Personal Cfo Solutions, LLC

13F filer · CIK 0001677501

Reported Aug 7, 2026

Net buyer this quarter

13F portfolio value$692MU.S. long equity reported on 13F

Positions49873 new · 39 closed

Net flow last quarter+$12.3MBuys minus sells

Top 10 positions weight33.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 7, 2026498 positions
CBChubb Ltd	$68.5M	9.90%	0.05%	+4.3%	Q3 2019
AAPLApple Inc.	$42.6M	6.15%	0.00%	+6.9%	Q4 2019
GOOGAlphabet Inc.	$20.1M	2.91%	Not reported	+50.3%	Q3 2019
BALTBaltic Trading Ltd	$19.3M	2.79%	Not reported	+2.5%	Q1 2023
NVDANvidia Corp	$18.9M	2.73%	0.00%	+6.3%	Q1 2020
AMZNAmazon Com Inc	$15.2M	2.20%	0.00%	+8.8%	Q4 2019
MSFTMicrosoft Corp	$13.5M	1.96%	0.00%	+4.8%	Q3 2019
GOOGLAlphabet Inc.	$13M	1.88%	0.00%	-35.5%	Q3 2019
ITTItt Inc.	$11.8M	1.70%	0.07%	-0.1%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$8.66M	1.25%	0.00%	+5.8%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$6.73M	0.97%	Not reported	-1.9%	Q3 2019
AVGOBroadcom Inc.	$6.45M	0.93%	0.00%	-3.1%	Q3 2019
TSLATesla, Inc.	$5.43M	0.78%	0.00%	+5.7%	Q3 2020
BRK.BBerkshire Hathaway Inc	$5.39M	0.78%	Not reported	+1.8%	Q4 2019
STXSeagate Technology Holdings plc	$4.92M	0.71%	0.00%	-6.1%	Q3 2019
LLYELI LILLY & Co	$4.85M	0.70%	0.00%	-9.8%	Q2 2020
METAMeta Platforms, Inc.	$4.81M	0.69%	Not reported	+15.4%	Q3 2019
LINLinde PLC	$4.41M	0.64%	0.00%	+2.3%	Q4 2019
GLDSPDR Gold Trust	$4.18M	0.60%	0.00%	-9.7%	Q1 2020
CVXChevron Corp	$4.03M	0.58%	0.00%	+0.2%	Q3 2019
BABoeing Co	$3.93M	0.57%	0.00%	-0.2%	Q4 2019
VVisa Inc.	$3.81M	0.55%	0.00%	-10.1%	Q3 2019
JNJJohnson & Johnson	$3.79M	0.55%	0.00%	+11.7%	Q3 2019
AXPAmerican Express Co	$3.54M	0.51%	0.00%	-1.3%	Q4 2019
ASMLAsml Holding NV	$3.33M	0.48%	0.00%	-2.3%	Q3 2019
JPMJPMorgan Chase & Co	$3.27M	0.47%	0.00%	+1.3%	Q3 2019
MRKMerck & Co., Inc.	$3.17M	0.46%	0.00%	+2.5%	Q3 2019
INTCIntel Corp	$3.01M	0.44%	0.00%	+16.0%	Q3 2019
MAMastercard Inc	$2.97M	0.43%	0.00%	-15.2%	Q3 2019
RTXRTX Corp	$2.95M	0.43%	0.00%	-1.9%	Q2 2020
AMDAdvanced Micro Devices Inc	$2.91M	0.42%	0.00%	+18.6%	Q1 2022
VZVerizon Communications Inc	$2.88M	0.42%	0.00%	+1.6%	Q3 2019
LRCXLam Research Corp	$2.87M	0.42%	0.00%	-8.2%	Q3 2019
MUMicron Technology Inc	$2.86M	0.41%	0.00%	+18.8%	Q2 2024
PMPhilip Morris International Inc.	$2.83M	0.41%	0.00%	+2.4%	Q3 2019
AMATApplied Materials Inc	$2.82M	0.41%	0.00%	+2.6%	Q1 2020
MOAltria Group, Inc.	$2.62M	0.38%	0.00%	-0.6%	Q3 2019
GEGeneral Electric Co	$2.58M	0.37%	0.00%	-5.7%	Q3 2021
UNHUnitedhealth Group Inc	$2.47M	0.36%	0.00%	+6.5%	Q3 2019
GSGoldman Sachs Group Inc	$2.45M	0.35%	0.00%	+1.3%	Q3 2019
ORCLOracle Corp	$2.43M	0.35%	0.00%	-5.4%	Q3 2019
CBRECbre Group, Inc.	$2.28M	0.33%	0.01%	+0.6%	Q4 2021
BACBank of America Corp	$2.28M	0.33%	0.00%	+8.0%	Q4 2019
GEVGE Vernova Inc.	$2.22M	0.32%	0.00%	+28.4%	Q2 2024
KOCoca Cola Co	$2.2M	0.32%	0.00%	+5.3%	Q3 2019
NVSNovartis AG	$2.18M	0.31%	0.00%	+17.5%	Q3 2019
GDGeneral Dynamics Corp	$2.17M	0.31%	0.00%	+0.2%	Q3 2019
SESea Ltd	$2.14M	0.31%	0.01%	+12.7%	Q3 2024
AZNAstrazeneca PLC	$2.11M	0.30%	Not reported	+5.8%	Q2 2020
CSCOCisco Systems, Inc.	$2.09M	0.30%	0.00%	-9.6%	Q3 2019

Q1 2026Reported Apr 30, 2026462 positions
CBChubb Ltd	$62.8M	8.82%	0.05%	-0.4%	Q3 2019
AAPLApple Inc.	$34.9M	4.91%	0.00%	-2.2%	Q4 2019
BALTBaltic Trading Ltd	$18.4M	2.59%	Not reported	Not reported	Q1 2023
GOOGLAlphabet Inc.	$16.4M	2.31%	0.00%	-2.2%	Q3 2019
NVDANvidia Corp	$15.5M	2.18%	0.00%	+0.3%	Q1 2020
MSFTMicrosoft Corp	$12.8M	1.80%	0.00%	-2.9%	Q3 2019
AMZNAmazon Com Inc	$12.2M	1.72%	0.00%	-9.4%	Q4 2019
ITTItt Inc.	$11.3M	1.59%	0.07%	0.0%	Q4 2019
GOOGAlphabet Inc.	$10.8M	1.51%	Not reported	-3.1%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$5.98M	0.84%	Not reported	-2.7%	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.8M	0.81%	0.00%	+5.2%	Q3 2019
AVGOBroadcom Inc.	$5.46M	0.77%	0.00%	+3.0%	Q3 2019
GLDSPDR Gold Trust	$5.41M	0.76%	0.00%	-6.3%	Q1 2020
BRK.BBerkshire Hathaway Inc	$5.07M	0.71%	Not reported	-4.0%	Q4 2019
CVXChevron Corp	$5.02M	0.71%	0.00%	-3.7%	Q3 2019
XOMExxonMobil Holdings Corp	$4.61M	0.65%	0.00%	-12.7%	Q3 2019
TSLATesla, Inc.	$4.54M	0.64%	0.00%	+23.5%	Q3 2020
METAMeta Platforms, Inc.	$4.23M	0.59%	Not reported	+10.9%	Q3 2019
LLYELI LILLY & Co	$4.12M	0.58%	0.00%	-3.3%	Q2 2020
LINLinde PLC	$4.12M	0.58%	0.00%	+170.6%	Q4 2019
VVisa Inc.	$3.73M	0.52%	0.00%	-3.6%	Q3 2019
BABoeing Co	$3.62M	0.51%	0.00%	-2.8%	Q4 2019
MAMastercard Inc	$3.41M	0.48%	0.00%	-3.8%	Q3 2019
VZVerizon Communications Inc	$3.36M	0.47%	0.00%	-1.2%	Q3 2019
JNJJohnson & Johnson	$3.27M	0.46%	0.00%	-1.4%	Q3 2019
AXPAmerican Express Co	$3.21M	0.45%	0.00%	+20.0%	Q4 2019
RTXRTX Corp	$3.05M	0.43%	0.00%	-1.6%	Q2 2020
JPMJPMorgan Chase & Co	$2.9M	0.41%	0.00%	-4.4%	Q3 2019
MRKMerck & Co., Inc.	$2.9M	0.41%	0.00%	-2.2%	Q3 2019
NFLXNetflix Inc	$2.64M	0.37%	0.00%	+17.0%	Q3 2019
ORCLOracle Corp	$2.57M	0.36%	0.00%	+8.1%	Q3 2019
PMPhilip Morris International Inc.	$2.53M	0.36%	0.00%	+3.3%	Q3 2019
TAt&T Inc.	$2.49M	0.35%	0.00%	-2.6%	Q3 2019
MOAltria Group, Inc.	$2.42M	0.34%	0.00%	-23.7%	Q3 2019
MCKMckesson Corp	$2.33M	0.33%	0.00%	+6.5%	Q3 2019
CBRECbre Group, Inc.	$2.28M	0.32%	0.01%	-2.0%	Q4 2021
ASMLAsml Holding NV	$2.26M	0.32%	0.00%	-21.0%	Q3 2019
NOWServiceNow, Inc.	$2.26M	0.32%	0.00%	+69.5%	Q4 2019
STXSeagate Technology Holdings plc	$2.13M	0.30%	0.00%	-5.3%	Q3 2019
SHOPShopify Inc.	$2.11M	0.30%	0.00%	+11.9%	Q4 2019
GDGeneral Dynamics Corp	$2.1M	0.29%	0.00%	-4.6%	Q3 2019
GEGeneral Electric Co	$2.08M	0.29%	0.00%	+0.8%	Q3 2021
AZNAstrazeneca PLC	$2.07M	0.29%	Not reported	+4.4%	Q2 2020
AONAon plc	$2.04M	0.29%	0.00%	+28.2%	Q3 2020
ACNAccenture plc	$2.03M	0.29%	0.00%	+117.2%	Q3 2019
GSGoldman Sachs Group Inc	$2.03M	0.28%	0.00%	-12.0%	Q3 2019
WMTWalmart Inc.	$1.97M	0.28%	0.00%	-16.4%	Q1 2020
KOCoca Cola Co	$1.95M	0.27%	0.00%	+1.3%	Q3 2019
PFEPfizer Inc	$1.92M	0.27%	0.00%	-0.3%	Q3 2019
NVSNovartis AG	$1.81M	0.25%	0.00%	+280.3%	Q3 2019

Q4 2025Reported Jan 22, 2026463 positions
CBChubb Ltd	$60.2M	9.57%	0.05%	-0.1%	Q3 2019
AAPLApple Inc.	$38.3M	6.07%	0.00%	+32.3%	Q4 2019
GOOGLAlphabet Inc.	$18.3M	2.90%	0.00%	-0.3%	Q3 2019
MSFTMicrosoft Corp	$17.2M	2.74%	0.00%	+2.8%	Q3 2019
NVDANvidia Corp	$16.5M	2.62%	0.00%	+7.1%	Q1 2020
AMZNAmazon Com Inc	$15M	2.38%	0.00%	+7.3%	Q4 2019
GOOGAlphabet Inc.	$12.1M	1.93%	Not reported	+10.3%	Q3 2019
ITTItt Inc.	$10.3M	1.64%	0.08%	+0.2%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$6.42M	1.02%	Not reported	+3.8%	Q3 2019
AVGOBroadcom Inc.	$5.92M	0.94%	0.00%	+2.8%	Q3 2019
BRK.BBerkshire Hathaway Inc	$5.54M	0.88%	Not reported	+5.4%	Q4 2019
GLDSPDR Gold Trust	$5.31M	0.84%	0.00%	+0.5%	Q1 2020
LLYELI LILLY & Co	$4.98M	0.79%	0.00%	+6.5%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.94M	0.78%	0.00%	+2.7%	Q3 2019
VVisa Inc.	$4.49M	0.71%	0.00%	+2.0%	Q3 2019
TSLATesla, Inc.	$4.45M	0.71%	0.00%	+0.5%	Q3 2020
METAMeta Platforms, Inc.	$4.4M	0.70%	Not reported	+8.3%	Q3 2019
BABoeing Co	$4.07M	0.65%	0.00%	-1.0%	Q4 2019
MAMastercard Inc	$4.05M	0.64%	0.00%	-1.5%	Q3 2019
CVXChevron Corp	$3.84M	0.61%	0.00%	+1.9%	Q3 2019
XOMExxonMobil Holdings Corp	$3.75M	0.60%	0.00%	+2.9%	Q3 2019
JPMJPMorgan Chase & Co	$3.32M	0.53%	0.00%	-2.7%	Q3 2019
AXPAmerican Express Co	$3.27M	0.52%	0.00%	-4.9%	Q4 2019
ORCLOracle Corp	$3.15M	0.50%	0.00%	-2.8%	Q3 2019
RTXRTX Corp	$2.95M	0.47%	0.00%	-0.2%	Q2 2020
JNJJohnson & Johnson	$2.81M	0.45%	0.00%	+0.8%	Q3 2019
VZVerizon Communications Inc	$2.76M	0.44%	0.00%	+0.3%	Q3 2019
CBRECbre Group, Inc.	$2.76M	0.44%	0.01%	-1.3%	Q4 2021
MOAltria Group, Inc.	$2.73M	0.43%	0.00%	-0.7%	Q3 2019
MRKMerck & Co., Inc.	$2.57M	0.41%	0.00%	0.0%	Q3 2019
SHOPShopify Inc.	$2.55M	0.41%	0.00%	+9.6%	Q4 2019
GSGoldman Sachs Group Inc	$2.39M	0.38%	0.00%	+2.8%	Q3 2019
PMPhilip Morris International Inc.	$2.36M	0.37%	0.00%	+2.2%	Q3 2019
ASMLAsml Holding NV	$2.32M	0.37%	0.00%	+2.8%	Q3 2019
GEGeneral Electric Co	$2.24M	0.36%	0.00%	+1.2%	Q3 2021
PLTRPalantir Technologies Inc.	$2.22M	0.35%	0.00%	+3.7%	Q4 2020
NFLXNetflix Inc	$2.2M	0.35%	0.00%	-19.8%	Q3 2019
TAt&T Inc.	$2.19M	0.35%	0.00%	-4.5%	Q3 2019
GDGeneral Dynamics Corp	$2.16M	0.34%	0.00%	-0.5%	Q3 2019
WMTWalmart Inc.	$2.11M	0.34%	0.00%	+8.0%	Q1 2020
MCKMckesson Corp	$2.07M	0.33%	0.00%	+6.4%	Q3 2019
BACBank of America Corp	$2.03M	0.32%	0.00%	0.0%	Q4 2019
SKYYSkye International, Inc	$2M	0.32%	Not reported	-14.7%	Q1 2024
SESea Ltd	$1.96M	0.31%	0.01%	+3.1%	Q3 2024
NOWServiceNow, Inc.	$1.95M	0.31%	0.00%	+9.8%	Q4 2019
AZNAstrazeneca PLC	$1.85M	0.29%	Not reported	+7.8%	Q2 2020
COFCapital One Financial Corp	$1.78M	0.28%	0.00%	+5.8%	Q1 2021
INTUIntuit Inc.	$1.78M	0.28%	0.00%	-0.2%	Q2 2020
KOCoca Cola Co	$1.76M	0.28%	0.00%	+9.5%	Q3 2019
AONAon plc	$1.74M	0.28%	0.00%	-5.0%	Q3 2020

Q3 2025Reported Nov 10, 2025461 positions
CBChubb Ltd	$54.5M	9.57%	0.05%	-0.1%	Q3 2019
AAPLApple Inc.	$27.1M	4.75%	0.00%	-2.8%	Q4 2019
MSFTMicrosoft Corp	$18M	3.15%	0.00%	+5.1%	Q3 2019
NVDANvidia Corp	$15.4M	2.71%	0.00%	-12.2%	Q1 2020
GOOGLAlphabet Inc.	$14.2M	2.50%	0.00%	-0.9%	Q3 2019
AMZNAmazon Com Inc	$13.3M	2.33%	0.00%	+1.1%	Q4 2019
ITTItt Inc.	$10.6M	1.86%	0.08%	0.0%	Q4 2019
GOOGAlphabet Inc.	$8.54M	1.50%	Not reported	-4.4%	Q3 2019
SPYSPDR S&P 500 ETF Trust	$6.05M	1.06%	Not reported	-11.5%	Q3 2019
AVGOBroadcom Inc.	$5.49M	0.96%	0.00%	+56.3%	Q3 2019
BRK.BBerkshire Hathaway Inc	$5.26M	0.92%	Not reported	+0.5%	Q4 2019
GLDSPDR Gold Trust	$4.74M	0.83%	0.00%	+3.6%	Q1 2020
ORCLOracle Corp	$4.68M	0.82%	0.00%	-14.0%	Q3 2019
METAMeta Platforms, Inc.	$4.52M	0.79%	Not reported	+5.6%	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.42M	0.78%	0.00%	+8.4%	Q3 2019
TSLATesla, Inc.	$4.38M	0.77%	0.00%	+5.8%	Q3 2020
VVisa Inc.	$4.28M	0.75%	0.00%	-8.8%	Q3 2019
MAMastercard Inc	$4.1M	0.72%	0.00%	-1.4%	Q3 2019
BABoeing Co	$4.08M	0.72%	0.00%	+0.6%	Q4 2019
CVXChevron Corp	$3.84M	0.67%	0.00%	+35.6%	Q3 2019
NFLXNetflix Inc	$3.51M	0.62%	0.00%	-9.4%	Q3 2019
XOMExxonMobil Holdings Corp	$3.41M	0.60%	0.00%	+0.4%	Q3 2019
JPMJPMorgan Chase & Co	$3.34M	0.59%	0.00%	+2.0%	Q3 2019
LLYELI LILLY & Co	$3.32M	0.58%	0.00%	-2.5%	Q2 2020
MOAltria Group, Inc.	$3.15M	0.55%	0.00%	-0.6%	Q3 2019
AXPAmerican Express Co	$3.09M	0.54%	0.00%	-6.7%	Q4 2019
VZVerizon Communications Inc	$2.97M	0.52%	0.00%	-8.2%	Q3 2019
CBRECbre Group, Inc.	$2.74M	0.48%	0.01%	-0.3%	Q4 2021
RTXRTX Corp	$2.7M	0.47%	0.00%	+0.3%	Q2 2020
SESea Ltd	$2.66M	0.47%	0.01%	+2.2%	Q3 2024
TAt&T Inc.	$2.6M	0.46%	0.00%	+12.2%	Q3 2019
JNJJohnson & Johnson	$2.49M	0.44%	0.00%	+2.8%	Q3 2019
SKYYSkye International, Inc	$2.42M	0.42%	Not reported	-0.7%	Q1 2024
PMPhilip Morris International Inc.	$2.33M	0.41%	0.00%	+3.5%	Q3 2019
SAPSap SE	$2.26M	0.40%	0.00%	+2.4%	Q3 2019
PLTRPalantir Technologies Inc.	$2.2M	0.39%	0.00%	+8.3%	Q4 2020
GDGeneral Dynamics Corp	$2.19M	0.39%	0.00%	-31.9%	Q3 2019
GEGeneral Electric Co	$2.16M	0.38%	0.00%	+0.8%	Q3 2021
SHOPShopify Inc.	$2.15M	0.38%	0.00%	-21.3%	Q4 2019
NOWServiceNow, Inc.	$2.13M	0.37%	0.00%	+3.5%	Q4 2019
GSGoldman Sachs Group Inc	$2.11M	0.37%	0.00%	-1.5%	Q3 2019
MRKMerck & Co., Inc.	$2.05M	0.36%	0.00%	-2.6%	Q3 2019
ASMLAsml Holding NV	$2.04M	0.36%	0.00%	+13.0%	Q3 2019
ABTAbbott Laboratories	$1.93M	0.34%	0.00%	-17.1%	Q4 2019
BACBank of America Corp	$1.91M	0.33%	0.00%	+1.1%	Q4 2019
UNHUnitedhealth Group Inc	$1.86M	0.33%	0.00%	+30.8%	Q3 2019
AONAon plc	$1.85M	0.33%	0.00%	-3.9%	Q3 2020
WRBBerkley W R Corp	$1.84M	0.32%	0.01%	-0.1%	Q4 2019
INTUIntuit Inc.	$1.84M	0.32%	0.00%	+34.4%	Q2 2020
MCKMckesson Corp	$1.83M	0.32%	0.00%	+11.5%	Q3 2019

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