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Latest PERSONAL CFO SOLUTIONS, LLC Stock Portfolio

PERSONAL CFO SOLUTIONS, LLC Performance:
2026 Q1: -1.44%YTD: -1.44%2025: 14.29%
Performance for 2026 Q1 is -1.44%, and YTD is -1.44%, and 2025 is 14.29%.

About PERSONAL CFO SOLUTIONS, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, PERSONAL CFO SOLUTIONS, LLC reported an equity portfolio of $711.9 Millions as of 31 Mar, 2026.

The top stock holdings of PERSONAL CFO SOLUTIONS, LLC are CB, AAPL, BAPR. The fund has invested 8.8% of it's portfolio in CHUBB LTD SWITZ and 4.9% of portfolio in APPLE INC.

The fund managers got completely rid off FIDELITY COVINGTON TRUST (FBCG), ISHARES TR (IJR) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), UNIVERSAL HLTH SVCS INC (UHS) and MERCADOLIBRE INC (MELI). PERSONAL CFO SOLUTIONS, LLC opened new stock positions in INNOVATOR ETFS TRUST (BAPR), INNOVATOR ETFS TRUST (BALT) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to LLOYDS BANKING GROUP PLC (LYG), ALLSTATE CORP (ALL) and NETAPP INC (NTAP).

PERSONAL CFO SOLUTIONS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that PERSONAL CFO SOLUTIONS, LLC made a return of -1.44% in the last quarter. In trailing 12 months, it's portfolio return was 14.7%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
innovator etfs trust27,378,800
innovator etfs trust18,415,000
innovator etfs trust16,118,400
ishares tr14,166,300
innovator etfs trust12,503,800
innovator etfs trust8,471,320
innovator etfs trust8,439,310
innovator etfs trust8,390,350
New stocks bought by PERSONAL CFO SOLUTIONS, LLC

Additions

Ticker% Inc.
lloyds banking group plc507
allstate corp318
netapp inc298
novartis ag280
best buy inc249
teva pharmaceutical inds ltd248
the campbells company228
d r horton inc217
Additions to existing portfolio by PERSONAL CFO SOLUTIONS, LLC

Reductions

Ticker% Reduced
ishares tr-94.4
ishares tr-79.33
universal hlth svcs inc-72.7
mercadolibre inc-66.9
cencora inc-55.82
microchip technology inc.-55.61
abbott laboratories-55.05
nucor corp-53.76
PERSONAL CFO SOLUTIONS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by PERSONAL CFO SOLUTIONS, LLC

Sector Distribution

PERSONAL CFO SOLUTIONS, LLC has about 34.7% of it's holdings in Others sector.

Sector%
Others34.7
Technology16
Financial Services15
Industrials7.1
Communication Services6.1
Healthcare6
Consumer Cyclical4.8
Energy2.9
Consumer Defensive2.7
Basic Materials1.7
Utilities1.5
Real Estate1.4

Market Cap. Distribution

PERSONAL CFO SOLUTIONS, LLC has about 61.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED34.6
LARGE-CAP33
MEGA-CAP28.9
MID-CAP2.9

Stocks belong to which Index?

About 59.8% of the stocks held by PERSONAL CFO SOLUTIONS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50057.5
Others40.2
RUSSELL 20002.3
Top 5 Winners (%)%
noble corp plc
71.8 %
CF
cf industries hold
67.3 %
LBRT
liberty energy inc
53.9 %
GLW
corning inc
51.8 %
VRT
vertiv holdings co
49.8 %
Top 5 Winners ($)$
CB
chubb ltd switz
2.8 M
XOM
exxon mobil corp
1.4 M
CVX
chevron corporation
1.3 M
ITT
itt inc
1.0 M
XLB
select sector spdr tr
0.7 M
Top 5 Losers (%)%
INTA
intapp inc
-42.9 %
APP
applovin corp
-38.6 %
HOOD
robinhood mkts inc
-35.5 %
AFRM
affirm hldgs inc
-33.2 %
INTU
intuit
-33.1 %
Top 5 Losers ($)$
MSFT
microsoft corp
-4.0 M
AAPL
apple inc
-2.5 M
GOOG
alphabet inc
-1.5 M
AMZN
amazon com inc
-1.4 M
NVDA
nvidia corporation
-1.1 M

PERSONAL CFO SOLUTIONS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PERSONAL CFO SOLUTIONS, LLC

PERSONAL CFO SOLUTIONS, LLC has 520 stocks in it's portfolio. About 32.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. CB was the most profitable stock for PERSONAL CFO SOLUTIONS, LLC last quarter.

Last Reported on: 30 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions