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

PERSONAL CFO SOLUTIONS, LLC

$712M in tracked AUM across 520 positions as of Q1 2026.

PC
CIK 0001677501 · last filed Mar 31, 2026
Total AUM
$712M
as of Q1 2026
Holdings
520
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$493M▲ 1.8%
467 positionsLocked
Showing 12 of 26