§ 13F · FUND PROFILE
PERSONAL CFO SOLUTIONS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $540.5T (13F)Positions · 481Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LIMITED | 193K | $60.2T | 9.6% | ±0% |
| 2 | AAPL | APPLE INC | 141K | $38.3T | 6.1% | +32% |
| 3 | GOOGL | ALPHABET INC | 58K | $18.3T | 2.9% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 36K | $17.2T | 2.7% | +3% |
| 5 | NVDA | NVIDIA CORPORATION | 89K | $16.5T | 2.6% | +7% |
| 6 | AMZN | AMAZON COM INC | 65K | $15.0T | 2.4% | +7% |
| 7 | IWM | ISHARES TR | 59K | $14.6T | 2.3% | −6% |
| 8 | GOOG | ALPHABET INC | 39K | $12.1T | 1.9% | +10% |
| 9 | TMB | THORNBURG ETF TR | 448K | $11.5T | 1.8% | NEW |
| 10 | ITT | ITT INC | 59K | $10.3T | 1.6% | ±0% |
§ 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 $540526.6 trillion in assets. The fund runs a broad portfolio of 481 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed