Institutional Manager · CIK 0001677501
PERSONAL CFO SOLUTIONS, LLC
CHESTER, NJ · File #028-19618
Latest AUM
$629.8M
Positions
504
Top-10 Concentration
58.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025504 pos · $629.8M
- 13F HOLDINGS REPORTQ/E Sep 2025495 pos · $569.9M
- 13F HOLDINGS REPORTQ/E Jun 2025481 pos · $540.5M
- 13F HOLDINGS REPORTQ/E Mar 2025448 pos · $492.5M
- 13F HOLDINGS REPORTQ/E Dec 2024457 pos · $508.2M
- 13F HOLDINGS REPORTQ/E Sep 2024561 pos · $715.7M
- 13F HOLDINGS REPORTQ/E Jun 2024531 pos · $650.8M
- 13F HOLDINGS REPORTQ/E Mar 2024541 pos · $640.9M
- 13F HOLDINGS REPORTQ/E Dec 2023455 pos · $506.0M
- 13F HOLDINGS REPORTQ/E Sep 2023467 pos · $492.8M
- 13F HOLDINGS REPORTQ/E Jun 2023470 pos · $484.3M
- 13F HOLDINGS REPORTQ/E Mar 2023458 pos · $472.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | CHUBB LIMITED | CB | 193,025 | $60.2M | 16.41% |
| 2 | APPLE INC | AAPL | 140,740 | $38.3M | 10.42% |
| 3 | ALPHABET INC | GOOG | 58,417 | $18.3M | 4.98% |
| 4 | MICROSOFT CORP | MSFT | 35,655 | $17.2M | 4.70% |
| 5 | NVIDIA CORPORATION | NVDA | 88,624 | $16.5M | 4.50% |
| 6 | AMAZON COM INC | AMZN | 64,868 | $15.0M | 4.08% |
| 7 | ISHARES TR | 464287655 | 59,141 | $14.6M | 3.96% |
| 8 | ALPHABET INC | GOOG | 38,704 | $12.1M | 3.31% |
| 9 | THORNBURG ETF TR | 88521L207 | 447,977 | $11.5M | 3.12% |
| 10 | ITT INC | ITT | 59,384 | $10.3M | 2.81% |
| 11 | FIDELITY COVINGTON TRUST | 316092501 | 116,387 | $9.0M | 2.46% |
| 12 | ISHARES TR | 464287614 | 18,329 | $8.7M | 2.36% |
| 13 | SPDR S&P 500 ETF TR | SPY | 9,416 | $6.4M | 1.75% |
| 14 | BROADCOM INC | AVGO | 17,112 | $5.9M | 1.61% |
| 15 | ISHARES TR | 464288885 | 51,249 | $5.8M | 1.59% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,023 | $5.5M | 1.51% |
| 17 | ISHARES TR | 46434V456 | 120,551 | $5.5M | 1.49% |
| 18 | SPDR GOLD TR | GLD | 13,408 | $5.3M | 1.45% |
| 19 | ELI LILLY & CO | LLY | 4,635 | $5.0M | 1.36% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 16,255 | $4.9M | 1.35% |