Personal Cfo Solutions, Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 6, 2026, Personal Cfo Solutions, Llc disclosed 469 stock positions valued at approximately $633.89M as of quarter-end September 30, 2026. The largest holdings include CHUBB LIMITED, APPLE INC, and INNOVATOR ETFS TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 469
- Portfolio Value
- $633.89M
Holdings by Sector
Personal Cfo Solutions, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | CB | Financial Services | 9.96% | 193,494 | -6,884 | -3.44% | $63,131,379 |
| APPLE INC | AAPL | Technology | 5.03% | 95,813 | -51,258 | -34.85% | $31,907,760 |
| INNOVATOR ETFS TRUST | PSEP | Other | 3.68% | 497,588 | +497,588 | +100.00% | $23,316,974 |
| ALPHABET INC | GOOGL | Communication Services | 2.96% | 54,488 | +17,598 | +47.70% | $18,748,350 |
| CNA FINL CORP | CNA | Financial Services | 2.84% | 400,637 | +400,637 | +100.00% | $17,980,576 |
| MICROSOFT CORP | MSFT | Technology | 2.71% | 33,521 | -2,777 | -7.65% | $17,193,044 |
| NVIDIA CORPORATION | NVDA | Technology | 2.67% | 74,168 | -20,328 | -21.51% | $16,956,273 |
| ISHARES TR | SHV | Other | 2.67% | 153,489 | +25,160 | +19.61% | $16,932,916 |
| INNOVATOR ETFS TRUST | BALT | Other | 2.52% | 457,879 | -106,101 | -18.81% | $16,002,867 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.40% | 60,936 | -3,032 | -4.74% | $15,182,241 |
| ALPHABET INC | GOOG | Communication Services | 1.90% | 35,362 | -20,994 | -37.25% | $12,049,400 |
| ITT INC | ITT | Industrials | 1.89% | 59,203 | -135 | -0.23% | $11,971,146 |
| THORNBURG ETF TR | TMB | Other | 1.67% | 429,850 | -36,703 | -7.87% | $10,562,876 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.11% | 15,425 | -2,677 | -14.79% | $7,053,727 |
| ISHARES TR | IWF | Other | 1.05% | 53,116 | -25,182 | -32.16% | $6,653,284 |
| META PLATFORMS INC | META | Communication Services | 0.89% | 7,814 | -719 | -8.43% | $5,666,619 |
| BROADCOM INC | AVGO | Technology | 0.78% | 14,052 | -3,035 | -17.76% | $4,934,868 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.77% | 9,827 | -942 | -8.75% | $4,893,438 |
| CHEVRON CORPORATION | CVX | Energy | 0.70% | 21,783 | -2,531 | -10.41% | $4,448,337 |
| TESLA INC | TSLA | Consumer Cyclical | 0.67% | 11,966 | -944 | -7.31% | $4,245,744 |
| EXXONMOBIL HOLDINGS CORP | XOM | Energy | 0.67% | 26,066 | -1,123 | -4.13% | $4,242,251 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Technology | 0.66% | 4,509 | -588 | -11.54% | $4,162,615 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.64% | 5,284 | -3,705 | -41.22% | $4,039,828 |
| LINDE PLC | LIN | Basic Materials | 0.60% | 7,953 | -545 | -6.41% | $3,775,036 |
| VISA INC | V | Financial Services | 0.53% | 9,420 | -1,671 | -15.07% | $3,384,861 |
| ELI LILLY & CO | LLY | Healthcare | 0.52% | 2,853 | -1,188 | -29.40% | $3,300,726 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.51% | 9,765 | -217 | -2.17% | $3,230,612 |
| MERCK & CO INC | MRK | Healthcare | 0.50% | 21,856 | -2,655 | -10.83% | $3,194,406 |
| BOEING CO | BA | Industrials | 0.50% | 16,892 | -1,284 | -7.06% | $3,142,763 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.48% | 66,528 | -1,552 | -2.28% | $3,051,637 |
Showing 30 of 469 holdings in the latest reporting period.