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PERSONAL CFO SOLUTIONS, LLC — 13F Holdings & Portfolio

CIK 1677501 · latest 13F-HR filed 2026-08-07

Backtest portfolio

PERSONAL CFO SOLUTIONS, LLC manages $691.9M in 13F-reported U.S. long-equity assets across 529 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CB (9.90%), AAPL (6.15%), GOOG (2.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 82 new positions and exited 73; 259 existing positions rose in reported value and 115 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$691.9M

Long-equity book

Holdings
529

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+82 / −73 / ↑259 / ↓115

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
CB9.9% · +4%AAPL6.2% · +7%GOOG2.9% · +50%BALT2.8% · +2%NVDA2.7% · +6%AMZN2.2% · +9%EFA2.1% · +1848%MSFT2.0% · +5%GOOGL1.9% · -36%TMB1.7% · +5%ITT1.7% · -0%IWF1.4% · newTSM1.3% · +6%IQLT1.2% · +4%EFG1.0% · +1%SPY1.0% · -2%AVGO0.9% · -3%TSLA0.8% · +6%BRK.B0.8% · +2%STX0.7% · -6%LLY0.7% · -10%META0.7% · +15%LIN0.6% · +2%GLD0.6% · -10%CVX0.6% · +0%BA0.6% · -0%V0.6% · -10%JNJ0.5% · +12%HYG0.5% · +10%AXP0.5% · -1%ASML0.5% · -2%JPM0.5% · +1%MRK0.5% · +2%INTC0.4% · +16%MA0.4% · -15%RTX0.4% · -2%AMD0.4% · +18%VZ0.4% · +2%LRCX0.4% · -8%MU0.4% · +19%PM0.4% · +2%AMAT0.4% · +3%MO0.4% · -0%GE0.4% · -6%UNH0.4% · +6%GS0.4% · +1%ORCL0.4% · -5%CBRE0.3% · +1%BAC0.3% · +8%GEV0.3% · +28%KO0.3% · +5%NVS0.3% · +18%GD0.3% · +0%SE0.3% · +13%AZN0.3% · +6%CSCO0.3% · -10%XLE0.3% · +1%IBM0.3% · -1%MCK0.3% · -1%GLW0.3% · -19%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 30, 2026.

Assets Under Management
$1.65B
Discretionary
$1.65B
Employees
18
Accounts
4,764
Address
384 MAIN STREET
CHESTER, NJ 07930-2528
Phone
(908) 955-7055
Website
Name Title / Status Ownership Type
LANDADIO, BRYAN, PATRICK ControlCO-MANAGING MEMBER, MANAGING DIRECTOR
since Sep 2011
25–50%Individual
NOLAN, PATRICK, AUGUSTINE ControlCO-MANAGING MEMBER, MANAGING DIRECTOR
since Nov 2011
25–50%Individual
VIEIRA, JOHN, FERNANDO ControlCO-MANAGING MEMBER, MANAGING DIRECTOR
since May 2011
25–50%Individual
Dausch, Justin, CarterCHIEF COMPLIANCE OFFICER
since Sep 2019
Less than 5%Individual
Ownership & leadership changes · 2 filings with changes since Feb 23, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 24, 2025 filing
  • ChangedDausch, Justin, Carter · no longer a control person
Sep 9, 2019 filing
  • AddedDausch, Justin, Carter · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedLANDADIO, BRYAN, PATRICK · title CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER → CO-MANAGING MEMBER, MANAGING DIRECTOR
Feb 23, 2012 filing (earliest on record)
  • ListedLANDADIO, BRYAN, PATRICK · CO-MANAGING MEMBER, MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedNOLAN, PATRICK, AUGUSTINE · CO-MANAGING MEMBER, MANAGING DIRECTOR · 25–50% · control person
  • ListedVIEIRA, JOHN, FERNANDO · CO-MANAGING MEMBER, MANAGING DIRECTOR · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 259 →

Top Trims

Show all 115 →

New Positions

Show all 82 →

Exited Positions

Show all 73 →

PERSONAL CFO SOLUTIONS, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CHUBB LIMITED CB H1467J104 $68.5M 9.90% 200,378 SH
2 APPLE INC AAPL 037833100 $42.6M 6.15% 147,071 SH
3 ALPHABET INC GOOG 02079K107 $20.1M 2.91% 56,356 SH
4 INNOVATOR ETFS TRUST BALT 45783Y855 $19.3M 2.79% 563,980 SH
5 NVIDIA CORPORATION NVDA 67066G104 $18.9M 2.73% 94,496 SH
6 AMAZON COM INC AMZN 023135106 $15.2M 2.20% 63,968 SH
7 ISHARES TR EFA 464287465 $14.3M 2.07% 137,598 SH
8 MICROSOFT CORP MSFT 594918104 $13.5M 1.96% 36,298 SH
9 ALPHABET INC GOOGL 02079K305 $13.0M 1.88% 36,890 SH
10 THORNBURG ETF TR TMB 88521L207 $11.8M 1.71% 466,553 SH
11 ITT INC ITT 45073V108 $11.8M 1.70% 59,338 SH
12 ISHARES TR IWF 464287614 $9.7M 1.41% 78,298 SH
13 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $8.7M 1.25% 18,102 SH
14 ISHARES TR IQLT 46434V456 $8.1M 1.17% 163,109 SH
15 ISHARES TR EFG 464288885 $6.9M 0.99% 55,301 SH
16 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $6.7M 0.97% 8,989 SH
17 BROADCOM INC AVGO 11135F101 $6.5M 0.93% 17,087 SH
18 TESLA INC TSLA 88160R101 $5.4M 0.78% 12,910 SH
19 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $5.4M 0.78% 10,769 SH
20 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $4.9M 0.71% 5,097 SH
21 ELI LILLY & CO LLY 532457108 $4.8M 0.70% 4,041 SH
22 META PLATFORMS INC META 30303M102 $4.8M 0.69% 8,533 SH
23 LINDE PLC LIN G54950103 $4.4M 0.64% 8,498 SH
24 SPDR GOLD TR GLD 78463V107 $4.2M 0.60% 11,346 SH
25 CHEVRON CORPORATION CVX 166764100 $4.0M 0.58% 24,314 SH
26 BOEING CO BA 097023105 $3.9M 0.57% 18,176 SH
27 VISA INC V 92826C839 $3.8M 0.55% 11,091 SH
28 JOHNSON & JOHNSON JNJ 478160104 $3.8M 0.55% 14,929 SH
29 ISHARES TR HYG 464288513 $3.7M 0.54% 46,446 SH
30 AMERICAN EXPRESS CO AXP 025816109 $3.5M 0.51% 10,480 SH
31 ASML HLDG NV ASML N07059210 $3.3M 0.48% 1,672 SH
32 JPMORGAN CHASE & CO JPM 46625H100 $3.3M 0.47% 9,982 SH
33 MERCK & CO INC MRK 58933Y105 $3.2M 0.46% 24,511 SH
34 INTEL CORP INTC 458140100 $3.0M 0.44% 21,586 SH
35 MASTERCARD INCORPORATED MA 57636Q104 $3.0M 0.43% 5,791 SH
36 RTX CORPORATION RTX 75513E101 $2.9M 0.43% 15,525 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $2.9M 0.42% 5,011 SH
38 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.9M 0.42% 68,080 SH
39 LAM RESEARCH CORP LRCX 512807306 $2.9M 0.42% 6,623 SH
40 MICRON TECHNOLOGY INC MU 595112103 $2.9M 0.41% 2,480 SH
41 PHILIP MORRIS INTL INC PM 718172109 $2.8M 0.41% 15,533 SH
42 APPLIED MATLS INC AMAT 038222105 $2.8M 0.41% 3,903 SH
43 ALTRIA GROUP INC MO 02209S103 $2.6M 0.38% 35,907 SH
44 GE AEROSPACE GE 369604301 $2.6M 0.37% 6,915 SH
45 UNITEDHEALTH GROUP INC UNH 91324P102 $2.5M 0.36% 5,943 SH
46 GOLDMAN SACHS GROUP INC GS 38141G104 $2.5M 0.35% 2,425 SH
47 ORACLE CORP ORCL 68389X105 $2.4M 0.35% 16,549 SH
48 CBRE GROUP INC CBRE 12504L109 $2.3M 0.33% 16,925 SH
49 BANK OF AMER CORP BAC 060505104 $2.3M 0.33% 39,972 SH
50 GE VERNOVA INC GEV 36828A101 $2.2M 0.32% 1,889 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $691.9M 529 0001677501-26-000009
2026-03-31 2026-04-30 $711.9M 520 0001677501-26-000005
2025-12-31 2026-01-22 $629.8M 504 0001677501-26-000002
Filer Information
Address
384 MAIN STREET
CHESTER, NJ 07930
Phone
(908) 955-7055
Filing Manager
PERSONAL CFO SOLUTIONS, LLC
CHESTER, NJ
Signatory
Justin Dausch
Chief Compliance Officer