Personal Cfo Solutions, LLC
530 holdingsFiling period: 2026-06-30Current AUM: $705.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Chubb Limited | 200.4K | $68.5M | $68.5M | 9.71% | +8.2K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 147.1K | $42.6M | $49.9M | 7.08% | +9.5K | 2026-06-30 |
| 3 | GOOG | Alphabet Inc | 56.4K | $20.1M | $19.2M | 2.72% | +18.8K | 2026-06-30 |
| 4 | BALT | Innovator ETFs Trust | 564.0K | $19.3M | $19.8M | 2.80% | +13.7K | 2026-06-30 |
| 5 | NVDA | NVIDIA Corporation | 94.5K | $18.9M | $20.5M | 2.90% | +5.6K | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 64.0K | $15.2M | $16.8M | 2.38% | +5.2K | 2026-06-30 |
| 7 | EFA | iShares TR | 137.6K | $14.3M | $14.3M | 2.02% | +130.5K | 2026-06-30 |
| 8 | MSFT | Microsoft Corp | 36.3K | $13.5M | $19.3M | 2.74% | +1.7K | 2026-06-30 |
| 9 | GOOGL | Alphabet Inc | 36.9K | $13.0M | $12.4M | 1.76% | -20,272 | 2026-06-30 |
| 10 | TMB | Thornburg ETF TR | 466.6K | $11.8M | $11.6M | 1.64% | +22.0K | 2026-06-30 |
| 11 | ITT | Itt Inc | 59.3K | $11.8M | $11.7M | 1.65% | -41 | 2026-06-30 |
| 12 | IWF | iShares TR | 78.3K | $9.7M | $9.6M | 1.36% | -- | 2026-06-30 |
| 13 | TSM | Taiwan Semiconductor Manufac | 18.1K | $8.7M | $7.7M | 1.09% | +995 | 2026-06-30 |
| 14 | IQLT | iShares TR | 163.1K | $8.1M | $8.2M | 1.16% | +5.8K | 2026-06-30 |
| 15 | EFG | iShares TR | 55.3K | $6.9M | $6.6M | 0.94% | +526 | 2026-06-30 |
| 16 | SPY | State Str Spdr S&P 500 ETF T | 9.0K | $6.7M | $6.9M | 0.98% | -174 | 2026-06-30 |
| 17 | AVGO | Broadcom Inc | 17.1K | $6.5M | $5.7M | 0.81% | -540 | 2026-06-30 |
| 18 | TSLA | Tesla Inc | 12.9K | $5.4M | $4.8M | 0.68% | +696 | 2026-06-30 |
| 19 | BRK-B | Berkshire Hathaway Inc Del | 10.8K | $5.4M | $5.4M | 0.76% | +189 | 2026-06-30 |
| 20 | — | Seagate Technology Hldngs PL | 5.1K | $4.9M | $4.9M | 0.70% | -333 | 2026-06-30 |
| 21 | LLY | Eli Lilly & Co | 4.0K | $4.8M | $5.2M | 0.74% | -439 | 2026-06-30 |
| 22 | META | Meta Platforms Inc | 8.5K | $4.8M | $5.9M | 0.84% | +1.1K | 2026-06-30 |
| 23 | — | Linde PLC | 8.5K | $4.4M | $4.4M | 0.63% | +189 | 2026-06-30 |
| 24 | GLD | Spdr Gold TR | 11.3K | $4.2M | $4.3M | 0.61% | -1,218 | 2026-06-30 |
| 25 | CVX | Chevron Corporation | 24.3K | $4.0M | $5.5M | 0.78% | +52 | 2026-06-30 |
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