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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 12, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
481
+33 vs. Q1 2025
Portfolio value
$540.5M
+$48.0M (+9.7%) vs. Q1 2025
Filed
Aug 12, 2025
SEC
Holdings of Personal Cfo Solutions, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
WCCWesco International IncCOM1,807$334.7K0.1%+427+30.9%AddedHistory
CATCaterpillar IncStock852$330.6K0.1%+8+0.9%AddedHistory
HOODRobinhood Markets, Inc.Stock3,527$330.2K0.1%+3,527NewHistory
YPFYpf Sociedad AnonimaSPON ADR CL D10,476$329.5K0.1%+584+5.9%AddedHistory
VTRVentas, Inc.REIT5,209$329.0K0.1%+15+0.3%AddedHistory
RBCRBC Bearings INCCOM849$326.7K0.1%−72−7.8%ReducedHistory
VEEVVeeva Systems IncStock1,124$323.7K0.1%+15+1.4%AddedHistory
MFCManulife Financial CorpCOM10,099$322.8K0.1%+182+1.8%AddedHistory
RPMRPM International IncCOM2,934$322.3K0.1%−332−10.2%ReducedHistory
RMDResmed IncCOM1,245$321.3K0.1%−107−7.9%ReducedHistory
DXCMDexcom IncCOM3,679$321.1K0.1%+233+6.8%AddedHistory
SNOWSnowflake Inc.Stock1,431$320.2K0.1%−14−1.0%ReducedHistory
PPGPPG Industries IncStock2,807$319.3K0.1%+538+23.7%AddedHistory
HMYHarmony Gold Mining Co LtdADR22,767$318.1K0.1%+993+4.6%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A7,570$314.9K0.1%+16+0.2%AddedHistory
ANETArista Networks, Inc.Stock3,074$314.5K0.1%−2,704−46.8%ReducedHistory
KLACKLA CorpCOM NEW351$314.0K0.1%−17−4.6%ReducedHistory
PANWPalo Alto Networks IncStock1,530$313.1K0.1%+169+12.4%AddedHistory
CCLCarnival Corp Ltd.UNIT 99/99/999911,089$311.8K0.1%+1,038+10.3%AddedHistory
ADSKAutodesk, Inc.COM1,007$311.7K0.1%−175−14.8%ReducedHistory
VRTVertiv Holdings CoCOM CL A2,415$310.1K0.1%+2,415NewHistory
PSMTPricesmart IncCOM2,939$308.8K0.1%−6−0.2%ReducedHistory
BITBBitwise Bitcoin ETFSHS BEN INT5,238$306.9K0.1%+303+6.1%AddedHistory
BAXBaxter International IncStock10,093$305.6K0.1%−821−7.5%ReducedHistory
FCNCAFirst Citizens Bancshares IncCL A156$305.4K0.1%+6+4.0%AddedHistory
JBLJabil IncStock1,390$303.2K0.1%+1,390NewHistory
iShares Russell Midcap ETF464287499ETF3,288$302.4K0.1%+3,288New–
LFUSLittelfuse IncCOM1,331$301.8K0.1%+1,331NewHistory
NXSTNexstar Media Group, Inc.COMMON STOCK1,740$301.0K0.1%−31−1.8%ReducedHistory
PAMPampa Energy Inc.SPONS ADR LVL I4,335$300.8K0.1%+276+6.8%AddedHistory
BSXBoston Scientific CorpStock2,793$300.0K0.1%+624+28.8%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF3,293$299.6K0.1%+4+0.1%Added–
CBTCabot CorpCOM3,989$299.2K0.1%+9+0.2%AddedHistory
EDConsolidated Edison IncStock2,971$298.1K0.1%−10.0%ReducedHistory
CRAICra International, Inc.COM1,586$297.2K0.1%00.0%UnchangedHistory
AGMFederal Agricultural Mortgage CorpCL C1,529$297.1K0.1%−12−0.8%ReducedHistory
TIGRUP Fintech Holding LtdSPONSORED ADS30,668$295.9K0.1%+1,998+7.0%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS3,843$294.6K0.1%+390+11.3%AddedHistory
CNSCohen & Steers, Inc.COM3,902$294.0K0.1%+8+0.2%AddedHistory
TTEKTetra Tech IncCOM8,154$293.2K0.1%−88−1.1%ReducedHistory
RGAReinsurance Group of America IncCOM NEW1,467$291.1K0.1%−15−1.0%ReducedHistory
TROWPrice T Rowe Group IncStock2,989$288.4K0.1%+196+7.0%AddedHistory
YOUClear Secure, Inc.COM CL A10,362$287.6K0.1%+332+3.3%AddedHistory
KHCKraft Heinz CoStock11,120$287.1K0.1%−704−6.0%ReducedHistory
ELEstee Lauder Companies IncCL A3,538$285.9K0.1%+112+3.3%AddedHistory
THCTenet Healthcare CorpCOM NEW1,610$283.4K0.1%−62−3.7%ReducedHistory
FSVFirstService CorpCOM1,607$280.7K0.1%+9+0.6%AddedHistory
WisdomTree Tr97717X578EM EX ST-OWNED8,138$280.6K0.1%−379−4.4%Reduced–
PRGOPERRIGO Co plcSHS10,482$280.1K0.1%−1,083−9.4%ReducedHistory
PATKPatrick Industries IncCOM3,032$279.8K0.1%+3,032NewHistory
CICigna GroupStock842$278.3K0.1%+17+2.1%AddedHistory
CTRACoterra Energy Inc.Stock10,933$277.5K0.1%−9,586−46.7%ReducedHistory
KMXCarMax IncCOM4,114$276.5K0.1%−33−0.8%ReducedHistory
MTDRMatador Resources CoCOM5,759$274.8K0.1%+884+18.1%AddedHistory
GMGeneral Motors CoCOM5,581$274.6K0.1%−38−0.7%ReducedHistory
CBOECboe Global Markets, Inc.COM1,176$274.4K0.1%+1,176NewHistory
URIUnited Rentals, Inc.COM364$274.3K0.1%+27+8.0%AddedHistory
JCIJohnson Controls International plcStock2,583$272.8K0.1%−235−8.3%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock2,971$271.0K0.1%−375−11.2%ReducedHistory
SNYSanofiSPONSORED ADR5,608$270.9K0.1%+847+17.8%AddedHistory
CHKPCheck Point Software Technologies LtdORD1,224$270.8K0.1%+116+10.5%AddedHistory
LSTRLandstar System IncCOM1,946$270.6K0.1%+449+30.0%AddedHistory
FIXComfort Systems USA IncCOM504$270.2K<0.1%+504NewHistory
METMetlife IncStock3,340$268.6K<0.1%+230+7.4%AddedHistory
FTITechnipFMC plcCOM7,784$268.1K<0.1%+274+3.6%AddedHistory
CNXCConcentrix CorpStock5,071$268.0K<0.1%−180−3.4%ReducedHistory
DOVDOVER CorpCOM1,459$267.4K<0.1%+12+0.8%AddedHistory
HXLHexcel CorpCOM4,730$267.2K<0.1%−652−12.1%ReducedHistory
WPMWheaton Precious Metals Corp.COM2,960$265.8K<0.1%+2,960NewHistory
CHEChemed CorpCOM544$265.0K<0.1%−36−6.2%ReducedHistory
UMHUmh Properties, Inc.COM15,699$263.6K<0.1%+62+0.4%AddedHistory
NTAPNetApp, Inc.Stock2,465$262.7K<0.1%+155+6.7%AddedHistory
ICEIntercontinental Exchange, Inc.Stock1,432$262.7K<0.1%+96+7.2%AddedHistory
OLEDUniversal Display CorpCOM1,699$262.4K<0.1%+253+17.5%AddedHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK8,630$261.7K<0.1%+8,630NewHistory
CFRCullen/Frost Bankers, Inc.COM2,035$261.6K<0.1%−80−3.8%ReducedHistory
UNFUnifirst CorpCOM1,386$260.8K<0.1%−33−2.3%ReducedHistory
MARMarriott International IncStock945$258.2K<0.1%+94+11.0%AddedHistory
IFFInternational Flavors & Fragrances IncCOM3,507$258.0K<0.1%−128−3.5%ReducedHistory
KTKT CorpSPONSORED ADR12,385$257.4K<0.1%+613+5.2%AddedHistory
NVSNovartis AGADR2,120$256.5K<0.1%−901−29.8%ReducedHistory
AERAerCap Holdings N.V.SHS2,182$255.3K<0.1%+2,182NewHistory
DRIDarden Restaurants IncCOM1,166$254.2K<0.1%+9+0.8%AddedHistory
BIIBBiogen Inc.COM2,017$253.3K<0.1%−10−0.5%ReducedHistory
GTESGates Industrial Corp Ltd.ORD SHS10,979$252.8K<0.1%−196−1.8%ReducedHistory
CXTCrane NXT, Co.COM4,679$252.2K<0.1%+4,679NewHistory
TTETotalEnergies SESPONSORED ADS4,101$251.8K<0.1%−466−10.2%ReducedHistory
MSAMSA Safety IncCOM1,499$251.2K<0.1%+1,499NewHistory
PYPLPayPal Holdings, Inc.Stock3,371$250.5K<0.1%−3−0.1%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock1,798$250.2K<0.1%−56−3.0%ReducedHistory
TRNOTerreno Realty CorpCOM4,443$249.1K<0.1%+20.0%AddedHistory
STSensata Technologies Holding plcSHS8,178$246.2K<0.1%+8,178NewHistory
ORLYO Reilly Automotive IncStock2,724$245.5K<0.1%+99+3.8%AddedConverted for a 15-for-1 splitHistory
APOApollo Global Management, Inc.COM1,729$245.4K<0.1%+1,729NewHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR16,214$245.0K<0.1%+1,724+11.9%AddedHistory
HIIHuntington Ingalls Industries, Inc.COM1,014$244.8K<0.1%−47−4.4%ReducedHistory
ALLAllstate CorpStock1,209$243.4K<0.1%+1,209NewHistory
LKFNLakeland Financial CorpCOM3,947$242.5K<0.1%−206−5.0%ReducedHistory
iShares Tr46435U853BROAD USD HIGH6,444$241.7K<0.1%+6,444New–
FOXAFox CorpCL A COM4,310$241.6K<0.1%+4,310NewHistory

Sold out since Q1 2025 (35)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Personal Cfo Solutions, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
Schwab US Dividend Equity ETF808524797ETF204,016$5.70M1.2%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF7,781$1.14M0.2%–
State Street Financial Select Sector SPDR ETF81369Y605ETF21,392$1.07M0.2%–
HESHess CorpStock5,676$906.6K0.2%History
ICLRIcon PLCCOM5,014$877.4K0.2%History
Vanguard Morningstar Growth ETF922908736ETF1,779$659.5K0.1%–
iShares Tr46428743220 YR TR BD ETF6,110$556.2K0.1%–
ANSSAnsys IncCOM1,410$446.4K0.1%History
CASYCaseys General Stores IncCOM827$358.8K0.1%History
GRMNGarmin LtdSHS1,580$343.0K0.1%History
BMAMacro Bank Inc.SPON ADR B4,362$329.4K0.1%History
iShares Tr464288877EAFE VALUE ETF5,473$322.6K0.1%–
CPBCAMPBELL'S CoCOM8,077$322.4K0.1%History
BABAAlibaba Group Holding LtdADR2,416$319.4K0.1%History
TAPMolson Coors Beverage CoCL B5,109$311.0K0.1%History
TFCTruist Financial CorpCOM7,119$293.0K0.1%History
BAHBooz Allen Hamilton Holding CorpCL A2,739$286.5K0.1%History
DFSDiscover Financial ServicesCOM1,660$283.4K0.1%History
LYVLive Nation Entertainment, Inc.COM2,119$276.7K0.1%History
EXPDExpeditors International of Washington IncCOM2,262$272.0K0.1%History
SNDRSchneider National, Inc.CL B11,812$269.9K0.1%History
WUWestern Union COStock23,409$247.7K0.1%History
WTWWillis Towers Watson PLCSHS732$247.4K0.1%History
NLYAnnaly Capital Management IncREIT10,897$221.3K<0.1%History
ELVElevance Health, Inc.Stock499$216.9K<0.1%History
ELSEquity Lifestyle Properties IncCOM3,247$216.6K<0.1%History
ENTGEntegris IncCOM2,466$215.7K<0.1%History
CCICrown Castle Inc.REIT2,039$212.5K<0.1%History
ROLRollins IncCOM3,902$210.8K<0.1%History
KKellanovaStock2,458$202.8K<0.1%History
KMBKimberly Clark CorpStock1,424$202.5K<0.1%History
NXRTNexPoint Residential Trust, Inc.COM5,080$200.8K<0.1%History
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS10,259$157.7K<0.1%History
AGNTAGNT, Inc.COM12,541$122.7K<0.1%History
ADPTAdaptive Biotechnologies CorpCOM11,250$83.6K<0.1%History