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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, PJAN, BALT, GOOGL, and represent 22.47% of Personal Cfo Solutions's stock portfolio.
Added to shares of these 10 stocks: PJAN (+$27M), BALT (+$18M), IFEB (+$16M), SHV (+$14M), BJAN (+$13M), KFEB (+$8.5M), XBJA (+$8.4M), NJAN (+$8.4M), LIN, EJAN.
Started 69 new stock positions in PYPL, DAR, ITOT, Aptiv, PANW, QUAL, THRO, FANG, CHTR, CHRW.
Reduced shares in these 10 stocks: IWM (-$14M), FNCL (-$9.0M), IWF (-$8.7M), AstraZeneca, OMC, IGV, AMZN, , RL, BWA.
Sold out of its positions in AES, ACAD, AEG, BUD, ADM, AstraZeneca, BITB, BWA, CRAI, CTRA.
Personal Cfo Solutions was a net buyer of stock by $92M.
Personal Cfo Solutions has $712M in assets under management (AUM), dropping by 13.03%.
Central Index Key (CIK): 0001677501

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Portfolio Holdings for Personal Cfo Solutions

Personal Cfo Solutions holds 520 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Personal Cfo Solutions has 520 total positions. Only the first 250 positions are shown.

Sign up to view all of the Personal Cfo Solutions March 31, 2026 positions
Download the Personal Cfo Solutions March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Chubb (CB)	8.8	$63M		192k	326.90	View chart
Apple (AAPL)	4.9	$35M	-2%	138k	253.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	3.8	$27M	NEW	594k	46.13	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	2.6	$18M	NEW	550k	33.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$16M	-2%	57k	287.56	View chart
Innovator Etfs Trust Intl Developed P (IFEB)	2.3	$16M	NEW	541k	29.81	View chart
NVIDIA Corporation (NVDA)	2.2	$16M		89k	174.41	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	2.0	$14M	NEW	128k	110.39	View chart
Microsoft Corporation (MSFT)	1.8	$13M	-2%	35k	370.17	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.8	$13M	NEW	235k	53.33	View chart
Amazon (AMZN)	1.7	$12M	-9%	59k	208.27	View chart
Thornburg Etf Tr Multi Sector Bd (TMB)	1.6	$11M		445k	25.51	View chart
Itt (ITT)	1.6	$11M		59k	190.92	View chart
Alphabet Cap Stk Cl C (GOOG)	1.5	$11M	-3%	38k	286.86	View chart
Innovator Etfs Trust Us Sm Cap Buffer (KFEB)	1.2	$8.5M	NEW	302k	28.09	View chart
Innovator Etfs Trust Us Eqt Acc 9 Bfr (XBJA)	1.2	$8.4M	NEW	270k	31.28	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	1.2	$8.4M	NEW	157k	53.37	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.0	$7.3M	+30%	157k	46.23	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$6.1M	+6%	55k	111.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.8	$6.0M	-2%	9.2k	652.14	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.8	$5.8M	+5%	17k	338.90	View chart
Broadcom (AVGO)	0.8	$5.5M	+3%	18k	309.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$5.4M	-6%	13k	430.30	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$5.2M	-2%	171k	30.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$5.1M	-4%	11k	479.20	View chart
Chevron Corporation (CVX)	0.7	$5.0M	-3%	24k	206.90	View chart
Exxon Mobil Corporation (XOM)	0.6	$4.6M	-12%	27k	169.66	View chart
Tesla Motors (TSLA)	0.6	$4.5M	+23%	12k	371.74	View chart
Meta Platforms Cl A (META)	0.6	$4.2M	+10%	7.4k	572.14	View chart
Eli Lilly & Co. (LLY)	0.6	$4.1M	-3%	4.5k	919.77	View chart
Linde SHS (LIN)	0.6	$4.1M	+170%	8.3k	495.77	View chart
Visa Com Cl A (V)	0.5	$3.7M	-3%	12k	302.23	View chart
Boeing Company (BA)	0.5	$3.6M	-2%	18k	199.03	View chart
Mastercard Incorporated Cl A (MA)	0.5	$3.4M	-3%	6.8k	499.69	View chart
Verizon Communications (VZ)	0.5	$3.4M		67k	50.20	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$3.4M	-12%	42k	79.56	View chart
Johnson & Johnson (JNJ)	0.5	$3.3M		13k	244.45	View chart
American Express Company (AXP)	0.5	$3.2M	+20%	11k	302.47	View chart
Raytheon Technologies Corp (RTX)	0.4	$3.1M		16k	192.90	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.9M	-4%	9.9k	294.17	View chart
Merck & Co (MRK)	0.4	$2.9M	-2%	24k	121.15	View chart
Netflix (NFLX)	0.4	$2.6M	+16%	27k	96.15	View chart
Oracle Corporation (ORCL)	0.4	$2.6M	+8%	18k	147.11	View chart
Philip Morris International (PM)	0.4	$2.5M	+3%	15k	166.81	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.4	$2.5M	NEW	74k	33.93	View chart
At&t (T)	0.3	$2.5M	-2%	86k	28.99	View chart
Altria (MO)	0.3	$2.4M	-23%	36k	67.05	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$2.4M	-9%	39k	61.26	View chart
McKesson Corporation (MCK)	0.3	$2.3M	+6%	2.7k	866.25	View chart
Cbre Group Cl A (CBRE)	0.3	$2.3M	-2%	17k	135.46	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$2.3M	-21%	1.7k	1321.04	View chart
Servicenow (NOW)	0.3	$2.3M	+69%	22k	104.55	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.3	$2.1M	-5%	5.4k	392.48	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$2.1M	+11%	18k	118.62	View chart
General Dynamics Corporation (GD)	0.3	$2.1M	-4%	6.1k	343.19	View chart
Ge Aerospace Com New (GE)	0.3	$2.1M		7.3k	284.23	View chart
Astrazeneca Ord (AZN)	0.3	$2.1M	NEW	11k	197.23	View chart
Aon Shs Cl A (AON)	0.3	$2.0M	+28%	6.3k	322.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$2.0M	+117%	10k	198.28	View chart
Goldman Sachs (GS)	0.3	$2.0M	-11%	2.4k	846.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.0M	NEW	18k	113.11	View chart
Wal-Mart Stores (WMT)	0.3	$2.0M	-16%	16k	124.53	View chart
Coca-Cola Company (KO)	0.3	$2.0M		26k	76.58	View chart
Pfizer (PFE)	0.3	$1.9M		68k	28.08	View chart
Novartis Sponsored Adr (NVS)	0.3	$1.8M	+280%	12k	152.75	View chart
Bank of America Corporation (BAC)	0.3	$1.8M		37k	48.75	View chart
International Business Machines (IBM)	0.3	$1.8M	+41%	7.4k	242.39	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.7M	-5%	12k	146.28	View chart
Sea Sponsord Ads (SE)	0.2	$1.6M	+29%	20k	82.81	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.2	$1.6M	-2%	15k	109.36	View chart
Citigroup Com New (C)	0.2	$1.6M	+12%	14k	113.41	View chart
W.R. Berkley Corporation (WRB)	0.2	$1.6M		24k	66.28	View chart
Medtronic SHS (MDT)	0.2	$1.5M	+60%	18k	87.37	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.5M	+16%	7.2k	213.93	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$1.5M		80k	19.30	View chart
Costco Wholesale Corporation (COST)	0.2	$1.5M	+4%	1.5k	996.59	View chart
Cisco Systems (CSCO)	0.2	$1.5M	+4%	20k	77.59	View chart
UnitedHealth (UNH)	0.2	$1.5M	+20%	5.6k	270.58	View chart
Yum! Brands (YUM)	0.2	$1.5M		9.6k	155.48	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.5M		6.0k	244.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.5M	NEW	7.7k	191.80	View chart
Valero Energy Corporation (VLO)	0.2	$1.4M	-8%	5.8k	247.10	View chart
Spdr Series Trust State Street Spd (JNK)	0.2	$1.4M	-13%	15k	95.72	View chart
Comcast Corp Cl A (CMCSA)	0.2	$1.4M	+3%	49k	28.71	View chart
CoStar (CSGP)	0.2	$1.4M	+215%	35k	40.34	View chart
Carrier Global Corporation (CARR)	0.2	$1.4M		25k	56.31	View chart
TJX Companies (TJX)	0.2	$1.4M	+6%	8.7k	159.69	View chart
ConocoPhillips (COP)	0.2	$1.4M	-7%	10k	132.00	View chart
Intuit (INTU)	0.2	$1.3M	+15%	3.1k	432.44	View chart
Southern Company (SO)	0.2	$1.3M		14k	96.52	View chart
Uber Technologies (UBER)	0.2	$1.3M	+4%	19k	71.93	View chart
Corteva (CTVA)	0.2	$1.3M	+6%	16k	83.71	View chart
Western Digital (WDC)	0.2	$1.3M	+48%	4.9k	270.50	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$1.3M	-8%	1.7k	772.75	View chart
Applied Materials (AMAT)	0.2	$1.3M	-9%	3.8k	341.80	View chart
Dominion Resources (D)	0.2	$1.3M	-12%	21k	61.82	View chart
Corning Incorporated (GLW)	0.2	$1.3M	-12%	9.5k	135.97	View chart
Ge Vernova (GEV)	0.2	$1.3M	-13%	1.5k	872.98	View chart
Abbvie (ABBV)	0.2	$1.3M	-8%	5.9k	217.48	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.3M	-18%	5.9k	213.66	View chart
Wells Fargo & Company (WFC)	0.2	$1.3M		16k	79.61	View chart
Procter & Gamble Company (PG)	0.2	$1.3M	-11%	8.7k	144.44	View chart
Qualcomm (QCOM)	0.2	$1.2M	+2%	9.6k	128.78	View chart
Canadian Pacific Kansas City (CP)	0.2	$1.2M	+6%	16k	78.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.2M	NEW	5.8k	211.16	View chart
Home Depot (HD)	0.2	$1.2M	+11%	3.6k	328.89	View chart
Bristol Myers Squibb (BMY)	0.2	$1.2M	-21%	20k	60.65	View chart
Cardinal Health (CAH)	0.2	$1.2M	+176%	5.6k	211.31	View chart
Capital One Financial (COF)	0.2	$1.2M	-11%	6.5k	182.42	View chart
Zoetis Cl A (ZTS)	0.2	$1.2M	-2%	9.9k	118.21	View chart
Thermo Fisher Scientific (TMO)	0.2	$1.1M	+9%	2.3k	491.99	View chart
Morgan Stanley Com New (MS)	0.2	$1.1M	+12%	6.9k	164.57	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.1M		12k	93.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.1M	-4%	2.6k	436.85	View chart
Starbucks Corporation (SBUX)	0.2	$1.1M	-4%	12k	89.59	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.1M		2.4k	460.99	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$1.1M	+130%	18k	59.31	View chart
Rb Global (RBA)	0.2	$1.1M		11k	95.85	View chart
Allstate Corporation (ALL)	0.1	$1.1M	+318%	5.1k	208.42	View chart
Nextera Energy (NEE)	0.1	$1.1M	-4%	12k	92.88	View chart
Synopsys (SNPS)	0.1	$1.1M		2.7k	396.48	View chart
CF Industries Holdings (CF)	0.1	$1.1M		8.2k	129.84	View chart
Walt Disney Company (DIS)	0.1	$1.0M	+8%	11k	96.38	View chart
Spotify Technology S A SHS (SPOT)	0.1	$1.0M	+7%	2.1k	484.95	View chart
Lowe's Companies (LOW)	0.1	$1.0M	-5%	4.3k	236.30	View chart
Amgen (AMGN)	0.1	$997k		2.8k	351.90	View chart
Norfolk Southern (NSC)	0.1	$996k	-9%	3.5k	286.96	View chart
Us Bancorp Com New (USB)	0.1	$989k	+16%	19k	52.53	View chart
Welltower Inc Com reit (WELL)	0.1	$987k	+28%	5.0k	197.73	View chart
Arch Cap Group Ord (ACGL)	0.1	$983k		10k	95.99	View chart
Applovin Corp Com Cl A (APP)	0.1	$979k	+22%	2.5k	397.92	View chart
Air Products & Chemicals (APD)	0.1	$963k	+3%	3.3k	290.47	View chart
IDEXX Laboratories (IDXX)	0.1	$962k	+4%	1.7k	561.89	View chart
Metropcs Communications (TMUS)	0.1	$960k	+155%	4.6k	210.04	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$948k	+248%	32k	30.12	View chart
Msci (MSCI)	0.1	$940k	-13%	1.7k	538.86	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$928k		6.3k	146.61	View chart
NetApp (NTAP)	0.1	$918k	+298%	9.0k	102.39	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$910k	+3%	54k	16.97	View chart
McDonald's Corporation (MCD)	0.1	$907k		2.9k	310.75	View chart
Comfort Systems USA (FIX)	0.1	$901k	+59%	653.00	1379.15	View chart
Ameriprise Financial (AMP)	0.1	$899k		2.0k	444.32	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$895k	-5%	33k	27.46	View chart
Cigna Corp (CI)	0.1	$880k	+174%	3.3k	266.77	View chart
Parker-Hannifin Corporation (PH)	0.1	$878k	-10%	980.00	895.54	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$864k	+11%	6.5k	132.89	View chart
Amphenol Corp Cl A (APH)	0.1	$862k	-9%	6.8k	126.60	View chart
Advanced Micro Devices (AMD)	0.1	$860k		4.2k	203.45	View chart
GSK Sponsored Adr (GSK)	0.1	$856k	+54%	15k	55.49	View chart
Kraft Heinz (KHC)	0.1	$852k	+186%	38k	22.49	View chart
Best Buy (BBY)	0.1	$851k	+249%	13k	65.16	View chart
Icici Bank Adr (IBN)	0.1	$845k	+6%	33k	25.90	View chart
Expedia Group Com New (EXPE)	0.1	$829k	-14%	3.6k	230.89	View chart
Intel Corporation (INTC)	0.1	$821k	+4%	19k	44.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$821k	-94%	3.3k	248.01	View chart
Eaton Corp SHS (ETN)	0.1	$815k	+2%	2.3k	357.71	View chart
Danaher Corporation (DHR)	0.1	$812k	+3%	4.3k	189.98	View chart
Sap Se Spon Adr (SAP)	0.1	$808k	-29%	4.7k	171.22	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$807k	NEW	9.8k	81.98	View chart
Blackrock (BLK)	0.1	$793k	-13%	825.00	961.44	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$792k		17k	45.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$790k		11k	75.10	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.1	$788k	+6%	16k	49.97	View chart
CVS Caremark Corporation (CVS)	0.1	$787k	+2%	11k	71.82	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$786k	+5%	4.9k	161.74	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$767k		3.3k	234.19	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$765k	+8%	19k	40.83	View chart
Curtiss-Wright (CW)	0.1	$763k	+8%	1.1k	681.63	View chart
Deere & Company (DE)	0.1	$760k	-2%	1.3k	564.75	View chart
Ubs Group SHS (UBS)	0.1	$751k		19k	39.07	View chart
Canadian Natural Resources (CNQ)	0.1	$748k		15k	49.18	View chart
Northrop Grumman Corporation (NOC)	0.1	$743k	+3%	1.1k	682.55	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$737k	+15%	6.7k	110.86	View chart
Texas Instruments Incorporated (TXN)	0.1	$733k	+4%	3.8k	194.17	View chart
salesforce (CRM)	0.1	$728k		3.9k	186.67	View chart
Caterpillar (CAT)	0.1	$726k	+19%	1.0k	708.15	View chart
Constellation Energy (CEG)	0.1	$723k	-5%	2.6k	279.26	View chart
Hca Holdings (HCA)	0.1	$719k	-29%	1.5k	473.10	View chart
Incyte Corporation (INCY)	0.1	$718k		7.6k	94.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$717k	+2%	3.7k	191.94	View chart
Kla Corp Com New (KLAC)	0.1	$715k	+14%	486.00	1471.21	View chart
Enterprise Products Partners (EPD)	0.1	$713k		19k	37.84	View chart
Union Pacific Corporation (UNP)	0.1	$708k	+2%	2.9k	242.62	View chart
Analog Devices (ADI)	0.1	$708k	-5%	2.2k	318.11	View chart
Micron Technology (MU)	0.1	$706k	-11%	2.1k	337.92	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$706k		1.8k	390.40	View chart
Honeywell International (HON)	0.1	$697k	-18%	3.1k	226.02	View chart
D.R. Horton (DHI)	0.1	$697k	+217%	5.1k	137.23	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$694k	+15%	1.6k	446.54	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$686k	-18%	7.1k	97.13	View chart
Duke Energy Corp Com New (DUK)	0.1	$684k		5.2k	130.94	View chart
Phillips 66 (PSX)	0.1	$683k	NEW	3.7k	182.18	View chart
Novo-nordisk A S Adr (NVO)	0.1	$679k	-18%	18k	37.97	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$676k		47k	14.37	View chart
Charter Communications Cl A (CHTR)	0.1	$674k	NEW	3.1k	215.88	View chart
L3harris Technologies (LHX)	0.1	$674k	-10%	2.0k	345.10	View chart
Public Service Enterprise (PEG)	0.1	$673k	-15%	8.3k	80.95	View chart
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA)	0.1	$670k		31k	21.66	View chart
Moody's Corporation (MCO)	0.1	$664k	-4%	1.5k	436.12	View chart
Barclays Adr (BCS)	0.1	$663k	+7%	31k	21.16	View chart
Atmos Energy Corporation (ATO)	0.1	$659k	+26%	3.6k	184.71	View chart
Gilead Sciences (GILD)	0.1	$658k	+3%	4.7k	139.36	View chart
Prologis (PLD)	0.1	$656k	+13%	5.0k	132.17	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$654k	-17%	32k	20.70	View chart
Emcor (EME)	0.1	$643k	+24%	870.00	738.57	View chart
Encompass Health Corp (EHC)	0.1	$638k	+17%	6.6k	96.72	View chart
Pepsi (PEP)	0.1	$633k	-4%	4.1k	155.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$617k	-6%	11k	56.68	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$617k	NEW	7.0k	88.16	View chart
Progressive Corporation (PGR)	0.1	$616k	-2%	3.1k	198.27	View chart
Nike CL B (NKE)	0.1	$612k	-42%	12k	53.28	View chart
Host Hotels & Resorts (HST)	0.1	$608k	-6%	31k	19.36	View chart
Campbell Soup Company (CPB)	0.1	$608k	+228%	27k	22.27	View chart
Standex Int'l (SXI)	0.1	$606k	+2%	2.4k	254.91	View chart
Hp (HPQ)	0.1	$606k	+52%	31k	19.51	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$605k		3.1k	196.00	View chart
Ecolab (ECL)	0.1	$605k	+3%	2.3k	266.77	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$599k	+507%	119k	5.03	View chart
Embraer Sponsored Ads (EMBJ)	0.1	$596k	+4%	10k	59.34	View chart
Liberty Energy Com Cl A (LBRT)	0.1	$596k	+5%	21k	28.80	View chart
Alexandria Real Estate Equities (ARE)	0.1	$596k	NEW	13k	47.14	View chart
Akamai Technologies (AKAM)	0.1	$585k	-8%	5.1k	114.85	View chart
Waste Connections (WCN)	0.1	$581k	-26%	3.6k	162.45	View chart
Newmont Mining Corporation (NEM)	0.1	$577k	-16%	5.3k	108.24	View chart
American Electric Power Company (AEP)	0.1	$567k	+21%	4.3k	131.09	View chart
Xcel Energy (XEL)	0.1	$567k	+8%	7.1k	80.03	View chart
Motorola Solutions Com New (MSI)	0.1	$566k	+79%	1.3k	435.15	View chart
Skyworks Solutions (SWKS)	0.1	$565k	NEW	11k	53.55	View chart
Adobe Systems Incorporated (ADBE)	0.1	$564k	-43%	2.3k	243.08	View chart
Bank of New York Mellon Corporation (BK)	0.1	$554k	+3%	4.7k	118.62	View chart
Tapestry (TPR)	0.1	$553k	+59%	3.9k	141.10	View chart
Shell Spon Ads (SHEL)	0.1	$552k	+13%	5.9k	93.00	View chart
Freeport Mcmoran CL B (FCX)	0.1	$548k	+20%	9.3k	58.78	View chart
Abbott Laboratories (ABT)	0.1	$547k	-55%	5.3k	102.67	View chart
PNC Financial Services (PNC)	0.1	$547k		2.6k	208.10	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$544k	+12%	2.5k	216.61	View chart
General Mills (GIS)	0.1	$540k	+17%	15k	37.22	View chart
Ensign (ENSG)	0.1	$539k	-2%	2.7k	201.59	View chart
Airbnb Com Cl A (ABNB)	0.1	$539k		4.3k	126.28	View chart
Aptiv Ordinary Shares	0.1	$537k	NEW	7.7k	69.44	View chart
Centene Corporation (CNC)	0.1	$534k	+199%	16k	32.74	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$533k	NEW	7.2k	74.35	View chart
Cme (CME)	0.1	$532k	+6%	1.8k	295.39	View chart
Travelers Companies (TRV)	0.1	$532k		1.8k	291.75	View chart
Aercap Holdings Nv SHS (AER)	0.1	$523k	+90%	3.8k	137.17	View chart
Monster Beverage Corp (MNST)	0.1	$521k	-5%	7.2k	72.46	View chart
Gold Fields Sponsored Adr (GFI)	0.1	$518k	+3%	11k	45.40	View chart
PPL Corporation (PPL)	0.1	$516k	+6%	13k	38.48	View chart
Voya Financial (VOYA)	0.1	$512k		7.5k	68.32	View chart
U.S. Physical Therapy (USPH)	0.1	$509k	+4%	6.8k	75.37	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 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
Personal Cfo Solutions 2022 Q1 filed May 2, 2022

View all past filings

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