Skip to main content
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
CPCanadian Pacific Kansas City LtdCOM14,955$1.11M0.2%+79+0.5%AddedHistory
LOWLowes Companies IncStock4,422$1.11M0.2%+77+1.8%AddedHistory
BLKBlackRock, Inc.Stock949$1.11M0.2%+46+5.1%AddedHistory
YUMYum Brands IncStock7,214$1.10M0.2%+12+0.2%AddedHistory
COPConocoPhillipsStock11,550$1.09M0.2%+242+2.1%AddedHistory
SCHWSchwab Charles CorpStock11,291$1.08M0.2%−300−2.6%ReducedHistory
SBUXStarbucks CorpStock12,615$1.07M0.2%−321−2.5%ReducedHistory
DISWalt Disney CoStock9,279$1.06M0.2%+2,192+30.9%AddedHistory
IDXXIDEXX Laboratories IncCOM1,637$1.05M0.2%−132−7.5%ReducedHistory
MSMorgan StanleyStock6,573$1.04M0.2%−80−1.2%ReducedHistory
MDTMedtronic plcStock10,737$1.02M0.2%+870+8.8%AddedHistory
PHParker-Hannifin CorpStock1,323$1.00M0.2%−53−3.9%ReducedHistory
AMPAmeriprise Financial IncCOM2,039$1.00M0.2%−9−0.4%ReducedHistory
GEVGE Vernova Inc.Stock1,627$1.00M0.2%+37+2.3%AddedHistory
CSGPCostar Group, Inc.COM11,810$996.4K0.2%+391+3.4%AddedHistory
HCAHCA Healthcare, Inc.COM2,327$991.9K0.2%−106−4.4%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock2,027$983.0K0.2%−1,286−38.8%ReducedHistory
CPNGCoupang, Inc.CL A30,521$982.8K0.2%+345+1.1%AddedHistory
UHSUniversal Health Services IncCL B4,723$965.5K0.2%−156−3.2%ReducedHistory
RLRalph Lauren CorpCL A3,076$964.4K0.2%−140−4.4%ReducedHistory
APHAmphenol CorpCL A7,707$953.8K0.2%−742−8.8%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,691$950.9K0.2%−65−3.7%ReducedHistory
LRCXLam Research CorpStock6,927$927.5K0.2%+1,535+28.5%AddedHistory
ACGLArch Capital Group Ltd.Stock10,045$911.3K0.2%−10.0%ReducedHistory
IBNIcici Bank LtdADR30,142$911.2K0.2%+678+2.3%AddedHistory
LENLennar CorpCL A7,221$910.1K0.2%+123+1.7%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM15,913$908.6K0.2%+2,461+18.3%Added–
APDAir Products & Chemicals, Inc.Stock3,278$893.9K0.2%+83+2.6%AddedHistory
APTVAptiv PLCStock10,266$885.1K0.2%−286−2.7%ReducedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,355$884.4K0.2%+6,355New–
NEENextera Energy IncStock11,694$882.8K0.2%−114−1.0%ReducedHistory
CRMSalesforce, Inc.Stock3,723$882.3K0.2%−468−11.2%ReducedHistory
MCDMcDonalds CorpStock2,897$880.2K0.2%−12−0.4%ReducedHistory
WCNWaste Connections, Inc.COM5,004$879.8K0.2%+191+4.0%AddedHistory
PEGPublic Service Enterprise Group IncCOM10,339$862.9K0.2%−112−1.1%ReducedHistory
BWABorgwarner IncCOM19,420$853.7K0.1%−8,352−30.1%ReducedHistory
GLWCorning IncCOM10,358$849.6K0.1%+3,206+44.8%AddedHistory
BSXBoston Scientific CorpStock8,675$846.9K0.1%+5,882+210.6%AddedHistory
CVSCVS Health CorpStock11,175$842.5K0.1%+291+2.7%AddedHistory
SONYSony Group CorpSPONSORED ADR29,095$837.6K0.1%−1,368−4.5%ReducedHistory
RACEFerrari N.V.COM1,720$834.8K0.1%+40+2.4%AddedHistory
EOGEOG Resources IncStock7,442$834.4K0.1%+249+3.5%AddedHistory
PGRProgressive CorpStock3,331$822.5K0.1%+723+27.7%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF2,911$820.5K0.1%−1,127−27.9%Reduced–
ETNEaton Corp plcStock2,159$807.9K0.1%−34−1.6%ReducedHistory
CEGConstellation Energy CorpStock2,454$807.5K0.1%+83+3.5%AddedHistory
UBSUBS Group AGStock19,353$793.5K0.1%+156+0.8%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS49,709$792.4K0.1%−753−1.5%ReducedHistory
iShares MSCI Eafe ETF464287465ETF8,478$791.6K0.1%−392−4.4%Reduced–
AMGNAmgen IncStock2,796$788.9K0.1%−17−0.6%ReducedHistory
TTTrane Technologies plcSHS1,858$783.9K0.1%−5−0.3%ReducedHistory
PAYCPaycom Software, Inc.Stock3,763$783.3K0.1%−39−1.0%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A48,780$781.0K0.1%+2,449+5.3%AddedHistory
CFCF Industries Holdings, Inc.COM8,627$773.9K0.1%−44−0.5%ReducedHistory
MCOMoodys CorpStock1,619$771.5K0.1%−33−2.0%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF8,811$768.4K0.1%−2,688−23.4%Reduced–
TGTTarget CorpStock8,457$758.6K0.1%+28+0.3%AddedHistory
ADMArcher-Daniels-Midland CoStock12,620$753.9K0.1%−1,104−8.0%ReducedHistory
WDAYWorkday, Inc.CL A3,127$752.8K0.1%−1,980−38.8%ReducedHistory
USBUS Bancorp DECOM NEW15,537$750.9K0.1%+527+3.5%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF10,495$749.0K0.1%−400−3.7%Reduced–
BXBlackstone Inc.COM4,377$747.9K0.1%−446−9.2%ReducedHistory
CAGConagra Brands Inc.Stock40,395$739.6K0.1%+4,757+13.3%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,726$728.9K0.1%−1,616−25.5%Reduced–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF6,147$727.6K0.1%−2,869−31.8%Reduced–
SLBSLB LimitedStock21,095$725.0K0.1%+375+1.8%AddedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF17,135$721.9K0.1%−4,549−21.0%Reduced–
EXPEExpedia Group, Inc.Stock3,364$719.1K0.1%−67−2.0%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,972$712.1K0.1%−1,146−27.8%Reduced–
DHRDanaher CorpStock3,576$709.1K0.1%+415+13.1%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock35,802$699.2K0.1%−6,640−15.6%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,685$698.9K0.1%−148−3.9%Reduced–
CRWDCrowdStrike Holdings, Inc.Stock1,424$698.5K0.1%−55−3.7%ReducedHistory
HONHoneywell International IncCOM3,311$696.9K0.1%−119−3.5%ReducedHistory
DUKDuke Energy CORPStock5,563$688.4K0.1%+154+2.8%AddedHistory
EHCEncompass Health CorpCOM5,413$687.5K0.1%+22+0.4%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF7,582$679.5K0.1%+7,582New–
LHXL3HARRIS Technologies, Inc.Stock2,220$677.9K0.1%+110+5.2%AddedHistory
MCHPMicrochip Technology IncStock10,518$675.5K0.1%−58−0.5%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock3,342$671.4K0.1%−235−6.6%ReducedHistory
IPGInterpublic Group of Companies, Inc.COM23,743$662.7K0.1%−290−1.2%ReducedHistory
MDLZMondelez International, Inc.Stock10,431$651.6K0.1%+522+5.3%AddedHistory
VSTVistra Corp.Stock3,312$648.9K0.1%+1,549+87.9%AddedHistory
MNDYmonday.com Ltd.SHS3,340$646.9K0.1%+440+15.2%AddedHistory
INCYIncyte CorpCOM7,599$644.5K0.1%+33+0.4%AddedHistory
AJGArthur J. Gallagher & Co.COM2,069$640.7K0.1%−31−1.5%ReducedHistory
AIGAmerican International Group, Inc.Stock8,142$639.5K0.1%+432+5.6%AddedHistory
TXNTexas Instruments IncStock3,451$634.0K0.1%+261+8.2%AddedHistory
NEMNEWMONT CorpStock7,459$628.9K0.1%+110+1.5%AddedHistory
NXPINXP Semiconductors N.V.COM2,749$626.1K0.1%−289−9.5%ReducedHistory
XYLXylem Inc.COM4,195$618.8K0.1%+21+0.5%AddedHistory
BCSBarclays PLCADR29,530$610.4K0.1%−165−0.6%ReducedHistory
ARESAres Management CorpCL A COM STK3,789$605.8K0.1%+47+1.3%AddedHistory
CORCencora, Inc.Stock1,921$600.2K0.1%−69−3.5%ReducedHistory
UNPUnion Pacific CorpStock2,539$600.1K0.1%+180+7.6%AddedHistory
USPHU S Physical Therapy IncCOM7,025$596.7K0.1%+322+4.8%AddedHistory
BPBP PLCADR17,264$594.9K0.1%+573+3.4%AddedHistory
ECLEcolab Inc.Stock2,164$592.5K0.1%−17−0.8%ReducedHistory
HSTHost Hotels & Resorts, Inc.COM34,566$588.3K0.1%+949+2.8%AddedHistory
EPDEnterprise Products Partners L.P.Stock18,786$587.5K0.1%−938−4.8%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