You're signed outSign in or to get full access.
Personal Cfo Solutions, LLC
Personal CFO Solutions, LLC, specializes in comprehensive financial planning, including investment planning, tax planning, estate planning, and wealth management services for high net worth individuals.
Investment Strategy
Discretionary investment management with a focus on personalized financial planning and asset management.
Latest 13F Filing Activity
Personal Cfo Solutions, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 478 equity positions with a total 13F market value of $541M. The fund increased holdings in Nvidia Corporation, Ishares TR, Microsoft Corp. among other positions. Personal Cfo Solutions, LLC reduced exposure to Schwab Strategic TR, Merck & Co. Inc., Chubb Limited among others.
Top Holdings
Equity Positions (478)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CB | CHUBB LIMITED | 10.36% | $56.0M | 193,262 | $211.27 | $289.72 | -$2.5M |
A AAPL | APPLE INC | 4.15% | $22.5M | 109,455 | $127.72 | $205.17 | -$1.8M |
M MSFT | MICROSOFT CORP | 3.04% | $16.4M | 33,003 | $214.20 | $497.41 | +$4.5M |
N NVDA | NVIDIA CORPORATION | 2.75% | $14.9M | 94,192 | $79.47 | $157.99 | +$8.2M |
A AMZN | AMAZON COM INC | 2.43% | $13.1M | 59,785 | $127.59 | $219.39 | +$771.4K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more