Managers / Q2 2023 · view latest →
PERSONAL CFO SOLUTIONS, LLC
CIK 0001677501 · 384 MAIN STREET, CHESTER, NJ, 07930 · 9089557055
Reported Value
$493M
Q2 2023
Positions
467
Filings on Record
27
2019–present window
Filed
Aug 10, 2023
original filing
Summary
Personal Cfo Solutions, Llc reported $493M in U.S.-listed holdings across 467 positions for Q2 2023.
Its largest position, SHV, represents 3.7% of the portfolio.
Compared with Q1 2023, the fund opened 57 new positions and exited 60.
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 — Q2 2023
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 63 additional managers.
- AllianceBernstein LP028-10562
- Advisory Research Inc028-05637
- AEW Capital Management LP028-06538
- AMI Asset Management Corp028-11962
- Aristotle Capital Management LLC028-02634
- AthenaInvest Advisors LLC028-21720
- Atlanta Capital028-05936
- Beaumont Financial Partners LLC028-20628
- Berkshire Asset Management LLC028-05034
- BMO Asset Management Corp028-16017
- Brookmont Capital Management LLC028-14438
- Cambiar Investors LLC028-01398
- Clark Capital Management Group LLC028-11680
- Cohen & Steers Capital Management Inc028-02405
- Columbia Management Investment Advisers LLC028-10477
- Congress Asset Management Company028-03434
- Copeland Capital Management LLC028-14668
- Diamond Hill Capital Management Inc028-10648
- DSM Capital Partners LLC028-10309
- Dorsey, Wright & Associates LLC028-12076
- Goldman Sachs Asset Management LP028-10981
- Granite Investment Partners LLC028-14862
- Eaton Vance Management028-04139
- GW&K Investment Management LLC028-04145
- Harding Loevner LP028-04434
- Henry James International Management Inc.028-18950
- Invesco Advisers Inc028-00255
- JP Morgan028-00694
- Lazard Asset Management LLC028-10469
- Legg Mason Private Portfolio Group, LLC028-12558
- Macquarie Invesment Management Business Trust028-05267
- Miller Howard Investments Inc028-03692
- Neuberger Berman Investment Advisers LLC028-17085
- Newfound Research LLC028-17093
- Parametric Portfolio Associates LLC028-04558
- Peregrine Capital Management LLC028-01523
- Polen Capital Management LLC028-03687
- SouthernSun Asset Management LLC028-03489
- Sustainable Growth Advisers, LP028-11076
- London Co of Virginia028-10665
- Thompson, Siegel & Walmsley LLC028-04041
- Thornburg028-06605
- Donoghue Forlines LLC028-18145
- Wakefield Asset Management LLLP028-18951
- WCM Investment Management LLC028-07104
- Redwood Investments LLC028-18341
- Principal Global Investors028-00869
- Fred Alger Management LLC028-01549
- ARK Investment Management LLC028-17768
- Causeway Capital Management LLC028-11728
- Gyroscope Capital Management Group LLC028-16673
- Hillman Capital Management, Inc.028-11091
- Polaris Wealth Advisory Group, LLC028-15561
- Adviser Investment LLC028-17711
- Earnest Partners LLC028-05269
- Bahl & Gaynor Inc.028-02825
- Loomis Sayles & CO LP028-00398
- Capital Group Companies Inc.028-00218
- Montrusco Bolton Investments Inc.028-13628
- 55I028-19649
- Barrow Hanley028-439078
- Parnassus Investments028-05022
- Stonebridge Advisors llc028-22691
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 ↗.