PERSONAL CFO SOLUTIONS, LLC
Top Portfolio Positions
454 positions ·
$513,465,683 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CB |
Chubb Ltd
Financial Services
|
192,182 | $62,637,879 | 12.20% |
| AAPL |
Apple Inc.
Technology
|
137,617 | $34,925,818 | 6.80% |
| GOOGL |
Alphabet Inc.
Communication Services
|
57,162 | $16,437,504 | 3.20% |
| NVDA |
Nvidia Corp
Technology
|
88,864 | $15,497,881 | 3.02% |
| MSFT |
Microsoft Corp
Technology
|
34,622 | $12,816,025 | 2.50% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
58,801 | $12,246,484 | 2.39% |
| ITT |
Itt Inc.
Industrials
|
59,379 | $11,313,480 | 2.20% |
| SPY |
Spdr S&P 500 Etf Trust
|
9,163 | $5,959,065 | 1.16% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
17,107 | $5,781,310 | 1.13% |
| AVGO |
Broadcom Inc.
Technology
|
17,627 | $5,455,732 | 1.06% |
Portfolio Trend
Holdings in CYD
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $406,868 | 10,568 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $364,762 | 10,275 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $403,853 | 9,762 | Shares | Defined | 2025-11-10 | |
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