Institutions / Personal Cfo Solutions, LLC
Personal Cfo Solutions, LLC
CIK 1677501 · Institution · as of Jun 30, 2026
Portfolio value
$691.91M
Positions
529
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$691.91M+9.9%Positions
529+5.0%Top holdings
Jun 30, 2026View all 529 →
| Company | Value | % of portfolio |
|---|---|---|
| Chubb Ltd | $68.48M | 9.9% |
| Apple Inc. | $42.56M | 6.2% |
| Alphabet Inc. | $20.14M | 2.9% |
| Innovator Etfs Trust | $19.33M | 2.8% |
| NVIDIA Corp | $18.91M | 2.7% |
| Amazon.com Inc | $15.25M | 2.2% |
| iShares Tr | $14.29M | 2.1% |
| Microsoft Corp | $13.54M | 2.0% |
| Alphabet Inc. | $13.03M | 1.9% |
| Thornburg ETF Tr | $11.83M | 1.7% |
| Itt Inc. | $11.76M | 1.7% |
| iShares Tr | $9.72M | 1.4% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $8.66M | 1.3% |
| iShares Tr | $8.08M | 1.2% |
| iShares Tr | $6.88M | 1.0% |
| State Str SPDR S&P 500 ETF T | $6.73M | 1.0% |
| Broadcom Inc. | $6.45M | 0.9% |
| Tesla Inc | $5.43M | 0.8% |
| Warren E. Buffett | $5.39M | 0.8% |
| Seagate Technology Holdings PLC | $4.92M | 0.7% |
| ELI LILLY & Co | $4.85M | 0.7% |
| Meta Platforms Inc | $4.81M | 0.7% |
| Linde PLC | $4.41M | 0.6% |
| SPDR Gold Tr | $4.18M | 0.6% |
| Chevron Corp | $4.03M | 0.6% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 45783Y855 | $19.33M | +564K | 563,980 2.79% of portfolio | medium |
| Q2 2026 as of | Exit | 464287655 | $-14.56M | -59K -100.00% | — | medium |
| Q2 2026 as of | Add | 464287465 | $13.40M | +129K +1493.49% | 137,598 2.07% of portfolio | medium |
| Q2 2026 as of | Exit | 316092501 | $-9.05M | -116K -100.00% | — | medium |
| Q2 2026 as of | Trim | Alphabet Inc. | $-7.61M | -22K -36.85% | 36,890 1.88% of portfolio | medium |
| Q2 2026 as of | Add | 464287614 | $7.45M | +60K +327.18% | 78,298 1.41% of portfolio | medium |
| Q2 2026 as of | Add | Alphabet Inc. | $6.31M | +18K +45.61% | 56,356 2.91% of portfolio | medium |
| Q2 2026 as of | Exit | 808524797 | $-4.82M | -176K -100.00% | — | low |
| Q2 2026 as of | Exit | Exxon Mobil Corp | $-3.75M | -31K -100.00% | — | low |
| Q2 2026 as of | Add | Linde PLC | $2.82M | +5K +176.72% | 8,498 0.64% of portfolio | low |