Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PERSONAL CFO SOLUTIONS, LLC (CIK 1677501) reported $711.9M across 518 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CB ($62.8M, 8.82%), AAPL ($34.9M, 4.91%), PJAN ($27.4M, 3.85%), BALT ($18.4M, 2.59%), GOOGL ($16.4M, 2.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LTD SWITZ | $62.8M | 8.82% | 192,182 | Trimmed |
| 2 | AAPL | APPLE INC | $34.9M | 4.91% | 137,617 | Trimmed |
| 3 | PJAN | INNOVATOR ETFS TRUST | $27.4M | 3.85% | 593,514 | New |
| 4 | BALT | INNOVATOR ETFS TRUST | $18.4M | 2.59% | 550,278 | New |
| 5 | GOOGL | ALPHABET INC | $16.4M | 2.31% | 57,162 | Trimmed |
| 6 | IFEB | INNOVATOR ETFS TRUST | $16.1M | 2.26% | 540,694 | New |
| 7 | NVDA | NVIDIA CORPORATION | $15.5M | 2.18% | 88,864 | Added |
| 8 | SHV | ISHARES TR | $14.2M | 1.99% | 128,329 | New |
| 9 | MSFT | MICROSOFT CORP | $12.8M | 1.80% | 34,622 | Trimmed |
| 10 | BJAN | INNOVATOR ETFS TRUST | $12.5M | 1.76% | 234,460 | New |
| 11 | AMZN | AMAZON COM INC | $12.2M | 1.72% | 58,801 | Trimmed |
| 12 | TMB | THORNBURG ETF TR | $11.3M | 1.59% | 444,552 | Trimmed |
| 13 | ITT | ITT INC | $11.3M | 1.59% | 59,379 | Trimmed |
| 14 | GOOG | ALPHABET INC | $10.8M | 1.51% | 37,508 | Trimmed |
| 15 | KFEB | INNOVATOR ETFS TRUST | $8.5M | 1.19% | 301,625 | New |
| 16 | XBJA | INNOVATOR ETFS TRUST | $8.4M | 1.19% | 269,799 | New |
| 17 | NJAN | INNOVATOR ETFS TRUST | $8.4M | 1.18% | 157,211 | New |
| 18 | IQLT | ISHARES TR | $7.3M | 1.02% | 157,306 | Added |
| 19 | EFG | ISHARES TR | $6.1M | 0.86% | 54,775 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $6.0M | 0.84% | 9,163 | Trimmed |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.8M | 0.81% | 17,107 | Added |
| 22 | AVGO | BROADCOM INC | $5.5M | 0.77% | 17,627 | Added |
| 23 | GLD | SPDR GOLD TR | $5.4M | 0.76% | 12,564 | Trimmed |
| 24 | SCHD | SCHWAB STRATEGIC TR | $5.2M | 0.74% | 170,652 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $5.0M | 0.71% | 24,262 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31