StockDriftsStockDriftsTop 50 Personal Cfo Solutions LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | 9.9% | 200.4K | $68.5M | +4.26%(+8.20K) | $207.87(+66.32%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.15% | 147.1K | $42.6M | +6.87%(+9.45K) | $160.48(+90.29%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.91% | 56.4K | $20.1M | +50.25%(+18.85K) | $168.70(+103.11%) | 2026-06-30 | |
| BALT | INNOVATOR ETFS TRUST | 2.79% | 564.0K | $19.3M | +2.49%(+13.70K) | $32.26(+7.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.73% | 94.5K | $18.9M | +6.34%(+5.63K) | $86.26(+162.07%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.2% | 64.0K | $15.2M | +8.79%(+5.17K) | $141.91(+85.01%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.07% | 137.6K | $14.3M | +1848.43%(+130.54K) | $97.98(+10.90%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.96% | 36.3K | $13.5M | +4.84%(+1.68K) | $236.27(+105.73%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.88% | 36.9K | $13.0M | -35.46%(-20.27K) | $75.54(+356.36%) | 2026-06-30 | |
| TMB | THORNBURG ETF TR | 1.71% | 466.6K | $11.8M | +4.95%(+22.00K) | $25.60(-1.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.94% | +55.85% | +6.30% | +35.70% |
| Top 20 Holdings Unweighted | +15.27% | +53.15% | +6.31% | +35.78% |
Personal Cfo Solutions LLC reports $691.91M in US-listed equity holdings across 529 positions in its most recent 13F filing. Its largest disclosed positions are CB (9.9%), AAPL (6.2%) and GOOG (2.9%). The top 20 holdings account for 44.99% of reported assets. Its disclosed equity book has returned +55.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Personal Cfo Solutions LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1677501). View Personal Cfo Solutions LLC’s 13F filings on SEC