13F Insight
Viewing historical filing for 2026Q2. View latest →
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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…