§ 13F · FUND PROFILE
PERSONAL CFO SOLUTIONS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $570M (13F)Positions · 495Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$141M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CB | CHUBB LTD SWITZ | 192K | $63M | 8.8% | ±0% |
| 2 | AAPL | APPLE INC | 138K | $35M | 4.9% | −2% |
| 3 | PJAN | INNOVATOR ETFS TRUST | 594K | $27M | 3.8% | NEW |
| 4 | BALT | INNOVATOR ETFS TRUST | 550K | $18M | 2.6% | NEW |
| 5 | GOOGL | ALPHABET INC | 57K | $16M | 2.3% | −2% |
| 6 | IFEB | INNOVATOR ETFS TRUST | 541K | $16M | 2.3% | NEW |
| 7 | NVDA | NVIDIA CORPORATION | 89K | $15M | 2.2% | ±0% |
| 8 | SHV | ISHARES TR | 128K | $14M | 2.0% | NEW |
| 9 | MSFT | MICROSOFT CORP | 35K | $13M | 1.8% | −3% |
| 10 | BJAN | INNOVATOR ETFS TRUST | 234K | $13M | 1.8% | NEW |
§ 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 $570 million in assets. The fund runs a broad portfolio of 495 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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