Personal Cfo Solutions
$692M 13F equity value
598 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Personal Cfo Solutions covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CB | CHUBB LIMITED | 200,378 | $68M | 9.9% |
| AAPL | APPLE INC | 147,071 | $43M | 6.2% |
| GOOG | ALPHABET INC | 56,356 | $20M | 2.9% |
| BALT | INNOVATOR ETFS TRUST | 563,980 | $19M | 2.8% |
| NVDA | NVIDIA CORPORATION | 94,496 | $19M | 2.7% |
| AMZN | AMAZON COM INC | 63,968 | $15M | 2.2% |
| EFA | ISHARES TR | 137,598 | $14M | 2.1% |
| MSFT | MICROSOFT CORP | 36,298 | $14M | 2.0% |
| GOOGL | ALPHABET INC | 36,890 | $13M | 1.9% |
| TMB | THORNBURG ETF TR | 466,553 | $12M | 1.7% |
Track Personal Cfo Solutions's 13F portfolio: $692M in reported holdings, 598 positions. Top holdings and quarterly changes on SentiSense.
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