Latest PERSONAL CFO SOLUTIONS, LLC Stock Portfolio

PERSONAL CFO SOLUTIONS, LLC Performance:

2025 Q3: 5.61%YTD: 8.99%2024: 11.86%

Performance for 2025 Q3 is 5.61%, and YTD is 8.99%, and 2024 is 11.86%.

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

In it's latest 13F Holdings report, PERSONAL CFO SOLUTIONS, LLC reported an equity portfolio of $569.9 Millions as of 30 Sep, 2025.

The top stock holdings of PERSONAL CFO SOLUTIONS, LLC are CB, AAPL, MSFT. The fund has invested 9.6% of it's portfolio in CHUBB LIMITED and 4.8% of portfolio in APPLE INC.

The fund managers got completely rid off PROSHARES TR (BIB), ISHARES TR (IJR) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in RELX PLC, AIRBNB INC (ABNB) and TYSON FOODS INC (TSN). PERSONAL CFO SOLUTIONS, LLC opened new stock positions in SCHWAB STRATEGIC TR (FNDA), SELECT SECTOR SPDR TR (XLB) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BOSTON SCIENTIFIC CORP (BSX) and SYNOPSYS INC (SNPS).

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

Our best estimate is that PERSONAL CFO SOLUTIONS, LLC made a return of 5.61% in the last quarter. In trailing 12 months, it's portfolio return was 9.61%.

New Buys

Ticker	$ Bought
schwab strategic tr	5,347,160
select sector spdr tr	1,931,810
vanguard index fds	1,303,810
select sector spdr tr	884,425
select sector spdr tr	679,499
paramount skydance corp	554,224
ishares tr	554,005
gold fields ltd	442,100

New stocks bought by PERSONAL CFO SOLUTIONS, LLC

Additions

Ticker	% Inc.
ishares tr	1,705
boston scientific corp	210
synopsys inc	180
fiserv inc	173
seagate technology hldngs pl	107
united parcel service inc	98.24
vistra corp	87.86
tjx cos inc new	79.9

Additions to existing portfolio by PERSONAL CFO SOLUTIONS, LLC

Reductions

Ticker	% Reduced
relx plc	-47.33
airbnb inc	-46.88
tyson foods inc	-43.63
advanced micro devices inc	-43.34
thermo fisher scientific inc	-38.82
workday inc	-38.77
steris plc	-35.13
coherent corp	-34.2

PERSONAL CFO SOLUTIONS, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
paramount global	-997,054
ypf sociedad anonima	-329,470
v f corp	-117,712
verona pharma plc	-614,297
check point software tech lt	-270,810

PERSONAL CFO SOLUTIONS, LLC got rid off the above stocks

Sector Distribution

PERSONAL CFO SOLUTIONS, LLC has about 22.2% of it's holdings in Others sector.

Sector	%
Others	22.2
Technology	19.7
Financial Services	17.6
Industrials	8.3
Consumer Cyclical	7.2
Communication Services	7.1
Healthcare	6.7
Consumer Defensive	3.2
Energy	2.9
Utilities	1.8
Basic Materials	1.6
Real Estate	1.4

Market Cap. Distribution

PERSONAL CFO SOLUTIONS, LLC has about 73.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	44.1
MEGA-CAP	29.3
UNALLOCATED	22.1
MID-CAP	3.9

Stocks belong to which Index?

About 70.4% of the stocks held by PERSONAL CFO SOLUTIONS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	67.9
Others	29.6
RUSSELL 2000	2.5

Top 5 Winners (%)		%
APP	applovin corp	105.3 %
WBD	warner bros discovery inc	70.4 %
HOOD	robinhood mkts inc	52.9 %
MTRN	materion corp	52.2 %
INTC	intel corp	48.2 %

Top 5 Winners ($)		$
AAPL	apple inc	5.4 M
GOOG	alphabet inc	4.0 M
NVDA	nvidia corporation	2.7 M
GOOG	alphabet inc	2.4 M
ITT	itt inc	1.3 M

Top 5 Losers (%)		%
CMG	chipotle mexican grill inc	-28.8 %
APG	api group corp	-24.5 %
BAX	baxter intl inc	-22.2 %
DXCM	dexcom inc	-22.1 %
WING	wingstop inc	-21.8 %

Top 5 Losers ($)		$
CB	chubb limited	-1.4 M
NFLX	netflix inc	-0.5 M
CARR	carrier global corporation	-0.3 M
PM	philip morris intl inc	-0.3 M
ACN	accenture plc ireland	-0.3 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 495 stocks in it's portfolio. About 32.6% of the portfolio is in top 10 stocks. CB proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for PERSONAL CFO SOLUTIONS, LLC last quarter.

Last Reported on: 10 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAON	aaon inc	0.05	3,295	307,900	new

AAPL	apple inc	4.76	106,418	27,097,300	reduced	-2.77

AAXJ	ishares tr	0.68	47,784	3,879,600	added	13.92

AAXJ	ishares tr	0.06	3,764	358,295	new

ABBV	abbvie inc	0.26	6,281	1,454,390	reduced	-2.86

ABC	cencora inc	0.10	1,921	600,246	reduced	-3.47

ABNB	airbnb inc	0.09	4,284	520,163	reduced	-46.88

ABT	abbott labs	0.34	14,444	1,934,610	reduced	-17.07

ACAD	acadia pharmaceuticals inc	0.04	11,314	241,441	added	1.48

ACGL	arch cap group ltd	0.16	10,045	911,343	reduced	-0.01

ACN	accenture plc ireland	0.20	4,719	1,163,700	reduced	-8.48

ACWF	ishares tr	0.90	115,630	5,109,680	added	14.66

ADBE	adobe inc	0.27	4,419	1,558,800	reduced	-24.2

ADI	analog devices inc	0.10	2,312	568,113	added	4.05

ADM	archer daniels midland co	0.13	12,620	753,920	reduced	-8.04

ADP	automatic data processing in	0.07	1,379	404,649	reduced	-18.98

ADSK	autodesk inc	0.06	989	314,176	reduced	-1.79

AEG	aegon ltd	0.04	25,992	207,677	added	0.98

AEP	american elec pwr co inc	0.07	3,489	392,491	added	1.57

AES	aes corp	0.05	19,835	261,030	reduced	-4.68