PERSONAL CFO SOLUTIONS, LLC

Position in LUV — Southwest Airlines Co

CIK 1677501 CHESTER, NJ

Position in LUV

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$315,249

+$9,945 QoQ

Shares Held

8,391

+13.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

3 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Industrials · as of Mar 31, 2026

PERSONAL CFO SOLUTIONS, LLC holds $912,635 across 3 Airlines names. LUV ranks #2 (34.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RYAAY	Ryanair Holdings PLC	6,513	$376,451
2	LUV	Southwest Airlines Co This page	8,391	$315,249
3	VLRS	Controladora Vuela Compania de Aviacion, S.A.B. de C.V.	30,516	$220,935

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$315,249	8,391	+13.6%	Shares	Sole	2026-04-30
2025-12-31	$305,304	7,387	+1.3%	Shares	Defined	2026-01-22
2020-03-31	$259,774	7,295	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.