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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$792,000 0.14% of portfolio
49,709
Q3 2025 Added 1.15%
$124B
$793,000 0.14% of portfolio
19,353
Q3 2025 Reduced 29.64%
$96.9B
$784,000 0.14% of portfolio
1,858
Q3 2025 Added 38.14%
$0
$721,000 0.13% of portfolio
17,135
Q3 2025 New
$0
$727,000 0.13% of portfolio
6,147
Q3 2025 New
$0
$699,000 0.13% of portfolio
3,685
Q3 2025 Reduced 9.15%
$132B
$696,000 0.13% of portfolio
3,311
Q3 2025 Reduced 0.72%
$160B
$708,000 0.13% of portfolio
3,576
Q3 2025 Reduced 2.13%
$55.9B
$699,000 0.13% of portfolio
35,802
Q3 2025 Reduced 17.48%
$115B
$698,000 0.13% of portfolio
1,424
Q3 2025 Reduced 2.2%
$8.36B
$739,000 0.13% of portfolio
40,395
Q3 2025 Added 9.52%
$0
$749,000 0.13% of portfolio
10,495
Q3 2025 Reduced 23.68%
$67.6B
$750,000 0.13% of portfolio
15,537
Q3 2025 Added 3.11%
$0
$728,000 0.13% of portfolio
4,726
Q3 2025 Reduced 28.32%
$52.4B
$725,000 0.13% of portfolio
21,095
Q3 2025 Reduced 5.35%
$40.2B
$719,000 0.13% of portfolio
3,364
Q3 2025 Reduced 1.75%
$0
$712,000 0.13% of portfolio
2,972
Q3 2025 New
$72.7B
$648,000 0.12% of portfolio
3,312
Q3 2025 New
$76.2B
$651,000 0.12% of portfolio
10,431
Q3 2025 Added 58.94%
$177B
$671,000 0.12% of portfolio
3,451
Q3 2025 Added 0.32%
$55.4B
$678,000 0.12% of portfolio
2,220
Q3 2025 Added 7.98%
$29.5B
$675,000 0.12% of portfolio
10,518
Q3 2025 Reduced 5.12%
$23.2B
$644,000 0.12% of portfolio
7,599
Q3 2025 Added 0.49%
$74.3B
$671,000 0.12% of portfolio
3,342
Q3 2025 Reduced 9.77%
$9.63B
$662,000 0.12% of portfolio
23,743
Q3 2025 Reduced 7.9%
$0
$679,000 0.12% of portfolio
7,582
Q3 2025 New
$7.02B
$646,000 0.12% of portfolio
3,340
Q3 2025 New
$11.3B
$687,000 0.12% of portfolio
5,413
Q3 2025 Reduced 5.93%
$96.4B
$688,000 0.12% of portfolio
5,563
Q3 2025 Reduced 7.68%
$25.4B
$585,000 0.11% of portfolio
21,492
Q3 2025 Reduced 5.02%
$70.2B
$587,000 0.11% of portfolio
18,786
Q3 2025 Reduced 12.62%
$12.6B
$588,000 0.11% of portfolio
34,566
Q3 2025 Reduced 6.1%
$136B
$600,000 0.11% of portfolio
2,539
Q3 2025 Added 15.1%
$54.4B
$640,000 0.11% of portfolio
2,069
Q3 2025 Reduced 4.21%
$59.1B
$639,000 0.11% of portfolio
8,142
Q3 2025 Added 3.59%
$932M
$596,000 0.11% of portfolio
7,025
Q3 2025 Added 21.35%
$86B
$610,000 0.11% of portfolio
29,530
Q3 2025 Added 3.97%
$112B
$594,000 0.11% of portfolio
17,264
Q3 2025 Added 16.3%
$25.7B
$618,000 0.11% of portfolio
4,195
Q3 2025 Reduced 34.17%
$51.8B
$626,000 0.11% of portfolio
2,749
Q3 2025 Reduced 6.59%
$69.1B
$628,000 0.11% of portfolio
7,459
Q3 2025 New
$24.4B
$605,000 0.11% of portfolio
3,789
Q3 2025 Reduced 0.99%
$73.7B
$592,000 0.11% of portfolio
2,164
Q3 2025 Reduced 29.19%
$118B
$568,000 0.1% of portfolio
2,312
Q3 2025 Reduced 9.26%
$86.7B
$562,000 0.1% of portfolio
923
Q3 2025 Reduced 32.38%
$96.7B
$559,000 0.1% of portfolio
11,093
Q3 2025 Added 7.47%
$128B
$567,000 0.1% of portfolio
29,469
Q3 2025 Reduced 5.91%
$8.49B
$582,000 0.1% of portfolio
1,503
Q3 2025 Reduced 0.92%
$8.25B
$582,000 0.1% of portfolio
19,083
Q3 2025 Added 5.61%

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
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email