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CIK: 0001677501
Total reported value
$691.9M
$691.9M
495 檔
18.8%
The Q3 2025 SEC filing reveals that Personal Cfo Solutions, LLC held a total portfolio value of $691.9M, covering 495 public equity positions.
Personal Cfo Solutions, LLC executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 9 holdings and trimming 13 positions.
Showing top 200 holdings (of 495 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 9.57% | +1.08% | -0.06% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.75% | +1.24% | -2.77% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | +0.16% | +5.07% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.71% | +0.55% | -12.18% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.67% | -0.12% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.50% | -0.43% | -0.87% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.48% | +1.13% | |
| 8 | ITT | Itt Inc | Stock-Industrials | 1.86% | +0.11% | -0.03% | |
| 9 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.59% | — | -0.79% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +1.40% | -4.44% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.06% | +0.13% | -11.48% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.16% | +56.26% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.74% | EXIT | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.92% | +0.07% | +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% | -0.16% | +3.63% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 0.82% | -0.01% | -14.01% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.10% | +5.63% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +0.44% | +8.35% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.14% | +5.83% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.03% | -8.78% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.05% | -1.37% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 0.72% | +0.06% | +0.59% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.68% | +0.07% | +13.92% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.13% | +35.56% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.10% | -9.36% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.65% | EXIT | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.06% | +1.99% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.12% | -2.53% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.55% | +0.04% | -0.56% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.54% | +0.06% | -6.68% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.52% | -0.05% | -8.15% | |
| 33 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.48% | +0.01% | -0.30% | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.47% | — | +0.34% | |
| 35 | SE | Sea Ltd-adr | Stock-Comm Services | 0.47% | +0.08% | +2.20% | |
| 36 | T | At&t Inc | Stock-Comm Services | 0.46% | -0.09% | +12.24% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | +0.09% | +2.76% | |
| 38 | SKYY | First Trust Cloud Computing | ETF-Other | 0.42% | -0.23% | EXIT | |
| 39 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | +0.05% | +3.54% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.40% | -0.05% | EXIT | |
| 41 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.40% | -0.06% | +2.35% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.04% | +8.30% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.39% | +0.02% | -31.94% | |
| 44 | GE | General Electric | Stock-Industrials | 0.38% | +0.08% | +0.76% | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.38% | -0.14% | -21.32% | |
| 46 | NOW | Servicenow Inc | Stock-Tech | 0.37% | -0.06% | +3.48% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.37% | +0.07% | -1.49% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | +0.05% | -2.60% | |
| 49 | ASML | ASML Holding N.V. | Stock-Tech | 0.36% | +0.16% | +12.97% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | +0.02% | -17.07% |
| # | 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 |
According to official SEC Form 13F filings, Personal Cfo Solutions, LLC reported a total U.S. public equity portfolio value of $691.9M across 495 disclosed positions in Q3 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 18.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
XLE
市值: $1.9M
Top Position Liquidated / Trimmed
UWM
前期市值: $11.3M
During Q3 2025, Personal Cfo Solutions, LLC's top holdings by market value included CB (9.6%)、AAPL (4.8%)、MSFT (3.1%). The largest single position, CB, represented 9.6% of total portfolio value.
In Q3 2025, Personal Cfo Solutions, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 13 holdings, and fully liquidating 9 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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