Holders — by stockHoldings — by fund
PERSONAL CFO SOLUTIONS, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1677501
$691.9M
disclosed book value
529
positions
9.9%
largest position share
Positions, as of 2026-06-30
top 100 of 529 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CHUBB LIMITED | 200,378 | $68.5M | 9.9% |
| 2 | AAPLAPPLE INC | 147,071 | $42.6M | 6.2% |
| 3 | GOOGALPHABET INC | 56,356 | $20.1M | 2.9% |
| 4 | BALTINNOVATOR ETFS TRUST | 563,980 | $19.3M | 2.8% |
| 5 | NVDANVIDIA CORPORATION | 94,496 | $18.9M | 2.7% |
| 6 | AMZNAMAZON COM INC | 63,968 | $15.2M | 2.2% |
| 7 | EFAISHARES TR | 137,598 | $14.3M | 2.1% |
| 8 | MSFTMICROSOFT CORP | 36,298 | $13.5M | 2% |
| 9 | GOOGLALPHABET INC | 36,890 | $13.0M | 1.9% |
| 10 | THORNBURG ETF TR | 466,553 | $11.8M | 1.7% |
| 11 | ITTITT INC | 59,338 | $11.8M | 1.7% |
| 12 | IWFISHARES TR | 78,298 | $9.7M | 1.4% |
| 13 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 18,102 | $8.7M | 1.3% |
| 14 | IQLTISHARES TR | 163,109 | $8.1M | 1.2% |
| 15 | EFGISHARES TR | 55,301 | $6.9M | 1% |
| 16 | SPYSTATE STR SPDR S&P 500 ETF T | 8,989 | $6.7M | 1% |
| 17 | AVGOBROADCOM INC | 17,087 | $6.5M | 0.9% |
| 18 | TSLATESLA INC | 12,910 | $5.4M | 0.8% |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,769 | $5.4M | 0.8% |
| 20 | SEAGATE TECHNOLOGY HLDNGS PL | 5,097 | $4.9M | 0.7% |
| 21 | LLYELI LILLY & CO | 4,041 | $4.8M | 0.7% |
| 22 | METAMETA PLATFORMS INC | 8,533 | $4.8M | 0.7% |
| 23 | LINDE PLC | 8,498 | $4.4M | 0.6% |
| 24 | GLDSPDR GOLD TR | 11,346 | $4.2M | 0.6% |
| 25 | CVXCHEVRON CORPORATION | 24,314 | $4.0M | 0.6% |
| 26 | BABOEING CO | 18,176 | $3.9M | 0.6% |
| 27 | VVISA INC | 11,091 | $3.8M | 0.5% |
| 28 | JNJJOHNSON & JOHNSON | 14,929 | $3.8M | 0.5% |
| 29 | HYGISHARES TR | 46,446 | $3.7M | 0.5% |
| 30 | AXPAMERICAN EXPRESS CO | 10,480 | $3.5M | 0.5% |
| 31 | ASML HLDG NV | 1,672 | $3.3M | 0.5% |
| 32 | JPMJPMORGAN CHASE & CO | 9,982 | $3.3M | 0.5% |
| 33 | MRKMERCK & CO INC | 24,511 | $3.2M | 0.5% |
| 34 | INTCINTEL CORP | 21,586 | $3.0M | 0.4% |
| 35 | MAMASTERCARD INCORPORATED | 5,791 | $3.0M | 0.4% |
| 36 | RTXRTX CORPORATION | 15,525 | $2.9M | 0.4% |
| 37 | AMDADVANCED MICRO DEVICES INC | 5,011 | $2.9M | 0.4% |
| 38 | VZVERIZON COMMUNICATIONS INC | 68,080 | $2.9M | 0.4% |
| 39 | LRCXLAM RESEARCH CORP | 6,623 | $2.9M | 0.4% |
| 40 | MUMICRON TECHNOLOGY INC | 2,480 | $2.9M | 0.4% |
| 41 | PMPHILIP MORRIS INTL INC | 15,533 | $2.8M | 0.4% |
| 42 | AMATAPPLIED MATLS INC | 3,903 | $2.8M | 0.4% |
| 43 | MOALTRIA GROUP INC | 35,907 | $2.6M | 0.4% |
| 44 | GEGE AEROSPACE | 6,915 | $2.6M | 0.4% |
| 45 | UNHUNITEDHEALTH GROUP INC | 5,943 | $2.5M | 0.4% |
| 46 | GSGOLDMAN SACHS GROUP INC | 2,425 | $2.5M | 0.4% |
| 47 | ORCLORACLE CORP | 16,549 | $2.4M | 0.4% |
| 48 | CBRECBRE GROUP INC | 16,925 | $2.3M | 0.3% |
| 49 | BACBANK OF AMER CORP | 39,972 | $2.3M | 0.3% |
| 50 | GEVGE VERNOVA INC | 1,889 | $2.2M | 0.3% |
| 51 | KOCOCA COLA CO | 26,859 | $2.2M | 0.3% |
| 52 | NVSNOVARTIS AG | 13,900 | $2.2M | 0.3% |
| 53 | GDGENERAL DYNAMICS CORP | 6,121 | $2.2M | 0.3% |
| 54 | SESEA LTD | 22,352 | $2.1M | 0.3% |
| 55 | ASTRAZENECA PLC | 11,123 | $2.1M | 0.3% |
| 56 | CSCOCISCO SYS INC | 17,765 | $2.1M | 0.3% |
| 57 | XLESELECT SECTOR SPDR TR | 39,007 | $2.1M | 0.3% |
| 58 | IBMINTERNATIONAL BUSINESS MACHS | 7,327 | $2.1M | 0.3% |
| 59 | MCKMCKESSON CORP | 2,662 | $2.0M | 0.3% |
| 60 | GLWCORNING INC | 7,719 | $2.0M | 0.3% |
| 61 | CCITIGROUP INC | 14,027 | $2.0M | 0.3% |
| 62 | YUMYUM BRANDS INC | 12,090 | $1.9M | 0.3% |
| 63 | NFLXNETFLIX INC. | 26,616 | $1.9M | 0.3% |
| 64 | ABBVABBVIE INC | 7,480 | $1.9M | 0.3% |
| 65 | CARRCARRIER GLOBAL CORPORATION | 24,912 | $1.8M | 0.3% |
| 66 | NOWSERVICENOW INC | 18,404 | $1.8M | 0.3% |
| 67 | WDCWESTERN DIGITAL CORP | 2,812 | $1.8M | 0.3% |
| 68 | WMTWALMART INC | 15,806 | $1.8M | 0.3% |
| 69 | TAT&T INC | 85,277 | $1.8M | 0.3% |
| 70 | ETENERGY TRANSFER L P | 88,931 | $1.7M | 0.2% |
| 71 | WRBBERKLEY W R CORP | 23,856 | $1.7M | 0.2% |
| 72 | PFEPFIZER INC | 66,535 | $1.6M | 0.2% |
| 73 | JNKSPDR SERIES TRUST | 16,531 | $1.6M | 0.2% |
| 74 | MPCMARATHON PETE CORP | 5,905 | $1.5M | 0.2% |
| 75 | MSMORGAN STANLEY | 7,157 | $1.5M | 0.2% |
| 76 | VLOVALERO ENERGY CORP | 5,729 | $1.5M | 0.2% |
| 77 | COSTCOSTCO WHOLESALE CORPORATION | 1,574 | $1.5M | 0.2% |
| 78 | VUGVANGUARD INDEX FDS | 16,493 | $1.4M | 0.2% |
| 79 | DDOMINION ENERGY INC | 20,559 | $1.4M | 0.2% |
| 80 | PLTRPALANTIR TECHNOLOGIES INC | 11,898 | $1.4M | 0.2% |
| 81 | QCOMQUALCOMM INC | 7,436 | $1.4M | 0.2% |
| 82 | CTVACORTEVA INC | 15,949 | $1.4M | 0.2% |
| 83 | KLACKLA CORP | 4,467 | $1.3M | 0.2% |
| 84 | SOSOUTHERN CO | 13,859 | $1.3M | 0.2% |
| 85 | AON PLC | 3,993 | $1.3M | 0.2% |
| 86 | RBARB GLOBAL INC | 11,288 | $1.3M | 0.2% |
| 87 | CAHCARDINAL HEALTH INC | 5,517 | $1.3M | 0.2% |
| 88 | HDHOME DEPOT INC | 3,695 | $1.3M | 0.2% |
| 89 | WELLWELLTOWER INC | 5,728 | $1.3M | 0.2% |
| 90 | ACCENTURE PLC IRELAND | 10,395 | $1.3M | 0.2% |
| 91 | TJXTJX COS INC NEW | 8,529 | $1.3M | 0.2% |
| 92 | CPCANADIAN PACIFIC KANSAS CITY | 14,833 | $1.3M | 0.2% |
| 93 | COFCAPITAL ONE FINL CORP | 6,407 | $1.3M | 0.2% |
| 94 | NTAPNETAPP INC | 8,288 | $1.3M | 0.2% |
| 95 | PGPROCTER & GAMBLE CO | 8,724 | $1.3M | 0.2% |
| 96 | APHAMPHENOL CORP | 7,234 | $1.3M | 0.2% |
| 97 | MEDTRONIC PLC | 15,838 | $1.3M | 0.2% |
| 98 | CRWDCROWDSTRIKE HLDGS INC | 1,625 | $1.2M | 0.2% |
| 99 | AEPAMERICAN ELEC PWR CO INC | 8,658 | $1.2M | 0.2% |
| 100 | LLOEWS CORP | 10,419 | $1.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.