PERSONAL CFO SOLUTIONS, LLC

CIK

1677501

Location

CHESTER, NJ

Portfolio Value

Small $519,125,498

Diversification

Diversified

Filing Date

Global Rank

#2,560 / 8,622 ▲ 35 · as of Mar 2026

Top Industry

Insurance - Property & Casualty 13.1%

3Y Alpha vs SPY

-2.1%

Period ended 4 months ago

Filed Apr 30, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+59.4%

SPY

+67.9%

Annualised alpha

-2.0%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

457 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.1%

+0.6 pts

Top 5

27.4%

−1.2 pts

Top 10

35.3%

−1.5 pts

HHI

250

Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.1%	$125,179,170	72
Financial Services	23.3%	$120,912,914	75
Industrials	10.7%	$55,523,606	74
Healthcare	9.7%	$50,320,539	61
Communication Services	7.2%	$37,246,295	16
Consumer Cyclical	7.1%	$36,952,442	38
Energy	4.6%	$23,681,948	25
Consumer Defensive	3.9%	$20,492,986	27
Basic Materials	2.9%	$15,100,816	25
Unclassified	2.4%	$12,314,037	4
Utilities	2.1%	$11,105,080	20
Real Estate	2.0%	$10,295,665	20

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
LYG	Lloyds Banking Group plc	+99,543	119,159	$599,369
KHC	Kraft Heinz Co	+24,661	37,898	$852,326
CSGP	Costar Group, Inc.	+23,614	34,585	$1,395,158
TEVA	Teva Pharmaceutical Industries Ltd	+22,441	31,483	$948,267
CPB	CAMPBELL'S Co	+18,985	27,277	$607,458
CNC	Centene Corp	+10,861	16,296	$533,531
HPQ	Hp Inc	+10,628	31,056	$596,585
BTI	British American Tobacco p.l.c.	+10,390	18,345	$1,072,632
BBY	Best Buy Co Inc	+9,327	13,061	$838,516
NOW	ServiceNow, Inc.	+8,845	21,580	$2,256,189
NVS	Novartis AG	+8,720	11,831	$1,807,185
NTAP	NetApp, Inc.	+6,715	8,966	$918,028
MDT	Medtronic plc	+6,643	17,689	$1,532,751
WT	WisdomTree, Inc.	+6,321	28,413	$413,693
PSKY	Paramount Skydance Corp	+5,995	34,945	$315,203
ACN	Accenture plc	+5,527	10,242	$2,030,886
GSK	GSK plc	+5,415	15,430	$851,581
LIN	Linde PLC	+5,238	8,309	$4,119,269
UTZ	Utz Brands, Inc.	+4,759	26,212	$207,599
SE	Sea Ltd	+4,479	19,842	$1,643,116
PIPR	Piper Sandler Companies	+4,459	5,590	$427,914
NFLX	Netflix Inc	+3,983	27,431	$2,637,490
ALL	Allstate Corp	+3,890	5,113	$1,060,129
NWG	NatWest Group plc	+3,867	13,971	$208,167
CAH	Cardinal Health Inc	+3,581	5,615	$1,186,505
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BCRX	Biocryst Pharmaceuticals Inc	−40,733	21,667	$206,269
CAG	Conagra Brands Inc.	−20,100	19,352	$304,213
MO	Altria Group, Inc.	−11,188	36,105	$2,382,568
NKE	NIKE, Inc.	−8,430	11,486	$606,690
BP	Bp PLC	−7,981	8,512	$400,064
SONY	Sony Group Corp	−6,875	31,600	$654,120
ABT	Abbott Laboratories	−6,521	5,325	$546,717
AMZN	Amazon Com Inc	−6,067	58,801	$12,246,484
MCHP	Microchip Technology Inc	−5,573	4,449	$287,449
BMY	Bristol Myers Squibb Co	−5,345	19,653	$1,191,954
BSX	Boston Scientific Corp	−4,139	4,939	$309,922
TGT	Target Corp	−4,057	3,838	$465,165
NVO	Novo Nordisk A S	−3,979	17,891	$657,494
XOM	ExxonMobil Holdings Corp	−3,967	27,189	$4,612,885
LEN	Lennar Corp /New/	−3,482	3,432	$298,034
EOG	Eog Resources Inc	−3,461	3,456	$499,633
AIG	American International Group, Inc.	−3,389	5,693	$428,398
AAPL	Apple Inc.	−3,123	137,617	$34,925,818
UHS	Universal Health Services Inc	−3,121	1,172	$209,752
WMT	Walmart Inc.	−3,106	15,851	$1,969,962
D	Dominion Energy, Inc	−2,955	21,031	$1,300,136
T	At&T Inc.	−2,288	85,776	$2,486,646
FTI	TechnipFMC plc	−2,167	5,592	$386,574
HST	Host Hotels & Resorts, Inc.	−2,154	31,427	$602,141
ENB	Enbridge Inc	−1,993	9,107	$493,052
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	10,517	$2,074,162
PSX	Phillips 66	3,747	$682,628
CHTR	Charter Communications, Inc. /Mo/	3,124	$674,409
IAU	Ishares Gold Trust	6,997	$616,855
ARE	Alexandria Real Estate Equities, Inc.	12,634	$586,470
SWKS	Skyworks Solutions, Inc.	10,548	$564,845
ED	Consolidated Edison Inc	3,653	$413,446
CLX	Clorox Co /De/	3,861	$400,115
ESLT	Elbit Systems Ltd	413	$350,674
AA	Alcoa Corp	4,663	$309,296
CHRW	C. H. Robinson Worldwide, Inc.	1,835	$304,738
CHRD	Chord Energy Corp	2,055	$292,179
EXE	EXPAND ENERGY Corp	2,613	$286,855
POWI	Power Integrations Inc	5,527	$282,982
AEIS	Advanced Energy Industries Inc	859	$277,207
FHN	First Horizon Corp	11,833	$269,319
VSEC	Vse Corp	1,434	$264,429
DBVT	DBV Technologies S.A.	12,643	$264,112
RIO	Rio Tinto PLC	2,820	$263,077
EQIX	Equinix Inc	259	$253,882
ROL	Rollins Inc	4,713	$251,721
FANG	Diamondback Energy, Inc.	1,238	$244,864
ESQ	Esquire Financial Holdings, Inc.	2,135	$229,512
CTAS	Cintas Corp	1,354	$229,015
CCI	Crown Castle Inc.	2,801	$227,749
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
OMC	Omnicom Group Inc.	16,956	$1,369,197
SLV	iShares Silver Trust	17,091	$1,101,002
RL	Ralph Lauren Corp	2,902	$1,026,176
BWA	Borgwarner Inc	18,400	$829,104
SLB	Slb Limited/Nv	19,982	$766,909
APTV	Aptiv PLC	9,709	$738,757
CPNG	Coupang, Inc.	30,082	$709,634
ADM	Archer-Daniels-Midland Co	12,039	$692,122
RACE	Ferrari N.V.	1,725	$637,491
BG	Bunge Global SA	6,261	$557,729
LKQ	Lkq Corp	17,845	$538,919
MNDY	monday.com Ltd.	3,302	$487,243
BUD	Anheuser-Busch InBev SA/NV	7,143	$457,437
PAYC	Paycom Software, Inc.	2,651	$422,463
LDOS	Leidos Holdings, Inc.	2,057	$371,082
CCK	Crown Holdings, Inc.	3,286	$338,359
CVNA	Carvana Co.	801	$338,038
LTH	Life Time Group Holdings, Inc.	12,704	$337,672
TIGR	UP Fintech Holding Ltd	32,372	$309,476
ACAD	Acadia Pharmaceuticals Inc	11,306	$301,983
WING	Wingstop Inc.	1,212	$289,049
CTRA	Coterra Energy Inc.	10,869	$286,072
VEEV	Veeva Systems Inc	1,213	$270,777
BITB	Bitwise Bitcoin ETF	5,615	$267,049
AES	Aes Corp	18,487	$265,103
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

457 tracked positions · $519,125,498 total · filing declares 520 positions · $711,929,267 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 457 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CB	Chubb Ltd Financial Services	Reduced	192,182	-843	$62,637,879	+4.0%	12.07%
AAPL	Apple Inc. Technology	Reduced	137,617	-3,123	$34,925,818	−8.7%	6.73%
GOOGL	Alphabet Inc. Communication Services	Reduced	57,162	-1,255	$16,437,504	−10.1%	3.17%
NVDA	Nvidia Corp Technology	Added	88,864	+240	$15,497,881	−6.2%	2.99%
MSFT	Microsoft Corp Technology	Reduced	34,622	-1,033	$12,816,025	−25.7%	2.47%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	58,801	-6,067	$12,246,484	−18.2%	2.36%
ITT	Itt Inc. Industrials	Reduced	59,379	-5	$11,313,480	+9.8%	2.18%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,163	-253	$5,959,065	−7.2%	1.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,107	+852	$5,781,310	+17.0%	1.11%
AVGO	Broadcom Inc. Technology	Added	17,627	+515	$5,455,732	−7.9%	1.05%
GLD	Spdr Gold Trust	Reduced	12,564	-844	$5,406,163	+1.7%	1.04%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,580	-443	$5,069,936	−8.5%	0.98%
CVX	Chevron Corp Energy	Reduced	24,262	-927	$5,019,807	+30.8%	0.97%
XOM	ExxonMobil Holdings Corp Energy	Reduced	27,189	-3,967	$4,612,885	+23.0%	0.89%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,214	+2,326	$4,540,554	+2.1%	0.87%
META	Meta Platforms, Inc. Communication Services	Added	7,392	+726	$4,229,184	−3.9%	0.81%
LLY	ELI LILLY & Co Healthcare	Reduced	4,480	-155	$4,120,569	−17.3%	0.79%
LIN	Linde PLC Basic Materials	Added	8,309	+5,238	$4,119,269	+214.6%	0.79%
V	Visa Inc. Financial Services	Reduced	12,336	-459	$3,728,432	−16.9%	0.72%
BA	Boeing Co Industrials	Reduced	18,209	-515	$3,624,137	−10.9%	0.70%
MA	Mastercard Inc Financial Services	Reduced	6,832	-267	$3,413,677	−15.8%	0.66%
VZ	Verizon Communications Inc Communication Services	Reduced	67,015	-808	$3,364,153	+21.8%	0.65%
JNJ	Johnson & Johnson Healthcare	Reduced	13,370	-184	$3,268,162	+16.5%	0.63%
AXP	American Express Co Financial Services	Added	10,622	+1,772	$3,212,942	−1.9%	0.62%
RTX	RTX Corp Industrials	Reduced	15,831	-251	$3,053,799	+3.5%	0.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	9,851	-453	$2,897,770	−12.7%	0.56%
MRK	Merck & Co., Inc. Healthcare	Reduced	23,904	-535	$2,875,412	+11.8%	0.55%
NFLX	Netflix Inc Communication Services	Added	27,431	+3,983	$2,637,490	+20.0%	0.51%
ORCL	Oracle Corp Technology	Added	17,496	+1,311	$2,573,836	−18.4%	0.50%
PM	Philip Morris International Inc. Consumer Defensive	Added	15,171	+482	$2,508,373	+6.5%	0.48%
T	At&T Inc. Communication Services	Reduced	85,776	-2,288	$2,486,646	+13.7%	0.48%
MO	Altria Group, Inc. Consumer Defensive	Reduced	36,105	-11,188	$2,382,568	−12.6%	0.46%
MCK	Mckesson Corp Healthcare	Added	2,687	+163	$2,325,222	+12.3%	0.45%
CBRE	Cbre Group, Inc. Real Estate	Reduced	16,820	-346	$2,278,437	−17.5%	0.44%
ASML	Asml Holding NV Technology	Reduced	1,711	-456	$2,259,940	−2.5%	0.44%
NOW	ServiceNow, Inc. Technology	Added	21,580	+8,845	$2,256,189	+15.7%	0.43%
STX	Seagate Technology Holdings plc Technology	Reduced	5,430	-304	$2,127,256	+34.7%	0.41%
SHOP	Shopify Inc. Technology	Added	17,748	+1,880	$2,105,267	−17.6%	0.41%
GD	General Dynamics Corp Industrials	Reduced	6,111	-295	$2,097,417	−2.7%	0.40%
GE	General Electric Co Industrials	Added	7,329	+59	$2,079,750	−7.1%	0.40%
AZN	Astrazeneca PLC Healthcare	NEW	10,517	NEW	$2,074,162	NEW	0.40%
AON	Aon plc Financial Services	Added	6,331	+1,394	$2,043,520	+17.3%	0.39%
ACN	Accenture plc Technology	Added	10,242	+5,527	$2,030,886	+60.5%	0.39%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,395	-326	$2,026,146	−15.3%	0.39%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,851	-3,106	$1,969,962	−6.7%	0.38%
KO	Coca Cola Co Consumer Defensive	Added	25,502	+323	$1,939,427	+10.2%	0.37%
PFE	Pfizer Inc Healthcare	Reduced	68,233	-233	$1,915,982	+12.4%	0.37%
NVS	Novartis AG Healthcare	Added	11,831	+8,720	$1,807,185	+321.3%	0.35%
BAC	Bank Of America Corp /De/ Financial Services	Added	37,026	+68	$1,805,017	−11.2%	0.35%
IBM	International Business Machines Corp Technology	Added	7,374	+2,164	$1,787,383	+15.8%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.