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PERSONAL CFO SOLUTIONS, LLC 13F holdings

Filed 2026-08-07 · PERSONAL CFO SOLUTIONS, LLC · 529 positions · $691.9M

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TickerCompanySharesValue% of portfolio
CBCHUBB LIMITED200.4K$68.5M9.9%
AAPLAPPLE INC147.1K$42.6M6.2%
GOOGALPHABET INC56.4K$20.1M2.9%
BALTINNOVATOR ETFS TRUST564.0K$19.3M2.8%
NVDANVIDIA CORPORATION94.5K$18.9M2.7%
AMZNAMAZON COM INC64.0K$15.2M2.2%
EFAISHARES TR137.6K$14.3M2.1%
MSFTMICROSOFT CORP36.3K$13.5M2.0%
GOOGLALPHABET INC36.9K$13.0M1.9%
—THORNBURG ETF TR466.6K$11.8M1.7%
ITTITT INC59.3K$11.8M1.7%
IWFISHARES TR78.3K$9.7M1.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC18.1K$8.7M1.3%
IQLTISHARES TR163.1K$8.1M1.2%
EFGISHARES TR55.3K$6.9M1.0%
SPYSTATE STR SPDR S&P 500 ETF T9.0K$6.7M1.0%
AVGOBROADCOM INC17.1K$6.5M0.9%
TSLATESLA INC12.9K$5.4M0.8%
BRK-BBERKSHIRE HATHAWAY INC DEL10.8K$5.4M0.8%
STXSEAGATE TECHNOLOGY HLDNGS PL5.1K$4.9M0.7%
LLYELI LILLY & CO4.0K$4.8M0.7%
METAMETA PLATFORMS INC8.5K$4.8M0.7%
LINLINDE PLC8.5K$4.4M0.6%
GLDSPDR GOLD TR11.3K$4.2M0.6%
CVXCHEVRON CORPORATION24.3K$4.0M0.6%
BABOEING CO18.2K$3.9M0.6%
VVISA INC11.1K$3.8M0.5%
JNJJOHNSON & JOHNSON14.9K$3.8M0.5%
HYGISHARES TR46.4K$3.7M0.5%
AXPAMERICAN EXPRESS CO10.5K$3.5M0.5%
ASMLASML HLDG NV1.7K$3.3M0.5%
JPMJPMORGAN CHASE & CO10.0K$3.3M0.5%
MRKMERCK & CO INC24.5K$3.2M0.5%
INTCINTEL CORP21.6K$3.0M0.4%
MAMASTERCARD INCORPORATED5.8K$3.0M0.4%
RTXRTX CORPORATION15.5K$2.9M0.4%
AMDADVANCED MICRO DEVICES INC5.0K$2.9M0.4%
VZVERIZON COMMUNICATIONS INC68.1K$2.9M0.4%
LRCXLAM RESEARCH CORP6.6K$2.9M0.4%
MUMICRON TECHNOLOGY INC2.5K$2.9M0.4%
PMPHILIP MORRIS INTL INC15.5K$2.8M0.4%
AMATAPPLIED MATLS INC3.9K$2.8M0.4%
MOALTRIA GROUP INC35.9K$2.6M0.4%
GEGE AEROSPACE6.9K$2.6M0.4%
UNHUNITEDHEALTH GROUP INC5.9K$2.5M0.4%
GSGOLDMAN SACHS GROUP INC2.4K$2.5M0.4%
ORCLORACLE CORP16.5K$2.4M0.4%
CBRECBRE GROUP INC16.9K$2.3M0.3%
BACBANK OF AMER CORP40.0K$2.3M0.3%
GEVGE VERNOVA INC1.9K$2.2M0.3%
KOCOCA COLA CO26.9K$2.2M0.3%
NVSNOVARTIS AG13.9K$2.2M0.3%
GDGENERAL DYNAMICS CORP6.1K$2.2M0.3%
SESEA LTD22.4K$2.1M0.3%
—ASTRAZENECA PLC11.1K$2.1M0.3%
CSCOCISCO SYS INC17.8K$2.1M0.3%
XLESELECT SECTOR SPDR TR39.0K$2.1M0.3%
IBMINTERNATIONAL BUSINESS MACHS7.3K$2.1M0.3%
MCKMCKESSON CORP2.7K$2.0M0.3%
GLWCORNING INC7.7K$2.0M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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