Q2 2026 13F · SEC CIK 1677501

Personal Cfo Solutions, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $691.9M
Reported positions: 529
Top holdings a year, 3 yrs: +17.8%
Assets under management: $1.6B

Personal Cfo Solutions, LLC is a wealth manager that reported 529 positions worth $691.9M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Chubb Limited (CB, 9.9%), Apple Inc (AAPL, 6.2%), Alphabet Inc (GOOG, 2.9%). A portfolio copying its top holdings returned 17.8% a year over the last 3 years, against 20.4% for the S&P 500.

Personal Cfo Solutions, LLC holdings largest 50 of 529 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Personal Cfo Solutions, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CBChubb Limited	9.9%	8.8%	200,378	+4.3%	$68.5M
AAPLApple Inc	6.2%	4.9%	147,071	+6.9%	$42.6M
GOOGAlphabet Inc	2.9%	1.5%	56,356	+50.3%	$20.1M
BALTInnovator Etfs Trust	2.8%	2.6%	563,980	+2.5%	$19.3M
NVDANvidia Corporation	2.7%	2.2%	94,496	+6.3%	$18.9M
AMZNAmazon Com Inc	2.2%	1.7%	63,968	+8.8%	$15.2M
EFAIshares Tr	2.1%	—	137,598	—	$14.3M
MSFTMicrosoft Corp	2.0%	1.8%	36,298	+4.8%	$13.5M
GOOGLAlphabet Inc	1.9%	2.3%	36,890	-35.5%	$13.0M
TMBThornburg ETF Tr	1.7%	1.6%	466,553	+4.9%	$11.8M
ITTItt	1.7%	1.6%	59,338	-0.1%	$11.8M
IWFIshares Tr	1.4%	—	78,298	—	$9.7M
TSMTaiwan Semiconductor Manufac	1.3%	0.8%	18,102	+5.8%	$8.7M
IQLTIshares Tr	1.2%	1.0%	163,109	+3.7%	$8.1M
EFGIshares Tr	1.0%	0.9%	55,301	+1.0%	$6.9M
SPYState Str Spdr S&p 500 ETF T	1.0%	0.8%	8,989	-1.9%	$6.7M
AVGOBroadcom Inc	0.9%	0.8%	17,087	-3.1%	$6.5M
TSLATesla Inc	0.8%	0.6%	12,910	+5.7%	$5.4M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.7%	10,769	+1.8%	$5.4M
STXSeagate Technology Hldngs Pl	0.7%	—	5,097	—	$4.9M
LLYEli Lilly & Co	0.7%	0.6%	4,041	-9.8%	$4.8M
METAMeta Platforms Inc	0.7%	0.6%	8,533	+15.4%	$4.8M
LINLinde PLC	0.6%	0.6%	8,498	+2.3%	$4.4M
GLDSpdr Gold Tr	0.6%	0.8%	11,346	-9.7%	$4.2M
CVXChevron Corporation	0.6%	0.7%	24,314	+0.2%	$4.0M
BABoeing Co	0.6%	0.5%	18,176	-0.2%	$3.9M
VVisa Inc	0.6%	0.5%	11,091	-10.1%	$3.8M
JNJJohnson & Johnson	0.5%	0.5%	14,929	+11.7%	$3.8M
HYGIshares Tr	0.5%	0.5%	46,446	+10.1%	$3.7M
AXPAmerican Express Co	0.5%	0.5%	10,480	-1.3%	$3.5M
ASMLAsml Hldg NV	0.5%	—	1,672	—	$3.3M
JPMJpmorgan Chase & Co	0.5%	0.4%	9,982	+1.3%	$3.3M
MRKMerck & Co Inc	0.5%	0.4%	24,511	+2.5%	$3.2M
INTCIntel Corp	0.4%	—	21,586	—	$3.0M
MAMastercard Incorporated	0.4%	0.5%	5,791	-15.2%	$3.0M
RTXRtx Corporation	0.4%	0.4%	15,525	-1.9%	$2.9M
AMDAdvanced Micro Devices Inc	0.4%	—	5,011	—	$2.9M
VZVerizon Communications Inc	0.4%	0.5%	68,080	+1.6%	$2.9M
LRCXLam Research Corp	0.4%	—	6,623	—	$2.9M
MUMicron Technology Inc	0.4%	—	2,480	—	$2.9M
PMPhilip Morris Intl Inc	0.4%	0.4%	15,533	+2.4%	$2.8M
AMATApplied Matls Inc	0.4%	—	3,903	—	$2.8M
MOAltria Group Inc	0.4%	0.3%	35,907	-0.5%	$2.6M
GEGe Aerospace	0.4%	—	6,915	—	$2.6M
UNHUnitedhealth Group Inc	0.4%	—	5,943	—	$2.5M
GSGoldman Sachs Group Inc	0.4%	—	2,425	—	$2.5M
ORCLOracle Corp	0.4%	0.4%	16,549	-5.4%	$2.4M
CBRECbre Group Inc	0.3%	0.3%	16,925	+0.6%	$2.3M
BACBank of Amer Corp	0.3%	—	39,972	—	$2.3M
GEVGe Vernova Inc	0.3%	—	1,889	—	$2.2M

What Personal Cfo Solutions, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.9% /yr; S&P 500 +20.1%
3 years: +17.8% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$691.9M	529
Q1 2026	$711.9M	520
Q4 2025	$629.8M	504
Q3 2025	$569.9M	495
Q2 2025	$540.5M	481
Q1 2025	$492.5M	448
Q4 2024	$508.2M	457
Q3 2024	$715.7M	561
Q2 2024	$650.8M	531
Q1 2024	$640.9M	541
Q4 2023	$577.6M	511
Q3 2023	$506.0M	455

Questions about Personal Cfo Solutions, LLC's portfolio

What stocks does Personal Cfo Solutions, LLC own?

Personal Cfo Solutions, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 529 positions worth $691.9M. The largest are Chubb Limited (CB) at 9.9%, Apple Inc (AAPL) at 6.2%, Alphabet Inc (GOOG) at 2.9%, Innovator Etfs Trust (BALT) at 2.8% and Nvidia Corporation (NVDA) at 2.7%.

What did Personal Cfo Solutions, LLC buy last quarter?

In Q2 2026, Personal Cfo Solutions, LLC added Alphabet Inc (GOOG) (+50.3% shares), Meta Platforms Inc (META) (+15.4% shares) and Johnson & Johnson (JNJ) (+11.7% shares), compared with its Q1 2026 filing.

What did Personal Cfo Solutions, LLC sell last quarter?

In Q2 2026, Personal Cfo Solutions, LLC cut from its top 50 Innovator Etfs Trust (PJAN), cut from its top 50 Innovator Etfs Trust (IFEB), cut from its top 50 Ishares Tr (SHV), cut from its top 50 Innovator Etfs Trust (BJAN), cut from its top 50 Innovator Etfs Trust (KFEB), Alphabet Inc (GOOGL) (-35.5% shares), Mastercard Incorporated (MA) (-15.2% shares) and Visa Inc (V) (-10.1% shares), compared with its Q1 2026 filing.

How has Personal Cfo Solutions, LLC's portfolio performed?

A portfolio copying Personal Cfo Solutions, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.9% against +20.1%. Over 5 years: +8.0% a year against +11.6%.

When is Personal Cfo Solutions, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Personal Cfo Solutions, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Personal Cfo Solutions, LLC manage?

Personal Cfo Solutions, LLC reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $691.9M.