Personal Cfo Solutions, Llc Portfolio Stock Holdings
Personal Cfo Solutions, Llc disclosed 520 stock positions valued at approximately $711.9 million in its latest SEC 13F filing. The largest holdings include CHUBB LTD SWITZ, APPLE INC, and INNOVATOR ETFS TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 520
- Portfolio Value
- $711.9M
Holdings by Sector
Personal Cfo Solutions, Llc Portfolio Holdings in Q1 2026
505 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CHUBB LTD SWITZ | CB | Financial Services | 8.82% | 192,182 | -843 | -0.44% | $62,824,226 |
| APPLE INC | AAPL | Technology | 4.91% | 137,617 | -3,123 | -2.22% | $34,925,744 |
| INNOVATOR ETFS TRUST | PJAN | Other | 3.85% | 593,514 | +593,514 | +100.00% | $27,378,798 |
| INNOVATOR ETFS TRUST | BALT | Other | 2.59% | 550,278 | +550,278 | +100.00% | $18,415,045 |
| ALPHABET INC | GOOGL | Communication Services | 2.31% | 57,162 | -1,255 | -2.15% | $16,437,575 |
| NVIDIA CORPORATION | NVDA | Technology | 2.18% | 88,864 | +240 | +0.27% | $15,498,810 |
| ISHARES TR | SHV | Other | 1.99% | 128,329 | +128,329 | +100.00% | $14,166,252 |
| MICROSOFT CORP | MSFT | Technology | 1.80% | 34,622 | -1,033 | -2.90% | $12,815,892 |
| INNOVATOR ETFS TRUST | BJAN | Other | 1.76% | 234,460 | +234,460 | +100.00% | $12,503,752 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.72% | 58,801 | -6,067 | -9.35% | $12,246,541 |
| ITT INC | ITT | Industrials | 1.59% | 59,379 | -5 | -0.01% | $11,336,477 |
| ALPHABET INC | GOOG | Communication Services | 1.51% | 37,508 | -1,196 | -3.09% | $10,759,587 |
| INNOVATOR ETFS TRUST | XBJA | Other | 1.19% | 269,799 | +269,799 | +100.00% | $8,439,313 |
| INNOVATOR ETFS TRUST | NJAN | Other | 1.18% | 157,211 | +157,211 | +100.00% | $8,390,351 |
| ISHARES TR | IQLT | Other | 1.02% | 157,306 | +36,755 | +30.49% | $7,272,255 |
| ISHARES TR | EFG | Other | 0.86% | 54,775 | +3,526 | +6.88% | $6,100,310 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.84% | 9,163 | -253 | -2.69% | $5,975,564 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.81% | 17,107 | +852 | +5.24% | $5,797,553 |
| BROADCOM INC | AVGO | Technology | 0.77% | 17,627 | +515 | +3.01% | $5,455,720 |
| SPDR GOLD TR | GLD | Other | 0.76% | 12,564 | -844 | -6.29% | $5,406,280 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.74% | 170,652 | -5,236 | -2.98% | $5,235,592 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.71% | 10,580 | -443 | -4.02% | $5,069,945 |
| CHEVRON CORPORATION | CVX | Energy | 0.71% | 24,262 | -927 | -3.68% | $5,019,801 |
| EXXON MOBIL CORP | XOM | Energy | 0.65% | 27,189 | -3,967 | -12.73% | $4,612,904 |
| TESLA INC | TSLA | Consumer Cyclical | 0.64% | 12,214 | +2,326 | +23.52% | $4,540,464 |
| META PLATFORMS INC | META | Communication Services | 0.59% | 7,392 | +726 | +10.89% | $4,229,266 |
| ELI LILLY & CO | LLY | Healthcare | 0.58% | 4,480 | -155 | -3.34% | $4,120,586 |
| LINDE PLC | LIN | Other | 0.58% | 8,309 | +5,238 | +170.56% | $4,119,341 |
| VISA INC | V | Financial Services | 0.52% | 12,336 | -459 | -3.59% | $3,728,330 |
| BOEING CO | BA | Industrials | 0.51% | 18,209 | -515 | -2.75% | $3,624,142 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.48% | 6,832 | -267 | -3.76% | $3,413,889 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.47% | 67,015 | -808 | -1.19% | $3,364,169 |
| ISHARES TR | HYG | Other | 0.47% | 42,189 | -5,862 | -12.20% | $3,356,551 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.46% | 13,370 | -184 | -1.36% | $3,268,238 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.45% | 10,622 | +1,772 | +20.02% | $3,212,868 |
| RTX CORPORATION | RTX | Industrials | 0.43% | 15,831 | -251 | -1.56% | $3,053,854 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.41% | 9,851 | -453 | -4.40% | $2,897,862 |
| MERCK & CO INC | MRK | Healthcare | 0.41% | 23,904 | -535 | -2.19% | $2,895,920 |
| NETFLIX INC. | NFLX | Communication Services | 0.37% | 27,431 | +3,983 | +16.99% | $2,637,482 |
| ORACLE CORP | ORCL | Technology | 0.36% | 17,496 | +1,311 | +8.10% | $2,573,784 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.36% | 15,171 | +482 | +3.28% | $2,530,631 |
| INNOVATOR ETFS TRUST | EJAN | Other | 0.35% | 74,162 | +74,162 | +100.00% | $2,516,317 |
| AT&T INC | T | Communication Services | 0.35% | 85,776 | -2,288 | -2.60% | $2,486,633 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.34% | 36,105 | -11,188 | -23.66% | $2,420,861 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.33% | 38,677 | -4,262 | -9.93% | $2,369,371 |
| MCKESSON CORP | MCK | Healthcare | 0.33% | 2,687 | +163 | +6.46% | $2,327,618 |
| CBRE GROUP INC | CBRE | Real Estate | 0.32% | 16,820 | -346 | -2.02% | $2,278,437 |
| ASML HLDG NV | ASML | Other | 0.32% | 1,711 | -456 | -21.04% | $2,260,306 |
| SERVICENOW INC | NOW | Technology | 0.32% | 21,580 | +8,845 | +69.45% | $2,256,189 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.30% | 5,430 | -304 | -5.30% | $2,131,180 |
| SHOPIFY INC | SHOP | Technology | 0.30% | 17,748 | +1,880 | +11.85% | $2,105,268 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.29% | 6,111 | -295 | -4.61% | $2,097,260 |
| GE AEROSPACE | GE | Industrials | 0.29% | 7,329 | +59 | +0.81% | $2,083,154 |
| AON PLC | AON | Financial Services | 0.29% | 6,331 | +1,394 | +28.24% | $2,043,490 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.29% | 10,242 | +5,527 | +117.22% | $2,030,803 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.28% | 2,395 | -326 | -11.98% | $2,026,483 |
| ISHARES TR | IVW | Other | 0.28% | 17,667 | +17,667 | +100.00% | $1,998,260 |
| WALMART INC | WMT | Consumer Defensive | 0.28% | 15,851 | -3,106 | -16.38% | $1,973,860 |
| COCA COLA CO | KO | Consumer Defensive | 0.27% | 25,502 | +323 | +1.28% | $1,953,027 |
| PFIZER INC | PFE | Healthcare | 0.27% | 68,233 | -233 | -0.34% | $1,915,993 |
| NOVARTIS AG | NVS | Healthcare | 0.25% | 11,831 | +8,720 | +280.30% | $1,807,210 |
| BANK AMERICA CORP | BAC | Financial Services | 0.25% | 37,026 | +68 | +0.18% | $1,805,011 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.25% | 7,374 | +2,164 | +41.54% | $1,787,407 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.24% | 11,854 | -638 | -5.11% | $1,733,964 |
| SEA LTD | SE | Consumer Cyclical | 0.23% | 19,842 | +4,479 | +29.15% | $1,643,116 |
| FIRST TR EXCHANGE-TRADED FD | SKYY | Other | 0.23% | 14,977 | -397 | -2.58% | $1,637,831 |
| CITIGROUP INC | C | Financial Services | 0.22% | 13,969 | +1,600 | +12.94% | $1,584,184 |
| BERKLEY W R CORP | WRB | Financial Services | 0.22% | 23,802 | +364 | +1.55% | $1,577,627 |
| MEDTRONIC PLC | MDT | Other | 0.22% | 17,689 | +6,643 | +60.14% | $1,545,536 |
| LAM RESEARCH CORP | LRCX | Other | 0.22% | 7,213 | +1,014 | +16.36% | $1,543,099 |
| ENERGY TRANSFER L P | ET | Energy | 0.22% | 79,918 | +13 | +0.02% | $1,542,423 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.22% | 1,547 | +64 | +4.32% | $1,541,722 |
| CISCO SYS INC | CSCO | Technology | 0.21% | 19,655 | +847 | +4.50% | $1,525,027 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.21% | 5,580 | +931 | +20.03% | $1,509,833 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.21% | 9,559 | +25 | +0.26% | $1,486,230 |
| MARATHON PETE CORP | MPC | Energy | 0.21% | 6,046 | +52 | +0.87% | $1,476,388 |
| ISHARES TR | QUAL | Other | 0.21% | 7,672 | +7,672 | +100.00% | $1,471,490 |
| VALERO ENERGY CORP | VLO | Energy | 0.20% | 5,822 | -560 | -8.77% | $1,438,599 |
| SPDR SERIES TRUST | JNK | Other | 0.20% | 14,919 | -2,341 | -13.56% | $1,428,059 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.20% | 48,898 | +1,669 | +3.53% | $1,403,849 |
| COSTAR GROUP INC | CSGP | Real Estate | 0.20% | 34,585 | +23,614 | +215.24% | $1,395,159 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.20% | 24,671 | +181 | +0.74% | $1,389,232 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.19% | 8,658 | +550 | +6.78% | $1,382,615 |
| CONOCOPHILLIPS | COP | Energy | 0.19% | 10,405 | -821 | -7.31% | $1,373,416 |
| INTUIT | INTU | Technology | 0.19% | 3,105 | +422 | +15.73% | $1,342,718 |
| SOUTHERN CO | SO | Utilities | 0.19% | 13,834 | +219 | +1.61% | $1,335,220 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.19% | 18,541 | +731 | +4.10% | $1,333,681 |
| CORTEVA INC | CTVA | Basic Materials | 0.18% | 15,703 | +1,001 | +6.81% | $1,314,502 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.18% | 4,857 | +1,581 | +48.26% | $1,313,823 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.18% | 1,695 | -157 | -8.48% | $1,309,811 |
| APPLIED MATLS INC | AMAT | Technology | 0.18% | 3,804 | -417 | -9.88% | $1,300,213 |
| DOMINION ENERGY INC | D | Utilities | 0.18% | 21,031 | -2,955 | -12.32% | $1,300,115 |
| CORNING INC | GLW | Technology | 0.18% | 9,533 | -1,372 | -12.58% | $1,296,231 |
| GE VERNOVA INC | GEV | Utilities | 0.18% | 1,471 | -231 | -13.57% | $1,284,159 |
| ABBVIE INC | ABBV | Healthcare | 0.18% | 5,854 | -568 | -8.84% | $1,273,109 |
| ISHARES TR | IWD | Other | 0.18% | 5,937 | -1,380 | -18.86% | $1,268,490 |
| WELLS FARGO & CO | WFC | Financial Services | 0.18% | 15,845 | -202 | -1.26% | $1,261,437 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.18% | 8,672 | -1,126 | -11.49% | $1,252,601 |
| QUALCOMM INC | QCOM | Technology | 0.17% | 9,609 | +267 | +2.86% | $1,237,425 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.17% | 15,670 | +921 | +6.24% | $1,235,210 |