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CIK: 0001677501
Total reported value
$691.9M
$691.9M
520 檔
23.1%
At the close of Q1 2026, Personal Cfo Solutions, LLC disclosed equity holdings valued at approximately $691.9M, spread across 520 reported holdings.
Personal Cfo Solutions, LLC executed strategic sector rebalancing during Q1 2026, establishing 48 new positions while fully exiting 40 holdings and trimming 62 positions.
Showing top 200 holdings (of 520 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | Stock-Financials | 8.82% | +1.08% | -0.44% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.91% | +1.24% | -2.22% | |
| 3 | PJAN | Innovator U.s. Equity Power | ETF-Other | 3.85% | -3.85% | EXIT | |
| 4 | BALT | Inn Defined Wealth Shield | ETF-Other | 2.59% | +0.20% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.31% | -0.43% | -2.15% | |
| 6 | IFEB | Innovator Intl D Pb Etf-feb | ETF-Other | 2.26% | -2.26% | EXIT | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.18% | +0.55% | +0.27% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.99% | -1.99% | EXIT | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.80% | +0.16% | -2.90% | |
| 10 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.76% | -1.76% | EXIT | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.48% | -9.35% | |
| 12 | TMB | Thornburg Multi Sector B ETF | ETF-Other | 1.59% | +0.12% | -0.76% | |
| 13 | ITT | Itt Inc | Stock-Industrials | 1.59% | +0.11% | -0.01% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +1.40% | -3.09% | |
| 15 | KFEB | Inov US Sml Cap P Bu ETF - F | ETF-Other | 1.19% | -1.19% | EXIT | |
| 16 | XBJA | Innovator US Eq Ac 9 Buff-j | ETF-Other | 1.19% | -1.19% | EXIT | |
| 17 | NJAN | Innovator Growth 100 Power B | ETF-Other | 1.18% | -1.18% | EXIT | |
| 18 | IQLT | Ishares Msci International Q | ETF-Other | 1.02% | +0.15% | +30.49% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.86% | +0.13% | +6.88% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.13% | -2.69% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.44% | +5.24% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.16% | +3.01% | |
| 23 | GLD | Spdr Gold Shares | ETF-Commodities | 0.76% | -0.16% | -6.29% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.74% | -0.74% | EXIT | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | +0.07% | -4.02% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.71% | -0.13% | -3.68% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.65% | EXIT | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.14% | +23.52% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | +0.10% | +10.89% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | +0.12% | -3.34% | |
| 31 | LIN | Linde plc | Stock-Materials | 0.58% | +0.06% | +170.56% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.03% | -3.59% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.51% | +0.06% | -2.75% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.05% | -3.76% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.47% | -0.05% | -1.19% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.47% | +0.07% | -12.20% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | +0.09% | -1.36% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.45% | +0.06% | +20.02% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.43% | — | -1.56% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | +0.06% | -4.40% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.41% | +0.05% | -2.19% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | -0.10% | +16.99% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.01% | +8.10% | |
| 44 | PM | Philip Morris International | Stock-Consumer Staples | 0.36% | +0.05% | +3.28% | |
| 45 | EJAN | Innovator Emerging Markets P | ETF-Emerging Markets | 0.35% | -0.35% | EXIT | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.35% | -0.09% | -2.60% | |
| 47 | MO | Altria Group Inc | Stock-Consumer Staples | 0.34% | +0.04% | -23.66% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.33% | -0.03% | -9.93% | |
| 49 | MCK | Mckesson CORP | Stock-Healthcare | 0.33% | -0.04% | +6.46% | |
| 50 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.32% | +0.01% | -2.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LIN | Linde plc | +0.4% | +170.56% | Add |
| 2 | NVS | Novartis Ag-sponsored Adr | +0.2% | +280.30% | Add |
| 3 | IQLT | Ishares Msci International Q | +0.2% | +30.49% | Add |
| 4 | ALL | Allstate CORP | +0.1% | +318.07% | Add |
| 5 | CVX | Chevron CORP | +0.1% | -3.68% | Trim |
| 6 | CAH | Cardinal Health Inc | +0.1% | +176.06% | Add |
| 7 | ACN | Accenture plc | +0.1% | +117.22% | Add |
| 8 | WDC | Western Digital CORP | +0.1% | +48.26% | Add |
| 9 | NTAP | Netapp Inc | +0.1% | +298.31% | Add |
| 10 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +248.19% | Add |
| 11 | CSGP | Costar Group Inc | +0.1% | +215.24% | Add |
| 12 | BTI | British American Tob-sp Adr | +0.1% | +130.61% | Add |
| 13 | BBY | Best Buy Co Inc | +0.1% | +249.79% | Add |
| 14 | TMUS | T-mobile US Inc | +0.1% | +155.97% | Add |
| 15 | CI | THE Cigna Group | +0.1% | +174.06% | Add |
| 16 | KHC | Kraft Heinz Co/the | +0.1% | +186.30% | Add |
| 17 | FIX | Comfort Systems USA Inc | +0.1% | +59.27% | Add |
| 18 | MPC | Marathon Petroleum CORP | +0.1% | +0.87% | Add |
| 19 | LYG | Lloyds Banking Group Plc-adr | +0.1% | +507.46% | Add |
| 20 | DHI | Dr Horton Inc | +0.1% | +217.18% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | -12.73% | Trim |
| 22 | STX | Seagate Technology Holdings plc | +0.1% | -5.30% | Trim |
| 23 | MDT | Medtronic plc | +0.1% | +60.14% | Add |
| 24 | LRCX | Lam Research CORP | +0.1% | +16.36% | Add |
| 25 | CF | Cf Industries Holdings Inc | +0.1% | +1.10% | Add |
| 26 | CPB | THE Campbell's Company | +0.1% | +228.96% | Add |
| 27 | VLO | Valero Energy CORP | 0% | -8.77% | Trim |
| 28 | GSK | Gsk Plc-spon Adr | 0% | +54.07% | Add |
| 29 | MSI | Motorola Solutions Inc | 0% | +79.45% | Add |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | +5.24% | Add |
| 31 | VZ | Verizon Communications Inc | 0% | -1.19% | Trim |
| 32 | XLE | Ss Energy Select Sector | 0% | -9.93% | Trim |
| 33 | GLW | Corning Inc | 0% | -12.58% | Trim |
| 34 | CNC | Centene CORP | 0% | +199.83% | Add |
| 35 | WELL | Welltower Inc | 0% | +28.47% | Add |
| 36 | TPR | Tapestry Inc | 0% | +59.33% | Add |
| 37 | NFLX | Netflix Inc | 0% | +16.99% | Add |
| 38 | CTVA | Corteva Inc | 0% | +6.81% | Add |
| 39 | COP | Conocophillips | 0% | -7.31% | Trim |
| 40 | COST | Costco Wholesale CORP | 0% | +4.32% | Add |
| 41 | CNQ | Canadian Natural Resources | 0% | +1.68% | Add |
| 42 | AER | AerCap Holdings N.V. | 0% | +90.74% | Add |
| 43 | CAT | Caterpillar Inc | 0% | +19.74% | Add |
| 44 | LBRT | Liberty Energy Inc | 0% | +5.20% | Add |
| 45 | JNJ | Johnson & Johnson | 0% | -1.36% | Trim |
| 46 | NOW | Servicenow Inc | 0% | +69.45% | Add |
| 47 | AON | Aon plc | 0% | +28.24% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | +41.54% | Add |
| 49 | MRK | Merck & Co. Inc. | — | -2.19% | Trim |
| 50 | T | At&t Inc | — | -2.60% | 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 520 disclosed positions in Q1 2026.
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, PJAN) accounted for 23.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
PJAN
市值: $27.4M
Top Position Liquidated / Trimmed
FNCL
前期市值: $9.0M
During Q1 2026, Personal Cfo Solutions, LLC's top holdings by market value included CB (8.8%)、AAPL (4.9%)、PJAN (3.9%). The largest single position, CB, represented 8.8% of total portfolio value.
In Q1 2026, Personal Cfo Solutions, LLC made 200 total portfolio adjustments, initiating 48 new buys, adding to 50 positions, trimming 62 holdings, and fully liquidating 40 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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