1y return+16.7%S&P 500 +20.9%
3y return+48.3%S&P 500 +68.5%
5y return+34.8%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2019: $173 against $252 in the S&P 500.2
Personal Cfo Solutions, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Chubb LimitedCUSIP H1467J104 | $68.5M | 9.9% | +4.3% |
| AAPLApple Inc | $42.6M | 6.2% | +6.9% |
| GOOGAlphabet Inc | $20.1M | 2.9% | +50.3% |
| BALTInnovator Etfs Trust | $19.3M | 2.8% | +2.5% |
| NVDANvidia Corporation | $18.9M | 2.7% | +6.3% |
| AMZNAmazon Com Inc | $15.2M | 2.2% | +8.8% |
| EFAIshares Tr | $14.3M | 2.1% | +1848.4% |
| MSFTMicrosoft Corp | $13.5M | 2.0% | +4.8% |
| GOOGLAlphabet Inc | $13.0M | 1.9% | −35.5% |
| TMBThornburg Etf Tr | $11.8M | 1.7% | +4.9% |
| ITTItt Inc | $11.8M | 1.7% | |
| IWFIshares Tr | $9.7M | 1.4% | New |
| TSMTaiwan Semiconductor Manufac | $8.7M | 1.3% | +5.8% |
| IQLTIshares Tr | $8.1M | 1.2% | +3.7% |
| EFGIshares Tr | $6.9M | 1.0% | |
| SPYState Str Spdr S&p 500 Etf T | $6.7M | 1.0% | −1.9% |
| AVGOBroadcom Inc | $6.5M | 0.9% | −3.1% |
| TSLATesla Inc | $5.4M | 0.8% | +5.7% |
| BRK/BBerkshire Hathaway Inc Del | $5.4M | 0.8% | +1.8% |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $4.9M | 0.7% | −6.1% |
| LLYEli Lilly & Co | $4.8M | 0.7% | −9.8% |
| METAMeta Platforms Inc | $4.8M | 0.7% | +15.4% |
| Linde PLCCUSIP G54950103 | $4.4M | 0.6% | +2.3% |
| GLDSpdr Gold Tr | $4.2M | 0.6% | −9.7% |
| CVXChevron Corporation | $4.0M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $18.9M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $6.5M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | March 31, 2025 | +1036.0% | $4.9M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $8.7M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $4.8M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $2.9M |
| AMDAdvanced Micro Devices Inc | March 31, 2023 | +492.7% | $2.9M |
| Asml Hldg NvCUSIP N07059210 | June 30, 2020 | +440.6% | $3.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $13.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $20.1M |
Sold off last quarter
- PJANInnovator Etfs Trust was $27.4M
- IFEBInnovator Etfs Trust was $16.1M
- SHVIshares Tr was $14.2M
- BJANInnovator Etfs Trust was $12.5M
- KFEBInnovator Etfs Trust was $8.5M
- XBJAInnovator Etfs Trust was $8.4M
- NJANInnovator Etfs Trust was $8.4M
- SCHDSchwab Strategic Tr was $5.2M
- Exxon Mobil CorpCUSIP 30231G102 was $4.6M
- EJANInnovator Etfs Trust was $2.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.6% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +6.8% | +7.8% |
| June 30, 2025 | +6.4% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +0.6% | +4.0% |
| March 31, 2024 | +7.8% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −2.7% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +2.5% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −5.3% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +4.8% | +10.7% |
| September 30, 2021 | −2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Personal Cfo Solutions, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1677501&type=13F-HR&dateb=&owner=include&count=40CIK 1677501
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1677501/000167750126000009/Filed August 7, 2026 · accession 0001677501-26-000009