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Personal Cfo Solutions

Latest statistics and disclosures from Personal Cfo Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are CB, AAPL, GOOG, BALT, NVDA, and represent 24.48% of Personal Cfo Solutions's stock portfolio.
Added to shares of these 10 stocks: EFA (+$14M), IWF (+$9.7M), GOOG (+$6.7M), CB, AAPL, AMZN, KLAC, VUG, L, NVDA.
Started 82 new stock positions in SPCX, PBR, STM, ERIC, APTV, CCL, BUD, TRP, NGG, NOK.
Reduced shares in these 10 stocks: PJAN (-$27M), IFEB (-$16M), SHV (-$14M), BJAN (-$13M), KFEB (-$8.5M), XBJA (-$8.4M), NJAN (-$8.4M), GOOGL (-$7.2M), SCHD (-$5.2M), .
Sold out of its positions in BABA, ARGX, Ascendis Pharma A S, BP, THRO, BSX, Carnival Corporation, CELH, COIN, ED.
Personal Cfo Solutions was a net seller of stock by $-76M.
Personal Cfo Solutions has $692M in assets under management (AUM), dropping by -2.81%.
Central Index Key (CIK): 0001677501

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Portfolio Holdings for Personal Cfo Solutions

Personal Cfo Solutions holds 529 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Personal Cfo Solutions has 529 total positions. Only the first 250 positions are shown.

Sign up to view all of the Personal Cfo Solutions June 30, 2026 positions
Download the Personal Cfo Solutions June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chubb (CB)	9.9	$69M	+4%	200k	341.76	View chart
Apple (AAPL)	6.2	$43M	+6%	147k	289.36	View chart
Alphabet Cap Stk Cl C (GOOG)	2.9	$20M	+50%	56k	357.37	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	2.8	$19M	+2%	564k	34.27	View chart
NVIDIA Corporation (NVDA)	2.7	$19M	+6%	95k	200.09	View chart
Amazon (AMZN)	2.2	$15M	+8%	64k	238.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.1	$14M	+1848%	138k	103.88	View chart
Microsoft Corporation (MSFT)	2.0	$14M	+4%	36k	373.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$13M	-35%	37k	353.33	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.7	$12M	+4%	467k	25.35	View chart
Itt (ITT)	1.7	$12M		59k	198.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$9.7M	NEW	78k	124.17	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.3	$8.7M	+5%	18k	478.45	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.2	$8.1M	+3%	163k	49.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$6.9M		55k	124.42	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$6.7M		9.0k	748.69	View chart
Broadcom (AVGO)	0.9	$6.5M	-3%	17k	377.75	View chart
Tesla Motors (TSLA)	0.8	$5.4M	+5%	13k	420.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.4M		11k	500.37	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.7	$4.9M	-6%	5.1k	965.79	View chart
Eli Lilly & Co. (LLY)	0.7	$4.8M	-9%	4.0k	1199.33	View chart
Meta Platforms Cl A (META)	0.7	$4.8M	+15%	8.5k	563.32	View chart
Linde SHS (LIN)	0.6	$4.4M	+2%	8.5k	518.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$4.2M	-9%	11k	368.37	View chart
Chevron Corporation (CVX)	0.6	$4.0M		24k	165.76	View chart
Boeing Company (BA)	0.6	$3.9M		18k	216.47	View chart
Visa Com Cl A (V)	0.5	$3.8M	-10%	11k	343.10	View chart
Johnson & Johnson (JNJ)	0.5	$3.8M	+11%	15k	253.97	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$3.7M	+10%	46k	79.97	View chart
American Express Company (AXP)	0.5	$3.5M		11k	338.26	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.5	$3.3M	-2%	1.7k	1989.76	View chart
JPMorgan Chase & Co. (JPM)	0.5	$3.3M		10k	327.33	View chart
Merck & Co (MRK)	0.5	$3.2M	+2%	25k	129.34	View chart
Intel Corporation (INTC)	0.4	$3.0M	+15%	22k	139.63	View chart
Mastercard Incorporated Cl A (MA)	0.4	$3.0M	-15%	5.8k	513.61	View chart
Raytheon Technologies Corp (RTX)	0.4	$2.9M		16k	189.73	View chart
Advanced Micro Devices (AMD)	0.4	$2.9M	+18%	5.0k	580.89	View chart
Verizon Communications (VZ)	0.4	$2.9M		68k	42.34	View chart
Lam Research Corp Com New (LRCX)	0.4	$2.9M	-8%	6.6k	433.62	View chart
Micron Technology (MU)	0.4	$2.9M	+18%	2.5k	1154.09	View chart
Philip Morris International (PM)	0.4	$2.8M	+2%	16k	182.38	View chart
Applied Materials (AMAT)	0.4	$2.8M	+2%	3.9k	723.09	View chart
Altria (MO)	0.4	$2.6M		36k	73.00	View chart
Ge Aerospace Com New (GE)	0.4	$2.6M	-5%	6.9k	373.74	View chart
UnitedHealth (UNH)	0.4	$2.5M	+6%	5.9k	415.65	View chart
Goldman Sachs (GS)	0.4	$2.5M		2.4k	1011.38	View chart
Oracle Corporation (ORCL)	0.4	$2.4M	-5%	17k	146.55	View chart
Cbre Group Cl A (CBRE)	0.3	$2.3M		17k	134.69	View chart
Bank of America Corporation (BAC)	0.3	$2.3M	+7%	40k	56.98	View chart
Ge Vernova (GEV)	0.3	$2.2M	+28%	1.9k	1175.52	View chart
Coca-Cola Company (KO)	0.3	$2.2M	+5%	27k	81.80	View chart
Novartis Sponsored Adr (NVS)	0.3	$2.2M	+17%	14k	156.72	View chart
General Dynamics Corporation (GD)	0.3	$2.2M		6.1k	354.24	View chart
Sea Sponsord Ads (SE)	0.3	$2.1M	+12%	22k	95.83	View chart
Astrazeneca Ord (AZN)	0.3	$2.1M	+5%	11k	189.63	View chart
Cisco Systems (CSCO)	0.3	$2.1M	-9%	18k	117.46	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$2.1M		39k	53.11	View chart
International Business Machines (IBM)	0.3	$2.1M		7.3k	281.22	View chart
McKesson Corporation (MCK)	0.3	$2.0M		2.7k	756.59	View chart
Corning Incorporated (GLW)	0.3	$2.0M	-19%	7.7k	255.42	View chart
Citigroup Com New (C)	0.3	$2.0M		14k	139.96	View chart
Yum! Brands (YUM)	0.3	$1.9M	+26%	12k	159.86	View chart
Netflix (NFLX)	0.3	$1.9M	-2%	27k	71.40	View chart
Abbvie (ABBV)	0.3	$1.9M	+27%	7.5k	251.65	View chart
Carrier Global Corporation (CARR)	0.3	$1.8M		25k	73.35	View chart
Servicenow (NOW)	0.3	$1.8M	-14%	18k	99.28	View chart
Western Digital (WDC)	0.3	$1.8M	-42%	2.8k	638.66	View chart
Wal-Mart Stores (WMT)	0.3	$1.8M		16k	113.26	View chart
At&t (T)	0.3	$1.8M		85k	20.70	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$1.7M	+11%	89k	19.12	View chart
W.R. Berkley Corporation (WRB)	0.2	$1.7M		24k	71.13	View chart
Pfizer (PFE)	0.2	$1.6M	-2%	67k	24.08	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.2	$1.6M	+10%	17k	96.37	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.5M	-2%	5.9k	255.66	View chart
Morgan Stanley Com New (MS)	0.2	$1.5M	+3%	7.2k	209.05	View chart
Valero Energy Corporation (VLO)	0.2	$1.5M		5.7k	260.45	View chart
Costco Wholesale Corporation (COST)	0.2	$1.5M		1.6k	935.39	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.4M	+539%	17k	86.14	View chart
Dominion Resources (D)	0.2	$1.4M	-2%	21k	68.29	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.4M		12k	116.67	View chart
Qualcomm (QCOM)	0.2	$1.4M	-22%	7.4k	184.79	View chart
Corteva (CTVA)	0.2	$1.4M		16k	84.69	View chart
Kla Corp Com New (KLAC)	0.2	$1.3M	+819%	4.5k	301.73	View chart
Southern Company (SO)	0.2	$1.3M		14k	95.71	View chart
Aon Shs Cl A (AON)	0.2	$1.3M	-36%	4.0k	331.65	View chart
Rb Global (RBA)	0.2	$1.3M		11k	116.45	View chart
Cardinal Health (CAH)	0.2	$1.3M		5.5k	237.55	View chart
Home Depot (HD)	0.2	$1.3M		3.7k	352.69	View chart
Welltower Inc Com reit (WELL)	0.2	$1.3M	+14%	5.7k	226.98	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.3M		10k	124.43	View chart
TJX Companies (TJX)	0.2	$1.3M		8.5k	151.49	View chart
Canadian Pacific Kansas City (CP)	0.2	$1.3M	-5%	15k	86.84	View chart
Capital One Financial (COF)	0.2	$1.3M		6.4k	200.63	View chart
NetApp (NTAP)	0.2	$1.3M	-7%	8.3k	154.75	View chart
Procter & Gamble Company (PG)	0.2	$1.3M		8.7k	146.64	View chart
Amphenol Corp Cl A (APH)	0.2	$1.3M	+6%	7.2k	176.56	View chart
Medtronic SHS (MDT)	0.2	$1.3M	-10%	16k	78.95	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.2M	-10%	1.6k	763.12	View chart
American Electric Power Company (AEP)	0.2	$1.2M	+100%	8.7k	136.81	View chart
Loews Corporation (L)	0.2	$1.2M	NEW	10k	113.21	View chart
Wells Fargo & Company (WFC)	0.2	$1.2M	-9%	14k	82.64	View chart
Amgen (AMGN)	0.2	$1.2M	+13%	3.2k	362.09	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.2M	+5%	13k	92.27	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$1.2M		19k	61.76	View chart
Allstate Corporation (ALL)	0.2	$1.1M	-6%	4.8k	239.02	View chart
Spotify Technology S A SHS (SPOT)	0.2	$1.1M	+15%	2.5k	459.09	View chart
ConocoPhillips (COP)	0.2	$1.1M	+3%	11k	103.96	View chart
Applovin Corp Com Cl A (APP)	0.2	$1.1M	-11%	2.2k	515.23	View chart
Bristol Myers Squibb (BMY)	0.2	$1.1M		19k	57.62	View chart
CVS Caremark Corporation (CVS)	0.2	$1.1M		11k	103.45	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.1M	-7%	45k	24.55	View chart
Nextera Energy (NEE)	0.2	$1.1M	+10%	13k	87.77	View chart
Norfolk Southern (NSC)	0.2	$1.1M		3.5k	314.55	View chart
Us Bancorp Com New (USB)	0.2	$1.1M	-4%	18k	60.92	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.2	$1.1M	+2%	32k	33.88	View chart
Walt Disney Company (DIS)	0.2	$1.1M	+4%	11k	97.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$1.1M	-46%	9.5k	114.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M	-25%	4.4k	242.44	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.2	$1.1M	-2%	53k	20.21	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.1M	-9%	2.1k	501.78	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$1.1M		1.7k	623.49	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$1.1M	+36%	2.1k	496.73	View chart
Caterpillar (CAT)	0.2	$1.0M	-4%	984.00	1064.50	View chart
Comfort Systems USA (FIX)	0.1	$1.0M	-21%	511.00	1980.49	View chart
Expedia Group Com New (EXPE)	0.1	$1.0M	+9%	3.9k	255.89	View chart
Centene Corporation (CNC)	0.1	$975k	-6%	15k	64.19	View chart
Texas Instruments Incorporated (TXN)	0.1	$971k	-13%	3.3k	298.08	View chart
Ubs Group SHS (UBS)	0.1	$966k		20k	49.56	View chart
Parker-Hannifin Corporation (PH)	0.1	$963k		985.00	977.98	View chart
Arch Cap Group Ord (ACGL)	0.1	$956k	-3%	9.8k	97.06	View chart
Best Buy (BBY)	0.1	$949k	-5%	12k	76.83	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$948k	-5%	6.0k	158.66	View chart
Starbucks Corporation (SBUX)	0.1	$937k	-25%	9.2k	102.19	View chart
Air Products & Chemicals (APD)	0.1	$936k	-3%	3.2k	293.21	View chart
Icici Bank Adr (IBN)	0.1	$935k		32k	29.03	View chart
Eaton Corp SHS (ETN)	0.1	$921k	-5%	2.2k	426.12	View chart
Ventas (VTR)	0.1	$916k	+92%	10k	89.32	View chart
Ameriprise Financial (AMP)	0.1	$899k	-3%	2.0k	458.76	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$899k		4.9k	185.21	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$899k	-27%	4.7k	190.51	View chart
National Grid Sponsored Adr Ne (NGG)	0.1	$894k	NEW	11k	85.08	View chart
Analog Devices (ADI)	0.1	$893k		2.2k	397.26	View chart
Lowe's Companies (LOW)	0.1	$884k	-6%	4.0k	220.48	View chart
Novo-nordisk A S Adr (NVO)	0.1	$883k	+2%	18k	47.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$879k		11k	83.75	View chart
Incyte Corporation (INCY)	0.1	$873k		7.7k	113.36	View chart
Uber Technologies (UBER)	0.1	$871k	-34%	12k	72.16	View chart
Kraft Heinz (KHC)	0.1	$866k	-3%	37k	23.62	View chart
Curtiss-Wright (CW)	0.1	$854k		1.1k	758.03	View chart
Deere & Company (DE)	0.1	$840k		1.3k	635.72	View chart
Barclays Adr (BCS)	0.1	$838k		31k	26.86	View chart
Cigna Corp (CI)	0.1	$837k	-7%	3.0k	275.65	View chart
D.R. Horton (DHI)	0.1	$833k		5.1k	162.87	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$827k	+6%	33k	25.06	View chart
CoStar (CSGP)	0.1	$824k	-15%	29k	28.32	View chart
CF Industries Holdings (CF)	0.1	$811k	-8%	7.5k	108.26	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$810k	-6%	30k	26.66	View chart
Standex Int'l (SXI)	0.1	$797k	-6%	2.2k	357.74	View chart
GSK Sponsored Adr (GSK)	0.1	$788k	-3%	15k	52.87	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.1	$780k	-4%	9.4k	83.07	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$778k		17k	45.34	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$777k		3.3k	238.27	View chart
Emcor (EME)	0.1	$772k	+6%	930.00	830.21	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$771k	NEW	14k	53.61	View chart
Union Pacific Corporation (UNP)	0.1	$755k	-4%	2.8k	271.95	View chart
Duke Energy Corp Com New (DUK)	0.1	$751k	+13%	5.9k	126.58	View chart
L3harris Technologies (LHX)	0.1	$750k	+32%	2.6k	290.56	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.1	$748k	-9%	17k	44.03	View chart
Nebius Group Shs Class A (NBIS)	0.1	$746k	NEW	2.7k	276.21	View chart
Prologis (PLD)	0.1	$746k	+11%	5.5k	135.46	View chart
IDEXX Laboratories (IDXX)	0.1	$744k	-17%	1.4k	526.44	View chart
Intuitive Surgical Com New (ISRG)	0.1	$739k	-21%	1.9k	397.68	View chart
McDonald's Corporation (MCD)	0.1	$735k	-6%	2.7k	270.30	View chart
Host Hotels & Resorts (HST)	0.1	$733k	-5%	30k	24.63	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$730k	-9%	14k	50.83	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$712k	+9%	2.1k	334.79	View chart
Monster Beverage Corp (MNST)	0.1	$708k	+2%	7.4k	96.11	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$700k		120k	5.83	View chart
Msci (MSCI)	0.1	$693k	-29%	1.2k	559.94	View chart
Enterprise Products Partners (EPD)	0.1	$693k		19k	36.76	View chart
Metropcs Communications (TMUS)	0.1	$691k	-9%	4.1k	167.73	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$686k	NEW	5.8k	117.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$685k	+135%	8.3k	82.11	View chart
Encompass Health Corp (EHC)	0.1	$681k	+2%	6.7k	101.08	View chart
Skyworks Solutions (SWKS)	0.1	$680k	-4%	10k	67.80	View chart
Abbott Laboratories (ABT)	0.1	$679k	+40%	7.5k	90.73	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$678k	+3%	3.2k	211.92	View chart
Voya Financial (VOYA)	0.1	$677k		7.5k	90.53	View chart
Hp (HPQ)	0.1	$671k	-2%	30k	22.24	View chart
Public Service Enterprise (PEG)	0.1	$669k		8.2k	81.16	View chart
Synopsys (SNPS)	0.1	$668k	-44%	1.5k	446.17	View chart
Howmet Aerospace (HWM)	0.1	$665k	+51%	2.5k	268.82	View chart
Moody's Corporation (MCO)	0.1	$665k	-3%	1.5k	452.98	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$663k		4.6k	144.60	View chart
Tc Energy Corp (TRP)	0.1	$658k	NEW	9.8k	66.91	View chart
Coherent Corp (COHR)	0.1	$652k	+12%	1.7k	394.47	View chart
Ecolab (ECL)	0.1	$649k	+2%	2.3k	279.37	View chart
PNC Financial Services (PNC)	0.1	$647k		2.6k	246.20	View chart
Alexandria Real Estate Equities (ARE)	0.1	$645k	-4%	12k	53.57	View chart
Phillips 66 (PSX)	0.1	$640k		3.8k	169.03	View chart
Constellation Energy (CEG)	0.1	$635k		2.6k	248.34	View chart
Intuit (INTU)	0.1	$628k	-22%	2.4k	260.95	View chart
Campbell Soup Company (CPB)	0.1	$626k	+3%	28k	22.27	View chart
Valmont Industries (VMI)	0.1	$619k	-13%	1.1k	578.61	View chart
Tapestry (TPR)	0.1	$613k	+6%	4.2k	146.39	View chart
salesforce (CRM)	0.1	$611k		3.9k	157.11	View chart
Travelers Companies (TRV)	0.1	$607k		1.8k	330.03	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$603k	-4%	45k	13.36	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$603k	-4%	30k	20.06	View chart
Canadian Natural Resources (CNQ)	0.1	$601k		15k	39.94	View chart
Danaher Corporation (DHR)	0.1	$600k	-26%	3.1k	190.89	View chart
Xcel Energy (XEL)	0.1	$586k	+2%	7.3k	80.88	View chart
Freeport Mcmoran CL B (FCX)	0.1	$586k		9.3k	62.89	View chart
Northrop Grumman Corporation (NOC)	0.1	$582k	+4%	1.1k	509.32	View chart
Pepsi (PEP)	0.1	$581k	+5%	4.3k	135.39	View chart
Hca Holdings (HCA)	0.1	$580k	-2%	1.5k	389.82	View chart
Nxp Semiconductors N V (NXPI)	0.1	$578k	-17%	2.1k	282.10	View chart
Aercap Holdings Nv SHS (AER)	0.1	$577k	+3%	4.0k	145.78	View chart
Kulicke and Soffa Industries (KLIC)	0.1	$576k	-14%	4.3k	133.96	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$574k	NEW	3.4k	170.88	View chart
Jabil Circuit (JBL)	0.1	$573k	-10%	1.5k	385.54	View chart
Progressive Corporation (PGR)	0.1	$573k	-15%	2.6k	218.42	View chart
Palo Alto Networks (PANW)	0.1	$567k	+31%	1.7k	340.92	View chart
Dupont De Nemours Common Stock (DD)	0.1	$564k	NEW	4.2k	135.60	View chart
Adobe Systems Incorporated (ADBE)	0.1	$564k	+18%	2.8k	205.02	View chart
United Rentals (URI)	0.1	$546k	+16%	482.00	1132.63	View chart
John Bean Technologies Corporation (JBTM)	0.1	$542k	+30%	3.7k	145.00	View chart
Akamai Technologies (AKAM)	0.1	$540k	-10%	4.6k	118.21	View chart
PriceSmart (PSMT)	0.1	$540k		2.8k	195.31	View chart
Littelfuse (LFUS)	0.1	$540k		1.2k	455.26	View chart
Waste Connections (WCN)	0.1	$539k	-9%	3.2k	166.69	View chart
Blackrock (BLK)	0.1	$538k	-32%	559.00	961.55	View chart
Motorola Solutions Com New (MSI)	0.1	$536k		1.3k	416.65	View chart
Marsh & McLennan Companies (MRSH)	0.1	$533k	+32%	3.2k	166.69	View chart
3M Company (MMM)	0.1	$530k	+9%	3.3k	161.93	View chart
General Mills (GIS)	0.1	$530k	+4%	15k	34.80	View chart
Nrg Energy Com New (NRG)	0.1	$529k	+60%	3.6k	146.06	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.1	$524k		252.00	2078.52	View chart
Trane Technologies SHS (TT)	0.1	$523k	+7%	1.1k	491.13	View chart
Biogen Idec (BIIB)	0.1	$522k	+2%	2.4k	216.06	View chart
Target Corporation (TGT)	0.1	$520k	+3%	4.0k	130.60	View chart
RBC Bearings Incorporated (RBC)	0.1	$518k	+4%	804.00	644.05	View chart
China Yuchai Intl (CYD)	0.1	$514k	+2%	11k	47.41	View chart
Waste Management (WM)	0.1	$513k	+15%	2.3k	222.84	View chart
Xylem (XYL)	0.1	$507k		4.3k	118.21	View chart
Nokia Corp Sponsored Adr (NOK)	0.1	$506k	NEW	38k	13.28	View chart
DaVita (DVA)	0.1	$505k	NEW	2.3k	222.48	View chart
Arista Networks Com Shs (ANET)	0.1	$502k	+25%	3.0k	169.85	View chart
Newmont Mining Corporation (NEM)	0.1	$499k		5.3k	93.39	View chart
Martin Marietta Materials (MLM)	0.1	$496k		860.00	576.82	View chart

Past Filings by Personal Cfo Solutions

SEC 13F filings are viewable for Personal Cfo Solutions going back to 2019

Personal Cfo Solutions 2026 Q2 filed Aug. 7, 2026
Personal Cfo Solutions 2026 Q1 filed April 30, 2026
Personal Cfo Solutions 2025 Q4 filed Jan. 22, 2026
Personal Cfo Solutions 2025 Q3 filed Nov. 10, 2025
Personal Cfo Solutions 2025 Q2 filed Aug. 12, 2025
Personal Cfo Solutions 2025 Q1 filed April 30, 2025
Personal Cfo Solutions 2024 Q4 filed Feb. 7, 2025
Personal Cfo Solutions 2024 Q3 filed Nov. 14, 2024
Personal Cfo Solutions 2024 Q2 filed Aug. 9, 2024
Personal Cfo Solutions 2024 Q1 filed May 13, 2024
Personal Cfo Solutions 2023 Q3 filed Nov. 13, 2023
Personal Cfo Solutions 2023 Q2 filed Aug. 10, 2023
Personal Cfo Solutions 2023 Q1 filed May 9, 2023
Personal Cfo Solutions 2022 Q4 filed Feb. 14, 2023
Personal Cfo Solutions 2022 Q3 filed Nov. 1, 2022
Personal Cfo Solutions 2022 Q2 filed Aug. 5, 2022

View all past filings

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