§ 13F · FUND PROFILE
PERSONAL CFO SOLUTIONS, LLC.
AUM · $692M (13F)Positions · 529Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LIMITED | 200K | $68M | 9.9% | +4% |
| 2 | AAPL | APPLE INC | 147K | $43M | 6.2% | +7% |
| 3 | GOOG | ALPHABET INC | 56K | $20M | 2.9% | +50% |
| 4 | BALT | INNOVATOR ETFS TRUST | 564K | $19M | 2.8% | +2% |
| 5 | NVDA | NVIDIA CORPORATION | 94K | $19M | 2.7% | +6% |
| 6 | AMZN | AMAZON COM INC | 64K | $15M | 2.2% | +9% |
| 7 | EFA | ISHARES TR | 138K | $14M | 2.1% | +1848% |
| 8 | MSFT | MICROSOFT CORP | 36K | $14M | 2.0% | +5% |
| 9 | GOOGL | ALPHABET INC | 37K | $13M | 1.9% | −35% |
| 10 | TMB | THORNBURG ETF TR | 467K | $12M | 1.7% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERSONAL SIGNAL
AC read
PERSONAL CFO SOLUTIONS, LLC is a Other fund managing $692 million in assets. The fund runs a broad portfolio of 529 positions.
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