Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 22, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 504
- +9 vs. Q3 2025
- Portfolio value
- $629.8M
- +$59.9M (+10.5%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PHMPultegroup Inc | COM | 2,317 | $271.7K | <0.1% | +446+23.8% | Added | History |
| GWWW.W. Grainger, Inc. | Stock | 270 | $272.7K | <0.1% | +270 | New | History |
| AAONAaon, Inc. | COM PAR $0.004 | 3,577 | $272.8K | <0.1% | +282+8.6% | Added | History |
| CFGCitizens Financial Group Inc | COM | 4,692 | $274.0K | <0.1% | +92+2.0% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 8,441 | $275.3K | <0.1% | +8,441 | New | – |
| CELHCelsius Holdings, Inc. | COM NEW | 6,031 | $275.9K | <0.1% | +6,031 | New | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 7,075 | $276.1K | <0.1% | −158−2.2% | Reduced | – |
| BAXBaxter International Inc | Stock | 14,525 | $277.6K | <0.1% | +2,840+24.3% | Added | History |
| MSIMotorola Solutions, Inc. | Stock | 725 | $277.8K | <0.1% | −260−26.4% | Reduced | History |
| BCBrunswick Corp | COM | 3,748 | $278.3K | <0.1% | −243−6.1% | Reduced | History |
| PCORProcore Technologies, Inc. | COM | 3,828 | $278.4K | <0.1% | +134+3.6% | Added | History |
| KLICKulicke & Soffa Industries Inc | COM | 6,136 | $279.6K | <0.1% | −335−5.2% | Reduced | History |
| iShares Russell Midcap ETF464287499 | ETF | 2,920 | $281.1K | <0.1% | +703+31.7% | Added | – |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 1,713 | $281.3K | <0.1% | +83+5.1% | Added | History |
| CBOECboe Global Markets, Inc. | COM | 1,124 | $282.2K | <0.1% | −25−2.2% | Reduced | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 9,042 | $282.2K | <0.1% | +9,042 | New | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 3,748 | $283.2K | <0.1% | −99−2.6% | Reduced | History |
| COINCoinbase Global, Inc. | COM CL A | 1,256 | $283.9K | <0.1% | +109+9.5% | Added | History |
| ADSKAutodesk, Inc. | COM | 965 | $285.6K | <0.1% | −24−2.4% | Reduced | History |
| CTRACoterra Energy Inc. | Stock | 10,869 | $286.1K | <0.1% | +26+0.2% | Added | History |
| TTETotalEnergies SE | ACT | 4,379 | $286.5K | <0.1% | +263+6.4% | Added | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 9,381 | $286.5K | <0.1% | +1,543+19.7% | Added | History |
| AERAerCap Holdings N.V. | SHS | 1,997 | $287.1K | <0.1% | −162−7.5% | Reduced | History |
| RMDResmed Inc | COM | 1,195 | $287.8K | <0.1% | −20−1.6% | Reduced | History |
| WINGWingstop Inc. | COM | 1,212 | $289.1K | <0.1% | 00.0% | Unchanged | History |
| MTDRMatador Resources Co | COM | 6,846 | $290.5K | <0.1% | +1,114+19.4% | Added | History |
| DXCMDexcom Inc | COM | 4,378 | $290.6K | <0.1% | +514+13.3% | Added | History |
| COHRCoherent Corp. | COM | 1,577 | $291.0K | <0.1% | −909−36.6% | Reduced | History |
| IBPInstalled Building Products, Inc. | COM | 1,124 | $291.4K | <0.1% | −190−14.5% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 1,667 | $292.7K | <0.1% | +57+3.5% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 353 | $296.9K | <0.1% | +353 | New | History |
| DOVDOVER Corp | COM | 1,523 | $297.3K | <0.1% | +80+5.5% | Added | History |
| THCTenet Healthcare Corp | COM NEW | 1,497 | $297.5K | <0.1% | +34+2.3% | Added | History |
| HASHasbro, Inc. | COM | 3,666 | $300.6K | <0.1% | +137+3.9% | Added | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 35,562 | $300.9K | <0.1% | +2,336+7.0% | Added | History |
| PPGPPG Industries Inc | Stock | 2,937 | $301.0K | <0.1% | −274−8.5% | Reduced | History |
| CXCemex SAB de CV | SPON ADR NEW | 26,231 | $301.4K | <0.1% | +1,572+6.4% | Added | History |
| ACADAcadia Pharmaceuticals Inc | COM | 11,306 | $302.0K | <0.1% | −8−0.1% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 3,375 | $303.5K | <0.1% | −101−2.9% | Reduced | History |
| NENoble Corp plc | ORD SHS A | 10,754 | $303.7K | <0.1% | +2,008+23.0% | Added | History |
| APGAPi Group Corp | COM STK | 7,943 | $303.9K | <0.1% | +1,197+17.7% | Added | History |
| LUVSouthwest Airlines Co | COM | 7,387 | $305.3K | <0.1% | +7,387 | New | History |
| RPMRPM International Inc | COM | 2,944 | $306.2K | <0.1% | +19+0.6% | Added | History |
| HLNEHamilton Lane INC | CL A | 2,300 | $309.0K | <0.1% | +61+2.7% | Added | History |
| TSNTyson Foods, Inc. | Stock | 5,274 | $309.2K | <0.1% | −24−0.5% | Reduced | History |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 32,372 | $309.5K | <0.1% | +3,046+10.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,204 | $309.6K | <0.1% | −175−12.7% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 3,027 | $309.9K | <0.1% | −187−5.8% | Reduced | History |
| HPEHewlett Packard Enterprise Co | COM | 12,906 | $310.0K | <0.1% | +1,921+17.5% | Added | History |
| HWMHowmet Aerospace Inc. | Stock | 1,513 | $310.2K | <0.1% | +117+8.4% | Added | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 1,455 | $310.3K | <0.1% | +108+8.0% | Added | History |
| HOMBHome Bancshares Inc | COM | 11,231 | $312.0K | <0.1% | −563−4.8% | Reduced | History |
| EFXEquifax Inc | COM | 1,443 | $313.1K | <0.1% | +15+1.1% | Added | History |
| LMATLemaitre Vascular Inc | COM | 3,869 | $313.8K | <0.1% | −192−4.7% | Reduced | History |
| TPRTapestry, Inc. | COM | 2,461 | $314.4K | <0.1% | −15−0.6% | Reduced | History |
| KEPKorea Electric Power Corp | SPONSORED ADR | 19,161 | $316.2K | 0.1% | +900+4.9% | Added | History |
| NSSCNapco Security Technologies, Inc | Stock | 7,632 | $318.3K | 0.1% | −399−5.0% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 2,429 | $318.3K | 0.1% | +76+3.2% | Added | History |
| MFCManulife Financial Corp | COM | 8,773 | $318.3K | 0.1% | +53+0.6% | Added | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 3,301 | $319.8K | 0.1% | +4+0.1% | Added | – |
| KHCKraft Heinz Co | Stock | 13,237 | $321.0K | 0.1% | +561+4.4% | Added | History |
| GMABGenmab A/S | SPONSORED ADS | 10,480 | $322.8K | 0.1% | +10,480 | New | History |
| AVAAvista Corp | COM | 8,396 | $323.6K | 0.1% | +1,510+21.9% | Added | History |
| PATKPatrick Industries Inc | COM | 2,990 | $324.2K | 0.1% | −43−1.4% | Reduced | History |
| LFUSLittelfuse Inc | COM | 1,288 | $325.7K | 0.1% | −43−3.2% | Reduced | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,400 | $327.4K | 0.1% | −364−9.7% | Reduced | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,687 | $328.9K | 0.1% | −583−13.7% | Reduced | – |
| GTESGates Industrial Corp Ltd. | ORD SHS | 15,382 | $330.3K | 0.1% | +2,835+22.6% | Added | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,998 | $330.4K | 0.1% | −291−8.8% | Reduced | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 5,882 | $330.9K | 0.1% | −150−2.5% | Reduced | – |
| UFPTUfp Technologies Inc | COM | 1,491 | $331.0K | 0.1% | +328+28.2% | Added | History |
| CICigna Group | Stock | 1,203 | $331.1K | 0.1% | +263+28.0% | Added | History |
| MARMarriott International Inc | Stock | 1,072 | $332.6K | 0.1% | +107+11.1% | Added | History |
| FISVFiserv Inc | Stock | 4,956 | $332.9K | 0.1% | +1,632+49.1% | Added | History |
| WMBWilliams Companies, Inc. | COM | 5,547 | $333.4K | 0.1% | +69+1.3% | Added | History |
| FDXFedEx Corp | Stock | 1,157 | $334.2K | 0.1% | +235+25.5% | Added | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 12,704 | $337.7K | 0.1% | +2,489+24.4% | Added | History |
| CVNACarvana Co. | CL A | 801 | $338.0K | 0.1% | +133+19.9% | Added | History |
| CCKCrown Holdings, Inc. | COM | 3,286 | $338.3K | 0.1% | −46−1.4% | Reduced | History |
| WPMWheaton Precious Metals Corp. | COM | 2,885 | $339.0K | 0.1% | +5+0.2% | Added | History |
| PORPortland General Electric Co | COM NEW | 7,104 | $340.9K | 0.1% | +1,163+19.6% | Added | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 13,476 | $341.2K | 0.1% | +217+1.6% | Added | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 1,681 | $341.2K | 0.1% | −70−4.0% | Reduced | History |
| RGAReinsurance Group of America Inc | COM NEW | 1,678 | $341.3K | 0.1% | +139+9.0% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 9,747 | $341.9K | 0.1% | −617−6.0% | Reduced | History |
| VTRVentas, Inc. | REIT | 4,424 | $342.3K | 0.1% | +88+2.0% | Added | History |
| HXLHexcel Corp | COM | 4,662 | $344.5K | 0.1% | +12+0.3% | Added | History |
| URIUnited Rentals, Inc. | COM | 426 | $344.9K | 0.1% | +39+10.1% | Added | History |
| FTITechnipFMC plc | COM | 7,759 | $345.7K | 0.1% | +225+3.0% | Added | History |
| SNOWSnowflake Inc. | Stock | 1,577 | $345.9K | 0.1% | +84+5.6% | Added | History |
| EMREmerson Electric Co | Stock | 2,608 | $346.1K | 0.1% | −87−3.2% | Reduced | History |
| iShares Tr464287622 | RUS 1000 ETF | 931 | $347.8K | 0.1% | +931 | New | – |
| PSMTPricesmart Inc | COM | 2,851 | $349.7K | 0.1% | −147−4.9% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 6,629 | $356.8K | 0.1% | −3,802−36.4% | Reduced | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 18,554 | $358.6K | 0.1% | +1,236+7.1% | Added | History |
| AYIAcuity Inc. (DE) | Stock | 1,001 | $360.5K | 0.1% | +91+10.0% | Added | History |
| RBCRBC Bearings INC | COM | 806 | $361.4K | 0.1% | −11−1.3% | Reduced | History |
| CXTCrane NXT, Co. | COM | 7,687 | $361.8K | 0.1% | +1,344+21.2% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 1,785 | $362.5K | 0.1% | −234−11.6% | Reduced | History |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 6,238 | $362.5K | 0.1% | −102−1.6% | Reduced | – |
Sold out since Q3 2025 (27)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| IPGInterpublic Group of Companies, Inc. | COM | 23,743 | $662.7K | 0.1% | History |
| EBAYeBay Inc | COM | 4,405 | $400.7K | 0.1% | History |
| PANWPalo Alto Networks Inc | Stock | 1,697 | $345.5K | 0.1% | History |
| ALSumisho Air Lease Corp | CL A | 5,183 | $329.9K | 0.1% | History |
| CBTCabot Corp | COM | 4,004 | $304.5K | 0.1% | History |
| STESTERIS plc | SHS USD | 1,215 | $300.6K | 0.1% | History |
| GRFSGrifols SA | SP ADR REP B NVT | 24,522 | $244.2K | <0.1% | History |
| WTWWillis Towers Watson PLC | SHS | 697 | $240.8K | <0.1% | History |
| KTKT Corp | SPONSORED ADR | 12,332 | $240.5K | <0.1% | History |
| CNXCConcentrix Corp | Stock | 5,143 | $237.4K | <0.1% | History |
| PRGOPERRIGO Co plc | SHS | 10,589 | $235.8K | <0.1% | History |
| SHOEShoe Station Group Inc | COM | 11,173 | $232.3K | <0.1% | History |
| YSGYatsen Holding Ltd | SPONSORED ADS | 25,422 | $230.3K | <0.1% | History |
| PSAPublic Storage | COM | 774 | $223.7K | <0.1% | History |
| STSensata Technologies Holding plc | SHS | 7,243 | $221.3K | <0.1% | History |
| PACPacific Airport Group | SPON ADS B | 932 | $221.1K | <0.1% | History |
| DASHDoorDash, Inc. | Stock | 812 | $220.8K | <0.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 3,258 | $218.5K | <0.1% | History |
| ROLRollins Inc | COM | 3,597 | $211.3K | <0.1% | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 880 | $209.6K | <0.1% | History |
| GDDYGoDaddy Inc. | CL A | 1,504 | $205.8K | <0.1% | History |
| NOGNorthern Oil & Gas, Inc. | COM | 8,283 | $205.4K | <0.1% | History |
| DRIDarden Restaurants Inc | COM | 1,075 | $204.7K | <0.1% | History |
| EXASExact Sciences Corp | COM | 3,736 | $204.4K | <0.1% | History |
| SHWSherwin Williams Co | COM | 586 | $203.0K | <0.1% | History |
| KCKingsoft Cloud Holdings Ltd | ADS | 12,174 | $181.6K | <0.1% | History |
| UMHUmh Properties, Inc. | COM | 10,564 | $156.9K | <0.1% | History |