Managers / Q1 2026
PERSONAL CFO SOLUTIONS, LLC
CIK 0001677501 · 384 MAIN STREET, CHESTER, NJ, 07930 · 9089557055
Reported Value
$712M
Q1 2026
Positions
520
Filings on Record
27
2019–present window
Filed
Apr 30, 2026
original filing
Summary
Personal Cfo Solutions, Llc reported $712M in U.S.-listed holdings across 520 positions for Q1 2026.
Its largest position, Chubb Ltd Switz, represents 8.8% of the portfolio.
Compared with Q4 2025, the fund opened 69 new positions and exited 53.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $712M | 520 | Apr 30, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $630M | 504 | Jan 22, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $570M | 495 | Nov 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $541M | 481 | Aug 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $493M | 448 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $508M | 457 | Feb 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $716M | 561 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $651M | 531 | Aug 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $641M | 541 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $578M | 511 | Feb 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $506M | 455 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $493M | 467 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $484M | 470 | May 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $472.4B | 458 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $398M | 414 | Nov 1, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $426M | 430 | Aug 5, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $507M | 472 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $534M | 476 | Feb 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $488M | 453 | Nov 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $488M | 439 | Jul 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $463M | 407 | Apr 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $404M | 373 | Feb 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $300,000 | 331 | Nov 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $338M | 313 | Aug 3, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $278M | 275 | Apr 30, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $349M | 367 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $251M | 307 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 66 additional managers.
- ALLIANCEBERNSTEIN HOLDING L.P.
- AEW CAPITAL MANAGEMENT L P
- FRED ALGER MANAGEMENT, LLC
- Aristotle Capital Management, LLC
- Ark Investment Management LLC
- AthenaInvest, Inc.
- ATLANTA CAPITAL MANAGEMENT CO L L C
- BAHL & GAYNOR INC
- Beaumont Financial Partners, LLC
- BERKSHIRE ASSET MANAGEMENT LLC/PA
- BMO ASSET MANAGEMENT CORP.
- BRANDES INVESTMENT PARTNERS, LP
- Brookmont Capital Management
- CAMBIAR INVESTORS LLC
- Capital Group Companies, Inc.
- CAUSEWAY CAPITAL MANAGEMENT LLC
- Clark Capital Management Group, Inc.
- FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
- COHEN & STEERS, INC.
- COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
- CONFLUENCE INVESTMENT MANAGEMENT LLC
- CONGRESS ASSET MANAGEMENT CO
- Copeland Capital Management, LLC
- DIAMOND HILL CAPITAL MANAGEMENT INC
- Dorsey Wright & Associates
- DSM CAPITAL PARTNERS LLC
- EAGLE ASSET MANAGEMENT INC
- EARNEST PARTNERS LLC
- Federated Hermes MDT Series
- FIRST TRUST ADVISORS LP
- FULLER & THALER ASSET MANAGEMENT, INC.
- Granite Investment Partners, LLC
- GW&K Investment Management, LLC
- GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC
- HARDING LOEVNER LP
- Henry James International Management Inc.
- Hillman Capital Management, Inc.
- Invesco Advisers, Inc.
- JENNISON ASSOCIATES LLC
- J.P. Morgan Investment Management Inc.
- LAZARD ASSET MANAGEMENT LLC
- Leading Edge Financial Planning LLC
- LOOMIS SAYLES & CO L P
- MILLER HOWARD INVESTMENTS INC /NY
- Mondrian Investment Partners LTD
- MONTRUSCO BOLTON INVESTMENTS INC.
- Neuberger Berman Investment Advisers LLC
- PARAMETRIC PORTFOLIO ASSOCIATES LLC
- PARNASSUS INVESTMENTS, LLC
- PEREGRINE CAPITAL MANAGEMENT LLC
- Polaris Wealth Advisory Group, LLC
- POLEN CAPITAL MANAGEMENT LLC
- PRINCIPAL GLOBAL INVESTORS
- PUTNAM FUNDS TRUST
- GOLDMAN SACHS ASSET MANAGEMENT, L.P.
- SCHAFER CULLEN CAPITAL MANAGEMENT INC
- Smead Capital Management, Inc.
- SOUTHERNSUN ASSET MANAGEMENT, LLC
- SpiderRock Advisors, LLC
- Sustainable Growth Advisers, LP
- LONDON CO OF VIRGINIA
- THORNBURG INVESTMENT TRUST
- THOMPSON SIEGEL & WALMSLEY LLC
- Donoghue Forlines LLC
- Wakefield Asset Management LLLP
- WCM INVESTMENT MANAGEMENT, LLC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.