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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
HPQHP IncStock21,492$585.2K0.1%+459+2.2%AddedHistory
LKQLKQ CorpCOM19,083$582.8K0.1%+2,042+12.0%AddedHistory
VMIValmont Industries IncCOM1,503$582.6K0.1%−26−1.7%ReducedHistory
DGXQuest Diagnostics IncCOM3,056$582.4K0.1%+10.0%AddedHistory
OMCOmnicom Group Inc.COM7,134$581.6K0.1%+309+4.5%AddedHistory
GSKGSK plcADR13,352$576.3K0.1%+452+3.5%AddedHistory
AMDAdvanced Micro Devices IncStock3,559$575.9K0.1%−2,722−43.3%ReducedHistory
PEPPepsiCo IncStock4,071$571.7K0.1%+313+8.3%AddedHistory
WMWaste Management IncStock2,578$569.4K0.1%+786+43.9%AddedHistory
INTCIntel CorpStock16,934$568.1K0.1%+357+2.2%AddedHistory
ADIAnalog Devices IncStock2,312$568.1K0.1%+90+4.1%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR29,469$567.3K0.1%−4,429−13.1%ReducedHistory
VOYAVoya Financial, Inc.COM7,577$566.8K0.1%−324−4.1%ReducedHistory
NOCNorthrop Grumman CorpStock923$562.4K0.1%−451−32.8%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,779$560.1K0.1%−647−18.9%ReducedHistory
ENBEnbridge IncStock11,093$559.7K0.1%+29+0.3%AddedHistory
DEDeere & CoStock1,224$559.5K0.1%+7+0.6%AddedHistory
PSKYParamount Skydance CorpCOM CL B29,293$554.2K0.1%+29,293NewHistory
iShares Tr46428743220 YR TR BD ETF6,199$554.0K0.1%+6,199New–
MMM3M CoStock3,539$549.1K0.1%−587−14.2%ReducedHistory
EMBJEmbraer S.A.ADR8,929$539.8K0.1%−167−1.8%ReducedHistory
DDDuPont de Nemours, Inc.COM6,927$539.6K0.1%+218+3.2%AddedHistory
BGBunge Global SACOM SHS6,598$536.1K0.1%−247−3.6%ReducedHistory
GISGeneral Mills IncStock10,391$523.9K0.1%+813+8.5%AddedHistory
ABNBAirbnb, Inc.Stock4,284$520.2K0.1%−3,780−46.9%ReducedHistory
MLMMartin Marietta Materials IncCOM808$509.4K0.1%+21+2.7%AddedHistory
SXIStandex International CorpCOM2,358$499.6K0.1%−67−2.8%ReducedHistory
GILDGilead Sciences, Inc.Stock4,496$499.1K0.1%+11+0.2%AddedHistory
NETCloudflare, Inc.CL A COM2,311$495.9K0.1%−317−12.1%ReducedHistory
Victory Portfolios II92647N527CORE BD ETF10,268$487.9K0.1%−151−1.4%Reduced–
BDXBecton Dickinson & CoStock2,604$487.4K0.1%+549+26.7%AddedHistory
TRVTravelers Companies, Inc.Stock1,734$484.2K0.1%+72+4.3%AddedHistory
TMUST-Mobile US, Inc.Stock2,019$483.3K0.1%+69+3.5%AddedHistory
CWCurtiss Wright CorpStock886$481.2K0.1%+120+15.7%AddedHistory
XELXcel Energy IncStock5,965$481.1K0.1%+45+0.8%AddedHistory
ENSGEnsign Group, IncCOM2,772$479.0K0.1%−543−16.4%ReducedHistory
BNYBank of New York Mellon CorpStock4,395$478.9K0.1%+210+5.0%AddedHistory
CNQCanadian Natural Resources LtdCOM14,830$474.0K0.1%−663−4.3%ReducedHistory
FIXComfort Systems USA IncCOM573$472.8K0.1%+69+13.7%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM62,188$472.0K0.1%00.0%UnchangedHistory
WELLWelltower Inc.REIT2,645$471.2K0.1%−451−14.6%ReducedHistory
ATOAtmos Energy CorpCOM2,755$470.5K0.1%+2+0.1%AddedHistory
DEODiageo PLCSPON ADR NEW4,918$469.3K0.1%+938+23.6%AddedHistory
TDYTeledyne Technologies IncCOM792$464.4K0.1%+6+0.8%AddedHistory
iShares Tips Bond ETF464287176ETF4,175$464.3K0.1%+170+4.2%Added–
VRTXVertex Pharmaceuticals IncStock1,179$461.7K0.1%+42+3.7%AddedHistory
ISRGIntuitive Surgical IncCOM NEW1,015$453.9K0.1%+29+2.9%AddedHistory
MSIMotorola Solutions, Inc.Stock985$450.4K0.1%+15+1.5%AddedHistory
GFIGold Fields LtdSPONSORED ADR10,536$442.1K0.1%+10,536NewHistory
CDNSCadence Design Systems IncStock1,255$440.8K0.1%+10+0.8%AddedHistory
BKNGBooking Holdings Inc.Stock80$432.0K0.1%+10+14.3%AddedHistory
AKAMAkamai Technologies IncCOM5,663$429.0K0.1%−150−2.6%ReducedHistory
FISVFiserv IncStock3,324$428.6K0.1%+2,107+173.1%AddedHistory
LDOSLeidos Holdings, Inc.COM2,262$427.4K0.1%−712−23.9%ReducedHistory
PLDPrologis, Inc.REIT3,726$426.7K0.1%+293+8.5%AddedHistory
CXTCrane NXT, Co.COM6,343$425.4K0.1%+1,664+35.6%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR7,092$422.8K0.1%+265+3.9%AddedHistory
NUENucor CorpCOM3,102$420.1K0.1%+384+14.1%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,909$419.8K0.1%+3,122+65.2%AddedHistory
HMYHarmony Gold Mining Co LtdADR22,853$414.8K0.1%+86+0.4%AddedHistory
KLACKLA CorpCOM NEW383$412.6K0.1%+32+9.1%AddedHistory
TNLTravel & Leisure Co.COM6,913$411.2K0.1%−1,662−19.4%ReducedHistory
CATCaterpillar IncStock856$408.6K0.1%+4+0.5%AddedHistory
SBACSba Communications CorpCL A2,113$408.5K0.1%−162−7.1%ReducedHistory
ADPAutomatic Data Processing IncStock1,379$404.6K0.1%−323−19.0%ReducedHistory
CYDChina Yuchai International LtdCOM9,762$403.9K0.1%+9,762NewHistory
SPGSimon Property Group Inc.REIT2,143$402.3K0.1%−453−17.4%ReducedHistory
EBAYeBay IncCOM4,405$400.7K0.1%−496−10.1%ReducedHistory
HOODRobinhood Markets, Inc.Stock2,769$396.5K0.1%−758−21.5%ReducedHistory
NRGNRG Energy, Inc.Stock2,425$392.7K0.1%+128+5.6%AddedHistory
AEPAmerican Electric Power Co IncStock3,489$392.5K0.1%+54+1.6%AddedHistory
CMECME Group Inc.COM1,443$389.9K0.1%+1+0.1%AddedHistory
COINCoinbase Global, Inc.COM CL A1,147$387.0K0.1%+15+1.3%AddedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,270$386.4K0.1%+4,270New–
TELTE Connectivity plcStock1,750$384.3K0.1%−367−17.3%ReducedHistory
WCCWesco International IncCOM1,808$382.5K0.1%+1+0.1%AddedHistory
STZConstellation Brands, Inc.Stock2,831$381.2K0.1%+704+33.1%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM1,164$376.7K0.1%−119−9.3%ReducedHistory
MUMicron Technology IncStock2,226$372.4K0.1%+271+13.9%AddedHistory
URIUnited Rentals, Inc.COM387$369.6K0.1%+23+6.3%AddedHistory
SHELShell plcADR5,161$369.2K0.1%+48+0.9%AddedHistory
GMGeneral Motors CoCOM6,035$368.0K0.1%+454+8.1%AddedHistory
SPGIS&P Global Inc.Stock755$367.5K0.1%+38+5.3%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF3,289$366.6K0.1%+124+3.9%Added–
EFXEquifax IncCOM1,428$366.2K0.1%+40+2.9%AddedHistory
VRTVertiv Holdings CoCOM CL A2,423$365.5K0.1%+8+0.3%AddedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF6,340$364.7K0.1%−353−5.3%Reduced–
PSMTPricesmart IncCOM2,998$363.3K0.1%+59+2.0%AddedHistory
iShares Tr464288281JPMORGAN USD EMG3,764$358.3K0.1%+3,764New–
LMATLemaitre Vascular IncCOM4,061$355.4K0.1%00.0%UnchangedHistory
ALCAlcon IncStock4,765$355.1K0.1%+450+10.4%AddedHistory
EMREmerson Electric CoStock2,695$353.5K0.1%−351−11.5%ReducedHistory
WDCWestern Digital CorpCOM2,942$353.2K0.1%+2,942NewHistory
BITBBitwise Bitcoin ETFSHS BEN INT5,615$349.4K0.1%+377+7.2%AddedHistory
UPSUnited Parcel Service IncStock4,165$347.9K0.1%+2,064+98.2%AddedHistory
WMBWilliams Companies, Inc.COM5,478$347.0K0.1%−157−2.8%ReducedHistory
VEEVVeeva Systems IncStock1,163$346.5K0.1%+39+3.5%AddedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK1,751$346.2K0.1%+11+0.6%AddedHistory
YOUClear Secure, Inc.COM CL A10,364$346.0K0.1%+20.0%AddedHistory
PANWPalo Alto Networks IncStock1,697$345.5K0.1%+167+10.9%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