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CIK: 0001677501
Total reported value
$691.9M
$691.9M
504 檔
21.8%
During the Q4 2025 filing period, Personal Cfo Solutions, LLC (CIK: 0001677501) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $691.9M across 504 reported positions.
In Q4 2025, Personal Cfo Solutions, LLC displayed an active expansion posture, initiating 9 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 504 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 9.57% | +1.08% | -0.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.07% | +1.24% | +32.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.90% | -0.43% | -0.31% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.74% | +0.16% | +2.82% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.62% | +0.55% | +7.13% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | +0.48% | +7.29% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.31% | -0.12% | EXIT | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.93% | +1.40% | +10.32% | |
| 9 | TMB | Thornburg Multi Sector B ETF | ETF-Other | 1.82% | +0.12% | — | |
| 10 | ITT | Itt Inc | Stock-Industrials | 1.64% | +0.11% | +0.23% | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.44% | — | -1.66% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.38% | +1.41% | NEW | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | +0.13% | +3.77% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.16% | +2.80% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.93% | +0.13% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | +0.07% | +5.43% | |
| 17 | IQLT | Ishares Msci International Q | ETF-Other | 0.87% | +0.15% | +4.26% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.84% | -0.16% | +0.48% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.12% | +6.48% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +0.44% | +2.73% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | -0.74% | EXIT | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.03% | +1.97% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.14% | +0.45% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | +0.10% | +8.28% | |
| 25 | BA | Boeing Co/the | Stock-Industrials | 0.65% | +0.06% | -0.95% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.64% | -0.05% | -1.54% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.62% | +0.07% | +0.56% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.13% | +1.85% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.65% | EXIT | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | +0.06% | -2.69% | |
| 31 | AXP | American Express Co | Stock-Financials | 0.52% | +0.06% | -4.86% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.01% | -2.75% | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 0.47% | — | -0.24% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.09% | +0.83% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.44% | -0.05% | +0.28% | |
| 36 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.44% | +0.01% | -1.25% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.43% | +0.04% | -0.71% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | +0.05% | -0.01% | |
| 39 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.41% | -0.14% | +9.62% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.07% | +2.76% | |
| 41 | PM | Philip Morris International | Stock-Consumer Staples | 0.37% | +0.05% | +2.18% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.37% | +0.16% | +2.80% | |
| 43 | GE | General Electric | Stock-Industrials | 0.36% | +0.08% | +1.20% | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | -0.04% | +3.67% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.10% | +701.64% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.35% | -0.09% | -4.50% | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.34% | +0.02% | -0.47% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.34% | -0.05% | EXIT | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.02% | +8.00% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.33% | -0.04% | +6.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.3% | +32.25% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +10.32% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.31% | Trim |
| 4 | LLY | Eli Lilly & Co | +0.2% | +6.48% | Add |
| 5 | ISRG | Intuitive Surgical Inc | +0.1% | +128.67% | Add |
| 6 | OMC | Omnicom Group | +0.1% | +137.68% | Add |
| 7 | REGN | Regeneron Pharmaceuticals | +0.1% | +9.52% | Add |
| 8 | EXPE | Expedia Group Inc | +0.1% | +24.82% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +7.29% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.1% | -0.01% | Trim |
| 11 | MNST | Monster Beverage CORP | +0.1% | +125.45% | Add |
| 12 | AZNN | Astrazeneca Plc-spons Adr | 0% | +7.84% | Add |
| 13 | YUM | Yum! Brands Inc | 0% | +32.16% | Add |
| 14 | AMD | Advanced Micro Devices | 0% | +19.16% | Add |
| 15 | SHOP | Shopify Inc - Class A | 0% | +9.62% | Add |
| 16 | GLD | Spdr Gold Shares | 0% | +0.48% | Add |
| 17 | CB | Chubb Limited | — | -0.07% | Trim |
| 18 | TSM | Taiwan Semiconductor-sp Adr | — | +2.73% | Add |
| 19 | XOM | Exxon Mobil CORP | — | +2.88% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +2.80% | Add |
| 21 | IQLT | Ishares Msci International Q | 0% | +4.26% | Add |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.77% | Add |
| 23 | PAYC | Paycom Software Inc | -0.1% | -29.55% | Trim |
| 24 | LIN | Linde plc | -0.1% | -11.55% | Trim |
| 25 | NVDA | Nvidia CORP | -0.1% | +7.13% | Add |
| 26 | WDAY | Workday Inc-class A | -0.1% | -68.63% | Trim |
| 27 | SPOT | Spotify Technology S.A. | -0.1% | -13.77% | Trim |
| 28 | ABT | Abbott Laboratories | -0.1% | -17.99% | Trim |
| 29 | SKYY | First Trust Cloud Computing | -0.1% | -14.65% | Trim |
| 30 | T | At&t Inc | -0.1% | -4.50% | Trim |
| 31 | MO | Altria Group Inc | -0.1% | -0.71% | Trim |
| 32 | SAP | Sap Se-sponsored Adr | -0.1% | -21.26% | Trim |
| 33 | SE | Sea Ltd-adr | -0.2% | +3.13% | Add |
| 34 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -10.20% | Trim |
| 35 | NFLX | Netflix Inc | -0.3% | +701.64% | Add |
| 36 | ORCL | Oracle CORP | -0.3% | -2.75% | Trim |
| 37 | IWM | Ishares Russell 2000 ETF | -0.4% | -6.02% | Trim |
| 38 | MSFT | Microsoft CORP | -0.4% | +2.82% | Add |
| 39 | TMB | Thornburg Multi Sector B ETF | — | NEW | New buy |
| 40 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 41 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | New buy |
| 42 | IWD | Ishares Russell 1000 Value E | — | NEW | New buy |
| 43 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 44 | IPG | Interpublic Group Of Cos Inc | — | EXIT | Sold out |
| 45 | URTH | Ishares Msci World ETF | — | NEW | New buy |
| 46 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 47 | EBAY | Ebay Inc | — | EXIT | Sold out |
| 48 | ABVX | Abivax Sa-adr | — | NEW | New buy |
| 49 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 50 | PANW | Palo Alto Networks Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Personal Cfo Solutions, LLC reported a total U.S. public equity portfolio value of $691.9M across 504 disclosed positions in Q4 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, GOOGL) accounted for 21.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
TMB
市值: $11.5M
Top Position Liquidated / Trimmed
IPG
前期市值: $662.7K
During Q4 2025, Personal Cfo Solutions, LLC's top holdings by market value included CB (9.6%)、AAPL (6.1%)、GOOGL (2.9%). The largest single position, CB, represented 9.6% of total portfolio value.
In Q4 2025, Personal Cfo Solutions, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 23 positions, trimming 15 holdings, and fully liquidating 3 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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