PERSONAL CFO SOLUTIONS, LLC 13F Holdings

CIK 0001677501 · CHESTER, NJ

As of Sep 30, 2025, PERSONAL CFO SOLUTIONS, LLC reported 495 positions worth $473.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CHUBB LTDCBFinancial Services193,151$54.5M11.51%
APPLE INCAAPLTechnology106,418$27.1M5.72%
MICROSOFT CORPMSFTTechnology34,677 8.0M3.79%
NVIDIA CORPNVDATechnology82,722 5.4M3.26%
ISHARES RUSSELL 2000 ETFIWM—62,931 5.2M3.22%
ALPHABET INCGOOGLEquity58,597 4.2M3.01%
AMAZON.COM INCAMZNEquity60,462 3.3M2.80%
ITT INCITTIndustrials59,249 0.6M2.24%
FIDELITY MSCI FINANCIALS INDEX ETFFNCL—118,350$9.0M1.91%
ALPHABET INCGOOGEquity35,084$8.5M1.80%
SPDR S&P 500 ETF TRUSTSPY—9,074$6.0M1.28%
BROADCOM INCAVGOTechnology16,646$5.5M1.16%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity195,867$5.3M1.13%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services10,455$5.3M1.11%
ISHARES MSCI INTL QUALITY FACTOR ETFIQLT—115,630$5.1M1.08%
SPDR GOLD TRUSTGQ9—13,344$4.7M1.00%
ORACLE CORPORCLTechnology16,642$4.7M0.99%
META PLATFORMS INCMETACommunication Services6,156$4.5M0.95%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology15,823$4.4M0.93%
TESLA INCTSLAConsumer Cyclical9,844$4.4M0.92%
VISA INC-CLASS A SHARESVFinancial Services12,548$4.3M0.90%
MASTERCARD INCMAFinancial Services7,210$4.1M0.87%
BOEING COBAIndustrials18,904$4.1M0.86%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFHYG—47,784$3.9M0.82%
CHEVRON CORPCHVEnergy24,731$3.8M0.81%