Personal CFO Solutions
CHESTER, NJfiles as PERSONAL CFO SOLUTIONS, LLC
$692m in 529 US stocks at the end of 30 June 2026. The top 10 are 34.3% of the money. It changed about 22.0% of the portfolio this quarter.
Value
$692m
Stocks
529
Top 10 share
34.3%
Turnover
22.0%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIWF1.4% of the fund
- LoewsL0.2% of the fund
- National GridNGG0.1% of the fund
- Select Sector Spdr TRXLF0.1% of the fund
- Nebius GroupNBIS0.1% of the fund
- Select Sector Spdr TRXLY<0.1% of the fund
- TC EnergyTRP<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- NokiaNOK<0.1% of the fund
- DavitaDVA<0.1% of the fund
- SandiskSNDK<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
- Mexican Economic DevelopmentFMX<0.1% of the fund
- AptivAPTV<0.1% of the fund
- Petrobras - Petroleo Brasileiro SAPBR<0.1% of the fund
- Archer-Daniels-MidlandADM<0.1% of the fund
- Schwab Strategic TRSCHG<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- ExelixisEXEL<0.1% of the fund
- Alignment HealthcareALHC<0.1% of the fund
- Ascendis Pharma A/SASND<0.1% of the fund
- Edwards LifesciencesEW<0.1% of the fund
- ASE Technology HldgASX<0.1% of the fund
- StrykerSYK<0.1% of the fund
Added
Bought more of a stock they already held.
- ChubbCB9.9% of the fund+4%
- AppleAAPL6.2% of the fund+7%
- AlphabetGOOG2.9% of the fund+50%
- Innovator Etfs TrustBALT2.8% of the fund+2%
- NvidiaNVDA2.7% of the fund+6%
- Amazon.comAMZN2.2% of the fund+9%
- Ishares TREFA2.1% of the fund+1848%
- MicrosoftMSFT2.0% of the fund+5%
- Thornburg ETF TRTMB1.7% of the fund+5%
- Taiwan Semiconductor ManufacturingTSM1.3% of the fund+6%
- Ishares TRIQLT1.2% of the fund+4%
- TeslaTSLA0.8% of the fund+6%
- Meta PlatformsMETA0.7% of the fund+15%
- LindeLIN0.6% of the fund+2%
- Johnson & JohnsonJNJ0.5% of the fund+12%
- Ishares TRHYG0.5% of the fund+10%
- MerckMRK0.5% of the fund+3%
- IntelINTC0.4% of the fund+16%
- Advanced Micro DevicesAMD0.4% of the fund+19%
- Micron TechnologyMU0.4% of the fund+19%
- Philip Morris InternationalPM0.4% of the fund+2%
- Applied MaterialsAMAT0.4% of the fund+3%
- UnitedHealth GroupUNH0.4% of the fund+7%
- Bank of AmericaBAC0.3% of the fund+8%
- GE VernovaGEV0.3% of the fund+28%
Cut
Sold some of their stake.
- AlphabetGOOGL1.9% of the fund-35%
- BroadcomAVGO0.9% of the fund-3%
- Seagate Technology HoldingsSTX0.7% of the fund-6%
- Eli LillyLLY0.7% of the fund-10%
- Spdr Gold TRGLD0.6% of the fund-10%
- VisaV0.5% of the fund-10%
- ASML Holding NVASML0.5% of the fund-2%
- MastercardMA0.4% of the fund-15%
- Lam ResearchLRCX0.4% of the fund-8%
- General ElectricGE0.4% of the fund-6%
- OracleORCL0.4% of the fund-5%
- Cisco SystemsCSCO0.3% of the fund-10%
- CorningGLW0.3% of the fund-19%
- NetflixNFLX0.3% of the fund-3%
- ServiceNowNOW0.3% of the fund-15%
- Western DigitalWDC0.3% of the fund-42%
- PfizerPFE0.2% of the fund-2%
- Marathon PetroleumMPC0.2% of the fund-2%
- Dominion EnergyD0.2% of the fund-2%
- QualcommQCOM0.2% of the fund-23%
- KLAKLAC0.2% of the fund-8%
- AonAON0.2% of the fund-37%
- Canadian Pacific Kansas CityCP0.2% of the fund-5%
- NetAppNTAP0.2% of the fund-8%
- MedtronicMDT0.2% of the fund-10%
Sold out
Sold their entire stake.
- Innovator Etfs TrustPJAN-100%
- Innovator Etfs TrustIFEB-100%
- Ishares TRSHV-100%
- Innovator Etfs TrustBJAN-100%
- Innovator Etfs TrustKFEB-100%
- Innovator Etfs TrustXBJA-100%
- Innovator Etfs TrustNJAN-100%
- Schwab Strategic TRSCHD-100%
- ExxonMobil HoldingsXOM-100%
- Innovator Etfs TrustEJAN-100%
- Ishares TRIVW-100%
- First TR Exchange-Traded FDSKYY-100%
- Ishares TRQUAL-100%
- Ishares TRIVE-100%
- Ishares TRIWM-100%
- Select Sector Spdr TRXLC-100%
- Invesco Exchange Traded FD TRSP-100%
- Honeywell InternationalHON-100%
- Ishares Gold TRIAU-100%
- EmbraerEMBJ-100%
- AptivAPTV-W-100%
- Ishares TREFV-100%
- IsharesIEMG-100%
- Ishares TRTLT-100%
- DuPont de NemoursDD-100%
Holdings
- Innovator Etfs TrustBALT
- Share
- 2.8%
- Value
- $19m
- Shares
- 563,980
+2%
- Ishares TREFA
- Share
- 2.1%
- Value
- $14m
- Shares
- 137,598
+1848%
- Thornburg ETF TRTMB
- Share
- 1.7%
- Value
- $12m
- Shares
- 466,553
+5%
- Ishares TRIWF
- Share
- 1.4%
- Value
- $10m
- Shares
- 78,298
New
- Ishares TRIQLT
- Share
- 1.2%
- Value
- $8m
- Shares
- 163,109
+4%
- Ishares TREFG
- Share
- 1.0%
- Value
- $7m
- Shares
- 55,301
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.0%
- Value
- $7m
- Shares
- 8,989
Held
- Spdr Gold TRGLD
- Share
- 0.6%
- Value
- $4m
- Shares
- 11,346
-10%
- Ishares TRHYG
- Share
- 0.5%
- Value
- $4m
- Shares
- 46,446
+10%
- SeaSE
- Share
- 0.3%
- Value
- $2m
- Shares
- 22,352
+13%
- Select Sector Spdr TRXLE
- Share
- 0.3%
- Value
- $2m
- Shares
- 39,007
Held
- Energy Transfer L PET
- Share
- 0.2%
- Value
- $2m
- Shares
- 88,931
+11%
- Spdr Series TrustJNK
- Share
- 0.2%
- Value
- $2m
- Shares
- 16,531
+11%
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $1m
- Shares
- 16,493
+7%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ChubbCB | 9.9% | $68m | 200,378 | +4% |
| AppleAAPL | 6.2% | $43m | 147,071 | +7% |
| AlphabetGOOG | 2.9% | $20m | 56,356 | +50% |
| Innovator Etfs TrustBALT | 2.8% | $19m | 563,980 | +2% |
| NvidiaNVDA | 2.7% | $19m | 94,496 | +6% |
| Amazon.comAMZN | 2.2% | $15m | 63,968 | +9% |
| Ishares TREFA | 2.1% | $14m | 137,598 | +1848% |
| MicrosoftMSFT | 2.0% | $14m | 36,298 | +5% |
| AlphabetGOOGL | 1.9% | $13m | 36,890 | -35% |
| Thornburg ETF TRTMB | 1.7% | $12m | 466,553 | +5% |
| ITTITT | 1.7% | $12m | 59,338 | Held |
| Ishares TRIWF | 1.4% | $10m | 78,298 | New |
| Taiwan Semiconductor ManufacturingTSM | 1.3% | $9m | 18,102 | +6% |
| Ishares TRIQLT | 1.2% | $8m | 163,109 | +4% |
| Ishares TREFG | 1.0% | $7m | 55,301 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.0% | $7m | 8,989 | Held |
| BroadcomAVGO | 0.9% | $6m | 17,087 | -3% |
| TeslaTSLA | 0.8% | $5m | 12,910 | +6% |
| Berkshire HathawayBRK-B | 0.8% | $5m | 10,769 | Held |
| Seagate Technology HoldingsSTX | 0.7% | $5m | 5,097 | -6% |
| Eli LillyLLY | 0.7% | $5m | 4,041 | -10% |
| Meta PlatformsMETA | 0.7% | $5m | 8,533 | +15% |
| LindeLIN | 0.6% | $4m | 8,498 | +2% |
| Spdr Gold TRGLD | 0.6% | $4m | 11,346 | -10% |
| ChevronCVX | 0.6% | $4m | 24,314 | Held |
| BoeingBA | 0.6% | $4m | 18,176 | Held |
| VisaV | 0.5% | $4m | 11,091 | -10% |
| Johnson & JohnsonJNJ | 0.5% | $4m | 14,929 | +12% |
| Ishares TRHYG | 0.5% | $4m | 46,446 | +10% |
| American ExpressAXP | 0.5% | $4m | 10,480 | Held |
| ASML Holding NVASML | 0.5% | $3m | 1,672 | -2% |
| JPMorgan ChaseJPM | 0.5% | $3m | 9,982 | Held |
| MerckMRK | 0.5% | $3m | 24,511 | +3% |
| IntelINTC | 0.4% | $3m | 21,586 | +16% |
| MastercardMA | 0.4% | $3m | 5,791 | -15% |
| RTXRTX | 0.4% | $3m | 15,525 | Held |
| Advanced Micro DevicesAMD | 0.4% | $3m | 5,011 | +19% |
| Verizon CommunicationsVZ | 0.4% | $3m | 68,080 | Held |
| Lam ResearchLRCX | 0.4% | $3m | 6,623 | -8% |
| Micron TechnologyMU | 0.4% | $3m | 2,480 | +19% |
| Philip Morris InternationalPM | 0.4% | $3m | 15,533 | +2% |
| Applied MaterialsAMAT | 0.4% | $3m | 3,903 | +3% |
| Altria GroupMO | 0.4% | $3m | 35,907 | Held |
| General ElectricGE | 0.4% | $3m | 6,915 | -6% |
| UnitedHealth GroupUNH | 0.4% | $2m | 5,943 | +7% |
| Goldman Sachs GroupGS | 0.4% | $2m | 2,425 | Held |
| OracleORCL | 0.4% | $2m | 16,549 | -5% |
| Cbre GroupCBRE | 0.3% | $2m | 16,925 | Held |
| Bank of AmericaBAC | 0.3% | $2m | 39,972 | +8% |
| GE VernovaGEV | 0.3% | $2m | 1,889 | +28% |
| Coca-ColaKO | 0.3% | $2m | 26,859 | +5% |
| Novartis AGNVS | 0.3% | $2m | 13,900 | +17% |
| General DynamicsGD | 0.3% | $2m | 6,121 | Held |
| SeaSE | 0.3% | $2m | 22,352 | +13% |
| AstrazenecaAZN | 0.3% | $2m | 11,123 | +6% |
| Cisco SystemsCSCO | 0.3% | $2m | 17,765 | -10% |
| Select Sector Spdr TRXLE | 0.3% | $2m | 39,007 | Held |
| International Business MachinesIBM | 0.3% | $2m | 7,327 | Held |
| MckessonMCK | 0.3% | $2m | 2,662 | Held |
| CorningGLW | 0.3% | $2m | 7,719 | -19% |
| CitigroupC | 0.3% | $2m | 14,027 | Held |
| YUM BrandsYUM | 0.3% | $2m | 12,090 | +26% |
| NetflixNFLX | 0.3% | $2m | 26,616 | -3% |
| AbbVieABBV | 0.3% | $2m | 7,480 | +28% |
| Carrier GlobalCARR | 0.3% | $2m | 24,912 | Held |
| ServiceNowNOW | 0.3% | $2m | 18,404 | -15% |
| Western DigitalWDC | 0.3% | $2m | 2,812 | -42% |
| WalmartWMT | 0.3% | $2m | 15,806 | Held |
| AT&TT | 0.3% | $2m | 85,277 | Held |
| Energy Transfer L PET | 0.2% | $2m | 88,931 | +11% |
| Berkley W RWRB | 0.2% | $2m | 23,856 | Held |
| PfizerPFE | 0.2% | $2m | 66,535 | -2% |
| Spdr Series TrustJNK | 0.2% | $2m | 16,531 | +11% |
| Marathon PetroleumMPC | 0.2% | $2m | 5,905 | -2% |
| Morgan StanleyMS | 0.2% | $1m | 7,157 | +3% |
| Valero EnergyVLO | 0.2% | $1m | 5,729 | Held |
| Costco WholesaleCOST | 0.2% | $1m | 1,574 | Held |
| Vanguard Index FDSVUG | 0.2% | $1m | 16,493 | +7% |
| Dominion EnergyD | 0.2% | $1m | 20,559 | -2% |
| Palantir TechnologiesPLTR | 0.2% | $1m | 11,898 | Held |
| QualcommQCOM | 0.2% | $1m | 7,436 | -23% |
| CortevaCTVA | 0.2% | $1m | 15,949 | Held |
| KLAKLAC | 0.2% | $1m | 4,467 | -8% |
| Southern CompanySO | 0.2% | $1m | 13,859 | Held |
| AonAON | 0.2% | $1m | 3,993 | -37% |
| RB GlobalRBA | 0.2% | $1m | 11,288 | Held |
| Cardinal HealthCAH | 0.2% | $1m | 5,517 | Held |
| Home DepotHD | 0.2% | $1m | 3,695 | Held |
| WelltowerWELL | 0.2% | $1m | 5,728 | +15% |
| AccentureACN | 0.2% | $1m | 10,395 | Held |
| TJX CompaniesTJX | 0.2% | $1m | 8,529 | Held |
| Canadian Pacific Kansas CityCP | 0.2% | $1m | 14,833 | -5% |
| Capital One FinancialCOF | 0.2% | $1m | 6,407 | Held |
| NetAppNTAP | 0.2% | $1m | 8,288 | -8% |
| Procter & GamblePG | 0.2% | $1m | 8,724 | Held |
| AmphenolAPH | 0.2% | $1m | 7,234 | +6% |
| MedtronicMDT | 0.2% | $1m | 15,838 | -10% |
| CrowdStrike HoldingsCRWD | 0.2% | $1m | 1,625 | -10% |
| American Electric PowerAEP | 0.2% | $1m | 8,658 | +100% |
| LoewsL | 0.2% | $1m | 10,419 | New |
Showing the largest 100 of 529.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 28.0% since 30 June 2025.
Where the money is
Technology22.7%
Financial services18.9%
Industrials9.8%
Health care7.6%
Media & telecom7.4%
Retail & consumer5.8%
Everyday goods3.3%
Energy2.1%
Materials2.0%
Utilities2.0%
Real estate1.6%
Other16.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.