PERSONAL CFO SOLUTIONS, LLC

CIK

1677501

Location

CHESTER, NJ

Portfolio Value

Small $513,843,272

Diversification

Diversified

Filing Date

Global Rank

#2,557 / 8,603 ▲ 36 · as of Mar 2026

Top Industry

Insurance - Property & Casualty 13.2%

3Y Alpha vs SPY

-3.1%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.4%

SPY

+76.5%

Annualised alpha

-3.3%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

12.2%

+0.6 pts

Top 5

27.7%

−1.2 pts

Top 10

35.6%

−1.5 pts

HHI

255

Diversified−1

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.1%	$124,006,035	72
Financial Services	23.5%	$120,898,028	75
Industrials	10.8%	$55,462,078	74
Healthcare	9.8%	$50,438,630	61
Communication Services	7.2%	$37,246,295	16
Consumer Cyclical	7.1%	$36,564,419	38
Consumer Defensive	4.0%	$20,492,986	27
Energy	3.7%	$19,069,063	24
Basic Materials	3.1%	$15,950,956	25
Unclassified	2.4%	$12,314,037	4
Utilities	2.2%	$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
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
SAP	Sap SE	−1,933	4,720	$808,111
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
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
ORLY	O Reilly Automotive Inc	2,884	$263,049
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

456 positions · $513,843,272 total · 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 456 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%	12.19%
AAPL	Apple Inc. Technology	Reduced	137,617	-3,123	$34,925,818	−8.7%	6.80%
GOOGL	Alphabet Inc. Communication Services	Reduced	57,162	-1,255	$16,437,504	−10.1%	3.20%
NVDA	Nvidia Corp Technology	Added	88,864	+240	$15,497,881	−6.2%	3.02%
MSFT	Microsoft Corp Technology	Reduced	34,622	-1,033	$12,816,025	−25.7%	2.49%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	58,801	-6,067	$12,246,484	−18.2%	2.38%
ITT	Itt Inc. Industrials	Reduced	59,379	-5	$11,313,480	+9.8%	2.20%
SPY	Spdr S&P 500 ETF Trust	Reduced	9,163	-253	$5,959,065	−7.2%	1.16%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	17,107	+852	$5,781,310	+17.0%	1.13%
AVGO	Broadcom Inc. Technology	Added	17,627	+515	$5,455,732	−7.9%	1.06%
GLD	Spdr Gold Trust	Reduced	12,564	-844	$5,406,163	+1.7%	1.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,580	-443	$5,069,936	−8.5%	0.99%
CVX	Chevron Corp Energy	Reduced	24,262	-927	$5,019,807	+30.8%	0.98%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,214	+2,326	$4,540,554	+2.1%	0.88%
META	Meta Platforms, Inc. Communication Services	Added	7,392	+726	$4,229,184	−3.9%	0.82%
LLY	ELI LILLY & Co Healthcare	Reduced	4,480	-155	$4,120,569	−17.3%	0.80%
LIN	Linde PLC Basic Materials	Added	8,309	+5,238	$4,119,269	+214.6%	0.80%
V	Visa Inc. Financial Services	Reduced	12,336	-459	$3,728,432	−16.9%	0.73%
BA	Boeing Co Industrials	Reduced	18,209	-515	$3,624,137	−10.9%	0.71%
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%	0.64%
AXP	American Express Co Financial Services	Added	10,622	+1,772	$3,212,942	−1.9%	0.63%
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%	0.56%
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%	0.49%
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%	0.44%
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%	0.41%
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%	0.40%
ACN	Accenture plc Technology	Added	10,242	+5,527	$2,030,886	+60.5%	0.40%
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%	0.38%
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%	0.35%
PLTR	Palantir Technologies Inc. Technology	Reduced	11,854	-638	$1,734,003	−21.9%	0.34%