13F Insight
DOSSIER · 13F-HR · Q2 2026

PERSONAL CFO SOLUTIONS, LLC

$692M in tracked AUM across 529 positions as of Q2 2026.

PC
CIK 0001677501 · last filed Jun 30, 2026
Total AUM
$692M
as of Q2 2026
Holdings
529
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PERSONAL CFO SOLUTIONS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
H1467J104
CHUBB LIMITED
$68M200K9.9%02
AAPL
APPLE INC
$43M147K6.2%03
GOOG
ALPHABET INC
$20M56K2.9%04
BALT
INNOVATOR ETFS TRUST
$19M564K2.8%05
NVDA
NVIDIA CORPORATION
$19M94K2.7%06
AMZN
AMAZON COM INC
$15M64K2.2%07
EFA
ISHARES TR
$14M138K2.1%08
MSFT
MICROSOFT CORP
$14M36K2.0%09
GOOGL
ALPHABET INC
$13M37K1.9%10
TMB
THORNBURG ETF TR
$12M467K1.7%

Filing history

2026Q2Jun 30
$692M▼ 2.8%
529 positionsView →2026Q1Mar 31
$712M▲ 13.0%
520 positionsView →2025Q4Dec 31
$630M▲ 10.5%
504 positionsView →2025Q3Sep 30
$570M▲ 5.4%
495 positionsView →2025Q2Jun 30
$541M▲ 9.7%
481 positionsLocked2025Q1Mar 31
$493M▼ 3.1%
448 positionsLocked2024Q4Dec 31
$508M▼ 29.0%
457 positionsLocked2024Q3Sep 30
$716M▲ 10.0%
561 positionsLocked2024Q2Jun 30
$651M▲ 1.6%
531 positionsLocked2024Q1Mar 31
$641M▲ 11.0%
541 positionsLocked2023Q4Dec 31
$578M▲ 14.2%
511 positionsLocked2023Q3Sep 30
$506M▲ 2.7%
455 positionsLocked
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