Personal Cfo Solutions
Personal Cfo Solutions reported 529 stocks worth $692M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are CB (9.9%), AAPL (6.2%) and GOOG (2.9%). Compared with Q1 2026, the fund opened new positions in IWF and L, added to CB, AAPL and GOOG, trimmed GOOGL, SPY and AVGO and sold out of PJAN, IFEB and SHV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CB Chubb Ltd F | $68.5M | 9.9% | 200K | +8,196 (+4%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $42.6M | 6.2% | 147K | +9,454 (+7%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $20.1M | 2.9% | 56K | +19K (+50%) | 8 of 8 | |
| 4 |  BALT Innovator Etfs Trust | $19.3M | 2.8% | 564K | +14K (+2%) | 3 of 8 | |
| 5 |  NVDA Nvidia Corporation | $18.9M | 2.7% | 94K | +5,632 (+6%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $15.2M | 2.2% | 64K | +5,167 (+9%) | 8 of 8 | |
| 7 |  EFA Ishares TR | $14.3M | 2.1% | 138K | +131K (+1848%) | 7 of 8 | |
| 8 |  MSFT Microsoft Corp | $13.5M | 2.0% | 36K | +1,676 (+5%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $13M | 1.9% | 37K | −20K (−35%) | 8 of 8 | |
| 10 |  TMB Thornburg Multi Sector Bond ETF | $11.8M | 1.7% | 467K | +22K (+5%) | 3 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PJAN Innovator Etfs Trust | $27.4M | 594K |
 IFEB Innovator Etfs Trust | $16.1M | 541K |
 SHV Ishares TR | $14.2M | 128K |
 BJAN Innovator Etfs Trust | $12.5M | 234K |
 KFEB Innovator Etfs Trust | $8.5M | 302K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Personal Cfo Solutions 13F FAQ
What does Personal Cfo Solutions own?
Personal Cfo Solutions reported 529 stocks worth $692M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are CB (9.9%), AAPL (6.2%) and GOOG (2.9%). The table above lists every position in the filing (the top 10 without an account).
What did Personal Cfo Solutions buy and sell in Q2 2026?
Compared with Q1 2026: 82 new positions, 235 added to, 203 trimmed and 73 sold out. New positions include IWF and L. It sold all of PJAN, IFEB and SHV.
When will Personal Cfo Solutions file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Personal Cfo Solutions's portfolio worth?
The Q2 2026 filing reports $692M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.