PERSONAL CFO SOLUTIONS, LLC — 13F Holdings & Portfolio
CIK 1677501 · latest 13F-HR filed 2026-04-30
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
$711.9M
Long-equity book
Holdings
520
Distinct positions
Period
2026-03-31
Filed 2026-04-30
Q/Q Activity
+69 / −53 / ↑185 / ↓183
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LINDE PLC$2.8M +214.5%
- ISHARES TR$1.8M +32.7%
- NOVARTIS AG$1.4M +321.4%
- CHEVRON CORPORATION$1.2M +30.8%
- ITT INC$1.0M +10.0%
Top Trims
- ISHARES TR-$13.7M -94.4%
- MICROSOFT CORP-$4.4M -25.7%
- APPLE INC-$3.3M -8.7%
- AMAZON COM INC-$2.7M -18.2%
- ALPHABET INC-$1.8M -10.1%
New Positions
- INNOVATOR ETFS TRUST$27.4M
- INNOVATOR ETFS TRUST$18.4M
- INNOVATOR ETFS TRUST$16.1M
- ISHARES TR$14.2M
- INNOVATOR ETFS TRUST$12.5M
Exited Positions
- FIDELITY COVINGTON TRUST$9.0M
- ISHARES TR$8.7M
- ASTRAZENECA PLC$1.9M
- OMNICOM GROUP INC$1.4M
- ISHARES SILVER TR$1.1M
All Holdings
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 LTD SWITZ | CB | H1467J104 | $62.8M | 8.82% | 192,182 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $34.9M | 4.91% | 137,617 | SH |
| 3 | INNOVATOR ETFS TRUST | PJAN | 45782C508 | $27.4M | 3.85% | 593,514 | SH |
| 4 | INNOVATOR ETFS TRUST | BALT | 45783Y855 | $18.4M | 2.59% | 550,278 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $16.4M | 2.31% | 57,162 | SH |
| 6 | INNOVATOR ETFS TRUST | IFEB | 45783Y350 | $16.1M | 2.26% | 540,694 | SH |
| 7 | NVIDIA CORPORATION | NVDA | 67066G104 | $15.5M | 2.18% | 88,864 | SH |
| 8 | ISHARES TR | SHV | 464288679 | $14.2M | 1.99% | 128,329 | SH |
| 9 | MICROSOFT CORP | MSFT | 594918104 | $12.8M | 1.80% | 34,622 | SH |
| 10 | INNOVATOR ETFS TRUST | BJAN | 45782C409 | $12.5M | 1.76% | 234,460 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $12.2M | 1.72% | 58,801 | SH |
| 12 | THORNBURG ETF TR | TMB | 88521L207 | $11.3M | 1.59% | 444,552 | SH |
| 13 | ITT INC | ITT | 45073V108 | $11.3M | 1.59% | 59,379 | SH |
| 14 | ALPHABET INC | GOOG | 02079K107 | $10.8M | 1.51% | 37,508 | SH |
| 15 | INNOVATOR ETFS TRUST | KFEB | 45784N783 | $8.5M | 1.19% | 301,625 | SH |
| 16 | INNOVATOR ETFS TRUST | XBJA | 45783Y780 | $8.4M | 1.19% | 269,799 | SH |
| 17 | INNOVATOR ETFS TRUST | NJAN | 45782C466 | $8.4M | 1.18% | 157,211 | SH |
| 18 | ISHARES TR | IQLT | 46434V456 | $7.3M | 1.02% | 157,306 | SH |
| 19 | ISHARES TR | EFG | 464288885 | $6.1M | 0.86% | 54,775 | SH |
| 20 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.0M | 0.84% | 9,163 | SH |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $5.8M | 0.81% | 17,107 | SH |
| 22 | BROADCOM INC | AVGO | 11135F101 | $5.5M | 0.77% | 17,627 | SH |
| 23 | SPDR GOLD TR | GLD | 78463V107 | $5.4M | 0.76% | 12,564 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $5.2M | 0.74% | 170,652 | SH |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $5.1M | 0.71% | 10,580 | SH |
| 26 | CHEVRON CORPORATION | CVX | 166764100 | $5.0M | 0.71% | 24,262 | SH |
| 27 | EXXON MOBIL CORP | XOM | 30231G102 | $4.6M | 0.65% | 27,189 | SH |
| 28 | TESLA INC | TSLA | 88160R101 | $4.5M | 0.64% | 12,214 | SH |
| 29 | META PLATFORMS INC | META | 30303M102 | $4.2M | 0.59% | 7,392 | SH |
| 30 | ELI LILLY & CO | LLY | 532457108 | $4.1M | 0.58% | 4,480 | SH |
| 31 | LINDE PLC | LIN | G54950103 | $4.1M | 0.58% | 8,309 | SH |
| 32 | VISA INC | V | 92826C839 | $3.7M | 0.52% | 12,336 | SH |
| 33 | BOEING CO | BA | 097023105 | $3.6M | 0.51% | 18,209 | SH |
| 34 | MASTERCARD INCORPORATED | MA | 57636Q104 | $3.4M | 0.48% | 6,832 | SH |
| 35 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $3.4M | 0.47% | 67,015 | SH |
| 36 | ISHARES TR | HYG | 464288513 | $3.4M | 0.47% | 42,189 | SH |
| 37 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.3M | 0.46% | 13,370 | SH |
| 38 | AMERICAN EXPRESS CO | AXP | 025816109 | $3.2M | 0.45% | 10,622 | SH |
| 39 | RTX CORPORATION | RTX | 75513E101 | $3.1M | 0.43% | 15,831 | SH |
| 40 | JPMORGAN CHASE & CO | JPM | 46625H100 | $2.9M | 0.41% | 9,851 | SH |
| 41 | MERCK & CO INC | MRK | 58933Y105 | $2.9M | 0.41% | 23,904 | SH |
| 42 | NETFLIX INC. | NFLX | 64110L106 | $2.6M | 0.37% | 27,431 | SH |
| 43 | ORACLE CORP | ORCL | 68389X105 | $2.6M | 0.36% | 17,496 | SH |
| 44 | PHILIP MORRIS INTL INC | PM | 718172109 | $2.5M | 0.36% | 15,171 | SH |
| 45 | INNOVATOR ETFS TRUST | EJAN | 45782C516 | $2.5M | 0.35% | 74,162 | SH |
| 46 | AT&T INC | T | 00206R102 | $2.5M | 0.35% | 85,776 | SH |
| 47 | ALTRIA GROUP INC | MO | 02209S103 | $2.4M | 0.34% | 36,105 | SH |
| 48 | SELECT SECTOR SPDR TR | XLE | 81369Y506 | $2.4M | 0.33% | 38,677 | SH |
| 49 | MCKESSON CORP | MCK | 58155Q103 | $2.3M | 0.33% | 2,687 | SH |
| 50 | CBRE GROUP INC | CBRE | 12504L109 | $2.3M | 0.32% | 16,820 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-30 | $711.9M | 520 | 0001677501-26-000005 |
| 2025-12-31 | 2026-01-22 | $629.8M | 504 | 0001677501-26-000002 |