Personal Cfo Solutions, LLC reported 486 positions worth $587.42M for the quarter ended Jun 30, 2026, up 12.8% on the prior quarter. It opened 72 new positions, added to 223, trimmed 189 and exited 35. Its largest holding is Chubb Ltd at 11.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | +18.8K | +50.3% | $6.74M | 3.43% |
| CB Chubb Ltd | +8,196 | +4.3% | $2.80M | 11.66% |
| AAPL Apple Inc. | +9,454 | +6.9% | $2.74M | 7.24% |
| AMZN Amazon Com Inc | +5,167 | +8.8% | $1.23M | 2.6% |
| L Loews Corp | +10.4K | – | $1.18M | 0.201% |
| NVDA Nvidia Corp | +5,632 | +6.3% | $1.13M | 3.22% |
| NGG National Grid Plc | +10.5K | – | $894.38K | 0.152% |
| NBIS Nebius Group N.V. | +2,702 | – | $746.32K | 0.127% |
| TRP Tc Energy Corp | +9,831 | – | $657.81K | 0.112% |
| META Meta Platforms, Inc. | +1,141 | +15.4% | $642.75K | 0.818% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | -20.3K | -35.5% | $7.16M | 2.22% |
| XOM ExxonMobil Holdings Corp | -27.2K | -100.0% | $4.61M | Exited |
| WDC Western Digital Corp | -2,045 | -42.1% | $1.31M | 0.306% |
| SHOP Shopify Inc. | -8,272 | -46.6% | $944.50K | 0.184% |
| AON Aon plc | -2,338 | -36.9% | $775.40K | 0.225% |
| IAU Ishares Gold Trust | -6,997 | -100.0% | $616.86K | Exited |
| EMBJ Embraer S.A. | -10.0K | -100.0% | $595.94K | Exited |
| MA Mastercard Inc | -1,041 | -15.2% | $534.67K | 0.506% |
| SNPS Synopsys Inc | -1,186 | -44.2% | $529.15K | 0.114% |
| LLY ELI LILLY & Co | -439 | -9.8% | $526.51K | 0.825% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| L Loews Corp | +10.4K | $1.18M | 0.201% |
| NGG National Grid Plc | +10.5K | $894.38K | 0.152% |
| NBIS Nebius Group N.V. | +2,702 | $746.32K | 0.127% |
| TRP Tc Energy Corp | +9,831 | $657.81K | 0.112% |
| SPCX Space Exploration Technologies Corp | +3,361 | $574.33K | 0.098% |
| NOK Nokia Corp | +38.1K | $505.98K | 0.086% |
| DVA Davita Inc. | +2,270 | $505.03K | 0.086% |
| DELL Dell Technologies Inc. | +1,109 | $478.68K | 0.081% |
| FMX Mexican Economic Development Inc | +3,661 | $468.20K | 0.08% |
| APTV Aptiv PLC | +7,504 | $460.60K | 0.078% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -27.2K | $4.61M | 0.886% |
| IAU Ishares Gold Trust | -6,997 | $616.86K | 0.118% |
| EMBJ Embraer S.A. | -10.0K | $595.94K | 0.114% |
| ED Consolidated Edison Inc | -3,653 | $413.43K | 0.079% |
| BABA Alibaba Group Holding Ltd | -3,294 | $413.31K | 0.079% |
| BP Bp Plc | -8,512 | $400.05K | 0.077% |
| HMY Harmony Gold Mining Co Ltd | -24.6K | $377.90K | 0.073% |
| RYAAY Ryanair Holdings Plc | -6,513 | $376.44K | 0.072% |
| GTES Gates Industrial Corp Ltd. | -16.5K | $372.14K | 0.071% |
| SBSW Sibanye Stillwater Ltd | -28.4K | $358.72K | 0.069% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CB Chubb Ltd | Financial Services | 200.4K | $68.48M | 11.66% | +8,196 | +4.3% | Added | 0.05% |
| 2 | AAPL Apple Inc. | Technology | 147.1K | $42.56M | 7.24% | +9,454 | +6.9% | Added | 0% |
| 3 | GOOG Alphabet Inc. | Technology | 56.4K | $20.14M | 3.43% | +18.8K | +50.3% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 94.5K | $18.91M | 3.22% | +5,632 | +6.3% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 64.0K | $15.25M | 2.6% | +5,167 | +8.8% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 36.3K | $13.54M | 2.3% | +1,676 | +4.8% | Added | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 36.9K | $13.03M | 2.22% | -20.3K | -35.5% | Reduced | 0% |
| 8 | ITT Itt Inc. | Industrials | 59.3K | $11.76M | 2% | -41 | -0.1% | Reduced | 0.07% |
| 9 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 18.1K | $8.66M | 1.47% | +995 | +5.8% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 17.1K | $6.45M | 1.1% | -540 | -3.1% | Reduced | 0% |
| 11 | TSLA Tesla, Inc. | Consumer Discretionary | 12.9K | $5.43M | 0.924% | +696 | +5.7% | Added | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 10.8K | $5.39M | 0.917% | +189 | +1.8% | Added | 0% |
| 13 | STX Seagate Technology Holdings plc | Technology | 5,097 | $4.92M | 0.838% | -333 | -6.1% | Reduced | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 4,041 | $4.85M | 0.825% | -439 | -9.8% | Reduced | 0% |
| 15 | META Meta Platforms, Inc. | Technology | 8,533 | $4.81M | 0.818% | +1,141 | +15.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Personal Cfo Solutions.
As of its Q2 2026 13F filing, Personal Cfo Solutions, LLC’s five largest positions were Chubb Ltd (CB) at 11.7%, Apple Inc. (AAPL) at 7.2%, Alphabet Inc. (GOOG) at 3.4%, Nvidia Corp (NVDA) at 3.2%, Amazon Com Inc (AMZN) at 2.6% of the reported portfolio.
Personal Cfo Solutions, LLC reported a 13F portfolio worth $587.42M across 486 positions for Q2 2026. That is up 12.8% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($6.74M), Chubb Ltd ($2.80M), Apple Inc. ($2.74M). It opened 72 new positions.
Its largest sales by value were Alphabet Inc. ($7.16M), ExxonMobil Holdings Corp ($4.61M), Western Digital Corp ($1.31M). It exited 35 positions entirely.
From the Form 13F-HR reports Personal Cfo Solutions, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.