Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Chubb LimitedCOM | COM | $68.5M | 9.9% |
| Apple Inc.COM | COM | $42.6M | 6.2% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $20.1M | 2.9% |
| Innovator ETFS TrustDEFINED WLT SHLD | DEFINED WLT SHLD | $19.3M | 2.8% |
| Nvidia CorporationCOM | COM | $18.9M | 2.7% |
| Amazon Com Inc.COM | COM | $15.2M | 2.2% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $14.3M | 2.1% |
| Microsoft Corp.COM | COM | $13.5M | 2.0% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $13M | 1.9% |
| Thornburg ETF TRMULTI SECTOR BD | MULTI SECTOR BD | $11.8M | 1.7% |
| Itt Inc.COM | COM | $11.8M | 1.7% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $9.72M | 1.4% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $8.66M | 1.3% |
| iShares TRMSCI INTL QUALTY | MSCI INTL QUALTY | $8.08M | 1.2% |
| iShares TREAFE GRWTH ETF | EAFE GRWTH ETF | $6.88M | 1.0% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $6.73M | 1.0% |
| Broadcom Inc.COM | COM | $6.45M | 0.9% |
| Tesla Inc.COM | COM | $5.43M | 0.8% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $5.39M | 0.8% |
| Seagate Technology Hldngs PLORD SHS | ORD SHS | $4.92M | 0.7% |
| Eli Lilly & COCOM | COM | $4.85M | 0.7% |
| Meta Platforms Inc.CL A | CL A | $4.81M | 0.7% |
| Linde PLCSHS | SHS | $4.41M | 0.6% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $4.18M | 0.6% |
| Chevron CorporationCOM | COM | $4.03M | 0.6% |
| Boeing COCOM | COM | $3.93M | 0.6% |
| Visa Inc.COM CL A | COM CL A | $3.81M | 0.5% |
| Johnson & JohnsonCOM | COM | $3.79M | 0.5% |
| iShares TRIBOXX HI YD ETF | IBOXX HI YD ETF | $3.71M | 0.5% |
| American Express COCOM | COM | $3.54M | 0.5% |
| ASML Hldg NVN Y REGISTRY SHS | N Y REGISTRY SHS | $3.33M | 0.5% |
| JPMORGAN Chase & COCOM | COM | $3.27M | 0.5% |
| Merck & CO Inc.COM | COM | $3.17M | 0.5% |
| Intel Corp.COM | COM | $3.01M | 0.4% |
| Mastercard IncorporatedCL A | CL A | $2.97M | 0.4% |
| Rtx CorporationCOM | COM | $2.95M | 0.4% |
| Advanced Micro Devices Inc.COM | COM | $2.91M | 0.4% |
| Verizon Communications Inc.COM | COM | $2.88M | 0.4% |
| Lam Research Corp.COM NEW | COM NEW | $2.87M | 0.4% |
| Micron Technology Inc.COM | COM | $2.86M | 0.4% |
| Philip Morris Intl Inc.COM | COM | $2.83M | 0.4% |
| Applied Matls Inc.COM | COM | $2.82M | 0.4% |
| Altria Group Inc.COM | COM | $2.62M | 0.4% |
| GE AerospaceCOM NEW | COM NEW | $2.58M | 0.4% |
| Unitedhealth Group Inc.COM | COM | $2.47M | 0.4% |
| Goldman Sachs Group Inc.COM | COM | $2.45M | 0.4% |
| Oracle Corp.COM | COM | $2.43M | 0.4% |
| CBRE Group Inc.CL A | CL A | $2.28M | 0.3% |
| Bank OF Amer Corp.COM | COM | $2.28M | 0.3% |
| GE Vernova Inc.COM | COM | $2.22M | 0.3% |
Chubb LimitedCOM$68.5M
- Class
- COM
- Share
- 9.9%
Apple Inc.COM$42.6M
- Class
- COM
- Share
- 6.2%
Alphabet Inc.CAP STK CL C$20.1M
- Class
- CAP STK CL C
- Share
- 2.9%
Innovator ETFS TrustDEFINED WLT SHLD$19.3M
- Class
- DEFINED WLT SHLD
- Share
- 2.8%
Nvidia CorporationCOM$18.9M
- Class
- COM
- Share
- 2.7%
Amazon Com Inc.COM$15.2M
- Class
- COM
- Share
- 2.2%
iShares TRMSCI EAFE ETF$14.3M
- Class
- MSCI EAFE ETF
- Share
- 2.1%
Microsoft Corp.COM$13.5M
- Class
- COM
- Share
- 2.0%
Alphabet Inc.CAP STK CL A$13M
- Class
- CAP STK CL A
- Share
- 1.9%
Thornburg ETF TRMULTI SECTOR BD$11.8M
- Class
- MULTI SECTOR BD
- Share
- 1.7%
Itt Inc.COM$11.8M
- Class
- COM
- Share
- 1.7%
iShares TRRUS 1000 GRW ETF$9.72M
- Class
- RUS 1000 GRW ETF
- Share
- 1.4%
Taiwan Semiconductor ManufacSPONSORED ADS$8.66M
- Class
- SPONSORED ADS
- Share
- 1.3%
iShares TRMSCI INTL QUALTY$8.08M
- Class
- MSCI INTL QUALTY
- Share
- 1.2%
iShares TREAFE GRWTH ETF$6.88M
- Class
- EAFE GRWTH ETF
- Share
- 1.0%
State Str SPDR S&P 500 ETF TTR UNIT$6.73M
- Class
- TR UNIT
- Share
- 1.0%
Broadcom Inc.COM$6.45M
- Class
- COM
- Share
- 0.9%
Tesla Inc.COM$5.43M
- Class
- COM
- Share
- 0.8%
Berkshire Hathaway Inc. DelCL B NEW$5.39M
- Class
- CL B NEW
- Share
- 0.8%
Seagate Technology Hldngs PLORD SHS$4.92M
- Class
- ORD SHS
- Share
- 0.7%
Eli Lilly & COCOM$4.85M
- Class
- COM
- Share
- 0.7%
Meta Platforms Inc.CL A$4.81M
- Class
- CL A
- Share
- 0.7%
Linde PLCSHS$4.41M
- Class
- SHS
- Share
- 0.6%
SPDR Gold TRGOLD SHS$4.18M
- Class
- GOLD SHS
- Share
- 0.6%
Chevron CorporationCOM$4.03M
- Class
- COM
- Share
- 0.6%
Boeing COCOM$3.93M
- Class
- COM
- Share
- 0.6%
Visa Inc.COM CL A$3.81M
- Class
- COM CL A
- Share
- 0.5%
Johnson & JohnsonCOM$3.79M
- Class
- COM
- Share
- 0.5%
iShares TRIBOXX HI YD ETF$3.71M
- Class
- IBOXX HI YD ETF
- Share
- 0.5%
American Express COCOM$3.54M
- Class
- COM
- Share
- 0.5%
ASML Hldg NVN Y REGISTRY SHS$3.33M
- Class
- N Y REGISTRY SHS
- Share
- 0.5%
JPMORGAN Chase & COCOM$3.27M
- Class
- COM
- Share
- 0.5%
Merck & CO Inc.COM$3.17M
- Class
- COM
- Share
- 0.5%
Intel Corp.COM$3.01M
- Class
- COM
- Share
- 0.4%
Mastercard IncorporatedCL A$2.97M
- Class
- CL A
- Share
- 0.4%
Rtx CorporationCOM$2.95M
- Class
- COM
- Share
- 0.4%
Advanced Micro Devices Inc.COM$2.91M
- Class
- COM
- Share
- 0.4%
Verizon Communications Inc.COM$2.88M
- Class
- COM
- Share
- 0.4%
Lam Research Corp.COM NEW$2.87M
- Class
- COM NEW
- Share
- 0.4%
Micron Technology Inc.COM$2.86M
- Class
- COM
- Share
- 0.4%
Philip Morris Intl Inc.COM$2.83M
- Class
- COM
- Share
- 0.4%
Applied Matls Inc.COM$2.82M
- Class
- COM
- Share
- 0.4%
Altria Group Inc.COM$2.62M
- Class
- COM
- Share
- 0.4%
GE AerospaceCOM NEW$2.58M
- Class
- COM NEW
- Share
- 0.4%
Unitedhealth Group Inc.COM$2.47M
- Class
- COM
- Share
- 0.4%
Goldman Sachs Group Inc.COM$2.45M
- Class
- COM
- Share
- 0.4%
Oracle Corp.COM$2.43M
- Class
- COM
- Share
- 0.4%
CBRE Group Inc.CL A$2.28M
- Class
- CL A
- Share
- 0.3%
Bank OF Amer Corp.COM$2.28M
- Class
- COM
- Share
- 0.3%
GE Vernova Inc.COM$2.22M
- Class
- COM
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 529 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1677501
- File number
- 028-19618
- Options
- 0 call, 0 put
- In the 25 largest
- 48.2%
- Prior quarter
- $712M at 31 March 2026
- Positions opened
- 82
- Positions closed
- 73
Common questions
What are Personal CFO Solutions’ 13F holdings worth?
$692 million across 529 positions for the quarter ended 30 June 2026.
What is Personal CFO Solutions’ largest 13F holding?
CHUBB LIMITED (COM) was the largest position at $68.5 million, or 9.9% of reported 13F value, as of 30 June 2026.
How concentrated is Personal CFO Solutions’ 13F portfolio?
The ten largest positions accounted for 34.3% of reported value and the twenty-five largest for 48.2%, across 529 positions as of 30 June 2026.
Does Form 13F show everything Personal CFO Solutions manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Personal CFO Solutions file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.