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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
UPSUnited Parcel Service IncStock4,165$347.9K0.1%+2,064+98.2%AddedHistory
BITBBitwise Bitcoin ETFSHS BEN INT5,615$349.4K0.1%+377+7.2%AddedHistory
WDCWestern Digital CorpCOM2,942$353.2K0.1%+2,942NewHistory
EMREmerson Electric CoStock2,695$353.5K0.1%−351−11.5%ReducedHistory
ALCAlcon IncStock4,765$355.1K0.1%+450+10.4%AddedHistory
LMATLemaitre Vascular IncCOM4,061$355.4K0.1%00.0%UnchangedHistory
iShares Tr464288281JPMORGAN USD EMG3,764$358.3K0.1%+3,764New–
PSMTPricesmart IncCOM2,998$363.3K0.1%+59+2.0%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF6,340$364.7K0.1%−353−5.3%Reduced–
VRTVertiv Holdings CoCOM CL A2,423$365.5K0.1%+8+0.3%AddedHistory
EFXEquifax IncCOM1,428$366.2K0.1%+40+2.9%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF3,289$366.6K0.1%+124+3.9%Added–
SPGIS&P Global Inc.Stock755$367.5K0.1%+38+5.3%AddedHistory
GMGeneral Motors CoCOM6,035$368.0K0.1%+454+8.1%AddedHistory
SHELShell plcADR5,161$369.2K0.1%+48+0.9%AddedHistory
URIUnited Rentals, Inc.COM387$369.6K0.1%+23+6.3%AddedHistory
MUMicron Technology IncStock2,226$372.4K0.1%+271+13.9%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM1,164$376.7K0.1%−119−9.3%ReducedHistory
STZConstellation Brands, Inc.Stock2,831$381.2K0.1%+704+33.1%AddedHistory
WCCWesco International IncCOM1,808$382.5K0.1%+1+0.1%AddedHistory
TELTE Connectivity plcStock1,750$384.3K0.1%−367−17.3%ReducedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,270$386.4K0.1%+4,270New–
COINCoinbase Global, Inc.COM CL A1,147$387.0K0.1%+15+1.3%AddedHistory
CMECME Group Inc.COM1,443$389.9K0.1%+1+0.1%AddedHistory
AEPAmerican Electric Power Co IncStock3,489$392.5K0.1%+54+1.6%AddedHistory
NRGNRG Energy, Inc.Stock2,425$392.7K0.1%+128+5.6%AddedHistory
HOODRobinhood Markets, Inc.Stock2,769$396.5K0.1%−758−21.5%ReducedHistory
EBAYeBay IncCOM4,405$400.7K0.1%−496−10.1%ReducedHistory
SPGSimon Property Group Inc.REIT2,143$402.3K0.1%−453−17.4%ReducedHistory
CYDChina Yuchai International LtdCOM9,762$403.9K0.1%+9,762NewHistory
ADPAutomatic Data Processing IncStock1,379$404.6K0.1%−323−19.0%ReducedHistory
SBACSba Communications CorpCL A2,113$408.5K0.1%−162−7.1%ReducedHistory
CATCaterpillar IncStock856$408.6K0.1%+4+0.5%AddedHistory
TNLTravel & Leisure Co.COM6,913$411.2K0.1%−1,662−19.4%ReducedHistory
KLACKLA CorpCOM NEW383$412.6K0.1%+32+9.1%AddedHistory
HMYHarmony Gold Mining Co LtdADR22,853$414.8K0.1%+86+0.4%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,909$419.8K0.1%+3,122+65.2%AddedHistory
NUENucor CorpCOM3,102$420.1K0.1%+384+14.1%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR7,092$422.8K0.1%+265+3.9%AddedHistory
CXTCrane NXT, Co.COM6,343$425.4K0.1%+1,664+35.6%AddedHistory
PLDPrologis, Inc.REIT3,726$426.7K0.1%+293+8.5%AddedHistory
LDOSLeidos Holdings, Inc.COM2,262$427.4K0.1%−712−23.9%ReducedHistory
FISVFiserv IncStock3,324$428.6K0.1%+2,107+173.1%AddedHistory
AKAMAkamai Technologies IncCOM5,663$429.0K0.1%−150−2.6%ReducedHistory
BKNGBooking Holdings Inc.Stock80$432.0K0.1%+10+14.3%AddedHistory
CDNSCadence Design Systems IncStock1,255$440.8K0.1%+10+0.8%AddedHistory
GFIGold Fields LtdSPONSORED ADR10,536$442.1K0.1%+10,536NewHistory
MSIMotorola Solutions, Inc.Stock985$450.4K0.1%+15+1.5%AddedHistory
ISRGIntuitive Surgical IncCOM NEW1,015$453.9K0.1%+29+2.9%AddedHistory
VRTXVertex Pharmaceuticals IncStock1,179$461.7K0.1%+42+3.7%AddedHistory
iShares Tips Bond ETF464287176ETF4,175$464.3K0.1%+170+4.2%Added–
TDYTeledyne Technologies IncCOM792$464.4K0.1%+6+0.8%AddedHistory
DEODiageo PLCSPON ADR NEW4,918$469.3K0.1%+938+23.6%AddedHistory
ATOAtmos Energy CorpCOM2,755$470.5K0.1%+2+0.1%AddedHistory
WELLWelltower Inc.REIT2,645$471.2K0.1%−451−14.6%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM62,188$472.0K0.1%00.0%UnchangedHistory
FIXComfort Systems USA IncCOM573$472.8K0.1%+69+13.7%AddedHistory
CNQCanadian Natural Resources LtdCOM14,830$474.0K0.1%−663−4.3%ReducedHistory
BNYBank of New York Mellon CorpStock4,395$478.9K0.1%+210+5.0%AddedHistory
ENSGEnsign Group, IncCOM2,772$479.0K0.1%−543−16.4%ReducedHistory
XELXcel Energy IncStock5,965$481.1K0.1%+45+0.8%AddedHistory
CWCurtiss Wright CorpStock886$481.2K0.1%+120+15.7%AddedHistory
TMUST-Mobile US, Inc.Stock2,019$483.3K0.1%+69+3.5%AddedHistory
TRVTravelers Companies, Inc.Stock1,734$484.2K0.1%+72+4.3%AddedHistory
BDXBecton Dickinson & CoStock2,604$487.4K0.1%+549+26.7%AddedHistory
Victory Portfolios II92647N527CORE BD ETF10,268$487.9K0.1%−151−1.4%Reduced–
NETCloudflare, Inc.CL A COM2,311$495.9K0.1%−317−12.1%ReducedHistory
GILDGilead Sciences, Inc.Stock4,496$499.1K0.1%+11+0.2%AddedHistory
SXIStandex International CorpCOM2,358$499.6K0.1%−67−2.8%ReducedHistory
MLMMartin Marietta Materials IncCOM808$509.4K0.1%+21+2.7%AddedHistory
ABNBAirbnb, Inc.Stock4,284$520.2K0.1%−3,780−46.9%ReducedHistory
GISGeneral Mills IncStock10,391$523.9K0.1%+813+8.5%AddedHistory
BGBunge Global SACOM SHS6,598$536.1K0.1%−247−3.6%ReducedHistory
DDDuPont de Nemours, Inc.COM6,927$539.6K0.1%+218+3.2%AddedHistory
EMBJEmbraer S.A.ADR8,929$539.8K0.1%−167−1.8%ReducedHistory
MMM3M CoStock3,539$549.1K0.1%−587−14.2%ReducedHistory
iShares Tr46428743220 YR TR BD ETF6,199$554.0K0.1%+6,199New–
PSKYParamount Skydance CorpCOM CL B29,293$554.2K0.1%+29,293NewHistory
DEDeere & CoStock1,224$559.5K0.1%+7+0.6%AddedHistory
ENBEnbridge IncStock11,093$559.7K0.1%+29+0.3%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,779$560.1K0.1%−647−18.9%ReducedHistory
NOCNorthrop Grumman CorpStock923$562.4K0.1%−451−32.8%ReducedHistory
VOYAVoya Financial, Inc.COM7,577$566.8K0.1%−324−4.1%ReducedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR29,469$567.3K0.1%−4,429−13.1%ReducedHistory
ADIAnalog Devices IncStock2,312$568.1K0.1%+90+4.1%AddedHistory
INTCIntel CorpStock16,934$568.1K0.1%+357+2.2%AddedHistory
WMWaste Management IncStock2,578$569.4K0.1%+786+43.9%AddedHistory
PEPPepsiCo IncStock4,071$571.7K0.1%+313+8.3%AddedHistory
AMDAdvanced Micro Devices IncStock3,559$575.9K0.1%−2,722−43.3%ReducedHistory
GSKGSK plcADR13,352$576.3K0.1%+452+3.5%AddedHistory
OMCOmnicom Group Inc.COM7,134$581.6K0.1%+309+4.5%AddedHistory
DGXQuest Diagnostics IncCOM3,056$582.4K0.1%+10.0%AddedHistory
VMIValmont Industries IncCOM1,503$582.6K0.1%−26−1.7%ReducedHistory
LKQLKQ CorpCOM19,083$582.8K0.1%+2,042+12.0%AddedHistory
HPQHP IncStock21,492$585.2K0.1%+459+2.2%AddedHistory
EPDEnterprise Products Partners L.P.Stock18,786$587.5K0.1%−938−4.8%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM34,566$588.3K0.1%+949+2.8%AddedHistory
ECLEcolab Inc.Stock2,164$592.5K0.1%−17−0.8%ReducedHistory
BPBP PLCADR17,264$594.9K0.1%+573+3.4%AddedHistory
USPHU S Physical Therapy IncCOM7,025$596.7K0.1%+322+4.8%AddedHistory

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