Holdings
Personal Cfo Solutions, LLC
As of Jun 30, 2026, Personal Cfo Solutions, LLC reported 461 positions worth US$491M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 147K | US$42.6M | +9,454 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 92,609 | US$33.2M | −1,970 | Jun 30, 2026 |
| Nvidia Corporation | 94,496 | US$18.9M | +5,632 | Jun 30, 2026 |
| Amazon.com, Inc. | 63,968 | US$15.2M | +5,167 | Jun 30, 2026 |
| Microsoft Corp. | 36,298 | US$13.5M | +1,676 | Jun 30, 2026 |
| Itt Inc. | 59,338 | US$11.8M | −41 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 18,102 | US$8.66M | +995 | Jun 30, 2026 |
| Broadcom Inc. | 17,087 | US$6.45M | −540 | Jun 30, 2026 |
| Tesla, Inc. | 12,910 | US$5.43M | +696 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,769 | US$5.39M | +189 | Jun 30, 2026 |