EdgeMarket › What Personal Cfo Solutions, Llc reported owning
What Personal Cfo Solutions, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
711.9MPositions
520Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| CB Chubb Ltd | 62.8M | 8.8% | 192.2K | 340.99 | +21.9% |
| AAPL Apple Inc. | 34.9M | 4.9% | 137.6K | 309.35 | +36.9% |
| PJAN Innovator U.S. Equity Power Buffer ETF - Janua | 27.4M | 3.8% | 593.5K | 50.42 | +12.4% |
| BALT Innovator Defined Wealth Shield ETF | 18.4M | 2.6% | 550.3K | 34.70 | +6.8% |
| GOOGL Alphabet Inc. | 16.4M | 2.3% | 57.2K | 344.82 | +73.0% |
| IFEB Innovator International Developed Power Buffer | 16.1M | 2.3% | 540.7K | 32.13 | +10.2% |
| NVDA NVIDIA CORP | 15.5M | 2.2% | 88.9K | 214.72 | +22.4% |
| SHV iShares 0-1 Year Treasury Bond ETF | 14.2M | 2.0% | 128.3K | 110.31 | -0.0% |
| MSFT MICROSOFT CORP | 12.8M | 1.8% | 34.6K | 483.24 | -4.4% |
| BJAN Innovator U.S. Equity Buffer ETF - January | 12.5M | 1.8% | 234.5K | 60.14 | +16.8% |
| AMZN AMAZON COM INC | 12.2M | 1.7% | 58.8K | 258.63 | +15.6% |
| TMB Thornburg Multi Sector Bond ETF | 11.3M | 1.6% | 444.6K | 25.25 | -1.1% |
| ITT ITT INC. | 11.3M | 1.6% | 59.4K | 208.10 | +25.6% |
| GOOG Alphabet Inc. | 10.8M | 1.5% | 37.5K | 341.75 | +70.7% |
| KFEB Innovator U.S. Small Cap Power Buffer ETF - Fe | 8.5M | 1.2% | 301.6K | 31.50 | +23.2% |
| XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF | 8.4M | 1.2% | 269.8K | 34.44 | +12.0% |
| NJAN Innovator Growth-100 Power Buffer ETF - Januar | 8.4M | 1.2% | 157.2K | 59.60 | +15.1% |
| IQLT iShares MSCI Intl Quality Factor ETF | 7.3M | 1.0% | 157.3K | 52.06 | +20.1% |
| EFG iShares MSCI EAFE Growth ETF | 6.1M | 0.9% | 54.8K | 125.70 | +12.3% |
| SPY SPDR S&P 500 ETF TRUST | 6.0M | 0.8% | 9.2K | 765.72 | +20.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 5.8M | 0.8% | 17.1K | 418.95 | +83.3% |
| AVGO Broadcom Inc. | 5.5M | 0.8% | 17.6K | 368.45 | +26.5% |
| GLD SPDR GOLD TRUST | 5.4M | 0.8% | 12.6K | 423.36 | +37.3% |
| SCHD Schwab US Dividend Equity ETF | 5.2M | 0.7% | 170.7K | 35.11 | +27.6% |
| unmapped CUSIP 084670702 | 5.1M | 0.7% | 10.6K | — | — |
| CVX CHEVRON CORP | 5.0M | 0.7% | 24.3K | 205.27 | +34.0% |
| XOM ExxonMobil Holdings Corp | 4.6M | 0.6% | 27.2K | 165.11 | +52.1% |
| TSLA Tesla, Inc. | 4.5M | 0.6% | 12.2K | 362.86 | +12.0% |
| META Meta Platforms, Inc. | 4.2M | 0.6% | 7.4K | 549.90 | -26.5% |
| LLY ELI LILLY & Co | 4.1M | 0.6% | 4.5K | 1,255.40 | +78.0% |
| LIN LINDE PLC | 4.1M | 0.6% | 8.3K | 487.57 | +1.1% |
| V VISA INC. | 3.7M | 0.5% | 12.3K | 371.04 | +7.9% |
| BA BOEING CO | 3.6M | 0.5% | 18.2K | 214.20 | -5.1% |
| MA Mastercard Inc | 3.4M | 0.5% | 6.8K | 580.63 | -2.0% |
| VZ VERIZON COMMUNICATIONS INC | 3.4M | 0.5% | 67.0K | 49.45 | +9.7% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 3.4M | 0.5% | 42.2K | 79.61 | -0.9% |
| JNJ JOHNSON & JOHNSON | 3.3M | 0.5% | 13.4K | 270.24 | +51.1% |
| AXP AMERICAN EXPRESS CO | 3.2M | 0.5% | 10.6K | 336.00 | +8.9% |
| RTX RTX Corp | 3.1M | 0.4% | 15.8K | 209.91 | +34.1% |
| JPM JPMORGAN CHASE & CO | 2.9M | 0.4% | 9.9K | 351.58 | +20.3% |
| MRK Merck & Co., Inc. | 2.9M | 0.4% | 23.9K | 152.55 | +80.2% |
| NFLX NETFLIX INC | 2.6M | 0.4% | 27.4K | 79.59 | -34.4% |
| ORCL ORACLE CORP | 2.6M | 0.4% | 17.5K | 146.47 | -37.7% |
| PM Philip Morris International Inc. | 2.5M | 0.4% | 15.2K | 188.23 | +8.9% |
| EJAN Innovator Emerging Markets Power Buffer ETF Ja | 2.5M | 0.4% | 74.2K | 36.82 | +12.7% |
| T AT&T INC. | 2.5M | 0.3% | 85.8K | 25.29 | -13.6% |
| MO ALTRIA GROUP, INC. | 2.4M | 0.3% | 36.1K | 66.09 | -2.2% |
| XLE State Street Energy Select Sector SPDR ETF | 2.4M | 0.3% | 38.7K | 63.64 | +48.3% |
| MCK MCKESSON CORP | 2.3M | 0.3% | 2.7K | 858.90 | +22.2% |
| CBRE CBRE GROUP, INC. | 2.3M | 0.3% | 16.8K | 152.10 | -5.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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