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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$1.61 Million 0.29% of portfolio
2,310
Q3 2025 Reduced 8.04%
$151B
$1.56 Million 0.28% of portfolio
4,419
Q3 2025 Reduced 23.32%
$187B
$1.55 Million 0.28% of portfolio
9,335
Q3 2025 Reduced 4.42%
$404B
$1.51 Million 0.27% of portfolio
1,628
Q3 2025 Added 7.18%
$306B
$1.53 Million 0.27% of portfolio
23,002
Q3 2025 Added 5.25%
$266B
$1.51 Million 0.27% of portfolio
5,342
Q3 2025 Reduced 17.87%
$77.2B
$1.48 Million 0.27% of portfolio
6,957
Q3 2025 Added 39.7%
$120B
$1.53 Million 0.27% of portfolio
48,582
Q3 2025 Reduced 3.46%
$53.3B
$1.47 Million 0.26% of portfolio
6,220
Q3 2025 Added 137.22%
$55.6B
$1.47 Million 0.26% of portfolio
10,044
Q3 2025 Added 8.48%
$277B
$1.43 Million 0.26% of portfolio
18,681
Q3 2025 Reduced 15.09%
$414B
$1.45 Million 0.26% of portfolio
6,281
Q3 2025 Reduced 14.51%
$317B
$1.38 Million 0.25% of portfolio
16,483
Q3 2025 Added 37.92%
$52.5B
$1.37 Million 0.25% of portfolio
79,891
Q3 2025 Reduced 2.61%
$79.2B
$1.38 Million 0.25% of portfolio
19,772
Q3 2025 Added 18.08%
$50.4B
$1.42 Million 0.25% of portfolio
23,200
Q3 2025 Added 1.57%
$163B
$1.33 Million 0.24% of portfolio
1,855
Q3 2025 Reduced 5.31%
$99.5B
$1.25 Million 0.23% of portfolio
27,815
Q3 2025 Reduced 16.07%
$346B
$1.27 Million 0.23% of portfolio
8,288
Q3 2025 Added 4.92%
$65.7B
$1.3 Million 0.23% of portfolio
4,328
Q3 2025 Reduced 3.95%
$170B
$1.26 Million 0.23% of portfolio
8,702
Q3 2025 Added 90.79%
$59.7B
$1.3 Million 0.23% of portfolio
2,634
Q3 2025 Added 233.42%
$367B
$1.31 Million 0.23% of portfolio
3,223
Q3 2025 Added 6.37%
$45.2B
$1.25 Million 0.22% of portfolio
20,949
Q3 2025 Added 2.44%
$45.2B
$1.21 Million 0.22% of portfolio
2,129
Q3 2025 Reduced 1.75%
$99.7B
$1.2 Million 0.22% of portfolio
6,217
Q3 2025 Added 63.69%
$319B
$1.17 Million 0.21% of portfolio
17,139
Q3 2025 Added 4.65%
$190B
$1.15 Million 0.21% of portfolio
11,296
Q3 2025 Added 1.66%
$103B
$1.2 Million 0.21% of portfolio
512
Q3 2025 Added 0.59%
$152B
$1.16 Million 0.21% of portfolio
4,719
Q3 2025 Reduced 10.98%
$197B
$1.18 Million 0.21% of portfolio
5,781
Q3 2025 Added 8.12%
$10.3B
$1.17 Million 0.21% of portfolio
6,343
Q3 2025 New
$109B
$1.2 Million 0.21% of portfolio
21,562
Q3 2025 Reduced 16.17%
$47.4B
$1.12 Million 0.2% of portfolio
16,567
Q3 2025 Added 40.66%
$113B
$1.09 Million 0.2% of portfolio
11,550
Q3 2025 Added 12.39%
$140B
$1.11 Million 0.2% of portfolio
4,422
Q3 2025 Reduced 9.48%
$70.1B
$1.11 Million 0.2% of portfolio
6,547
Q3 2025 Added 2.28%
$42.4B
$1.1 Million 0.2% of portfolio
7,214
Q3 2025 Added 50.79%
$97.3B
$1.07 Million 0.19% of portfolio
12,615
Q3 2025 Added 36.32%
$193B
$1.06 Million 0.19% of portfolio
9,279
Q3 2025 Added 28.25%
$167B
$1.08 Million 0.19% of portfolio
11,291
Q3 2025 Reduced 1.45%
$57.4B
$1.05 Million 0.19% of portfolio
1,637
Q3 2025 New
$270B
$1.04 Million 0.19% of portfolio
6,573
Q3 2025 Reduced 1.07%
$222B
$983,000 0.18% of portfolio
2,027
Q3 2025 Reduced 39.94%
$136B
$991,000 0.18% of portfolio
2,327
Q3 2025 Added 7.33%
$47B
$1 Million 0.18% of portfolio
2,039
Q3 2025 Reduced 8.48%
$44.9B
$982,000 0.18% of portfolio
30,521
Q3 2025 Reduced 3.39%
$128B
$1.02 Million 0.18% of portfolio
10,737
Q3 2025 Reduced 7.55%
$27.7B
$996,000 0.18% of portfolio
11,810
Q3 2025 Added 1.56%

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
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