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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
495
+14 vs. Q2 2025
Portfolio value
$569.9M
+$29.4M (+5.4%) vs. Q2 2025
Filed
Nov 10, 2025
SEC
Holdings of Personal Cfo Solutions, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AERAerCap Holdings N.V.SHS2,159$261.2K<0.1%−23−1.1%ReducedHistory
PORPortland General Electric CoCOM NEW5,941$261.4K<0.1%+537+9.9%AddedHistory
ITRIItron, Inc.COM2,100$261.6K<0.1%+2,100NewHistory
BF.BBrown Forman CorpStock9,660$261.6K<0.1%+1,689+21.2%AddedHistory
KLICKulicke & Soffa Industries IncCOM6,471$263.0K<0.1%+160+2.5%AddedHistory
MSAMSA Safety IncCOM1,529$263.2K<0.1%+30+2.0%AddedHistory
PPLPPL CorpCOM7,083$263.2K<0.1%+7,083NewHistory
GNRCGenerac Holdings Inc.Stock1,580$264.5K<0.1%−22−1.4%ReducedHistory
FSVFirstService CorpCOM1,393$265.4K<0.1%−214−13.3%ReducedHistory
BAXBaxter International IncStock11,685$266.1K<0.1%+1,592+15.8%AddedHistory
MPWRMonolithic Power Systems, Inc.COM289$266.1K<0.1%−12−4.0%ReducedHistory
HASHasbro, Inc.COM3,529$267.7K<0.1%+3,529NewHistory
COHRCoherent Corp.COM2,486$267.8K<0.1%−1,292−34.2%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR1,347$267.8K<0.1%+7+0.5%AddedHistory
HLTHilton Worldwide Holdings Inc.COM1,035$268.5K<0.1%+163+18.7%AddedHistory
UTZUtz Brands, Inc.COM CL A22,105$268.6K<0.1%+4,309+24.2%AddedHistory
PCORProcore Technologies, Inc.COM3,694$269.4K<0.1%+3,694NewHistory
NTAPNetApp, Inc.Stock2,275$269.5K<0.1%−190−7.7%ReducedHistory
CSXCSX CorpStock7,590$269.5K<0.1%+348+4.8%AddedHistory
LKFNLakeland Financial CorpCOM4,201$269.7K<0.1%+254+6.4%AddedHistory
HPEHewlett Packard Enterprise CoCOM10,985$269.8K<0.1%+10,985NewHistory
CPKChesapeake Utilities CorpCOM2,009$270.5K<0.1%00.0%UnchangedHistory
CICigna GroupStock940$270.9K<0.1%+98+11.6%AddedHistory
HIIHuntington Ingalls Industries, Inc.COM941$270.9K<0.1%−73−7.2%ReducedHistory
MFCManulife Financial CorpCOM8,720$271.6K<0.1%−1,379−13.7%ReducedHistory
METMetlife IncStock3,306$272.3K<0.1%−34−1.0%ReducedHistory
HWMHowmet Aerospace Inc.Stock1,396$274.0K<0.1%+206+17.3%AddedHistory
BABAAlibaba Group Holding LtdADR1,533$274.1K<0.1%+1,533NewHistory
TTEKTetra Tech IncCOM8,214$274.2K<0.1%+60+0.7%AddedHistory
WisdomTree Tr97717X578EM EX ST-OWNED7,233$274.4K<0.1%−905−11.1%Reduced–
PRDOPerdoceo Education CorpCOM7,311$275.3K<0.1%+7,311NewHistory
MTRNMATERION CorpCOM2,284$276.0K<0.1%−346−13.2%ReducedHistory
TPRTapestry, Inc.COM2,476$280.4K<0.1%+19+0.8%AddedHistory
CBOECboe Global Markets, Inc.COM1,149$281.8K<0.1%−27−2.3%ReducedHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK10,215$281.9K<0.1%+1,585+18.4%AddedHistory
FUTUFutu Holdings LtdSPON ADS CL A1,630$283.5K<0.1%−26−1.6%ReducedHistory
TSNTyson Foods, Inc.Stock5,298$287.7K0.1%−4,101−43.6%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR17,318$289.9K0.1%+1,104+6.8%AddedHistory
SNYSanofiSPONSORED ADR6,143$289.9K0.1%+535+9.5%AddedHistory
JBLJabil IncStock1,339$290.8K0.1%−51−3.7%ReducedHistory
CHEChemed CorpCOM650$291.1K0.1%+106+19.5%AddedHistory
HXLHexcel CorpCOM4,650$291.6K0.1%−80−1.7%ReducedHistory
JBTMJBT Marel CorpCOM2,100$294.9K0.1%+411+24.3%AddedHistory
RGAReinsurance Group of America IncCOM NEW1,539$295.8K0.1%+72+4.9%AddedHistory
THCTenet Healthcare CorpCOM NEW1,463$297.0K0.1%−147−9.1%ReducedHistory
FTITechnipFMC plcCOM7,534$297.2K0.1%−250−3.2%ReducedHistory
STESTERIS plcSHS USD1,215$300.6K0.1%−658−35.1%ReducedHistory
HLNEHamilton Lane INCCL A2,239$301.8K0.1%−326−12.7%ReducedHistory
OSISOsi Systems IncCOM1,217$303.3K0.1%+212+21.1%AddedHistory
VTRVentas, Inc.REIT4,336$303.5K0.1%−873−16.8%ReducedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR27,029$303.8K0.1%+27,029NewHistory
CBTCabot CorpCOM4,004$304.5K0.1%+15+0.4%AddedHistory
WINGWingstop Inc.COM1,212$305.1K0.1%+215+21.6%AddedHistory
CGNXCognex CorpCOM6,764$306.4K0.1%−33−0.5%ReducedHistory
WHWyndham Hotels & Resorts, Inc.COM3,847$307.4K0.1%−711−15.6%ReducedHistory
AAONAaon, Inc.COM PAR $0.0043,295$307.9K0.1%+3,295NewHistory
BVNBuenaventura Mining Co IncSPONSORED ADR12,726$309.6K0.1%+12,726NewHistory
ORLYO Reilly Automotive IncStock2,872$309.6K0.1%+148+5.4%AddedHistory
AMTAmerican Tower CorpREIT1,610$309.7K0.1%−319−16.5%ReducedHistory
GTESGates Industrial Corp Ltd.ORD SHS12,547$311.4K0.1%+1,568+14.3%AddedHistory
BBYBest Buy Co IncStock4,137$312.8K0.1%+4,137NewHistory
TIGRUP Fintech Holding LtdSPONSORED ADS29,326$312.9K0.1%−1,342−4.4%ReducedHistory
AYIAcuity Inc. (DE)Stock910$313.5K0.1%+133+17.1%AddedHistory
PATKPatrick Industries IncCOM3,033$313.7K0.1%+10.0%AddedHistory
JCIJohnson Controls International plcStock2,853$313.7K0.1%+270+10.5%AddedHistory
DHIHorton D R IncCOM1,853$314.0K0.1%+234+14.5%AddedHistory
ADSKAutodesk, Inc.COM989$314.2K0.1%−18−1.8%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF3,297$316.1K0.1%+4+0.1%Added–
RBCRBC Bearings INCCOM817$318.9K0.1%−32−3.8%ReducedHistory
PIPRPiper Sandler CompaniesCOM926$321.3K0.1%+146+18.7%AddedHistory
CCKCrown Holdings, Inc.COM3,332$321.8K0.1%−39−1.2%ReducedHistory
WPMWheaton Precious Metals Corp.COM2,880$322.1K0.1%−80−2.7%ReducedHistory
ELEstee Lauder Companies IncCL A3,660$322.5K0.1%+122+3.4%AddedHistory
IBPInstalled Building Products, Inc.COM1,314$324.2K0.1%+195+17.4%AddedHistory
NVSNovartis AGADR2,560$328.3K0.1%+440+20.8%AddedHistory
TROWPrice T Rowe Group IncStock3,214$329.9K0.1%+225+7.5%AddedHistory
ALSumisho Air Lease CorpCL A5,183$329.9K0.1%−1,604−23.6%ReducedHistory
KHCKraft Heinz CoStock12,676$330.1K0.1%+1,556+14.0%AddedHistory
RMDResmed IncCOM1,215$332.5K0.1%−30−2.4%ReducedHistory
FCNCAFirst Citizens Bancshares IncCL A186$332.9K0.1%+30+19.2%AddedHistory
HOMBHome Bancshares IncCOM11,794$333.8K0.1%+40.0%AddedHistory
EMEEMCOR Group, Inc.Stock514$334.0K0.1%+77+17.6%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR5,577$335.8K0.1%+5,577NewHistory
SNOWSnowflake Inc.Stock1,493$336.7K0.1%+62+4.3%AddedHistory
PPGPPG Industries IncStock3,211$337.6K0.1%+404+14.4%AddedHistory
SPDR Series Trust78468R408ST TERM HIGH ETF13,259$339.4K0.1%+58+0.4%Added–
Franklin Templeton ETF Tr35473P884US MID CP MLTFCT6,032$340.5K0.1%−835−12.2%Reduced–
BIIBBiogen Inc.COM2,438$341.5K0.1%+421+20.9%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock3,476$342.4K0.1%+505+17.0%AddedHistory
ANETArista Networks, Inc.Stock2,353$342.9K0.1%−721−23.5%ReducedHistory
CMGChipotle Mexican Grill IncCOM8,756$343.1K0.1%+579+7.1%AddedHistory
VNETVNET Group, Inc.SPONSORED ADS A33,226$343.2K0.1%−1,279−3.7%ReducedHistory
RPMRPM International IncCOM2,925$344.7K0.1%−9−0.3%ReducedHistory
LFUSLittelfuse IncCOM1,331$344.9K0.1%00.0%UnchangedHistory
NSSCNapco Security Technologies, IncStock8,031$344.9K0.1%+246+3.2%AddedHistory
PANWPalo Alto Networks IncStock1,697$345.5K0.1%+167+10.9%AddedHistory
YOUClear Secure, Inc.COM CL A10,364$346.0K0.1%+20.0%AddedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK1,751$346.2K0.1%+11+0.6%AddedHistory
VEEVVeeva Systems IncStock1,163$346.5K0.1%+39+3.5%AddedHistory
WMBWilliams Companies, Inc.COM5,478$347.0K0.1%−157−2.8%ReducedHistory

Sold out since Q2 2025 (37)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Personal Cfo Solutions, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ProShares Tr74347R842PSHS ULTRUSS2000322,764$12.2M2.2%–
iShares Russell 1000 Growth ETF464287614ETF17,500$7.43M1.4%–
iShares Tr464288885EAFE GRWTH ETF42,163$4.72M0.9%–
Invesco QQQ Trust Series I46090E103ETF6,197$3.42M0.6%–
iShares Russell 1000 Value ETF464287598ETF10,087$1.96M0.4%–
iShares Tr4642874571 3 YR TREAS BD17,428$1.44M0.3%–
Paramount Global92556H206CL B77,291$997.1K0.2%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF11,939$966.7K0.2%–
VRNAVerona Pharma plcSPONSORED ADS6,495$614.3K0.1%History
TEAMAtlassian CorpCL A2,749$558.3K0.1%History
ITGartner IncCOM1,357$548.5K0.1%History
iShares Inc464286392MSCI WORLD ETF3,002$508.4K0.1%–
iShares Tr464287622RUS 1000 ETF1,306$443.3K0.1%–
iShares Tr464287119MORNINGSTAR GRWT4,135$400.7K0.1%–
GGALGrupo Financiero Galicia SASPONSORED ADR7,247$365.2K0.1%History
QFINQfin Holdings, Inc.AMERICAN DEP8,141$353.0K0.1%History
BWXTBWX Technologies, Inc.COM2,404$346.3K0.1%History
YPFYpf Sociedad AnonimaSPON ADR CL D10,476$329.5K0.1%History
PAMPampa Energy Inc.SPONS ADR LVL I4,335$300.8K0.1%History
EDConsolidated Edison IncStock2,971$298.1K0.1%History
KMXCarMax IncCOM4,114$276.5K0.1%History
CHKPCheck Point Software Technologies LtdORD1,224$270.8K0.1%History
iShares Tr46435U853BROAD USD HIGH6,444$241.7K<0.1%–
FOXAFox CorpCL A COM4,310$241.6K<0.1%History
TWLOTwilio IncCL A1,939$241.1K<0.1%History
POWIPower Integrations IncCOM4,196$234.6K<0.1%History
MRNAModerna, Inc.Stock8,342$230.2K<0.1%History
FICOFair Isaac CorpCOM123$224.8K<0.1%History
ERICEricsson LM Telephone CoADR B SEK 1026,002$220.5K<0.1%History
UFPIUfp Industries IncCOM2,192$217.8K<0.1%History
Schwab U.S. Large-Cap Growth ETF808524300ETF7,398$216.1K<0.1%–
NOKNokia CorpSPONSORED ADR41,695$216.0K<0.1%History
OTISOtis Worldwide CorpStock2,160$213.9K<0.1%History
CLColgate Palmolive CoStock2,335$212.2K<0.1%History
PSOPearson PLCSPONSORED ADR10,473$156.4K<0.1%History
AESIAtlas Energy Solutions Inc.COM NEW10,043$134.3K<0.1%History
VFCV F CorpStock10,018$117.7K<0.1%History