Personal Cfo Solutions, LLC 13F Holdings · Q2 2026
Personal Cfo Solutions, LLC reported 529 securities worth $691.91M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CB (9.90%), AAPL (6.15%), GOOG (2.91%). Among its top 25 positions this quarter: 1 new, 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LIMITED | $68.5M | 9.90% | 200,378 | Added |
| 2 | AAPL | APPLE INC | $42.6M | 6.15% | 147,071 | Added |
| 3 | GOOG | ALPHABET INC | $20.1M | 2.91% | 56,356 | Added |
| 4 | BALT | INNOVATOR ETFS TRUST | $19.3M | 2.79% | 563,980 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $18.9M | 2.73% | 94,496 | Added |
| 6 | AMZN | AMAZON COM INC | $15.2M | 2.20% | 63,968 | Added |
| 7 | EFA | ISHARES TR | $14.3M | 2.07% | 137,598 | Added |
| 8 | MSFT | MICROSOFT CORP | $13.5M | 1.96% | 36,298 | Added |
| 9 | GOOGL | ALPHABET INC | $13.0M | 1.88% | 36,890 | Trimmed |
| 10 | TMB | THORNBURG ETF TR | $11.8M | 1.71% | 466,553 | Added |
| 11 | ITT | ITT INC | $11.8M | 1.70% | 59,338 | Trimmed |
| 12 | IWF | ISHARES TR | $9.7M | 1.41% | 78,298 | New |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8.7M | 1.25% | 18,102 | Added |
| 14 | IQLT | ISHARES TR | $8.1M | 1.17% | 163,109 | Added |
| 15 | EFG | ISHARES TR | $6.9M | 0.99% | 55,301 | Added |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $6.7M | 0.97% | 8,989 | Trimmed |
| 17 | AVGO | BROADCOM INC | $6.5M | 0.93% | 17,087 | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.4M | 0.78% | 10,769 | Added |
| 19 | TSLA | TESLA INC | $5.4M | 0.78% | 12,910 | Added |
| 20 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.9M | 0.71% | 5,097 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $4.8M | 0.70% | 4,041 | Trimmed |
| 22 | META | META PLATFORMS INC | $4.8M | 0.69% | 8,533 | Added |
| 23 | LIN | LINDE PLC | $4.4M | 0.64% | 8,498 | Added |
| 24 | GLD | SPDR GOLD TR | $4.2M | 0.60% | 11,346 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $4.0M | 0.58% | 24,314 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR