Personal Cfo Solutions
$632M 13F equity value
561 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Personal Cfo Solutions covers the quarter ended September 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 | 193,494 | $63M | 10.0% |
| AAPL | APPLE INC | 95,813 | $32M | 5.0% |
| PSEP | INNOVATOR ETFS TRUST | 497,588 | $23M | 3.7% |
| GOOGL | ALPHABET INC | 54,488 | $19M | 3.0% |
| CNA | CNA FINL CORP | 400,637 | $18M | 2.8% |
| MSFT | MICROSOFT CORP | 33,521 | $17M | 2.7% |
| NVDA | NVIDIA CORPORATION | 74,168 | $17M | 2.7% |
| SHV | ISHARES TR | 153,489 | $17M | 2.7% |
| BALT | INNOVATOR ETFS TRUST | 457,879 | $16M | 2.5% |
| AMZN | AMAZON COM INC | 60,936 | $15M | 2.4% |
Track Personal Cfo Solutions's 13F portfolio: $632M in reported holdings, 561 positions. Top holdings and quarterly changes on SentiSense.
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