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 |
|---|---|---|---|---|---|---|---|
| HDHome Depot, Inc. | Stock | 3,271 | $1.13M | 0.2% | +48+1.5% | Added | History |
| DISWalt Disney Co | Stock | 9,921 | $1.13M | 0.2% | +642+6.9% | Added | History |
| RBARB Global Inc. | COM | 11,096 | $1.14M | 0.2% | 00.0% | Unchanged | History |
| SPOTSpotify Technology S.A. | Stock | 1,992 | $1.16M | 0.2% | −318−13.8% | Reduced | History |
| MSCIMSCI Inc. | Stock | 2,023 | $1.16M | 0.2% | −106−5.0% | Reduced | History |
| SOSouthern Co | Stock | 13,615 | $1.19M | 0.2% | −602−4.2% | Reduced | History |
| EXPEExpedia Group, Inc. | Stock | 4,199 | $1.19M | 0.2% | +835+24.8% | Added | History |
| SCHWSchwab Charles Corp | Stock | 12,007 | $1.20M | 0.2% | +716+6.3% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,134 | $1.24M | 0.2% | +107+5.3% | Added | History |
| SNPSSynopsys Inc | COM | 2,646 | $1.24M | 0.2% | +12+0.5% | Added | History |
| TJXTJX Companies Inc | Stock | 8,108 | $1.25M | 0.2% | −594−6.8% | Reduced | History |
| ACNAccenture plc | Stock | 4,715 | $1.27M | 0.2% | −4−0.1% | Reduced | History |
| NKENIKE, Inc. | Stock | 19,916 | $1.27M | 0.2% | +144+0.7% | Added | History |
| ZTSZoetis Inc. | Stock | 10,167 | $1.28M | 0.2% | +123+1.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,483 | $1.28M | 0.2% | −145−8.9% | Reduced | History |
| CARRCarrier Global Corp | Stock | 24,490 | $1.29M | 0.2% | +3,541+16.9% | Added | History |
| LINLinde PLC | Stock | 3,071 | $1.31M | 0.2% | −401−11.5% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,321 | $1.31M | 0.2% | +1,306+128.7% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,700 | $1.32M | 0.2% | −18−0.7% | Reduced | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 79,905 | $1.32M | 0.2% | +140.0% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 24,998 | $1.35M | 0.2% | −2,817−10.1% | Reduced | History |
| APPAppLovin Corp | COM CL A | 2,002 | $1.35M | 0.2% | +147+7.9% | Added | History |
| OMCOmnicom Group Inc. | COM | 16,956 | $1.37M | 0.2% | +9,822+137.7% | Added | History |
| PGProcter & Gamble Co | Stock | 9,798 | $1.40M | 0.2% | +1,510+18.2% | Added | History |
| DDominion Energy, Inc | Stock | 23,986 | $1.41M | 0.2% | +786+3.4% | Added | History |
| CMCSAComcast Corp | Stock | 47,229 | $1.41M | 0.2% | −1,353−2.8% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1,852 | $1.43M | 0.2% | +161+9.5% | Added | History |
| ADBEAdobe Inc. | Stock | 4,085 | $1.43M | 0.2% | −334−7.6% | Reduced | History |
| YUMYum Brands Inc | Stock | 9,534 | $1.44M | 0.2% | +2,320+32.2% | Added | History |
| CCitigroup Inc | Stock | 12,369 | $1.44M | 0.2% | +1,073+9.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 18,808 | $1.45M | 0.2% | +1,669+9.7% | Added | History |
| UBERUber Technologies, Inc | Stock | 17,810 | $1.46M | 0.2% | +408+2.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 6,422 | $1.47M | 0.2% | +141+2.2% | Added | History |
| ABTAbbott Laboratories | Stock | 11,846 | $1.48M | 0.2% | −2,598−18.0% | Reduced | History |
| WFCWells Fargo & Company | Stock | 16,047 | $1.50M | 0.2% | −436−2.6% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 4,649 | $1.53M | 0.2% | −750−13.9% | Reduced | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,317 | $1.54M | 0.2% | +7,317 | New | – |
| IBMInternational Business Machines Corp | Stock | 5,210 | $1.54M | 0.2% | −132−2.5% | Reduced | History |
| STXSeagate Technology Holdings plc | ORD SHS | 5,734 | $1.58M | 0.3% | −486−7.8% | Reduced | History |
| QCOMQualcomm Inc | Stock | 9,342 | $1.60M | 0.3% | +7+0.1% | Added | History |
| SAPSAP SE | ADR | 6,653 | $1.62M | 0.3% | −1,796−21.3% | Reduced | History |
| WRBBerkley W R Corp | COM | 23,438 | $1.64M | 0.3% | −629−2.6% | Reduced | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 17,260 | $1.68M | 0.3% | +175+1.0% | Added | – |
| PFEPfizer Inc | Stock | 68,466 | $1.70M | 0.3% | −670−1.0% | Reduced | History |
| AONAon plc | CL A | 4,937 | $1.74M | 0.3% | −257−4.9% | Reduced | History |
| KOCoca Cola Co | Stock | 25,179 | $1.76M | 0.3% | +2,177+9.5% | Added | History |
| INTUIntuit Inc. | Stock | 2,683 | $1.78M | 0.3% | −4−0.1% | Reduced | History |
| COFCapital One Financial Corp | Stock | 7,358 | $1.78M | 0.3% | +401+5.8% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 20,145 | $1.85M | 0.3% | +1,464+7.8% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 42,939 | $1.92M | 0.3% | −307−0.7% | ReducedConverted for a 2-for-1 split | – |
| NOWServiceNow, Inc. | Stock | 12,735 | $1.95M | 0.3% | +1,135+9.8% | AddedConverted for a 5-for-1 split | History |
| SESea Ltd | SPONSORD ADS | 15,363 | $1.96M | 0.3% | +466+3.1% | Added | History |
| First Trust Cloud Computing ETF33734X192 | ETF | 15,374 | $2.00M | 0.3% | −2,638−14.6% | Reduced | – |
| BACBank of America Corp | Stock | 36,958 | $2.03M | 0.3% | +160.0% | Added | History |
| MCKMcKesson Corp | Stock | 2,524 | $2.07M | 0.3% | +151+6.4% | Added | History |
| WMTWalmart Inc. | Stock | 18,957 | $2.11M | 0.3% | +1,404+8.0% | Added | History |
| iShares Tr464287515 | EXPANDED TECH | 20,297 | $2.15M | 0.3% | +610+3.1% | Added | – |
| GDGeneral Dynamics Corp | Stock | 6,406 | $2.16M | 0.3% | −30−0.5% | Reduced | History |
| TAT&T Inc. | Stock | 88,064 | $2.19M | 0.3% | −4,151−4.5% | Reduced | History |
| NFLXNetflix Inc | Stock | 23,448 | $2.20M | 0.3% | −5,802−19.8% | ReducedConverted for a 10-for-1 split | History |
| PLTRPalantir Technologies Inc. | Stock | 12,492 | $2.22M | 0.4% | +442+3.7% | Added | History |
| GEGeneral Electric Co | Stock | 7,270 | $2.24M | 0.4% | +86+1.2% | Added | History |
| ASMLASML Holding NV | ADR | 2,167 | $2.32M | 0.4% | +59+2.8% | Added | History |
| PMPhilip Morris International Inc. | Stock | 14,689 | $2.36M | 0.4% | +313+2.2% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 2,721 | $2.39M | 0.4% | +73+2.8% | Added | History |
| SHOPShopify Inc. | Stock | 15,868 | $2.55M | 0.4% | +1,393+9.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 24,439 | $2.57M | 0.4% | −20.0% | Reduced | History |
| MOAltria Group, Inc. | Stock | 47,293 | $2.73M | 0.4% | −337−0.7% | Reduced | History |
| CBRECbre Group, Inc. | CL A | 17,166 | $2.76M | 0.4% | −218−1.3% | Reduced | History |
| VZVerizon Communications Inc | Stock | 67,823 | $2.76M | 0.4% | +190+0.3% | Added | History |
| JNJJohnson & Johnson | Stock | 13,554 | $2.81M | 0.4% | +111+0.8% | Added | History |
| RTXRTX Corp | Stock | 16,082 | $2.95M | 0.5% | −39−0.2% | Reduced | History |
| ORCLOracle Corp | Stock | 16,185 | $3.15M | 0.5% | −457−2.7% | Reduced | History |
| AXPAmerican Express Co | Stock | 8,850 | $3.27M | 0.5% | −452−4.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 10,304 | $3.32M | 0.5% | −285−2.7% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 31,156 | $3.75M | 0.6% | +871+2.9% | Added | History |
| CVXChevron Corp | Stock | 25,189 | $3.84M | 0.6% | +458+1.9% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 48,051 | $3.87M | 0.6% | +267+0.6% | Added | – |
| MAMastercard Inc | Stock | 7,099 | $4.05M | 0.6% | −111−1.5% | Reduced | History |
| BABoeing Co | Stock | 18,724 | $4.07M | 0.6% | −180−1.0% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 6,666 | $4.40M | 0.7% | +510+8.3% | Added | History |
| TSLATesla, Inc. | Stock | 9,888 | $4.45M | 0.7% | +44+0.4% | Added | History |
| VVisa Inc. | Stock | 12,795 | $4.49M | 0.7% | +247+2.0% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 175,888 | $4.82M | 0.8% | −19,979−10.2% | Reduced | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 16,255 | $4.94M | 0.8% | +432+2.7% | Added | History |
| LLYEli Lilly & Co | Stock | 4,635 | $4.98M | 0.8% | +282+6.5% | Added | History |
| GLDSPDR Gold Trust | ETF | 13,408 | $5.31M | 0.8% | +64+0.5% | Added | History |
| iShares Tr46434V456 | MSCI INTL QUALTY | 120,551 | $5.48M | 0.9% | +4,921+4.3% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,023 | $5.54M | 0.9% | +568+5.4% | Added | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 51,249 | $5.84M | 0.9% | +51,249 | New | – |
| AVGOBroadcom Inc. | Stock | 17,112 | $5.92M | 0.9% | +466+2.8% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,416 | $6.42M | 1.0% | +342+3.8% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 18,329 | $8.68M | 1.4% | +18,329 | New | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 116,387 | $9.05M | 1.4% | −1,963−1.7% | Reduced | – |
| ITTItt Inc. | COM | 59,384 | $10.3M | 1.6% | +135+0.2% | Added | History |
| Thornburg ETF Tr88521L207 | MULTI SECTOR BD | 447,977 | $11.5M | 1.8% | +447,977 | New | – |
| GOOGAlphabet Inc. | Stock | 38,704 | $12.1M | 1.9% | +3,620+10.3% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 59,141 | $14.6M | 2.3% | −3,790−6.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 64,868 | $15.0M | 2.4% | +4,406+7.3% | Added | History |
| NVDANVIDIA Corp | Stock | 88,624 | $16.5M | 2.6% | +5,902+7.1% | Added | History |
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 |