PERSONAL CFO SOLUTIONS, LLC

Est. AUM

$711.9M

13F long equity, this entity only

Positions

520

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CHUBB LTD SWITZ	COM	$62.8M	192182	8.82%	SOLE
2	APPLE INC	COM	$34.9M	137617	4.91%	SOLE
3	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$27.4M	593514	3.85%	SOLE
4	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$18.4M	550278	2.59%	SOLE
5	ALPHABET INC	CAP STK CL A	$16.4M	57162	2.31%	SOLE
6	INNOVATOR ETFS TRUST	INTL DEVELOPED P	$16.1M	540694	2.26%	SOLE
7	NVIDIA CORPORATION	COM	$15.5M	88864	2.18%	SOLE
8	ISHARES TR	TRUST ISHARE 0-1	$14.2M	128329	1.99%	SOLE
9	MICROSOFT CORP	COM	$12.8M	34622	1.80%	SOLE
10	INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$12.5M	234460	1.76%	SOLE
11	AMAZON COM INC	COM	$12.2M	58801	1.72%	SOLE
12	THORNBURG ETF TR	MULTI SECTOR BD	$11.3M	444552	1.59%	SOLE
13	ITT INC	COM	$11.3M	59379	1.59%	SOLE
14	ALPHABET INC	CAP STK CL C	$10.8M	37508	1.51%	SOLE
15	INNOVATOR ETFS TRUST	US SM CAP BUFFER	$8.5M	301625	1.19%	SOLE
16	INNOVATOR ETFS TRUST	US EQT ACC 9 BFR	$8.4M	269799	1.19%	SOLE
17	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$8.4M	157211	1.18%	SOLE
18	ISHARES TR	MSCI INTL QUALTY	$7.3M	157306	1.02%	SOLE
19	ISHARES TR	EAFE GRWTH ETF	$6.1M	54775	0.86%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$6.0M	9163	0.84%	SOLE
21	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$5.8M	17107	0.81%	SOLE
22	BROADCOM INC	COM	$5.5M	17627	0.77%	SOLE
23	SPDR GOLD TR	GOLD SHS	$5.4M	12564	0.76%	SOLE
24	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.2M	170652	0.74%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.1M	10580	0.71%	SOLE
26	CHEVRON CORPORATION	COM	$5.0M	24262	0.71%	SOLE
27	EXXON MOBIL CORP	COM	$4.6M	27189	0.65%	SOLE
28	TESLA INC	COM	$4.5M	12214	0.64%	SOLE
29	META PLATFORMS INC	CL A	$4.2M	7392	0.59%	SOLE
30	ELI LILLY & CO	COM	$4.1M	4480	0.58%	SOLE
31	LINDE PLC	SHS	$4.1M	8309	0.58%	SOLE
32	VISA INC	COM CL A	$3.7M	12336	0.52%	SOLE
33	BOEING CO	COM	$3.6M	18209	0.51%	SOLE
34	MASTERCARD INCORPORATED	CL A	$3.4M	6832	0.48%	SOLE
35	VERIZON COMMUNICATIONS INC	COM	$3.4M	67015	0.47%	SOLE
36	ISHARES TR	IBOXX HI YD ETF	$3.4M	42189	0.47%	SOLE
37	JOHNSON & JOHNSON	COM	$3.3M	13370	0.46%	SOLE
38	AMERICAN EXPRESS CO	COM	$3.2M	10622	0.45%	SOLE
39	RTX CORPORATION	COM	$3.1M	15831	0.43%	SOLE
40	JPMORGAN CHASE & CO	COM	$2.9M	9851	0.41%	SOLE
41	MERCK & CO INC	COM	$2.9M	23904	0.41%	SOLE
42	NETFLIX INC.	COM	$2.6M	27431	0.37%	SOLE
43	ORACLE CORP	COM	$2.6M	17496	0.36%	SOLE
44	PHILIP MORRIS INTL INC	COM	$2.5M	15171	0.36%	SOLE
45	INNOVATOR ETFS TRUST	EMRGNG MKT JAN	$2.5M	74162	0.35%	SOLE
46	AT&T INC	COM	$2.5M	85776	0.35%	SOLE
47	ALTRIA GROUP INC	COM	$2.4M	36105	0.34%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.4M	38677	0.33%	SOLE
49	MCKESSON CORP	COM	$2.3M	2687	0.33%	SOLE
50	CBRE GROUP INC	CL A	$2.3M	16820	0.32%	SOLE

1–50 of 520

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.