PERSONAL CFO SOLUTIONS, LLC
CIK 1677501
13F filing for Q2 2026・No. 3,235
- Holdings
- US$691.91M
- Quarter change
- −US$20.01M
- Entries
- 529
- Net bought (estimate)
- −US$76.54M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 82
- Sold out 73
- Cut 206
- Added 236
- Corporate actions 2
- Unchanged 5
Largest holdings
529 stocks worth US$691.91M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CBCHUBB LIMITEDCOM | Added | 200,378 | US$68.48M | 9.90% |
| AAPLAppleCOM | Added | 147,071 | US$42.56M | 6.15% |
| GOOGALPHABET INCCAP STK CL C | Added | 56,356 | US$20.14M | 2.91% |
| INNOVATOR ETFS TRUSTDEFINED WLT SHLD | Added | 563,980 | US$19.33M | 2.79% |
| NVDANvidiaCOM | Added | 94,496 | US$18.91M | 2.73% |
| AMZNAmazonCOM | Added | 63,968 | US$15.25M | 2.20% |
| EFAISHARES TRMSCI EAFE ETF | Added | 137,598 | US$14.29M | 2.07% |
| MSFTMicrosoftCOM | Added | 36,298 | US$13.54M | 1.96% |
| GOOGLAlphabetCAP STK CL A | Cut | 36,890 | US$13.03M | 1.88% |
| THORNBURG ETF TRMULTI SECTOR BD | Added | 466,553 | US$11.83M | 1.71% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.