Personal Cfo Solutions, LLC Portfolio Holdings
Personal Cfo Solutions, LLC
- $557 Million
- Q3 2025
Personal Cfo Solutions, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $557 Million distributed in 495 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Chubb LTD with a value of $54.5M, Apple Inc. with a value of $27.1M, Microsoft Corp with a value of $18M, Nvidia Corp with a value of $15.4M, and Ishares Russell 2000 ETF with a value of $15.2M.
Examining the 13F form we can see an increase of $74.8M in the current position value, from $482M to 557M.
Below you can find more details about Personal Cfo Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$557 Million
Technology: $125 Million
Financial Services: $112 Million
ETFs: $73.9 Million
Industrials: $47.4 Million
Consumer Cyclical: $44.9 Million
Communication Services: $44.3 Million
Healthcare: $43 Million
Consumer Defensive: $19.6 Million
Other: $46.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 495
- Current Value $557 Million
- Prior Value $482 Million
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 102 stocks
- Additional Purchases 196 stocks
- Sold out of 0 stocks
- Reduced holdings in 196 stocks