Filed: 11/10/2025ACC: 0001677501-25-000013
📋 What this filing means
PERSONAL CFO SOLUTIONS, LLC filed this quarterly 13F‑HR report disclosing 495 equity positions with a total reported market value of $569.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
495
Positions
$569.92M
Total AUM (reported)
5.17M
Total Shares
Allocation by class
COM$362.58M63.6%
CL A$25.76M4.5%
RUSSELL 2000 ETF$15.23M2.7%
CAP STK CL A$14.24M2.5%
COM NEW$10.89M1.9%
SHS$9.05M1.6%
MSCI FINLS IDX$9.03M1.6%
Portfolio Concentration
Top 3$99.58M17.5%
4–10$86.35M15.2%
11–25$70.18M12.3%
Rest$313.81M55.1%
Top 3 weight
17.5%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 5.17M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole0
Shared0
Other495
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings495
Rows:
CHUBB LIMITED
DFNDShares193.15K
TypeSH
Market value$54.52M
9.57%
Sole
0.00
Shared
0.00
None
193.15K
APPLE INC
DFNDShares106.42K
TypeSH
Market value$27.10M
4.75%
Sole
0.00
Shared
0.00
None
106.42K
MICROSOFT CORP
DFNDShares34.68K
TypeSH
Market value$17.96M
3.15%
Sole
0.00
Shared
0.00
None
34.68K
NVIDIA CORPORATION
DFNDShares82.72K
TypeSH
Market value$15.43M
2.71%
Sole
0.00
Shared
0.00
None
82.72K
ISHARES TR
DFNDShares62.93K
TypeSH
Market value$15.23M
2.67%
Sole
0.00
Shared
0.00
None
62.93K
ALPHABET INC
DFNDShares58.60K
TypeSH
Market value$14.24M
2.50%
Sole
0.00
Shared
0.00
None
58.60K
AMAZON COM INC
DFNDShares60.46K
TypeSH
Market value$13.28M
2.33%
Sole
0.00
Shared
0.00
None
60.46K
ITT INC
DFNDShares59.25K
TypeSH
Market value$10.59M
1.86%
Sole
0.00
Shared
0.00
None
59.25K
FIDELITY COVINGTON TRUST
DFNDShares118.35K
TypeSH
Market value$9.03M
1.59%
Sole
0.00
Shared
0.00
None
118.35K
ALPHABET INC
DFNDShares35.08K
TypeSH
Market value$8.54M
1.50%
Sole
0.00
Shared
0.00
None
35.08K
SPDR S&P 500 ETF TR
DFNDShares9.07K
TypeSH
Market value$6.05M
1.06%
Sole
0.00
Shared
0.00
None
9.07K
BROADCOM INC
DFNDShares16.65K
TypeSH
Market value$5.49M
0.96%
Sole
0.00
Shared
0.00
None
16.65K
SCHWAB STRATEGIC TR
DFNDShares195.87K
TypeSH
Market value$5.35M
0.94%
Sole
0.00
Shared
0.00
None
195.87K
BERKSHIRE HATHAWAY INC DEL
DFNDShares10.46K
TypeSH
Market value$5.26M
0.92%
Sole
0.00
Shared
0.00
None
10.46K
ISHARES TR
DFNDShares115.63K
TypeSH
Market value$5.11M
0.90%
Sole
0.00
Shared
0.00
None
115.63K
SPDR GOLD TR
DFNDShares13.34K
TypeSH
Market value$4.74M
0.83%
Sole
0.00
Shared
0.00
None
13.34K
ORACLE CORP
DFNDShares16.64K
TypeSH
Market value$4.68M
0.82%
Sole
0.00
Shared
0.00
None
16.64K
META PLATFORMS INC
DFNDShares6.16K
TypeSH
Market value$4.52M
0.79%
Sole
0.00
Shared
0.00
None
6.16K
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares15.82K
TypeSH
Market value$4.42M
0.78%
Sole
0.00
Shared
0.00
None
15.82K
TESLA INC
DFNDShares9.84K
TypeSH
Market value$4.38M
0.77%
Sole
0.00
Shared
0.00
None
9.84K
VISA INC
DFNDShares12.55K
TypeSH
Market value$4.28M
0.75%
Sole
0.00
Shared
0.00
None
12.55K
MASTERCARD INCORPORATED
DFNDShares7.21K
TypeSH
Market value$4.10M
0.72%
Sole
0.00
Shared
0.00
None
7.21K
BOEING CO
DFNDShares18.90K
TypeSH
Market value$4.08M
0.72%
Sole
0.00
Shared
0.00
None
18.90K
ISHARES TR
DFNDShares47.78K
TypeSH
Market value$3.88M
0.68%
Sole
0.00
Shared
0.00
None
47.78K
CHEVRON CORP NEW
DFNDShares24.73K
TypeSH
Market value$3.84M
0.67%
Sole
0.00
Shared
0.00
None
24.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CHUBB LIMITEDDFND | COM | 193.15K | SH | $54.52M 9.57% | 0.00 | 0.00 | 193.15K |
APPLE INCDFND | COM | 106.42K | SH | $27.10M 4.75% | 0.00 | 0.00 | 106.42K |
MICROSOFT CORPDFND | COM | 34.68K | SH | $17.96M 3.15% | 0.00 | 0.00 | 34.68K |
NVIDIA CORPORATIONDFND | COM | 82.72K | SH | $15.43M 2.71% | 0.00 | 0.00 | 82.72K |
ISHARES TRDFND | RUSSELL 2000 ETF | 62.93K | SH | $15.23M 2.67% | 0.00 | 0.00 | 62.93K |
ALPHABET INCDFND | CAP STK CL A | 58.60K | SH | $14.24M 2.50% | 0.00 | 0.00 | 58.60K |
AMAZON COM INCDFND | COM | 60.46K | SH | $13.28M 2.33% | 0.00 | 0.00 | 60.46K |
ITT INCDFND | COM | 59.25K | SH | $10.59M 1.86% | 0.00 | 0.00 | 59.25K |
FIDELITY COVINGTON TRUSTDFND | MSCI FINLS IDX | 118.35K | SH | $9.03M 1.59% | 0.00 | 0.00 | 118.35K |
ALPHABET INCDFND | CAP STK CL C | 35.08K | SH | $8.54M 1.50% | 0.00 | 0.00 | 35.08K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 9.07K | SH | $6.05M 1.06% | 0.00 | 0.00 | 9.07K |
BROADCOM INCDFND | COM | 16.65K | SH | $5.49M 0.96% | 0.00 | 0.00 | 16.65K |
SCHWAB STRATEGIC TRDFND | US DIVIDEND EQ | 195.87K | SH | $5.35M 0.94% | 0.00 | 0.00 | 195.87K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 10.46K | SH | $5.26M 0.92% | 0.00 | 0.00 | 10.46K |
ISHARES TRDFND | MSCI INTL QUALTY | 115.63K | SH | $5.11M 0.90% | 0.00 | 0.00 | 115.63K |
SPDR GOLD TRDFND | GOLD SHS | 13.34K | SH | $4.74M 0.83% | 0.00 | 0.00 | 13.34K |
ORACLE CORPDFND | COM | 16.64K | SH | $4.68M 0.82% | 0.00 | 0.00 | 16.64K |
META PLATFORMS INCDFND | CL A | 6.16K | SH | $4.52M 0.79% | 0.00 | 0.00 | 6.16K |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 15.82K | SH | $4.42M 0.78% | 0.00 | 0.00 | 15.82K |
TESLA INCDFND | COM | 9.84K | SH | $4.38M 0.77% | 0.00 | 0.00 | 9.84K |
VISA INCDFND | COM CL A | 12.55K | SH | $4.28M 0.75% | 0.00 | 0.00 | 12.55K |
MASTERCARD INCORPORATEDDFND | CL A | 7.21K | SH | $4.10M 0.72% | 0.00 | 0.00 | 7.21K |
BOEING CODFND | COM | 18.90K | SH | $4.08M 0.72% | 0.00 | 0.00 | 18.90K |
ISHARES TRDFND | IBOXX HI YD ETF | 47.78K | SH | $3.88M 0.68% | 0.00 | 0.00 | 47.78K |
CHEVRON CORP NEWDFND | COM | 24.73K | SH | $3.84M 0.67% | 0.00 | 0.00 | 24.73K |
Page 1 of 20
…