	5,905	0.2%	Energy
MS Morgan Stanley	$1,496,152	$45,154 â–²	3.1%	7,157	0.2%	Finance
VLO Valero Energy	$1,492,098	$24,222 â–¼	-1.6%	5,729	0.2%	Energy
COST Costco Wholesale	$1,472,301	$25,255 â–²	1.7%	1,574	0.2%	Consumer Staples
VUG Vanguard Growth ETF	$1,420,672	$1,198,609 â–²	539.8%	16,493	0.2%	ETF
D Dominion Energy	$1,404,005	$32,234 â–¼	-2.2%	20,559	0.2%	Utilities
PALANTIR TECHNOLOGIES INC	$1,388,125	$5,133 â–²	0.4%	11,898	0.2%	CL A
QCOM Qualcomm	$1,374,065	$401,539 â–¼	-22.6%	7,436	0.2%	Technology
CTVA Corteva	$1,350,684	$20,833 â–²	1.6%	15,949	0.2%	Materials
KLAC KLA	$1,347,815	$1,201,176 â–²	819.1%	4,467	0.2%	Technology
SO Southern	$1,326,456	$2,393 â–²	0.2%	13,859	0.2%	Utilities
AON AON	$1,324,275	$775,396 â–¼	-36.9%	3,993	0.2%	Finance
RBA RB Global	$1,314,488	$11,179 â–²	0.9%	11,288	0.2%	Industrials
CAH Cardinal Health	$1,310,537	$23,279 â–¼	-1.7%	5,517	0.2%	Healthcare
HD Home Depot	$1,303,190	$20,456 â–²	1.6%	3,695	0.2%	Consumer Discretionary
WELL Welltower	$1,300,147	$167,285 â–²	14.8%	5,728	0.2%	Real Estate
ACN Accenture	$1,293,469	$19,038 â–²	1.5%	10,395	0.2%	Technology
TJX TJX Companies	$1,292,076	$19,542 â–¼	-1.5%	8,529	0.2%	Consumer Discretionary
CP Canadian Pacific Kansas City	$1,288,087	$72,684 â–¼	-5.3%	14,833	0.2%	Industrials
COF Capital One Financial	$1,285,413	$15,047 â–¼	-1.2%	6,407	0.2%	Finance
NTAP NetApp	$1,282,596	$104,923 â–¼	-7.6%	8,288	0.2%	Technology
PG Procter & Gamble	$1,279,290	$7,625 â–²	0.6%	8,724	0.2%	Consumer Staples
APH Amphenol	$1,277,239	$74,862 â–²	6.2%	7,234	0.2%	Technology
MDT Medtronic	$1,250,421	$146,138 â–¼	-10.5%	15,838	0.2%	Healthcare
CRWD CrowdStrike	$1,240,073	$138,888 â–¼	-10.1%	1,625	0.2%	Technology
AEP American Electric Power	$1,184,541	$592,681 â–²	100.1%	8,658	0.2%	Utilities
L Loews	$1,179,535	$1,179,535 â–²	New Holding	10,419	0.2%	Finance

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

Best-in-Class Portfolio Monitoring

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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