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Latest PERSONAL CFO SOLUTIONS, LLC Stock Portfolio

$691Million | No. of Holdings #529

PERSONAL CFO SOLUTIONS, LLC Performance

2026 Q2+8.39%
YTD+6.83%
2025+14.29%

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

On 2026-08-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, PERSONAL CFO SOLUTIONS, LLC reported an equity portfolio of $691.9 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of PERSONAL CFO SOLUTIONS, LLC are CB, AAPL, GOOG. The fund has invested 9.9% of it's portfolio in CHUBB LIMITED and 6.2% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off INNOVATOR ETFS TRUST (BAPR), INNOVATOR ETFS TRUST (BALT) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in ZOETIS INC (ZTS), SAP SE (SAP) and SHOPIFY INC (SHOP). PERSONAL CFO SOLUTIONS, LLC opened new stock positions in ISHARES TR (IJR), LOEWS CORP (L) and NATIONAL GRID PLC (NGG). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and AUTODESK INC (ADSK).
PERSONAL CFO SOLUTIONS, LLC Equity Portfolio Value
Last Reported on: 07 Aug, 2026
$691Million
  as of Aug 07, 2026

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

Our best estimate is that PERSONAL CFO SOLUTIONS, LLC made a return of 8.39% in the last quarter. In trailing 12 months, it's portfolio return was 16.84%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr9,722,260
loews corp1,179,540
national grid plc894,384
select sector spdr tr771,382
nebius group n.v.746,323
select sector spdr tr685,736
tc energy corp657,808
space exploration techn corp574,334
New stocks bought by PERSONAL CFO SOLUTIONS, LLC

Additions

Ticker% Inc.
ishares tr1,848
vanguard index fds539
ishares tr135
autodesk inc119
badger meter inc104
american elec pwr co inc100
cencora inc94.8
ventas inc92.8
Additions to existing portfolio by PERSONAL CFO SOLUTIONS, LLC

Reductions

Ticker% Reduced
zoetis inc-61.64
sap se-51.8
shopify inc-46.61
sanofi sa-44.54
synopsys inc-44.22
western digital corp-42.1
gilead sciences inc-41.01
atmos energy corp-38.57
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 23.9% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Industrials
  • Communication Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Energy
  • Basic Materials
  • Real Estate
  • Utilities
Sector%
Others23.9
Technology21.2
Financial Services16.7
Industrials8.5
Communication Services7
Healthcare6.7
Consumer Cyclical5.6
Consumer Defensive3
Energy2.1
Basic Materials1.9
Real Estate1.6
Utilities1.5

Market Cap. Distribution

PERSONAL CFO SOLUTIONS, LLC has about 71.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
Category%
LARGE-CAP37.9
MEGA-CAP34
UNALLOCATED24.2
MID-CAP3.3

Stocks belong to which Index?

About 69.2% of the stocks held by PERSONAL CFO SOLUTIONS, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50066.2
Others30.8
RUSSELL 20003
Top 5 Winners (%)%
MU
micron technology inc
186.8 %
INTC
intel corp
175.4 %
AMD
advanced micro devices inc
149.3 %
STX
seagate technology hldngs pl
141.6 %
AMAT
applied matls inc
108.6 %
Top 5 Winners ($)$
AAPL
apple inc
5.1 M
GOOG
alphabet inc
3.3 M
GOOG
alphabet inc
3.1 M
STX
seagate technology hldngs pl
3.0 M
CB
chubb limited
2.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.2 %
ACN
accenture plc ireland
-37.1 %
INTU
intuit
-35.2 %
CHTR
charter communications inc
-33.3 %
T
at&t inc
-28.5 %
Top 5 Losers ($)$
VB
vanguard index fds
-3.3 M
CVX
chevron corporation
-1.0 M
ACN
accenture plc ireland
-0.8 M
GLD
spdr gold tr
-0.7 M
T
at&t inc
-0.7 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 529 stocks in it's portfolio. About 34.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for PERSONAL CFO SOLUTIONS, LLC last quarter.

$685.97MTotal Value
500Positions
07 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of PERSONAL CFO SOLUTIONS, LLC, last reported on 07 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PERSONAL CFO SOLUTIONS, LLC's holding in Ishares Tr over time
0.99%55,301
$6.88M
0.99%
increased 0.96 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
PERSONAL CFO SOLUTIONS, LLC's holding in Ishares Tr over time
0.54%46,446
$3.71M
0.54%
increased 10.09 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
PERSONAL CFO SOLUTIONS, LLC's holding in Ishares Tr over time
1.17%163,109
$8.08M
1.17%
increased 3.69 percentadded