Personal Cfo Solutions, LLC

Personal Cfo Solutions, LLC reported 529 holdings worth US$692M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 7, 2026

Personal Cfo Solutions, LLC reported 529 holdings worth US$692M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 7, 2026 (Form 13F).

Holdings
529
Value as reported
US$692M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc147KUS$42.6M6.2%
Alphabet Inc (google) Class C92,609US$33.2M4.8%
Nvidia Corporation94,496US$18.9M2.7%
Amazon.com, Inc.63,968US$15.2M2.2%
Microsoft Corp.36,298US$13.5M2.0%
Itt Inc.59,338US$11.8M1.7%
Taiwan Semiconductor Manufacturing Co., Ltd.18,102US$8.66M1.3%
Broadcom Inc.17,087US$6.45M0.93%
Tesla, Inc.12,910US$5.43M0.78%
Berkshire Hathaway Inc.10,769US$5.39M0.78%
Eli Lilly And Company4,041US$4.85M0.70%
Meta Platforms, Inc.8,533US$4.81M0.69%
Chevron Corporation24,314US$4.03M0.58%
Boeing Company (the)18,176US$3.93M0.57%
Visa Inc.11,091US$3.81M0.55%
Johnson & Johnson14,929US$3.79M0.55%
American Express Company10,480US$3.54M0.51%
Asml Holding Nv1,672US$3.33M0.48%
Jp Morgan Chase & Co.9,982US$3.27M0.47%
Merck & Company, Inc.24,511US$3.17M0.46%
Intel Corporation21,586US$3.01M0.44%
Mastercard Incorporated5,791US$2.97M0.43%
Rtx Corporation15,525US$2.95M0.43%
Advanced Micro Devices Inc5,011US$2.91M0.42%
Verizon Communications Inc.68,080US$2.88M0.42%
Lam Research Corporation6,623US$2.87M0.42%
Micron Technology, Inc.2,480US$2.86M0.41%
Philip Morris International Inc15,533US$2.83M0.41%
Applied Materials, Inc.3,903US$2.82M0.41%
Altria Group, Inc.35,907US$2.62M0.38%
Ge Aerospace6,915US$2.58M0.37%
Unitedhealth Group Incorporated5,943US$2.47M0.36%
Goldman Sachs Group, Inc. (the)2,425US$2.45M0.35%
Oracle Corporation16,549US$2.43M0.35%
Cbre Group Inc16,925US$2.28M0.33%
Bank Of America Corporation39,972US$2.28M0.33%
Ge Vernova Inc.1,889US$2.22M0.32%
Coca-cola Company (the)26,859US$2.2M0.32%
Novartis Ag13,900US$2.18M0.31%
General Dynamics Corporation6,121US$2.17M0.31%
Cisco Systems, Inc.17,765US$2.09M0.30%
International Business Machines Corporation7,327US$2.06M0.30%
Mckesson Corporation2,662US$2.01M0.29%
Corning Incorporated7,719US$1.97M0.28%
Citigroup, Inc.14,027US$1.96M0.28%
Yum! Brands, Inc.12,090US$1.93M0.28%
Netflix, Inc.26,616US$1.9M0.27%
Abbvie Inc.7,480US$1.88M0.27%
Carrier Global Corporation24,912US$1.83M0.26%
Servicenow, Inc.18,404US$1.83M0.26%
Western Digital Corporation2,812US$1.8M0.26%
Walmart Inc.15,806US$1.79M0.26%
At&t Inc.85,277US$1.77M0.26%
Energy Transfer Lp88,931US$1.7M0.25%
W.r. Berkley Corporation23,856US$1.7M0.25%
Pfizer, Inc.66,535US$1.6M0.23%
Marathon Petroleum Corporation5,905US$1.51M0.22%
Morgan Stanley7,157US$1.5M0.22%
Valero Energy Corporation5,729US$1.49M0.22%
Costco Wholesale Corporation1,574US$1.47M0.21%
Dominion Energy, Inc.20,559US$1.4M0.20%
Palantir Technologies Inc.11,898US$1.39M0.20%
Qualcomm Incorporated7,436US$1.37M0.20%
Corteva, Inc.15,949US$1.35M0.20%
Kla Corporation4,467US$1.35M0.19%
Southern Company (the)13,859US$1.33M0.19%
Rb Global, Inc.11,288US$1.31M0.19%
Cardinal Health, Inc.5,517US$1.31M0.19%
Home Depot, Inc. (the)3,695US$1.3M0.19%
Welltower Inc.5,728US$1.3M0.19%
Tjx Companies, Inc. (the)8,529US$1.29M0.19%
Canadian Pacific Kansas City Limited14,833US$1.29M0.19%
Capital One Financial Corporation6,407US$1.29M0.19%
Netapp, Inc.8,288US$1.28M0.19%
Procter & Gamble Company (the)8,724US$1.28M0.18%
Amphenol Corporation7,234US$1.28M0.18%
Crowdstrike Holdings, Inc.1,625US$1.24M0.18%
American Electric Power Company, Inc.8,658US$1.18M0.17%
Loews Corporation10,419US$1.18M0.17%
Wells Fargo & Company14,272US$1.18M0.17%
Amgen Inc.3,219US$1.17M0.17%
Charles Schwab Corporation (the)12,622US$1.16M0.17%
British American Tobacco P.l.c.18,663US$1.15M0.17%
Allstate Corporation (the)4,805US$1.15M0.17%
Conocophillips10,774US$1.12M0.16%
Applovin Corporation2,172US$1.12M0.16%
Bristol-myers Squibb Company19,397US$1.12M0.16%
Cvs Health Corporation10,757US$1.11M0.16%
Comcast Corporation45,265US$1.11M0.16%
Nextera Energy, Inc.12,651US$1.11M0.16%
Norfolk Southern Corporation3,502US$1.1M0.16%
U.s. Bancorp18,012US$1.1M0.16%
Teva Pharmaceutical Industries Limited32,316US$1.09M0.16%
Walt Disney Company (the)11,245US$1.09M0.16%
Shopify Inc.9,476US$1.08M0.16%
Mitsubishi Ufj Financial Group, Inc.52,479US$1.06M0.15%
Thermo Fisher Scientific Inc2,112US$1.06M0.15%
Regeneron Pharmaceuticals, Inc.1,692US$1.05M0.15%
Vertex Pharmaceuticals Incorporated2,120US$1.05M0.15%
Caterpillar, Inc.984US$1.05M0.15%

Every holding of Personal Cfo Solutions, LLC

Source

View original at SEC

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