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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
INTAIntapp, Inc.COM6,289$257.2K<0.1%+6,289NewHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A6,238$256.5K<0.1%−1,332−17.6%ReducedHistory
CTRACoterra Energy Inc.Stock10,843$256.4K<0.1%−90−0.8%ReducedHistory
CNSCohen & Steers, Inc.COM3,903$256.1K<0.1%+10.0%AddedHistory
LMTLockheed Martin CorpStock511$254.9K<0.1%+23+4.7%AddedHistory
APOApollo Global Management, Inc.COM1,911$254.7K<0.1%+182+10.5%AddedHistory
KNSLKinsale Capital Group, Inc.Stock596$253.5K<0.1%−148−19.9%ReducedHistory
AGMFederal Agricultural Mortgage CorpCL C1,505$252.8K<0.1%−24−1.6%ReducedHistory
BCBrunswick CorpCOM3,991$252.4K<0.1%+193+5.1%AddedHistory
CVNACarvana Co.CL A668$252.0K<0.1%−16−2.3%ReducedHistory
VNTVontier CorpStock5,993$251.5K<0.1%+5,993NewHistory
MARMarriott International IncStock965$251.3K<0.1%+20+2.1%AddedHistory
CFRCullen/Frost Bankers, Inc.COM1,973$250.2K<0.1%−62−3.0%ReducedHistory
IRMIron Mountain IncCOM2,450$249.7K<0.1%+124+5.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock1,482$249.7K<0.1%+50+3.5%AddedHistory
VIVTelefonica Brasil S.A.SPONSORED ADS19,572$249.5K<0.1%+19,572NewHistory
TRNOTerreno Realty CorpCOM4,369$248.0K<0.1%−74−1.7%ReducedHistory
ALLAllstate CorpStock1,155$247.9K<0.1%−54−4.5%ReducedHistory
Cyberark Software LtdM2682V108SHS513$247.9K<0.1%−63−10.9%Reduced–
AWKAmerican Water Works Company, Inc.Stock1,779$247.7K<0.1%−19−1.1%ReducedHistory
NENoble Corp plcORD SHS A8,746$247.3K<0.1%+8,746NewHistory
PHMPultegroup IncCOM1,871$247.2K<0.1%+1,871NewHistory
NLYAnnaly Capital Management IncREIT12,181$246.2K<0.1%+12,181NewHistory
TTETotalEnergies SESPONSORED ADS4,116$245.7K<0.1%+15+0.4%AddedHistory
AFRMAffirm Holdings, Inc.COM CL A3,353$245.0K<0.1%−37−1.1%ReducedHistory
CFGCitizens Financial Group IncCOM4,600$244.5K<0.1%+12+0.3%AddedHistory
MUSAMurphy USA Inc.COM629$244.4K<0.1%+39+6.6%AddedHistory
GRFSGrifols SASP ADR REP B NVT24,522$244.2K<0.1%+24,522NewHistory
OLEDUniversal Display CorpCOM1,699$244.0K<0.1%00.0%UnchangedHistory
CPBCAMPBELL'S CoCOM7,719$243.8K<0.1%+7,719NewHistory
DTEDte Energy CoCOM1,720$243.3K<0.1%−19−1.1%ReducedHistory
WTWisdomTree, Inc.COM17,464$242.7K<0.1%+4,042+30.1%AddedHistory
CCJCameco CorpStock2,888$242.2K<0.1%+32+1.1%AddedHistory
ACADAcadia Pharmaceuticals IncCOM11,314$241.4K<0.1%+165+1.5%AddedHistory
SNASnap-on IncCOM696$241.3K<0.1%−34−4.7%ReducedHistory
WTWWillis Towers Watson PLCSHS697$240.8K<0.1%+697NewHistory
DOVDOVER CorpCOM1,443$240.7K<0.1%−16−1.1%ReducedHistory
KTKT CorpSPONSORED ADR12,332$240.5K<0.1%−53−0.4%ReducedHistory
KEPKorea Electric Power CorpSPONSORED ADR18,261$238.3K<0.1%+18,261NewHistory
CNXCConcentrix CorpStock5,143$237.4K<0.1%+72+1.4%AddedHistory
FCXFreeport-McMoran IncStock6,024$236.2K<0.1%+999+19.9%AddedHistory
PRGOPERRIGO Co plcSHS10,589$235.8K<0.1%+107+1.0%AddedHistory
DLRDigital Realty Trust, Inc.COM1,347$232.9K<0.1%+73+5.7%AddedHistory
SHOEShoe Station Group IncCOM11,173$232.3K<0.1%+40.0%AddedHistory
UFPTUfp Technologies IncCOM1,163$232.1K<0.1%+183+18.7%AddedHistory
APGAPi Group CorpCOM STK6,746$231.8K<0.1%+2,229+49.3%AddedHistory
UNFUnifirst CorpCOM1,385$231.6K<0.1%−1−0.1%ReducedHistory
LSTRLandstar System IncCOM1,887$231.3K<0.1%−59−3.0%ReducedHistory
YSGYatsen Holding LtdSPONSORED ADS25,422$230.3K<0.1%+25,422NewHistory
RJFRaymond James Financial IncCOM1,317$227.3K<0.1%−9−0.7%ReducedHistory
CTRECareTrust REIT, Inc.COM6,541$226.8K<0.1%+6,541NewHistory
CCLCarnival Corp Ltd.UNIT 99/99/99997,838$226.6K<0.1%−3,251−29.3%ReducedHistory
MNSTMonster Beverage CorpCOM3,363$226.4K<0.1%−70−2.0%ReducedHistory
MWAMueller Water Products, Inc.COM SER A8,818$225.0K<0.1%+8,818NewHistory
IFFInternational Flavors & Fragrances IncCOM3,649$224.6K<0.1%+142+4.0%AddedHistory
FTNTFortinet, Inc.Stock2,670$224.5K<0.1%−1,343−33.5%ReducedHistory
PSAPublic StorageCOM774$223.7K<0.1%−35−4.3%ReducedHistory
EGEverest Group, Ltd.COM633$221.7K<0.1%−57−8.3%ReducedHistory
CXCemex SAB de CVSPON ADR NEW24,659$221.7K<0.1%+24,659NewHistory
STSensata Technologies Holding plcSHS7,243$221.3K<0.1%−935−11.4%ReducedHistory
PACPacific Airport GroupSPON ADS B932$221.1K<0.1%+932NewHistory
DASHDoorDash, Inc.Stock812$220.8K<0.1%+812NewHistory
PKGPackaging Corp of AmericaStock1,006$219.2K<0.1%+1,006NewHistory
RELXRELX PLCSPONSORED ADR4,589$219.2K<0.1%−4,124−47.3%ReducedHistory
PYPLPayPal Holdings, Inc.Stock3,258$218.5K<0.1%−113−3.4%ReducedHistory
FDXFedEx CorpStock922$217.3K<0.1%+922NewHistory
RSGRepublic Services, Inc.COM943$216.4K<0.1%−19−2.0%ReducedHistory
iShares Russell Midcap ETF464287499ETF2,217$214.1K<0.1%−1,071−32.6%Reduced–
KMIKinder Morgan, Inc.Stock7,556$213.9K<0.1%−285−3.6%ReducedHistory
FNFabrinetSHS585$213.3K<0.1%−97−14.2%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS6,215$212.3K<0.1%−1,471−19.1%ReducedConverted for a 2-for-1 splitHistory
ROLRollins IncCOM3,597$211.3K<0.1%+3,597NewHistory
SANBanco Santander, S.A.ADR20,132$211.0K<0.1%+4,303+27.2%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock880$209.6K<0.1%−13−1.5%ReducedHistory
MORNMorningstar, Inc.COM900$208.7K<0.1%+900NewHistory
VEONVEON Ltd.SPONSORED ADS3,829$208.4K<0.1%+3,829NewHistory
GPIGroup 1 Automotive IncCOM476$208.1K<0.1%+476NewHistory
OSKOshkosh CorpCOM1,602$207.7K<0.1%+1,602NewHistory
AEGAegon Ltd.AMER REG 1 CERT25,992$207.7K<0.1%+252+1.0%AddedHistory
LBRTLiberty Energy Inc.COM CL A16,753$206.7K<0.1%+3,340+24.9%AddedHistory
KWRQuaker Chemical CorpCOM1,566$206.3K<0.1%+1,566NewHistory
GDDYGoDaddy Inc.CL A1,504$205.8K<0.1%+192+14.6%AddedHistory
NOGNorthern Oil & Gas, Inc.COM8,283$205.4K<0.1%+296+3.7%AddedHistory
LPLALPL Financial Holdings Inc.COM616$204.8K<0.1%+23+3.9%AddedHistory
DRIDarden Restaurants IncCOM1,075$204.7K<0.1%−91−7.8%ReducedHistory
EXASExact Sciences CorpCOM3,736$204.4K<0.1%+3,736NewHistory
KBRKBR, Inc.COM4,316$204.1K<0.1%+4,316NewHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW7,485$204.1K<0.1%−1,022−12.0%ReducedHistory
SHWSherwin Williams CoCOM586$203.0K<0.1%+586NewHistory
KCKingsoft Cloud Holdings LtdADS12,174$181.6K<0.1%+1,212+11.1%AddedHistory
VTRSViatris IncStock16,336$161.7K<0.1%+3,329+25.6%AddedHistory
FFord Motor CoStock13,433$160.7K<0.1%+15+0.1%AddedHistory
UMHUmh Properties, Inc.COM10,564$156.9K<0.1%−5,135−32.7%ReducedHistory
HLNHaleon plcADR13,871$124.4K<0.1%−3,858−21.8%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR21,745$98.7K<0.1%+79+0.4%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