PERSONAL CFO SOLUTIONS, LLC

CIK

1677501

Location

CHESTER, NJ

Portfolio Value

Small $601,078,217

Diversification

Diversified

Reports for

ALLIANCEBERNSTEIN HOLDING L.P. AEW CAPITAL MANAGEMENT L P FRED ALGER MANAGEMENT, LLC Aristotle Capital Management, LLC Ark Investment Management LLC AthenaInvest, Inc. ATLANTA CAPITAL MANAGEMENT CO L L C Bahl & Gaynor LLC

+ 58 more

Beaumont Financial Partners, LLC BERKSHIRE ASSET MANAGEMENT LLC/PA BMO ASSET MANAGEMENT CORP. BRANDES INVESTMENT PARTNERS, LP Brookmont Capital Management CAMBIAR INVESTORS LLC Capital Group Companies, Inc. CAUSEWAY CAPITAL MANAGEMENT LLC Clark Capital Management Group, Inc. FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC COHEN & STEERS, INC. COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC CONFLUENCE INVESTMENT MANAGEMENT LLC CONGRESS ASSET MANAGEMENT CO Copeland Capital Management, LLC Diamond Hill Capital Management, LLC (Investment Advisor) Dorsey Wright & Associates DSM CAPITAL PARTNERS LLC EAGLE ASSET MANAGEMENT INC EARNEST PARTNERS LLC Federated Hermes MDT Series FIRST TRUST ADVISORS LP FULLER & THALER ASSET MANAGEMENT, INC. Granite Investment Partners, LLC GW&K Investment Management, LLC GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC HARDING LOEVNER LP Henry James International Management Inc. Hillman Capital Management, Inc. Invesco Advisers, Inc. JENNISON ASSOCIATES LLC J.P. Morgan Investment Management Inc. LAZARD ASSET MANAGEMENT LLC Leading Edge Financial Planning LLC LOOMIS SAYLES & CO L P MILLER HOWARD INVESTMENTS INC /NY Mondrian Investment Partners LTD MONTRUSCO BOLTON INVESTMENTS INC. Neuberger Berman Investment Advisers LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC PARNASSUS INVESTMENTS, LLC PEREGRINE CAPITAL MANAGEMENT LLC Polaris Wealth Advisory Group, LLC POLEN CAPITAL MANAGEMENT LLC PRINCIPAL GLOBAL INVESTORS PUTNAM FUNDS TRUST GOLDMAN SACHS ASSET MANAGEMENT, L.P. SCHAFER CULLEN CAPITAL MANAGEMENT INC Smead Capital Management, Inc. SOUTHERNSUN ASSET MANAGEMENT, LLC SpiderRock Advisors, LLC Sustainable Growth Advisers, LP LONDON CO OF VIRGINIA THORNBURG INVESTMENT TRUST THOMPSON SIEGEL & WALMSLEY LLC Donoghue Forlines LLC Wakefield Asset Management LLLP WCM INVESTMENT MANAGEMENT, LLC

Filing Date

Global Rank

#2,575 / 8,700 ▲ 277

Top Industry

Insurance - Property & Casualty 12.5%

Period ended 2 months ago

Filed Aug 7, 2026 · 37d

26 quarters · since Mar 2020

Portfolio Concentration

497 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.4%

+2.5 pts

Top 5

29.6%

−4.6 pts

Top 10

37.5%

−7.9 pts

HHI

257

Diversified−32

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.9%	$161,938,759	83
Financial Services	21.9%	$131,529,234	75
Industrials	10.7%	$64,051,055	83
Healthcare	9.1%	$54,857,322	68
Communication Services	8.8%	$52,701,961	17
Consumer Cyclical	7.1%	$42,607,126	40
Consumer Defensive	3.8%	$23,078,988	32
Energy	3.1%	$18,827,700	29
Basic Materials	2.6%	$15,368,325	25
Unclassified	2.1%	$12,859,441	5
Utilities	2.0%	$11,958,883	20
Real Estate	1.9%	$11,299,423	20

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CWK	Cushman & Wakefield Ltd.	+9,698	26,024	$348,461
AAPL	Apple Inc.	+9,454	147,071	$42,556,464
ET	Energy Transfer LP	+9,013	88,931	$1,700,360
CB	Chubb Ltd	+8,196	200,378	$68,276,799
CAG	Conagra Brands Inc.	+7,403	26,755	$360,122
NVDA	Nvidia Corp	+5,632	94,496	$18,907,704
AMZN	Amazon Com Inc	+5,167	63,968	$15,246,133
VTR	Ventas, Inc.	+4,937	10,257	$910,821
AEP	American Electric Power Co Inc	+4,332	8,658	$1,184,500
KLAC	Kla Corp	+3,981	4,467	$1,347,738
INTC	Intel Corp	+2,973	21,586	$3,014,053
BAC	Bank Of America Corp /De/	+2,946	39,972	$2,277,604
BKNG	Booking Holdings Inc.	+2,574	2,670	$475,900
YUM	Yum Brands Inc	+2,531	12,090	$1,932,707
SE	Sea Ltd	+2,510	22,352	$2,141,992
ABT	Abbott Laboratories	+2,156	7,481	$678,825
EE	Excelerate Energy, Inc.	+2,103	9,002	$341,985
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+2,097	33,008	$827,180
NVS	Novartis AG	+2,069	13,900	$2,178,408
MSFT	Microsoft Corp	+1,676	36,298	$13,539,879
ABBV	AbbVie Inc.	+1,626	7,480	$1,882,267
JNJ	Johnson & Johnson	+1,559	14,929	$3,791,518
BMI	Badger Meter Inc	+1,455	2,853	$423,328
FISV	Fiserv Inc	+1,363	7,312	$358,653
NRG	Nrg Energy, Inc.	+1,360	3,624	$529,321
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−11,268	14,353	$729,562
BF-B	Brown Forman Corp	−10,384	9,438	$251,522
SHOP	Shopify Inc.	−8,272	9,476	$1,081,969
LBRT	Liberty Energy Inc.	−7,314	13,365	$350,029
UBER	Uber Technologies, Inc	−6,473	12,068	$870,826
ZTS	Zoetis Inc.	−6,133	3,816	$274,217
CSGP	Costar Group, Inc.	−5,501	29,084	$823,658
DD	DuPont de Nemours, Inc.	−5,119	4,162	$564,533
HPE	Hewlett Packard Enterprise Co	−4,781	9,769	$440,679
PPL	PPL Corp	−4,736	8,659	$314,754
SNY	Sanofi	−4,262	5,306	$226,353
CMCSA	Comcast Corp	−3,633	45,265	$1,111,255
NWG	NatWest Group plc	−3,177	10,794	$190,298
NOW	ServiceNow, Inc.	−3,176	18,404	$1,827,149
SBUX	Starbucks Corp	−3,148	9,172	$937,286
VTRS	Viatris Inc	−2,503	11,151	$177,077
SAP	Sap SE	−2,445	2,275	$350,600
AON	Aon plc	−2,338	3,993	$1,324,438
SAN	Banco Santander, S.A.	−2,241	17,958	$247,820
WBD	Warner Bros. Discovery, Inc.	−2,186	30,396	$810,357
QCOM	Qualcomm Inc/De	−2,173	7,436	$1,374,098
WDC	Western Digital Corp	−2,045	2,812	$1,796,080
NE	Noble Corp plc	−1,949	8,233	$307,090
GILD	Gilead Sciences, Inc.	−1,935	2,783	$351,604
NU	Nu Holdings Ltd.	−1,919	45,123	$602,843
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
L	Loews Corp	10,419	$1,179,534
NGG	National Grid PLC	10,512	$871,129
NBIS	Nebius Group N.V.	2,702	$746,211
TRP	Tc Energy Corp	9,831	$651,696
SPCX	Space Exploration Technologies Corp	3,361	$574,260
NOK	Nokia Corp	38,101	$505,981
DVA	Davita Inc.	2,270	$505,029
SNDK	Sandisk Corp	218	$495,673
DELL	Dell Technologies Inc.	1,109	$478,489
FMX	Mexican Economic Development Inc	3,661	$468,241
APTV	Aptiv PLC	7,504	$460,595
PBR	Petrobras - Petroleo Brasileiro SA	27,920	$451,187
ADM	Archer-Daniels-Midland Co	5,401	$412,636
EXEL	Exelixis, Inc.	7,252	$394,581
ALHC	Alignment Healthcare, Inc.	16,195	$385,602
EW	Edwards Lifesciences Corp	3,832	$346,642
ASX	ASE Technology Holding Co., Ltd.	7,619	$343,769
SYK	Stryker Corp	1,087	$342,231
MRVL	Marvell Technology, Inc.	1,086	$323,508
PWR	Quanta Services, Inc.	436	$313,937
STM	STMicroelectronics N.V.	4,183	$313,264
HONA	Honeywell Aerospace Inc.	1,369	$302,658
MPWR	Monolithic Power Systems, Inc.	218	$301,354
ATI	Ati Inc	1,516	$298,803
TLN	Talen Energy Corp	756	$290,500
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	1,662,396	$51,444,432
BAPR	Innovator U.S. Equity Buffer ETF - April	1,059,347	$50,789,218
AAXJ	iShares MSCI All Country Asia ex Japan ETF	485,920	$43,307,979
THOR	Thornburg Premium Income Builder ETF	444,552	$11,340,966
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	99,015	$7,241,199
FNDA	Schwab Fundamental U.S. Small Company ETF	170,652	$5,235,603
XOM	ExxonMobil Holdings Corp	27,189	$4,612,885
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	18,567	$1,761,910
—		14,977	$1,637,884
ABI	VictoryShares Pioneer Asset-Based Income ETF	12,514	$1,129,293
IAU	Ishares Gold Trust	6,997	$616,855
EMBJ	Embraer S.A.	10,043	$595,951
AGNG	Global X Funds Global X Aging Population ETF	11,521	$463,522
ED	Consolidated Edison Inc	3,653	$413,446
BABA	Alibaba Group Holding Ltd	3,294	$413,265
BP	Bp PLC	8,512	$400,064
HMY	Harmony Gold Mining Co Ltd	24,587	$377,902
RYAAY	Ryanair Holdings PLC	6,513	$376,451
GTES	Gates Industrial Corp Ltd.	16,459	$372,137
SBSW	Sibanye Stillwater Ltd	28,400	$349,888
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	6,276	$348,443
VNET	VNET Group, Inc.	37,199	$312,099
BSX	Boston Scientific Corp	4,939	$309,922
CWI	State Street SPDR MSCI ACWI ex-US ETF	4,724	$293,265
GMAB	Genmab A/S	10,866	$291,534
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

497 tracked positions · $601,078,217 total · filing declares 529 positions · $691,914,723 · as of Jun 30, 2026

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

Showing 1–50 of 497 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CB	Chubb Ltd Financial Services	Added	200,378	+8,196	$68,276,799	+9.0%	11.36%
AAPL	Apple Inc. Technology	Added	147,071	+9,454	$42,556,464	+21.8%	7.08%
GOOGL	Alphabet Inc. Communication Services	Reduced	93,246	-1,424	$33,095,644	+21.7%	5.51%
NVDA	Nvidia Corp Technology	Added	94,496	+5,632	$18,907,704	+22.0%	3.15%
AMZN	Amazon Com Inc Consumer Cyclical	Added	63,968	+5,167	$15,246,133	+24.5%	2.54%
MSFT	Microsoft Corp Technology	Added	36,298	+1,676	$13,539,879	+5.6%	2.25%
ITT	Itt Inc. Industrials	Reduced	59,338	-41	$11,734,682	+3.7%	1.95%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	18,102	+995	$8,644,972	+49.5%	1.44%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,989	-174	$6,712,715	+12.6%	1.12%
AVGO	Broadcom Inc. Technology	Reduced	17,087	-540	$6,454,614	+18.3%	1.07%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,910	+696	$5,429,946	+19.6%	0.90%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,769	+189	$5,388,699	+6.3%	0.90%
STX	Seagate Technology Holdings plc Technology	Reduced	5,097	-333	$4,918,605	+131.2%	0.82%
LLY	ELI LILLY & Co Healthcare	Reduced	4,041	-439	$4,846,897	+17.6%	0.81%
META	Meta Platforms, Inc. Communication Services	Added	8,533	+1,141	$4,806,553	+13.7%	0.80%
LIN	Linde PLC Basic Materials	Added	8,498	+189	$4,409,952	+7.1%	0.73%
GLD	Spdr Gold Trust	Reduced	11,346	-1,218	$4,179,639	−22.7%	0.70%
CVX	Chevron Corp Energy	Added	24,314	+52	$4,030,288	−19.7%	0.67%
BA	Boeing Co Industrials	Reduced	18,176	-33	$3,934,558	+8.6%	0.65%
V	Visa Inc. Financial Services	Reduced	11,091	-1,245	$3,805,211	+2.1%	0.63%
JNJ	Johnson & Johnson Healthcare	Added	14,929	+1,559	$3,791,518	+16.0%	0.63%
AXP	American Express Co Financial Services	Reduced	10,480	-142	$3,544,860	+10.3%	0.59%
ASML	Asml Holding NV Technology	Reduced	1,672	-39	$3,326,343	+47.2%	0.55%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,982	+131	$3,267,408	+12.8%	0.54%
MRK	Merck & Co., Inc. Healthcare	Added	24,511	+607	$3,149,663	+9.5%	0.52%
INTC	Intel Corp Technology	Added	21,586	+2,973	$3,014,053	+266.9%	0.50%
MA	Mastercard Inc Financial Services	Reduced	5,791	-1,041	$2,974,257	−12.9%	0.49%
RTX	RTX Corp Industrials	Reduced	15,525	-306	$2,945,558	−3.5%	0.49%
AMD	Advanced Micro Devices Inc Technology	Added	5,011	+784	$2,910,940	+238.5%	0.48%
VZ	Verizon Communications Inc Communication Services	Added	68,080	+1,065	$2,882,507	−14.3%	0.48%
LRCX	Lam Research Corp Technology	Reduced	6,623	-590	$2,869,944	+86.2%	0.48%
MU	Micron Technology Inc Technology	Added	2,480	+392	$2,862,639	+305.8%	0.48%
AMAT	Applied Materials Inc /De Technology	Added	3,903	+99	$2,821,869	+117.0%	0.47%
PM	Philip Morris International Inc. Consumer Defensive	Added	15,533	+362	$2,810,075	+12.0%	0.47%
GE	General Electric Co Industrials	Reduced	6,915	-414	$2,584,342	+24.3%	0.43%
MO	Altria Group, Inc. Consumer Defensive	Reduced	35,907	-198	$2,583,508	+8.4%	0.43%
APH	Amphenol Corp /De/ Technology	Added	7,234	+424	$2,550,997	+48.2%	0.42%
UNH	Unitedhealth Group Inc Healthcare	Added	5,943	+363	$2,470,089	+63.6%	0.41%
GS	Goldman Sachs Group Inc Financial Services	Added	2,425	+30	$2,452,572	+21.0%	0.41%
ORCL	Oracle Corp Technology	Reduced	16,549	-947	$2,425,255	−5.8%	0.40%
CBRE	Cbre Group, Inc. Real Estate	Added	16,925	+105	$2,279,628	+0.1%	0.38%
BAC	Bank Of America Corp /De/ Financial Services	Added	39,972	+2,946	$2,277,604	+26.2%	0.38%
GEV	GE Vernova Inc. Industrials	Added	1,889	+418	$2,219,310	+72.8%	0.37%
KO	Coca Cola Co Consumer Defensive	Added	26,859	+1,357	$2,182,830	+12.6%	0.36%
NVS	Novartis AG Healthcare	Added	13,900	+2,069	$2,178,408	+20.5%	0.36%
GD	General Dynamics Corp Industrials	Added	6,121	+10	$2,168,303	+3.4%	0.36%
SE	Sea Ltd Consumer Cyclical	Added	22,352	+2,510	$2,141,992	+30.4%	0.36%
AZN	Astrazeneca PLC Healthcare	Added	11,123	+606	$2,109,143	+1.7%	0.35%
CSCO	Cisco Systems, Inc. Technology	Reduced	17,765	-1,890	$2,086,676	+36.8%	0.35%
IBM	International Business Machines Corp Technology	Reduced	7,327	-47	$2,060,425	+15.3%	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.