Personal Cfo Solutions, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Personal Cfo Solutions, Llc disclosed 518 stock positions valued at approximately $691.91M as of quarter-end June 30, 2026. The largest holdings include CHUBB LIMITED, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 518
- Portfolio Value
- $691.91M
Holdings by Sector
Personal Cfo Solutions, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | CB | Financial Services | 9.90% | 200,378 | +8,196 | +4.26% | $68,481,147 |
| APPLE INC | AAPL | Technology | 6.15% | 147,071 | +9,454 | +6.87% | $42,556,328 |
| ALPHABET INC | GOOG | Communication Services | 2.91% | 56,356 | +18,848 | +50.25% | $20,139,874 |
| INNOVATOR ETFS TRUST | BALT | Other | 2.79% | 563,980 | +13,702 | +2.49% | $19,327,584 |
| NVIDIA CORPORATION | NVDA | Technology | 2.73% | 94,496 | +5,632 | +6.34% | $18,907,690 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.20% | 63,968 | +5,167 | +8.79% | $15,246,214 |
| ISHARES TR | EFA | Other | 2.07% | 137,598 | +130,536 | +1848.43% | $14,293,719 |
| MICROSOFT CORP | MSFT | Technology | 1.96% | 36,298 | +1,676 | +4.84% | $13,539,917 |
| ALPHABET INC | GOOGL | Communication Services | 1.88% | 36,890 | -20,272 | -35.46% | $13,034,295 |
| ITT INC | ITT | Industrials | 1.70% | 59,338 | -41 | -0.07% | $11,757,489 |
| ISHARES TR | IWF | Other | 1.41% | 78,298 | +59,969 | +327.18% | $9,722,259 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.25% | 18,102 | +995 | +5.82% | $8,660,972 |
| ISHARES TR | IQLT | Other | 1.17% | 163,109 | +5,803 | +3.69% | $8,082,049 |
| ISHARES TR | EFG | Other | 0.99% | 55,301 | +526 | +0.96% | $6,880,505 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.97% | 8,989 | -174 | -1.90% | $6,730,015 |
| BROADCOM INC | AVGO | Technology | 0.93% | 17,087 | -540 | -3.06% | $6,454,689 |
| TESLA INC | TSLA | Consumer Cyclical | 0.78% | 12,910 | +696 | +5.70% | $5,429,888 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.78% | 10,769 | +189 | +1.79% | $5,388,459 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.71% | 5,097 | -333 | -6.13% | $4,922,618 |
| ELI LILLY & CO | LLY | Healthcare | 0.70% | 4,041 | -439 | -9.80% | $4,846,496 |
| META PLATFORMS INC | META | Communication Services | 0.69% | 8,533 | +1,141 | +15.44% | $4,806,809 |
| LINDE PLC | LIN | Other | 0.64% | 8,498 | +189 | +2.27% | $4,409,755 |
| SPDR GOLD TR | GLD | Other | 0.60% | 11,346 | -1,218 | -9.69% | $4,179,497 |
| CHEVRON CORPORATION | CVX | Energy | 0.58% | 24,314 | +52 | +0.21% | $4,030,366 |
| BOEING CO | BA | Industrials | 0.57% | 18,176 | -33 | -0.18% | $3,934,563 |
| VISA INC | V | Financial Services | 0.55% | 11,091 | -1,245 | -10.09% | $3,805,346 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.55% | 14,929 | +1,559 | +11.66% | $3,791,473 |
| ISHARES TR | HYG | Other | 0.54% | 46,446 | +4,257 | +10.09% | $3,714,259 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.51% | 10,480 | -142 | -1.34% | $3,544,933 |
| ASML HLDG NV | ASML | Other | 0.48% | 1,672 | -39 | -2.28% | $3,326,873 |
Showing 30 of 518 holdings in the latest reporting period.