PERSONAL CFO SOLUTIONS, LLC
CIK 0001677501 · CHESTER, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$691.9M
2026 Q2
Positions
529
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CB
CHUBB LIMITED
9.9%
AAPL
APPLE INC
6.2%
GOOG
ALPHABET INC
2.9%
BALT
INNOVATOR ETFS TRUST
2.8%
NVDA
NVIDIA CORPORATION
2.7%
AMZN
AMAZON COM INC
2.2%
EFA
ISHARES TR
2.1%
MSFT
MICROSOFT CORP
2.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.