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CIK: 0001677501
Total reported value
$691.9M
$691.9M
481 檔
17.8%
In Q2 2025, Personal Cfo Solutions, LLC's U.S. equity holdings reached a combined market value of $691.9M, distributed across 481 disclosed stock positions.
In Q2 2025, Personal Cfo Solutions, LLC displayed an active expansion posture, initiating 8 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 481 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 10.36% | +1.08% | -0.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.15% | +1.24% | +0.20% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | +0.16% | +3.66% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.75% | +0.55% | +53.04% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.48% | -7.86% | |
| 6 | UWM | Proshares Ultra Russell2000 | ETF-Other | 2.25% | — | -4.89% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | -0.43% | +3.43% | |
| 8 | ITT | Itt Inc | Stock-Industrials | 1.72% | +0.11% | -0.07% | |
| 9 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.63% | — | +7.37% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.37% | +1.41% | NEW | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +1.40% | -8.10% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.13% | +9.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | +0.07% | +2.05% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.03% | -2.63% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.87% | +0.13% | +697.18% | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 0.81% | +0.15% | +6.94% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.10% | +6.61% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | +0.10% | +6.72% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.01% | -3.26% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.05% | -3.73% | |
| 21 | BA | Boeing Co/the | Stock-Industrials | 0.73% | +0.06% | +16.31% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.16% | +5.91% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | +0.12% | +6.92% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.63% | — | +14.17% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.63% | +0.07% | -16.21% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.61% | +0.44% | -7.63% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.65% | EXIT | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.59% | -0.05% | +1.12% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.59% | +0.06% | -9.87% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.06% | +11.39% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.55% | +0.14% | -24.90% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | +0.16% | +8.03% | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | +0.04% | -1.89% | |
| 34 | GD | General Dynamics CORP | Stock-Industrials | 0.51% | +0.02% | -4.26% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.13% | +1.28% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.47% | +0.05% | +122.02% | |
| 37 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.46% | -0.06% | -1.22% | |
| 38 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.45% | +0.01% | -0.63% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.44% | -0.09% | +0.79% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | +0.02% | -0.81% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.43% | — | -3.93% | |
| 42 | SE | Sea Ltd-adr | Stock-Comm Services | 0.43% | +0.08% | +3.77% | |
| 43 | NOW | Servicenow Inc | Stock-Tech | 0.43% | -0.06% | +14.68% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.42% | — | +1.16% | |
| 45 | SKYY | First Trust Cloud Computing | ETF-Other | 0.41% | -0.23% | EXIT | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.39% | -0.14% | +4.22% | |
| 47 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.37% | -0.05% | EXIT | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | +0.09% | -1.00% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | +0.05% | -53.38% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.36% | -0.03% | +112.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.4% | +53.04% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +1.1% | +392.40% | Add |
| 3 | EFG | Ishares Msci Eafe Growth ETF | +0.8% | +697.18% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +3.66% | Add |
| 5 | PM | Philip Morris International | +0.3% | +122.02% | Add |
| 6 | NFLX | Netflix Inc | +0.2% | +6.61% | Add |
| 7 | ORCL | Oracle CORP | +0.2% | -3.26% | Trim |
| 8 | AVGO | Broadcom Inc | +0.2% | +8.03% | Add |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +315.05% | Add |
| 10 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 11 | IWD | Ishares Russell 1000 Value E | +0.2% | +112.09% | Add |
| 12 | XLC | Ss Comm Select Sector Spdr | +0.2% | NEW | New buy |
| 13 | IDXX | Idexx Laboratories Inc | +0.2% | NEW | New buy |
| 14 | BA | Boeing Co/the | +0.2% | +16.31% | Add |
| 15 | MNDY | monday.com Ltd. | +0.2% | NEW | New buy |
| 16 | XLRE | Ss Real Estate Select Sector | +0.2% | NEW | New buy |
| 17 | XLY | Ss Consumer Disc Select Sect | +0.2% | NEW | New buy |
| 18 | ITT | Itt Inc | +0.2% | -0.07% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.2% | +6.72% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.43% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +14.17% | Add |
| 22 | NOW | Servicenow Inc | +0.1% | +14.68% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +9.68% | Add |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.25% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +11.39% | Add |
| 26 | COF | Capital One Financial CORP | +0.1% | +37.21% | Add |
| 27 | URTH | Ishares Msci World ETF | +0.1% | NEW | New buy |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | +67.54% | Add |
| 29 | AKAM | Akamai Technologies Inc | +0.1% | NEW | New buy |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -7.63% | Trim |
| 31 | FNCL | Fidelity Msci Financial Indx | +0.1% | +7.37% | Add |
| 32 | SE | Sea Ltd-adr | +0.1% | +3.77% | Add |
| 33 | IQLT | Ishares Msci International Q | +0.1% | +6.94% | Add |
| 34 | UWM | Proshares Ultra Russell2000 | -0.1% | -4.89% | Trim |
| 35 | AMZN | Amazon.com Inc | -0.1% | -7.86% | Trim |
| 36 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | EXIT | Sold out |
| 37 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -24.98% | Trim |
| 38 | VUG | Vanguard Growth ETF | -0.1% | EXIT | Sold out |
| 39 | PFE | Pfizer Inc | -0.1% | -20.44% | Trim |
| 40 | BMY | Bristol-myers Squibb Co | -0.2% | -15.08% | Trim |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.2% | -16.21% | Trim |
| 42 | HES | Hess CORP | -0.2% | EXIT | Sold out |
| 43 | ICLR | ICON Public Limited Company | -0.2% | EXIT | Sold out |
| 44 | XLF | Ss Financial Select Sector | -0.2% | EXIT | Sold out |
| 45 | XLV | Ss Health Care Select Sector | -0.2% | EXIT | Sold out |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | -5.80% | Trim |
| 47 | MRK | Merck & Co. Inc. | -0.6% | -53.38% | Trim |
| 48 | AAPL | Apple Inc | -0.8% | +0.20% | Add |
| 49 | SCHD | Schwab US Dvd Equity ETF | -1.2% | EXIT | Sold out |
| 50 | CB | Chubb Limited | -1.5% | -0.15% | Trim |
According to official SEC Form 13F filings, Personal Cfo Solutions, LLC reported a total U.S. public equity portfolio value of $691.9M across 481 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CB, AAPL, MSFT) accounted for 17.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLK
市值: $1.0M
Top Position Liquidated / Trimmed
SCHD
前期市值: $5.7M
During Q2 2025, Personal Cfo Solutions, LLC's top holdings by market value included CB (10.4%)、AAPL (4.2%)、MSFT (3.0%). The largest single position, CB, represented 10.4% of total portfolio value.
In Q2 2025, Personal Cfo Solutions, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 23 positions, trimming 12 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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