13F Insight
DOSSIER · 13F-HR · Q1 2026

PERSONAL CFO SOLUTIONS, LLC

PERSONAL CFO SOLUTIONS's hedge fund based in Boston, MA — $712M in tracked AUM across 520 positions as of Q1 2026.

PC
PERSONAL CFO SOLUTIONS·Boston, MA·Hedge Fund
CIK 0001677501 · last filed Mar 31, 2026
Total AUM
$712M
▲ 14.6%
vs prior
Holdings
520
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PERSONAL CFO SOLUTIONS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
H1467J104
CHUBB LTD SWITZ
$63M192K8.8%
02
AAPL
APPLE INC
$35M138K4.9%
03
PJAN
INNOVATOR ETFS TRUST
$27M594K3.8%
04
BALT
INNOVATOR ETFS TRUST
$18M550K2.6%
05
GOOGL
ALPHABET INC
$16M57K2.3%
06
IFEB
INNOVATOR ETFS TRUST
$16M541K2.3%
07
NVDA
NVIDIA CORPORATION
$15M89K2.2%
08
SHV
ISHARES TR
$14M128K2.0%
09
MSFT
MICROSOFT CORP
$13M35K1.8%
10
BJAN
INNOVATOR ETFS TRUST
$13M234K1.8%

Filing history

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