PERSONAL CFO SOLUTIONS, LLC

Registered adviser

CIK

1677501

Location

CHESTER, NJ

Portfolio Value

Small $691,164,021

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

#3,176 / 8,818 ▼ 296

Top Industry

Insurance - Property & Casualty 12.5%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 158248

Roster of Oct 1, 2026

Regulatory AUM

$1,649,290,976

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,649,290,976	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$1,375,126,396	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$1,166,285,610	Individuals and high net worth (100%)
May 2023 to Mar 2024	$960,519,833	Individuals and high net worth (100%)
Apr 2023	$960,519,833	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$1,200,444,334	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 40.6%, 40.0 effective positions, active share 43.2% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

33.6% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 17.9 quarters (12+), a floor since 48.3% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 43.2%; sector active share 10.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

9.9%

+1.1 pts

Top 5

30.2%

−3.9 pts

Top 10

40.6%

−4.7 pts

HHI

250

Diversified−37

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	23.2%	$160,663,260	83
Financial Services	19.1%	$132,300,628	76
Unclassified	14.9%	$103,203,739	35
Industrials	9.3%	$64,051,055	83
Healthcare	8.0%	$55,101,209	68
Communication Services	7.6%	$52,703,689	18
Consumer Cyclical	6.2%	$42,607,126	40
Consumer Defensive	3.3%	$23,078,988	32
Energy	2.7%	$18,827,696	29
Basic Materials	2.2%	$15,368,325	25
Utilities	1.7%	$11,958,883	20
Real Estate	1.6%	$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
EFA	iShares MSCI EAFE ETF	+130,536	137,598	$14,293,680
TMB	Thornburg Multi Sector Bond ETF	+22,001	466,553	$11,827,118
GOOG	Alphabet Inc.	+18,848	56,356	$19,912,265
VUG	VANGUARD GROWTH INDEX FUND	+13,915	16,493	$1,420,707
BALT		+13,702	563,980	$19,327,594
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	$1,700,356
CB	Chubb Ltd	+8,196	200,378	$68,276,799
CAG	Conagra Brands Inc.	+7,403	26,755	$360,122
IQLT	iShares MSCI Intl Quality Factor ETF	+5,803	163,109	$8,082,050
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
SHY	iShares 1-3 Year Treasury Bond ETF	+4,801	8,339	$684,715
AEP	American Electric Power Co Inc	+4,332	8,658	$1,184,500
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+4,257	46,446	$3,714,286
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	+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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−20,272	36,890	$13,183,379
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
JEPI	JPMorgan Equity Premium Income ETF	−3,434	7,459	$421,284
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	−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
IWF	iShares Russell 1000 Growth ETF	78,298	$9,722,262
L	Loews Corp	10,419	$1,179,534
NGG	National Grid PLC	10,512	$871,129
XLF	State Street Corp	14,389	$771,394
NBIS	Nebius Group N.V.	2,702	$746,211
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	5,847	$685,736
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
SCHG	Schwab U.S. Large-Cap Growth ETF	12,127	$410,377
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
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
PJAN		593,514	$27,378,800
IFEB		540,694	$16,118,628
SHV	iShares 0-1 Year Treasury Bond ETF	128,329	$14,166,238
BJAN		234,460	$12,503,751
KFEB		301,625	$8,471,439
XBJA		269,799	$8,439,312
NJAN		157,211	$8,390,351
SCHD	Schwab U.S. Dividend Equity ETF	170,652	$5,235,603
XOM	ExxonMobil Holdings Corp	27,189	$4,612,885
EJAN		74,162	$2,516,316
IVW	iShares S&P 500 Growth ETF	17,667	$1,998,314
—		14,977	$1,637,884
QUAL	iShares MSCI USA Quality Factor ETF	7,672	$1,471,566
IVE	iShares S&P 500 Value ETF	5,796	$1,223,825
IWM	iShares Russell 2000 ETF	3,310	$820,880
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	6,651	$737,329
RSP	Victory Portfolios II	3,733	$716,437
IAU	Ishares Gold Trust	6,997	$616,855
EMBJ	Embraer S.A.	10,043	$595,951
EFV	iShares MSCI EAFE Value ETF	7,165	$532,717
TLT	iShares 20+ Year Treasury Bond ETF	5,116	$443,506
ED	Consolidated Edison Inc	3,653	$413,446
BABA	Alibaba Group Holding Ltd	3,294	$413,265
UITB	VictoryShares Core Intermediate Bond ETF	8,781	$412,856
BP	Bp PLC	8,512	$400,064
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

529 tracked positions · $691,164,021 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 529 positions by value · page 1 of 11

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
CB	Chubb Ltd Financial Services	Added	200,378	+8,196	$68,276,799	+9.0%	26+	before history	9.88%
AAPL	Apple Inc. Technology	Added	147,071	+9,454	$42,556,464	+21.8%	26+	before history	6.16%
GOOG	Alphabet Inc. Communication Services	Added	56,356	+18,848	$19,912,265	+85.1%	26+	before history	2.88%
BALT		Added	563,980	+13,702	$19,327,594	+5.0%	2	$33.64	2.80%
NVDA	Nvidia Corp Technology	Added	94,496	+5,632	$18,907,704	+22.0%	26+	before history	2.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	63,968	+5,167	$15,246,133	+24.5%	26+	before history	2.21%
EFA	iShares MSCI EAFE ETF	Added	137,598	+130,536	$14,293,680	+1983.8%	6	unpriced	2.07%
MSFT	Microsoft Corp Technology	Added	36,298	+1,676	$13,539,879	+5.6%	26+	before history	1.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	36,890	-20,272	$13,183,379	−19.8%	26+	before history	1.91%
TMB	Thornburg Multi Sector Bond ETF	Added	466,553	+22,001	$11,827,118	+4.3%	3	$25.70	1.71%
ITT	Itt Inc. Industrials	Reduced	59,338	-41	$11,734,682	+3.7%	26+	before history	1.70%
IWF	iShares Russell 1000 Growth ETF	NEW	78,298	NEW	$9,722,262	NEW	1	unpriced	1.41%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	18,102	+995	$8,644,972	+49.5%	26+	before history	1.25%
IQLT	iShares MSCI Intl Quality Factor ETF	Added	163,109	+5,803	$8,082,050	+11.1%	14	unpriced	1.17%
EFG	iShares MSCI EAFE Growth ETF	Added	55,301	+526	$6,880,550	+12.8%	3	unpriced	1.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	8,989	-174	$6,712,715	+12.6%	26+	before history	0.97%
AVGO	Broadcom Inc. Technology	Reduced	17,087	-540	$6,454,614	+18.3%	25	unpriced	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	12,910	+696	$5,429,946	+19.6%	24	unpriced	0.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	10,769	+189	$5,388,699	+6.3%	26+	before history	0.78%
STX	Seagate Technology Holdings plc Technology	Reduced	5,097	-333	$4,918,605	+131.2%	6	$134.58	0.71%
LLY	ELI LILLY & Co Healthcare	Reduced	4,041	-439	$4,846,897	+17.6%	25	$541.76	0.70%
META	Meta Platforms, Inc. Communication Services	Added	8,533	+1,141	$4,806,553	+13.7%	26+	before history	0.70%
LIN	Linde PLC Basic Materials	Added	8,498	+189	$4,409,952	+7.1%	14	$430.98	0.64%
GLD	Spdr Gold Trust	Reduced	11,346	-1,218	$4,179,639	−22.7%	26+	before history	0.60%
CVX	Chevron Corp Energy	Added	24,314	+52	$4,030,288	−19.7%	26+	before history	0.58%
BA	Boeing Co Industrials	Reduced	18,176	-33	$3,934,558	+8.6%	26+	before history	0.57%
V	Visa Inc. Financial Services	Reduced	11,091	-1,245	$3,805,211	+2.1%	26+	before history	0.55%
JNJ	Johnson & Johnson Healthcare	Added	14,929	+1,559	$3,791,518	+16.0%	26+	before history	0.55%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	46,446	+4,257	$3,714,286	+10.7%	15	unpriced	0.54%
AXP	American Express Co Financial Services	Reduced	10,480	-142	$3,544,860	+10.3%	26+	before history	0.51%
ASML	Asml Holding NV Technology	Reduced	1,672	-39	$3,326,343	+47.2%	26+	before history	0.48%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,982	+131	$3,267,408	+12.8%	26+	before history	0.47%
MRK	Merck & Co., Inc. Healthcare	Added	24,511	+607	$3,149,663	+9.5%	26+	before history	0.46%
INTC	Intel Corp Technology	Added	21,586	+2,973	$3,014,053	+266.9%	26+	before history	0.44%
MA	Mastercard Inc Financial Services	Reduced	5,791	-1,041	$2,974,257	−12.9%	26+	before history	0.43%
RTX	RTX Corp Industrials	Reduced	15,525	-306	$2,945,558	−3.5%	16	$89.67	0.43%
AMD	Advanced Micro Devices Inc Technology	Added	5,011	+784	$2,910,940	+238.5%	14	$170.77	0.42%
VZ	Verizon Communications Inc Communication Services	Added	68,080	+1,065	$2,882,507	−14.3%	26+	before history	0.42%
LRCX	Lam Research Corp Technology	Reduced	6,623	-590	$2,869,944	+86.2%	7	unpriced	0.42%
MU	Micron Technology Inc Technology	Added	2,480	+392	$2,862,639	+305.8%	5	$207.11	0.41%
AMAT	Applied Materials Inc Technology	Added	3,903	+99	$2,821,869	+117.0%	23	$141.27	0.41%
PM	Philip Morris International Inc. Consumer Defensive	Added	15,533	+362	$2,810,075	+12.0%	26+	before history	0.41%
GE	General Electric Co Industrials	Reduced	6,915	-414	$2,584,342	+24.3%	26+	before history	0.37%
MO	Altria Group, Inc. Consumer Defensive	Reduced	35,907	-198	$2,583,508	+8.4%	26+	before history	0.37%
UNH	Unitedhealth Group Inc Healthcare	Added	5,943	+363	$2,470,089	+63.6%	26+	before history	0.36%
GS	Goldman Sachs Group Inc Financial Services	Added	2,425	+30	$2,452,572	+21.0%	26+	before history	0.35%
ORCL	Oracle Corp Technology	Reduced	16,549	-947	$2,425,255	−5.8%	25	$140.79	0.35%
CBRE	Cbre Group, Inc. Real Estate	Added	16,925	+105	$2,279,628	+0.1%	11	$82.81	0.33%
BAC	Bank Of America Corp Financial Services	Added	39,972	+2,946	$2,277,604	+26.2%	26+	before history	0.33%
GEV	GE Vernova Inc. Industrials	Added	1,889	+418	$2,219,310	+72.8%	8	$408.91	0.32%

Showing the top 50 of 529 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.