PERSONAL CFO SOLUTIONS, LLC

Position in SNOW — Snowflake Inc.

CIK 1677501 CHESTER, NJ

Position in SNOW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$393,711

+$151,344 QoQ

Shares Held

1,547

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#971

of 1,453 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. SNOW ranks #10 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	18,404	$1,827,149
2	SHOP	Shopify Inc.	9,476	$1,081,969
3	UBER	Uber Technologies, Inc	12,068	$870,826
4	INTU	Intuit Inc.	2,405	$627,705
5	CRM	Salesforce, Inc.	3,886	$608,780
6	ADBE	Adobe Inc.	2,750	$563,805
7	YOU	Clear Secure, Inc.	7,904	$440,489
8	ADSK	Autodesk, Inc.	2,202	$428,112

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$393,711	1,547	-3.7%	Shares	Sole	2026-08-07
2026-03-31	$242,367	1,607	+1.9%	Shares	Sole	2026-04-30
2025-12-31	$345,930	1,577	+5.6%	Shares	Defined	2026-01-22
2025-09-30	$336,746	1,493	+4.3%	Shares	Defined	2025-11-10
2025-06-30	$320,214	1,431	-1.0%	Shares	Defined	2025-08-12
2025-03-31	$211,201	1,445	+3.1%	Shares	Defined	2025-04-30
2024-12-31	$216,328	1,401	-13.6%	Shares	Defined	2025-02-07
2024-03-31	$262,115	1,622	+11.9%	Shares	Defined	2024-05-13
2023-12-31	$288,351	1,449	+2.9%	Shares	Defined	2024-02-13
2023-09-30	$215,100	1,408	+0.8%	Shares	Defined	2023-11-13
2023-06-30	$245,844	1,397	+7.6%	Shares	Defined	2023-08-10
2023-03-31	$200,268	1,298	—	Shares	Defined	2023-05-09
No filing history on record for this holder in this stock.