Personal Cfo Solutions, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$711.9M
Q ending 2026-03-31
Prior quarter
$629.8M
Q ending 2025-12-31
Change
+13.0% QoQ · +44.5% YoY
Positions
520
reported holdings
Largest positions
Top 100 of 520 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Chubb Ltd Switz | Shares | $62.8M | 192K | |
| Apple Inc | AAPL | Shares | $34.9M | 138K |
| Innovator Etfs Trust | PJAN | Shares | $27.4M | 594K |
| Innovator Etfs Trust | BALT | Shares | $18.4M | 550K |
| Alphabet Inc | GOOGL | Shares | $16.4M | 57K |
| Innovator Etfs Trust | IFEB | Shares | $16.1M | 541K |
| Nvidia Corporation | NVDA | Shares | $15.5M | 89K |
| Ishares Tr | SHV | Shares | $14.2M | 128K |
| Microsoft Corp | MSFT | Shares | $12.8M | 35K |
| Innovator Etfs Trust | BJAN | Shares | $12.5M | 234K |
| Amazon Com Inc | AMZN | Shares | $12.2M | 59K |
| Thornburg Etf Tr | TMB | Shares | $11.3M | 445K |
| Itt Inc | ITT | Shares | $11.3M | 59K |
| Alphabet Inc | GOOG | Shares | $10.8M | 38K |
| Innovator Etfs Trust | KFEB | Shares | $8.5M | 302K |
| Innovator Etfs Trust | XBJA | Shares | $8.4M | 270K |
| Innovator Etfs Trust | NJAN | Shares | $8.4M | 157K |
| Ishares Tr | IQLT | Shares | $7.3M | 157K |
| Ishares Tr | EFG | Shares | $6.1M | 55K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $6.0M | 9K |
| Taiwan Semiconductor Manufac | TSM | Shares | $5.8M | 17K |
| Broadcom Inc | AVGO | Shares | $5.5M | 18K |
| Spdr Gold Tr | GLD | Shares | $5.4M | 13K |
| Schwab Strategic Tr | SCHD | Shares | $5.2M | 171K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $5.1M | 11K |
| Chevron Corporation | CVX | Shares | $5.0M | 24K |
| Exxon Mobil Corp | XOM | Shares | $4.6M | 27K |
| Tesla Inc | TSLA | Shares | $4.5M | 12K |
| Meta Platforms Inc | META | Shares | $4.2M | 7K |
| Eli Lilly & Co | LLY | Shares | $4.1M | 4K |
| Linde Plc | Shares | $4.1M | 8K | |
| Visa Inc | V | Shares | $3.7M | 12K |
| Boeing Co | BA | Shares | $3.6M | 18K |
| Mastercard Incorporated | MA | Shares | $3.4M | 7K |
| Verizon Communications Inc | VZ | Shares | $3.4M | 67K |
| Ishares Tr | HYG | Shares | $3.4M | 42K |
| Johnson & Johnson | JNJ | Shares | $3.3M | 13K |
| American Express Co | AXP | Shares | $3.2M | 11K |
| Rtx Corporation | RTX | Shares | $3.1M | 16K |
| Jpmorgan Chase & Co | JPM | Shares | $2.9M | 10K |
| Merck & Co Inc | MRK | Shares | $2.9M | 24K |
| Netflix Inc. | NFLX | Shares | $2.6M | 27K |
| Oracle Corp | ORCL | Shares | $2.6M | 17K |
| Philip Morris Intl Inc | PM | Shares | $2.5M | 15K |
| Innovator Etfs Trust | EJAN | Shares | $2.5M | 74K |
| At&T Inc | T | Shares | $2.5M | 86K |
| Altria Group Inc | MO | Shares | $2.4M | 36K |
| Select Sector Spdr Tr | XLE | Shares | $2.4M | 39K |
| Mckesson Corp | MCK | Shares | $2.3M | 3K |
| Cbre Group Inc | CBRE | Shares | $2.3M | 17K |
| Asml Hldg Nv | Shares | $2.3M | 2K | |
| Servicenow Inc | NOW | Shares | $2.3M | 22K |
| Seagate Technology Hldngs Pl | Shares | $2.1M | 5K | |
| Shopify Inc | SHOP | Shares | $2.1M | 18K |
| General Dynamics Corp | GD | Shares | $2.1M | 6K |
| Ge Aerospace | GE | Shares | $2.1M | 7K |
| Astrazeneca Plc | Shares | $2.1M | 11K | |
| Aon Plc | Shares | $2.0M | 6K | |
| Accenture Plc Ireland | Shares | $2.0M | 10K | |
| Goldman Sachs Group Inc | GS | Shares | $2.0M | 2K |
| Ishares Tr | IVW | Shares | $2.0M | 18K |
| Walmart Inc | WMT | Shares | $2.0M | 16K |
| Coca Cola Co | KO | Shares | $2.0M | 26K |
| Pfizer Inc | PFE | Shares | $1.9M | 68K |
| Novartis Ag | NVS | Shares | $1.8M | 12K |
| Bank America Corp | BAC | Shares | $1.8M | 37K |
| International Business Machs | IBM | Shares | $1.8M | 7K |
| Palantir Technologies Inc | PLTR | Shares | $1.7M | 12K |
| Sea Ltd | SE | Shares | $1.6M | 20K |
| First Tr Exchange-Traded Fd | SKYY | Shares | $1.6M | 15K |
| Citigroup Inc | C | Shares | $1.6M | 14K |
| Berkley W R Corp | WRB | Shares | $1.6M | 24K |
| Medtronic Plc | Shares | $1.5M | 18K | |
| Lam Research Corp | LRCX | Shares | $1.5M | 7K |
| Energy Transfer L P | ET | Shares | $1.5M | 80K |
| Costco Wholesale Corporation | COST | Shares | $1.5M | 2K |
| Cisco Sys Inc | CSCO | Shares | $1.5M | 20K |
| Unitedhealth Group Inc | UNH | Shares | $1.5M | 6K |
| Yum Brands Inc | YUM | Shares | $1.5M | 10K |
| Marathon Pete Corp | MPC | Shares | $1.5M | 6K |
| Ishares Tr | QUAL | Shares | $1.5M | 8K |
| Valero Energy Corp | VLO | Shares | $1.4M | 6K |
| Spdr Series Trust | JNK | Shares | $1.4M | 15K |
| Comcast Corp New | CMCSA | Shares | $1.4M | 49K |
| Costar Group Inc | CSGP | Shares | $1.4M | 35K |
| Carrier Global Corporation | CARR | Shares | $1.4M | 25K |
| Tjx Cos Inc New | TJX | Shares | $1.4M | 9K |
| Conocophillips | COP | Shares | $1.4M | 10K |
| Intuit | INTU | Shares | $1.3M | 3K |
| Southern Co | SO | Shares | $1.3M | 14K |
| Uber Technologies Inc | UBER | Shares | $1.3M | 19K |
| Corteva Inc | CTVA | Shares | $1.3M | 16K |
| Western Digital Corp | WDC | Shares | $1.3M | 5K |
| Regeneron Pharmaceuticals | REGN | Shares | $1.3M | 2K |
| Applied Matls Inc | AMAT | Shares | $1.3M | 4K |
| Dominion Energy Inc | D | Shares | $1.3M | 21K |
| Corning Inc | GLW | Shares | $1.3M | 10K |
| Ge Vernova Inc | GEV | Shares | $1.3M | 1K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| Ishares Tr | IWD | Shares | $1.3M | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.