Personal Cfo Solutions, LLC — Q3 2025 13F Holdings

Name: Personal Cfo Solutions, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001677501

Total reported value

$711.9M

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Full holdings list this quarter

Showing top 200 holdings (of 495 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CB	Chubb Limited	Stock-Financials	9.57%	-0.75%	-0.06%
2	AAPL	Apple INC	Stock-Tech	4.75%	-1.16%	-2.77%
3	MSFT	Microsoft CORP	Stock-Tech	3.15%	-0.94%	+5.07%
4	NVDA	Nvidia CORP	Stock-Tech	2.71%	-0.44%	-12.18%
5	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	2.67%	-2.19%	+1705.77%
6	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.50%	-0.59%	-0.87%
7	AMZN	Amazon.com INC	Stock-Consumer Disc	2.33%	-0.66%	+1.13%
8	ITT	Itt INC	Stock-Industrials	1.86%	-0.05%	-0.03%
9	FNCL	Fidelity Msci Financial Indx	ETF-Other	1.59%	-1.44%	EXIT
10	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.50%	-0.42%	-4.44%
11	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.06%	—	-11.48%
12	AVGO	Broadcom INC	Stock-Tech	0.96%	—	+56.26%
13	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.94%	—	—
14	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.92%	—	+0.51%
15	IQLT	Ishares Msci International Q	ETF-Other	0.90%	+0.15%	+14.66%
16	GLD	Spdr Gold Shares	ETF-Commodities	0.83%	—	+3.63%
17	ORCL	Oracle CORP	Stock-Tech	0.82%	—	-14.01%
18	META	Meta Platforms Inc-class A	Stock-Comm Services	0.79%	—	+5.63%
19	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	0.78%	+0.03%	+8.35%
20	TSLA	Tesla INC	Stock-Consumer Disc	0.77%	—	+5.83%
21	V	Visa Inc-class A Shares	Stock-Financials	0.75%	-0.19%	-8.78%
22	MA	Mastercard INC - A	Stock-Financials	0.72%	—	-1.37%
23	BA	Boeing Co/the	Stock-Industrials	0.72%	—	+0.59%
24	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.68%	—	+13.92%
25	CVX	Chevron CORP	Stock-Energy	0.67%	+0.10%	+35.56%
26	NFLX	Netflix INC	Stock-Comm Services	0.62%	—	-9.36%
27	XOM	Exxon Mobil CORP	Stock-Energy	0.60%	+0.05%	+0.39%
28	JPM	Jpmorgan Chase & Co	Stock-Financials	0.59%	—	+1.99%
29	LLY	Eli Lilly & Co	Stock-Healthcare	0.58%	-0.21%	-2.53%
30	MO	Altria Group INC	Stock-Consumer Staples	0.55%	—	-0.56%
31	AXP	American Express Co	Stock-Financials	0.54%	—	-6.68%
32	VZ	Verizon Communications INC	Stock-Comm Services	0.52%	—	-8.15%
33	CBRE	Cbre Group INC - A	Stock-Real Estate	0.48%	—	-0.30%
34	RTX	Rtx CORP	Stock-Industrials	0.47%	—	+0.34%
35	SE	Sea Ltd-adr	Stock-Comm Services	0.47%	—	+2.20%
36	T	At&t INC	Stock-Comm Services	0.46%	—	+12.24%
37	JNJ	Johnson & Johnson	Stock-Healthcare	0.44%	—	+2.76%
38	SKYY	First Trust Cloud Computing	ETF-Other	0.42%	—	-0.67%
39	PM	Philip Morris International	Stock-Consumer Staples	0.41%	—	+3.54%
40	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.40%	-0.29%	+6.68%
41	SAP	Sap Se-sponsored Adr	Stock-Tech	0.40%	-0.15%	+2.35%
42	PLTR	Palantir Technologies Inc-a	Stock-Tech	0.39%	—	+8.30%
43	GD	General Dynamics CORP	Stock-Industrials	0.39%	—	-31.94%
44	GE	General Electric	Stock-Industrials	0.38%	—	+0.76%
45	SHOP	Shopify INC - Class A	Stock-Tech	0.38%	—	-21.32%
46	NOW	Servicenow INC	Stock-Tech	0.37%	—	+3.48%
47	GS	Goldman Sachs Group INC	Stock-Financials	0.37%	—	-1.49%
48	MRK	Merck & Co. INC.	Stock-Healthcare	0.36%	—	-2.60%
49	ASML	ASML Holding N.V.	Stock-Tech	0.36%	—	+12.97%
50	ABT	Abbott Laboratories	Stock-Healthcare	0.34%	-0.16%	-17.07%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Personal Cfo Solutions, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	IWM	Ishares Russell 2000 ETF	+2.5%	+1705.77%	Add
2	NVDA	Nvidia CORP	+1.4%	-12.18%	Add
3	MSFT	Microsoft CORP	+0.7%	+5.07%	Add
4	GOOGL	Alphabet Inc-cl A	+0.7%	-0.87%	Add
5	AVGO	Broadcom INC	+0.6%	+56.26%	Add
6	ITT	Itt INC	+0.3%	-0.03%	Trim
7	ORCL	Oracle CORP	+0.3%	-14.01%	Trim
8	TSM	Taiwan Semiconductor-sp Adr	+0.3%	+8.35%	Add
9	GOOG	Alphabet Inc-cl C	+0.2%	-4.44%	Trim
10	PLTR	Palantir Technologies Inc-a	+0.2%	+8.30%	Add
11	PM	Philip Morris International	+0.2%	+3.54%	Add
12	STX	Seagate Technology Holdings plc	+0.2%	+107.89%	Add
13	BA	Boeing Co/the	+0.2%	+0.59%	Add
14	UBER	Uber Technologies INC	+0.2%	+56.52%	Add
15	SNPS	Synopsys INC	+0.2%	+180.81%	Add
16	META	Meta Platforms Inc-class A	+0.2%	+5.63%	Add
17	IQLT	Ishares Msci International Q	+0.1%	+14.66%	Add
18	JPM	Jpmorgan Chase & Co	+0.1%	+1.99%	Add
19	GLD	Spdr Gold Shares	+0.1%	+3.63%	Add
20	TSLA	Tesla INC	+0.1%	+5.83%	Trim
21	APP	Applovin Corp-class A	+0.1%	-3.34%	Trim
22	ASML	ASML Holding N.V.	+0.1%	+12.97%	Add
23	TJX	Tjx Companies INC	+0.1%	+79.90%	Add
24	SE	Sea Ltd-adr	+0.1%	+2.20%	Add
25	GE	General Electric	+0.1%	+0.76%	Add
26	CVX	Chevron CORP	+0.1%	+35.56%	Add
27	NFLX	Netflix INC	+0.1%	-9.36%	Trim
28	FNCL	Fidelity Msci Financial Indx	0%	-0.79%	Add
29	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	-11.48%	Trim
30	TMO	Thermo Fisher Scientific INC	-0.2%	-38.82%	Trim
31	AAPL	Apple INC	-0.2%	-2.77%	Trim
32	AMZN	Amazon.com INC	-0.2%	+1.13%	Trim
33	BMY	Bristol-myers Squibb Co	-0.2%	-1.17%	Trim
34	MRK	Merck & Co. INC.	-0.6%	-2.60%	Trim
35	CB	Chubb Limited	-2.3%	-0.06%	Trim
36	UWM	Proshares Ultra Russell2000	—	EXIT	Sold out
37	QQQ	Invesco Qqq Trust Series 1	—	EXIT	Sold out
38	XLE	Ss Energy Select Sector	—	NEW	New buy
39	IWF	Ishares Russell 1000 Growth	—	EXIT	Sold out
40	XLP	Ss Consumer Staples Sel Sect	—	EXIT	Sold out
41	XLF	Ss Financial Select Sector	—	EXIT	Sold out
42	IDXX	Idexx Laboratories INC	—	NEW	New buy
43	0VVB	Paramount Global-class B	—	EXIT	Sold out
44	HES	Hess CORP	—	EXIT	Sold out
45	IWD	Ishares Russell 1000 Value E	—	EXIT	Sold out
46	ICLR	ICON Public Limited Company	—	EXIT	Sold out
47	XLK	Ss Technology Select Sector	—	NEW	New buy
48	XLC	Ss Comm Select Sector Spdr	—	NEW	New buy
49	XLRE	Ss Real Estate Select Sector	—	NEW	New buy
50	XLY	Ss Consumer Disc Select Sect	—	NEW	New buy