Personal Cfo Solutions Llc Portfolio Changes in Q2 2026
Personal Cfo Solutions Llc's portfolio reached a total value of $673 million as of June 30th. This quarter saw significant buying activity, particularly in Alphabet Inc (GOOG) and iShares TR (EFA), alongside notable selling.
As of June 30th, 2026, Personal Cfo Solutions Llc maintains a substantial portfolio valued at $673 million. The firm demonstrates active management this quarter, evidenced by changes in its holdings across various sectors.
Prominent Purchases
Personal Cfo Solutions Llc showed strong buying interest during the second quarter of 2026. Alphabet Inc (GOOG) stands out with a remarkable increase of over half a million shares, representing a substantial 50% share growth and adding significant value to its current position.
Furthermore, iShares TR (EFA), categorized under ETFs or Mutual Funds, experienced an extraordinary surge in holdings. The firm acquired nearly 130,536 additional shares of this fund, pushing the holding percentage from a small allocation to over 2% of its total portfolio value.
Another significant purchase was Vanguard Index Fds (VUG), where Personal Cfo Solutions Llc added approximately 14,000 shares. This resulted in a nearly five-fold increase for this position and elevated it to the firm's top holding allocation percentage for the quarter.
Sales and Disposals
Conversely, Personal Cfo Solutions Llc disposed of several positions during Q2 2026. The most notable sale was its stake in Alphabet Inc (GOOGL), which saw a sharp reduction of over 35% (-35,460 shares). This action significantly lowered the weight of this stock within the portfolio.
The firm also shed holdings in iShares TR (IWF) and iShares Select Sector SPDR Trust (XLF). These ETF/Mutual Fund positions were reduced to zero by the end of June 30th, indicating a complete exit from these sectors or funds during this period.
Additional Changes
Other noteworthy adjustments include increased stakes in several foreign stocks. Personal Cfo Solutions Llc significantly boosted its position in Nokia Corp (NOK), acquiring all shares previously held and adding new ones, resulting in a 100% increase for this Technology stock.
The firm also purchased substantial amounts of U.S.-listed ETFs or Mutual Funds like ISHARES TR (BALT) and ISHARES TR (IWF). These additions reflect the investor's continued focus on diversifying its holdings within these categories, although some specific funds saw reductions to zero.
Exits
In addition to reducing positions in large-cap tech stocks and ETFs, Personal Cfo Solutions Llc also exited several other individual stock positions. These include holdings in Takeda Pharmaceutical Co Ltd (TAK), Compass Pathways PLC (CMPS), Align Technology Inc (ALHC), and Nokia Corp (NOK) - the latter being a foreign company.
Overall, Personal Cfo Solutions Llc's portfolio indicates dynamic management this quarter. The firm prioritized growth in Alphabet Inc (GOOG) and several ETFs while strategically exiting or reducing positions in other large-cap holdings like GOOGL and certain sector funds.