Personal Cfo Solutions, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Personal Cfo Solutions, LLC reported 520 stock positions worth $711.9 million. Its top holding was Chubb (CB) at 8.8% of the portfolio, followed by Apple (AAPL, 4.9%) and Innovator U.S. Equity Power (PJAN, 3.8%). Compared with Q4 2025, it opened 67 new positions, sold out of 51, added to 241 and reduced 209. The biggest buy was a new position in Innovator U.S. Equity Power (PJAN) and the biggest sale iShares Russell 2000 ETF (IWM, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- CHESTER, NJ
- CIK
- 0001677501
- Portfolio Value
- $711.9M (Q1 2026)
- SEC Filing
- 0001677501-26-000005 ↗ filed Apr 30, 2026
Holdings Value
Holdings 520 stocks · $711.9M
| CB Chubb Ltd. | 8.82% | 192,182 | $62.8M | Reduce -0.4% |
| AAPL Apple Inc. | 4.91% | 137,617 | $34.9M | Reduce -2.2% |
| PJAN Innovator U.S. Equity Power | 3.85% | 593,514 | $27.4M | New |
| BALT Inn Defined Wealth Shield | 2.59% | 550,278 | $18.4M | New |
| GOOGL Alphabet Inc. Class A | 2.31% | 57,162 | $16.4M | Reduce -2.1% |
| IFEB Innovator Intl D PB ETF-Feb | 2.26% | 540,694 | $16.1M | New |
| NVDA Nvidia Corp. | 2.18% | 88,864 | $15.5M | Add +0.3% |
| SHV iShares 0-1 Year Treasury Bo | 1.99% | 128,329 | $14.2M | New |
| MSFT Microsoft Corp. | 1.80% | 34,622 | $12.8M | Reduce -2.9% |
| BJAN Innovator U.S. Equity Buffer | 1.76% | 234,460 | $12.5M | New |
| AMZN Amazon.com Inc. | 1.72% | 58,801 | $12.2M | Reduce -9.3% |
| TMB Thornburg Multi Sector B ETF | 1.59% | 444,552 | $11.3M | Reduce -0.8% |
| ITT Itt Inc. | 1.59% | 59,379 | $11.3M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 1.51% | 37,508 | $10.8M | Reduce -3.1% |
| KFEB Inov US SML Cap P Bu ETF - F | 1.19% | 301,625 | $8.5M | New |
| XBJA Innovator US Eq Ac 9 Buff-J | 1.19% | 269,799 | $8.4M | New |
| NJAN Innovator Growth 100 Power B | 1.18% | 157,211 | $8.4M | New |
| IQLT iShares MSCI International Q | 1.02% | 157,306 | $7.3M | Add +30.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.86% | 54,775 | $6.1M | Add +6.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.84% | 9,163 | $6.0M | Reduce -2.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.81% | 17,107 | $5.8M | Add +5.2% |
| AVGO Broadcom Inc. | 0.77% | 17,627 | $5.5M | Add +3.0% |
| GLD SPDR Gold Shares | 0.76% | 12,564 | $5.4M | Reduce -6.3% |
| SCHD Schwab US DVD Equity ETF | 0.74% | 170,652 | $5.2M | Reduce -3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 10,580 | $5.1M | Reduce -4.0% |
| CVX Chevron Corp. | 0.71% | 24,262 | $5.0M | Reduce -3.7% |
| XOM Exxon Mobil Corp. | 0.65% | 27,189 | $4.6M | Reduce -12.7% |
| TSLA Tesla Inc. | 0.64% | 12,214 | $4.5M | Add +23.5% |
| META Meta Platforms Inc. Class A | 0.59% | 7,392 | $4.2M | Add +10.9% |
| LLY Eli Lilly & Co. | 0.58% | 4,480 | $4.1M | Reduce -3.3% |
| LIN Linde PLC | 0.58% | 8,309 | $4.1M | Add +170.6% |
| V Visa Inc. Class A | 0.52% | 12,336 | $3.7M | Reduce -3.6% |
| BA The Boeing Co. | 0.51% | 18,209 | $3.6M | Reduce -2.8% |
| MA Mastercard Inc. Class A | 0.48% | 6,832 | $3.4M | Reduce -3.8% |
| VZ Verizon Communications Inc. | 0.47% | 67,015 | $3.4M | Reduce -1.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.47% | 42,189 | $3.4M | Reduce -12.2% |
| JNJ Johnson & Johnson | 0.46% | 13,370 | $3.3M | Reduce -1.4% |
| AXP American Express Co. | 0.45% | 10,622 | $3.2M | Add +20.0% |
| RTX RTX Corp. | 0.43% | 15,831 | $3.1M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 0.41% | 9,851 | $2.9M | Reduce -4.4% |
| MRK Merck & Co. Inc. | 0.41% | 23,904 | $2.9M | Reduce -2.2% |
| NFLX Netflix Inc. | 0.37% | 27,431 | $2.6M | Add +17.0% |
| ORCL Oracle Corp. | 0.36% | 17,496 | $2.6M | Add +8.1% |
| PM Philip Morris International | 0.36% | 15,171 | $2.5M | Add +3.3% |
| EJAN Innovator Emerging Markets P | 0.35% | 74,162 | $2.5M | New |
| T AT&T Inc. | 0.35% | 85,776 | $2.5M | Reduce -2.6% |
| MO Altria Group Inc. | 0.34% | 36,105 | $2.4M | Reduce -23.7% |
| XLE SS Energy Select Sector | 0.33% | 38,677 | $2.4M | Reduce -9.9% |
| MCK McKesson Corp. | 0.33% | 2,687 | $2.3M | Add +6.5% |
| CBRE CBRE Group Inc. Class A | 0.32% | 16,820 | $2.3M | Reduce -2.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.32% | 1,711 | $2.3M | Reduce -21.0% |
| NOW ServiceNow Inc. | 0.32% | 21,580 | $2.3M | Add +69.5% |
| STX Seagate Technology Holdings | 0.30% | 5,430 | $2.1M | Reduce -5.3% |
| SHOP Shopify Inc. Class A | 0.30% | 17,748 | $2.1M | Add +11.8% |
| GD General Dynamics Corp. | 0.29% | 6,111 | $2.1M | Reduce -4.6% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 7,329 | $2.1M | Add +0.8% |
| AZN Astrazeneca PLC | 0.29% | 10,517 | $2.1M | Add +4.4% |
| AON Aon PLC Class A | 0.29% | 6,331 | $2.0M | Add +28.2% |
| ACN Accenture PLC Class A | 0.29% | 10,242 | $2.0M | Add +117.2% |
| GS Goldman Sachs Group Inc. | 0.28% | 2,395 | $2.0M | Reduce -12.0% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 17,667 | $2.0M | New |
| WMT Walmart Inc. | 0.28% | 15,851 | $2.0M | Reduce -16.4% |
| KO The Coca-Cola Co. | 0.27% | 25,502 | $2.0M | Add +1.3% |
| PFE Pfizer Inc. | 0.27% | 68,233 | $1.9M | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 0.25% | 11,831 | $1.8M | Add +280.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 37,026 | $1.8M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 7,374 | $1.8M | Add +41.5% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 11,854 | $1.7M | Reduce -5.1% |
| SE Sea Ltd.-ADR | 0.23% | 19,842 | $1.6M | Add +29.1% |
| SKYY First Trust Cloud Computing | 0.23% | 14,977 | $1.6M | Reduce -2.6% |
| C Citigroup Inc. | 0.22% | 13,969 | $1.6M | Add +12.9% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.22% | 23,802 | $1.6M | Add +1.6% |
| MDT Medtronic PLC | 0.22% | 17,689 | $1.5M | Add +60.1% |
| LRCX Lam Research Corp. | 0.22% | 7,213 | $1.5M | Add +16.4% |
| ET Energy Transfer LP | 0.22% | 79,918 | $1.5M | Add +0.0% |
| COST Costco Wholesale Corp. | 0.22% | 1,547 | $1.5M | Add +4.3% |
| CSCO Cisco Systems Inc. | 0.21% | 19,655 | $1.5M | Add +4.5% |
| UNH Unitedhealth Group Inc. | 0.21% | 5,580 | $1.5M | Add +20.0% |
| YUM Yum! Brands Inc. | 0.21% | 9,559 | $1.5M | Add +0.3% |
| MPC Marathon Petroleum Corp. | 0.21% | 6,046 | $1.5M | Add +0.9% |
| QUAL iShares MSCI USA Quality Fac | 0.21% | 7,672 | $1.5M | New |
| VLO Valero Energy Corp. | 0.20% | 5,822 | $1.4M | Reduce -8.8% |
| JNK SS SPDR BB High Yield Bond | 0.20% | 14,919 | $1.4M | Reduce -13.6% |
| CMCSA Comcast Corp. Class A | 0.20% | 48,898 | $1.4M | Add +3.5% |
| CSGP Costar Group Inc. | 0.20% | 34,585 | $1.4M | Add +215.2% |
| CARR Carrier Global Corp. | 0.20% | 24,671 | $1.4M | Add +0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.19% | 8,658 | $1.4M | Add +6.8% |
| COP Conocophillips | 0.19% | 10,405 | $1.4M | Reduce -7.3% |
| INTU Intuit Inc. | 0.19% | 3,105 | $1.3M | Add +15.7% |
| SO The Southern Co. | 0.19% | 13,834 | $1.3M | Add +1.6% |
| UBER Uber Technologies Inc. | 0.19% | 18,541 | $1.3M | Add +4.1% |
| CTVA Corteva Inc. | 0.18% | 15,703 | $1.3M | Add +6.8% |
| WDC Western Digital Corp. | 0.18% | 4,857 | $1.3M | Add +48.3% |
| REGN Regeneron Pharmaceuticals | 0.18% | 1,695 | $1.3M | Reduce -8.5% |
| AMAT Applied Materials Inc. | 0.18% | 3,804 | $1.3M | Reduce -9.9% |
| D Dominion Energy Inc. | 0.18% | 21,031 | $1.3M | Reduce -12.3% |
| GLW Corning Inc. | 0.18% | 9,533 | $1.3M | Reduce -12.6% |
| GEV GE Vernova Inc. | 0.18% | 1,471 | $1.3M | Reduce -13.6% |
| ABBV Abbvie Inc. | 0.18% | 5,854 | $1.3M | Reduce -8.8% |
| IWD iShares Russell 1000 Value E | 0.18% | 5,937 | $1.3M | Reduce -18.9% |
Portfolio Sells Q4 2025 → Q1 2026
| IWM iShares Russell 2000 ETF | Reduce -94.4% | 0.12% | −2.20 |
| FNCL Fidelity MSCI Financial Indx | Sold out | 0.00% | −1.44 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −1.38 |
| AAPL Apple Inc. | Reduce -2.2% | 4.91% | −1.17 |
| MSFT Microsoft Corp. | Reduce -2.9% | 1.80% | −0.94 |
| CB Chubb Ltd. | Reduce -0.4% | 8.82% | −0.74 |
| AMZN Amazon.com Inc. | Reduce -9.3% | 1.72% | −0.66 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 2.31% | −0.59 |
| GOOG Alphabet Inc. Class C | Reduce -3.1% | 1.51% | −0.42 |
| IGV iShares Expanded Tech-Softwa | Reduce -79.3% | 0.05% | −0.29 |
| TMB Thornburg Multi Sector B ETF | Reduce -0.8% | 1.59% | −0.23 |
| OMC Omnicom Group | Sold out | 0.00% | −0.22 |
| LLY Eli Lilly & Co. | Reduce -3.3% | 0.58% | −0.21 |
| V Visa Inc. Class A | Reduce -3.6% | 0.52% | −0.19 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 0.84% | −0.18 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 0.71% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -3.8% | 0.48% | −0.16 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.16 |
| ABT Abbott Laboratories | Reduce -55.0% | 0.08% | −0.16 |
| ADBE Adobe Inc. | Reduce -43.2% | 0.08% | −0.15 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -12.2% | 0.47% | −0.14 |
| SAP Sap SE-Sponsored ADR | Reduce -29.1% | 0.11% | −0.14 |
| BA The Boeing Co. | Reduce -2.8% | 0.51% | −0.14 |
| BWA Borgwarner Inc. | Sold out | 0.00% | −0.13 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -4.4% | 0.41% | −0.12 |
| UHS Universal Health Services-B | Reduce -72.7% | 0.03% | −0.12 |
| CBRE CBRE Group Inc. Class A | Reduce -2.0% | 0.32% | −0.12 |
| APTV Aptiv PLC | Sold out | 0.00% | −0.12 |
| COF Capital One Financial Corp. | Reduce -11.9% | 0.17% | −0.12 |
| NKE Nike Inc. Class B | Reduce -42.3% | 0.09% | −0.12 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.11 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.11 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.11 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.1% | 0.24% | −0.11 |
| MELI MercadoLibre Inc. | Reduce -66.9% | 0.04% | −0.10 |
| RACE Ferrari NV | Sold out | 0.00% | −0.10 |
| GS Goldman Sachs Group Inc. | Reduce -12.0% | 0.28% | −0.10 |
| BSX Boston Scientific Corp. | Reduce -45.6% | 0.04% | −0.09 |
| MO Altria Group Inc. | Reduce -23.7% | 0.34% | −0.09 |
| BG Bunge Global SA | Sold out | 0.00% | −0.09 |
| SKYY First Trust Cloud Computing | Reduce -2.6% | 0.23% | −0.09 |
| LKQ LKQ Corp. | Sold out | 0.00% | −0.09 |
| GLD SPDR Gold Shares | Reduce -6.3% | 0.76% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -18.2% | 0.10% | −0.08 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.08 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.07 |
| EXPE Expedia Group Inc. | Reduce -14.5% | 0.12% | −0.07 |
| URTH iShares MSCI World ETF | Sold out | 0.00% | −0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| PJAN Innovator U.S. Equity Power | New | 3.85% | +3.85 |
| BALT Inn Defined Wealth Shield | New | 2.59% | +2.59 |
| IFEB Innovator Intl D PB ETF-Feb | New | 2.26% | +2.26 |
| SHV iShares 0-1 Year Treasury Bo | New | 1.99% | +1.99 |
| BJAN Innovator U.S. Equity Buffer | New | 1.76% | +1.76 |
| KFEB Inov US SML Cap P Bu ETF - F | New | 1.19% | +1.19 |
| XBJA Innovator US Eq Ac 9 Buff-J | New | 1.19% | +1.19 |
| NJAN Innovator Growth 100 Power B | New | 1.18% | +1.18 |
| LIN Linde PLC | Add +170.6% | 0.58% | +0.37 |
| EJAN Innovator Emerging Markets P | New | 0.35% | +0.35 |
| IVW iShares S&P 500 Growth ETF | New | 0.28% | +0.28 |
| QUAL iShares MSCI USA Quality Fac | New | 0.21% | +0.21 |
| NVS Novartis AG-Sponsored ADR | Add +280.3% | 0.25% | +0.19 |
| IVE iShares S&P 500 Value ETF | New | 0.17% | +0.17 |
| IQLT iShares MSCI International Q | Add +30.5% | 1.02% | +0.15 |
| XLP SS Consumer Staples Sel Sect | New | 0.11% | +0.11 |
| ALL Allstate Corp. | Add +318.1% | 0.15% | +0.11 |
| CAH Cardinal Health Inc. | Add +176.1% | 0.17% | +0.10 |
| PSX Phillips 66 | New | 0.10% | +0.10 |
| WDC Western Digital Corp. | Add +48.3% | 0.18% | +0.09 |
| CHTR Charter Communications Inc. Class A | New | 0.09% | +0.09 |
| NTAP Netapp Inc. | Add +298.3% | 0.13% | +0.09 |
| TEVA Teva Pharmaceutical-SP ADR | Add +248.2% | 0.13% | +0.09 |
| IAU iShares Gold Trust | New | 0.09% | +0.09 |
| ACN Accenture PLC Class A | Add +117.2% | 0.29% | +0.08 |
| ARE Alexandria Real Estate Equit | New | 0.08% | +0.08 |
| BTI British American Tob-SP ADR | Add +130.6% | 0.15% | +0.08 |
| BBY Best Buy Co. Inc. | Add +249.8% | 0.12% | +0.08 |
| SWKS Skyworks Solutions Inc. | New | 0.08% | +0.08 |
| CSGP Costar Group Inc. | Add +215.2% | 0.20% | +0.08 |
| TMUS T-Mobile US Inc. | Add +156.0% | 0.13% | +0.08 |
| APTV Aptiv PLC-W/I | New | 0.08% | +0.08 |
| EFV iShares MSCI Eafe Value ETF | New | 0.07% | +0.07 |
| CI The Cigna Group | Add +174.1% | 0.12% | +0.07 |
| KHC The Kraft Heinz Co. | Add +186.3% | 0.12% | +0.07 |
| LYG Lloyds Banking Group PLC-ADR | Add +507.5% | 0.08% | +0.07 |
| FIX Comfort Systems USA Inc. | Add +59.3% | 0.13% | +0.07 |
| IEMG iShares Core MSCI Emerging | New | 0.06% | +0.06 |
| DHI D.R. Horton Inc. | Add +217.2% | 0.10% | +0.06 |
| ED Consolidated Edison Inc. | New | 0.06% | +0.06 |
| CLX Clorox Company | New | 0.06% | +0.06 |
| MPC Marathon Petroleum Corp. | Add +0.9% | 0.21% | +0.05 |
| IVLU iShares MSCI International V | New | 0.05% | +0.05 |
| CF CF Industries Holdings Inc. | Add +1.1% | 0.15% | +0.05 |
| ESLT Elbit Systems Ltd. | New | 0.05% | +0.05 |
| CPB The Campbell's Company | Add +229.0% | 0.09% | +0.05 |
| MDT Medtronic PLC | Add +60.1% | 0.22% | +0.05 |
| LRCX Lam Research Corp. | Add +16.4% | 0.22% | +0.05 |
| ITOT iShares Core S&P Total U.S. | New | 0.04% | +0.04 |
| AA Alcoa Corp. | New | 0.04% | +0.04 |
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 |