Personal Cfo Solutions, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Personal Cfo Solutions, LLC reported 529 stock positions worth $691.9 million. Its top holding was Chubb (CB) at 9.9% of the portfolio, followed by Apple (AAPL, 6.2%) and Alphabet Class C (GOOG, 2.9%). Compared with Q1 2026, it opened 76 new positions, sold out of 68, added to 238 and reduced 210. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +1848%) and the biggest sale an exit from Innovator U.S. Equity Power (PJAN).
- Most Recent 13F
- Q2 2026
- Location
- CHESTER, NJ
- CIK
- 0001677501
- Portfolio Value
- $691.9M (Q2 2026)
- SEC Filing
- 0001677501-26-000009 ↗ filed Aug 7, 2026
Holdings Value
Holdings 529 stocks · $691.9M
| CB Chubb Ltd. | 9.90% | 200,378 | $68.5M | Add +4.3% |
| AAPL Apple Inc. | 6.15% | 147,071 | $42.6M | Add +6.9% |
| GOOG Alphabet Inc. Class C | 2.91% | 56,356 | $20.1M | Add +50.3% |
| BALT Inn Defined Wealth Shield | 2.79% | 563,980 | $19.3M | Add +2.5% |
| NVDA Nvidia Corp. | 2.73% | 94,496 | $18.9M | Add +6.3% |
| AMZN Amazon.com Inc. | 2.20% | 63,968 | $15.2M | Add +8.8% |
| EFA iShares MSCI Eafe ETF | 2.07% | 137,598 | $14.3M | Add +1848.4% |
| MSFT Microsoft Corp. | 1.96% | 36,298 | $13.5M | Add +4.8% |
| GOOGL Alphabet Inc. Class A | 1.88% | 36,890 | $13.0M | Reduce -35.5% |
| TMB Thornburg Multi Sector B ETF | 1.71% | 466,553 | $11.8M | Add +5.0% |
| ITT Itt Inc. | 1.70% | 59,338 | $11.8M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 1.41% | 78,298 | $9.7M | New |
| TSM Taiwan Semiconductor-SP ADR | 1.25% | 18,102 | $8.7M | Add +5.8% |
| IQLT iShares MSCI International Q | 1.17% | 163,109 | $8.1M | Add +3.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.99% | 55,301 | $6.9M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 8,989 | $6.7M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.93% | 17,087 | $6.5M | Reduce -3.1% |
| TSLA Tesla Inc. | 0.78% | 12,910 | $5.4M | Add +5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 10,769 | $5.4M | Add +1.8% |
| STX Seagate Technology Holdings | 0.71% | 5,097 | $4.9M | Reduce -6.1% |
| LLY Eli Lilly & Co. | 0.70% | 4,041 | $4.8M | Reduce -9.8% |
| META Meta Platforms Inc. Class A | 0.69% | 8,533 | $4.8M | Add +15.4% |
| LIN Linde PLC | 0.64% | 8,498 | $4.4M | Add +2.3% |
| GLD SPDR Gold Shares | 0.60% | 11,346 | $4.2M | Reduce -9.7% |
| CVX Chevron Corp. | 0.58% | 24,314 | $4.0M | Add +0.2% |
| BA The Boeing Co. | 0.57% | 18,176 | $3.9M | Reduce -0.2% |
| V Visa Inc. Class A | 0.55% | 11,091 | $3.8M | Reduce -10.1% |
| JNJ Johnson & Johnson | 0.55% | 14,929 | $3.8M | Add +11.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.54% | 46,446 | $3.7M | Add +10.1% |
| AXP American Express Co. | 0.51% | 10,480 | $3.5M | Reduce -1.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.48% | 1,672 | $3.3M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.47% | 9,982 | $3.3M | Add +1.3% |
| MRK Merck & Co. Inc. | 0.46% | 24,511 | $3.2M | Add +2.5% |
| INTC Intel Corp. | 0.44% | 21,586 | $3.0M | Add +16.0% |
| MA Mastercard Inc. Class A | 0.43% | 5,791 | $3.0M | Reduce -15.2% |
| RTX RTX Corp. | 0.43% | 15,525 | $2.9M | Reduce -1.9% |
| AMD Advanced Micro Devices | 0.42% | 5,011 | $2.9M | Add +18.6% |
| VZ Verizon Communications Inc. | 0.42% | 68,080 | $2.9M | Add +1.6% |
| LRCX Lam Research Corp. | 0.42% | 6,623 | $2.9M | Reduce -8.2% |
| MU Micron Technology Inc. | 0.41% | 2,480 | $2.9M | Add +18.8% |
| PM Philip Morris International | 0.41% | 15,533 | $2.8M | Add +2.4% |
| AMAT Applied Materials Inc. | 0.41% | 3,903 | $2.8M | Add +2.6% |
| MO Altria Group Inc. | 0.38% | 35,907 | $2.6M | Reduce -0.6% |
| GE General Electric filed as GE AEROSPACE | 0.37% | 6,915 | $2.6M | Reduce -5.7% |
| UNH Unitedhealth Group Inc. | 0.36% | 5,943 | $2.5M | Add +6.5% |
| GS Goldman Sachs Group Inc. | 0.35% | 2,425 | $2.5M | Add +1.3% |
| ORCL Oracle Corp. | 0.35% | 16,549 | $2.4M | Reduce -5.4% |
| CBRE CBRE Group Inc. Class A | 0.33% | 16,925 | $2.3M | Add +0.6% |
| BAC Bank of America Corp. | 0.33% | 39,972 | $2.3M | Add +8.0% |
| GEV GE Vernova Inc. | 0.32% | 1,889 | $2.2M | Add +28.4% |
| KO The Coca-Cola Co. | 0.32% | 26,859 | $2.2M | Add +5.3% |
| NVS Novartis AG-Sponsored ADR | 0.31% | 13,900 | $2.2M | Add +17.5% |
| GD General Dynamics Corp. | 0.31% | 6,121 | $2.2M | Add +0.2% |
| SE Sea Ltd.-ADR | 0.31% | 22,352 | $2.1M | Add +12.7% |
| AZN Astrazeneca PLC | 0.30% | 11,123 | $2.1M | Add +5.8% |
| CSCO Cisco Systems Inc. | 0.30% | 17,765 | $2.1M | Reduce -9.6% |
| XLE SS Energy Select Sector | 0.30% | 39,007 | $2.1M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 7,327 | $2.1M | Reduce -0.6% |
| MCK McKesson Corp. | 0.29% | 2,662 | $2.0M | Reduce -0.9% |
| GLW Corning Inc. | 0.28% | 7,719 | $2.0M | Reduce -19.0% |
| C Citigroup Inc. | 0.28% | 14,027 | $2.0M | Add +0.4% |
| YUM Yum! Brands Inc. | 0.28% | 12,090 | $1.9M | Add +26.5% |
| NFLX Netflix Inc. | 0.27% | 26,616 | $1.9M | Reduce -3.0% |
| ABBV Abbvie Inc. | 0.27% | 7,480 | $1.9M | Add +27.8% |
| CARR Carrier Global Corp. | 0.26% | 24,912 | $1.8M | Add +1.0% |
| NOW ServiceNow Inc. | 0.26% | 18,404 | $1.8M | Reduce -14.7% |
| WDC Western Digital Corp. | 0.26% | 2,812 | $1.8M | Reduce -42.1% |
| WMT Walmart Inc. | 0.26% | 15,806 | $1.8M | Reduce -0.3% |
| T AT&T Inc. | 0.26% | 85,277 | $1.8M | Reduce -0.6% |
| ET Energy Transfer LP | 0.25% | 88,931 | $1.7M | Add +11.3% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.25% | 23,856 | $1.7M | Add +0.2% |
| PFE Pfizer Inc. | 0.23% | 66,535 | $1.6M | Reduce -2.5% |
| JNK SS SPDR BB High Yield Bond | 0.23% | 16,531 | $1.6M | Add +10.8% |
| MPC Marathon Petroleum Corp. | 0.22% | 5,905 | $1.5M | Reduce -2.3% |
| MS Morgan Stanley | 0.22% | 7,157 | $1.5M | Add +3.1% |
| VLO Valero Energy Corp. | 0.22% | 5,729 | $1.5M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.21% | 1,574 | $1.5M | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 16,493 | $1.4M | Add +6.6% |
| D Dominion Energy Inc. | 0.20% | 20,559 | $1.4M | Reduce -2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 11,898 | $1.4M | Add +0.4% |
| QCOM Qualcomm Inc. | 0.20% | 7,436 | $1.4M | Reduce -22.6% |
| CTVA Corteva Inc. | 0.20% | 15,949 | $1.4M | Add +1.6% |
| KLAC KLA Corp. | 0.19% | 4,467 | $1.3M | Reduce -8.1% |
| SO The Southern Co. | 0.19% | 13,859 | $1.3M | Add +0.2% |
| AON Aon PLC Class A | 0.19% | 3,993 | $1.3M | Reduce -36.9% |
| RBA RB Global Inc. | 0.19% | 11,288 | $1.3M | Add +0.9% |
| CAH Cardinal Health Inc. | 0.19% | 5,517 | $1.3M | Reduce -1.8% |
| HD Home Depot Inc. | 0.19% | 3,695 | $1.3M | Add +1.6% |
| WELL Welltower Inc. | 0.19% | 5,728 | $1.3M | Add +14.8% |
| ACN Accenture PLC Class A | 0.19% | 10,395 | $1.3M | Add +1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 8,529 | $1.3M | Reduce -1.5% |
| CP Canadian Pacific Kansas City | 0.19% | 14,833 | $1.3M | Reduce -5.3% |
| COF Capital One Financial Corp. | 0.19% | 6,407 | $1.3M | Reduce -1.2% |
| NTAP Netapp Inc. | 0.19% | 8,288 | $1.3M | Reduce -7.6% |
| PG The Procter & Gamble Co. | 0.18% | 8,724 | $1.3M | Add +0.6% |
| APH Amphenol Corp. Class A | 0.18% | 7,234 | $1.3M | Add +6.2% |
| MDT Medtronic PLC | 0.18% | 15,838 | $1.3M | Reduce -10.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 1,625 | $1.2M | Reduce -10.1% |
| AEP American Electric Power | 0.17% | 8,658 | $1.2M | Add +100.1% |
| L Loews Corp. | 0.17% | 10,419 | $1.2M | New |
Portfolio Sells Q1 2026 → Q2 2026
| PJAN Innovator U.S. Equity Power | Sold out | 0.00% | −3.85 |
| IFEB Innovator Intl D PB ETF-Feb | Sold out | 0.00% | −2.26 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −1.99 |
| BJAN Innovator U.S. Equity Buffer | Sold out | 0.00% | −1.76 |
| KFEB Inov US SML Cap P Bu ETF - F | Sold out | 0.00% | −1.19 |
| XBJA Innovator US Eq Ac 9 Buff-J | Sold out | 0.00% | −1.19 |
| NJAN Innovator Growth 100 Power B | Sold out | 0.00% | −1.18 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.74 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.65 |
| GOOGL Alphabet Inc. Class A | Reduce -35.5% | 1.88% | −0.43 |
| EJAN Innovator Emerging Markets P | Sold out | 0.00% | −0.35 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.28 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.23 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.21 |
| IVE iShares S&P 500 Value ETF | Sold out | 0.00% | −0.17 |
| GLD SPDR Gold Shares | Reduce -9.7% | 0.60% | −0.16 |
| SHOP Shopify Inc. Class A | Reduce -46.6% | 0.16% | −0.14 |
| ZTS Zoetis Inc. | Reduce -61.6% | 0.04% | −0.13 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.12 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.10 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.10 |
| INTU Intuit Inc. | Reduce -22.5% | 0.09% | −0.10 |
| NFLX Netflix Inc. | Reduce -3.0% | 0.27% | −0.10 |
| AON Aon PLC Class A | Reduce -36.9% | 0.19% | −0.10 |
| T AT&T Inc. | Reduce -0.6% | 0.26% | −0.09 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.09 |
| EMBJ Embraer SA-Spon ADR | Sold out | 0.00% | −0.08 |
| CSGP Costar Group Inc. | Reduce -15.9% | 0.12% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Sold out | 0.00% | −0.07 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.06 |
| SAP Sap SE-Sponsored ADR | Reduce -51.8% | 0.05% | −0.06 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.06 |
| UBER Uber Technologies Inc. | Reduce -34.9% | 0.13% | −0.06 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.06 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.06 |
| UITB Victoryshares Core Intermedi | Sold out | 0.00% | −0.06 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.06 |
| HMY Harmony Gold MNG-Spon ADR | Sold out | 0.00% | −0.05 |
| RYAAY Ryanair Holdings PLC-SP ADR | Sold out | 0.00% | −0.05 |
| SNPS Synopsys Inc. | Reduce -44.2% | 0.10% | −0.05 |
| NOW ServiceNow Inc. | Reduce -14.7% | 0.26% | −0.05 |
| GTES Gates Industrial Corp. UK Ltd. | Sold out | 0.00% | −0.05 |
| SBSW Sibanye-Stillwater Ltd.-ADR | Sold out | 0.00% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.05 |
| IVLU iShares MSCI International V | Sold out | 0.00% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -15.2% | 0.43% | −0.05 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -21.4% | 0.11% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.04 |
| VNET Vnet Group Inc.-ADR | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| EFA iShares MSCI Eafe ETF | Add +1848.4% | 2.07% | +1.97 |
| IWF iShares Russell 1000 Growth | New | 1.41% | +1.41 |
| GOOG Alphabet Inc. Class C | Add +50.3% | 2.91% | +1.40 |
| AAPL Apple Inc. | Add +6.9% | 6.15% | +1.24 |
| CB Chubb Ltd. | Add +4.3% | 9.90% | +1.07 |
| NVDA Nvidia Corp. | Add +6.3% | 2.73% | +0.56 |
| AMZN Amazon.com Inc. | Add +8.8% | 2.20% | +0.48 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.8% | 1.25% | +0.44 |
| INTC Intel Corp. | Add +16.0% | 0.44% | +0.32 |
| MU Micron Technology Inc. | Add +18.8% | 0.41% | +0.31 |
| AMD Advanced Micro Devices | Add +18.6% | 0.42% | +0.30 |
| AMAT Applied Materials Inc. | Add +2.6% | 0.41% | +0.23 |
| BALT Inn Defined Wealth Shield | Add +2.5% | 2.79% | +0.21 |
| L Loews Corp. | New | 0.17% | +0.17 |
| MSFT Microsoft Corp. | Add +4.8% | 1.96% | +0.16 |
| TSLA Tesla Inc. | Add +5.7% | 0.78% | +0.15 |
| IQLT iShares MSCI International Q | Add +3.7% | 1.17% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +6.5% | 0.36% | +0.14 |
| GEV GE Vernova Inc. | Add +28.4% | 0.32% | +0.14 |
| EFG iShares MSCI Eafe Growth ETF | Add +1.0% | 0.99% | +0.14 |
| NGG National Grid PLC-SP ADR | New | 0.13% | +0.13 |
| TMB Thornburg Multi Sector B ETF | Add +5.0% | 1.71% | +0.12 |
| XLF SS Financial Select Sector | New | 0.11% | +0.11 |
| NBIS Nebius Group NV | New | 0.11% | +0.11 |
| META Meta Platforms Inc. Class A | Add +15.4% | 0.69% | +0.10 |
| XLY SS Consumer Disc Select Sect | New | 0.10% | +0.10 |
| TRP TC Energy Corp. | New | 0.10% | +0.10 |
| ABBV Abbvie Inc. | Add +27.8% | 0.27% | +0.09 |
| AEP American Electric Power | Add +100.1% | 0.17% | +0.09 |
| JNJ Johnson & Johnson | Add +11.7% | 0.55% | +0.09 |
| SPCX Space Exploration Techn Class A | New | 0.08% | +0.08 |
| SE Sea Ltd.-ADR | Add +12.7% | 0.31% | +0.08 |
| BAC Bank of America Corp. | Add +8.0% | 0.33% | +0.08 |
| NOK Nokia Corp.-Spon ADR | New | 0.07% | +0.07 |
| DVA Davita Inc. | New | 0.07% | +0.07 |
| SNDK Sandisk Corp. | New | 0.07% | +0.07 |
| VTR Ventas Inc. | Add +92.8% | 0.13% | +0.07 |
| YUM Yum! Brands Inc. | Add +26.5% | 0.28% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.35% | +0.07 |
| DELL Dell Technologies -C | New | 0.07% | +0.07 |
| CARR Carrier Global Corp. | Add +1.0% | 0.26% | +0.07 |
| FMX Fomento Economico Mex-SP ADR | New | 0.07% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 0.78% | +0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +10.1% | 0.54% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 0.47% | +0.07 |
| PBR Petroleo Brasileiro-Spon ADR | New | 0.07% | +0.07 |
| APH Amphenol Corp. Class A | Add +6.2% | 0.18% | +0.06 |
| C Citigroup Inc. | Add +0.4% | 0.28% | +0.06 |
| NVS Novartis AG-Sponsored ADR | Add +17.5% | 0.31% | +0.06 |
| ADM Archer-Daniels-Midland Co. | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 529 | $691.9M | CB, AAPL, GOOG, BALT, NVDA |
| Q1 2026 | 520 | $711.9M | CB, AAPL, PJAN, BALT, GOOGL |
| Q4 2025 | 504 | $629.8M | CB, AAPL, GOOGL, MSFT, NVDA |
| Q3 2025 | 495 | $569.9M | CB, AAPL, MSFT, NVDA, IWM |
| Q2 2025 | 481 | $540.5M | CB, AAPL, MSFT, NVDA, AMZN |
| Q1 2025 | 448 | $492.5M | CB, AAPL, AMZN, MSFT, UWM |
| Q4 2024 | 457 | $508.2M | CB, AAPL, UWM, AMZN, MSFT |
| Q3 2024 | 560 | $715.5M | CB, AAPL, PJUL, EFA, AMZN |
| Q2 2024 | 530 | $650.6M | CB, AAPL, PAPR, EFA, MSFT |
| Q1 2024 | 540 | $640.6M | CB, IWM, PMAR, AAPL, MSFT |