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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 30, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
520
+16 vs. Q4 2025
Portfolio value
$711.9M
+$82.1M (+13.0%) vs. Q4 2025
Filed
Apr 30, 2026
SEC
Holdings of Personal Cfo Solutions, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
MARMarriott International IncStock1,106$361.7K0.1%+34+3.2%AddedHistory
TELTE Connectivity plcStock1,733$362.2K0.1%−98−5.4%ReducedHistory
VSTVistra Corp.Stock2,428$365.0K0.1%−769−24.1%ReducedHistory
WPMWheaton Precious Metals Corp.COM2,794$366.6K0.1%−91−3.2%ReducedHistory
JBTMJBT Marel CorpCOM2,868$366.7K0.1%+250+9.5%AddedHistory
GTESGates Industrial Corp Ltd.ORD SHS16,459$372.1K0.1%+1,077+7.0%AddedHistory
TNLTravel & Leisure Co.COM5,397$373.4K0.1%−302−5.3%ReducedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR6,513$376.4K0.1%+237+3.8%AddedHistory
HWMHowmet Aerospace Inc.Stock1,639$377.7K0.1%+126+8.3%AddedHistory
HMYHarmony Gold Mining Co LtdADR24,587$377.9K0.1%+607+2.5%AddedHistory
YOUClear Secure, Inc.COM CL A7,848$379.9K0.1%−1,899−19.5%ReducedHistory
GWWW.W. Grainger, Inc.Stock352$384.3K0.1%+82+30.4%AddedHistory
HXLHexcel CorpCOM4,760$385.2K0.1%+98+2.1%AddedHistory
FTITechnipFMC plcCOM5,592$386.6K0.1%−2,167−27.9%ReducedHistory
BXBlackstone Inc.COM3,363$386.7K0.1%−958−22.2%ReducedHistory
RGAReinsurance Group of America IncCOM NEW1,898$387.4K0.1%+220+13.1%AddedHistory
TTETotalEnergies SEACT4,227$388.7K0.1%−152−3.5%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR19,777$390.6K0.1%+1,223+6.6%AddedHistory
UPSUnited Parcel Service IncStock3,989$392.4K0.1%+199+5.3%AddedHistory
ARESAres Management CorpCL A COM STK3,615$394.4K0.1%−183−4.8%ReducedHistory
WCCWesco International IncCOM1,448$396.3K0.1%−237−14.1%ReducedHistory
BPBP PLCADR8,512$400.1K0.1%−7,981−48.4%ReducedHistory
CLXClorox CoStock3,861$400.1K0.1%+3,861NewHistory
iShares Tips Bond ETF464287176ETF3,644$402.2K0.1%−147−3.9%Reduced–
BKNGBooking Holdings Inc.Stock96$404.2K0.1%+10+11.6%AddedHistory
LFUSLittelfuse IncCOM1,195$405.4K0.1%−93−7.2%ReducedHistory
DEODiageo PLCSPON ADR NEW5,460$406.5K0.1%+507+10.2%AddedHistory
CYDChina Yuchai International LtdCOM10,568$406.9K0.1%+293+2.9%AddedHistory
MTDRMatador Resources CoCOM6,484$409.6K0.1%−362−5.3%ReducedHistory
GMGeneral Motors CoCOM5,506$410.2K0.1%−862−13.5%ReducedHistory
LMATLemaitre Vascular IncCOM3,768$411.4K0.1%−101−2.6%ReducedHistory
TTTrane Technologies plcSHS989$412.1K0.1%−748−43.1%ReducedHistory
Victory Portfolios II92647N527CORE BD ETF8,781$412.9K0.1%−1,188−11.9%Reduced–
iShares Tr464287622RUS 1000 ETF1,158$412.9K0.1%+227+24.4%Added–
BABAAlibaba Group Holding LtdADR3,294$413.3K0.1%+318+10.7%AddedHistory
EDConsolidated Edison IncStock3,653$413.4K0.1%+3,653NewHistory
PSMTPricesmart IncCOM2,748$413.5K0.1%−103−3.6%ReducedHistory
WTWisdomTree, Inc.COM28,413$413.7K0.1%+6,321+28.6%AddedHistory
MDLZMondelez International, Inc.Stock7,162$416.4K0.1%+533+8.0%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock2,404$417.0K0.1%−249−9.4%ReducedHistory
RBCRBC Bearings INCCOM771$418.7K0.1%−35−4.3%ReducedHistory
DDDuPont de Nemours, Inc.COM9,281$425.0K0.1%+147+1.6%AddedHistory
PIPRPiper Sandler CompaniesCOM NEW5,590$427.9K0.1%+1,066+23.6%AddedConverted for a 4-for-1 splitHistory
AIGAmerican International Group, Inc.Stock5,693$428.4K0.1%−3,389−37.3%ReducedHistory
OSISOsi Systems IncCOM1,614$428.5K0.1%+118+7.9%AddedHistory
MMM3M CoStock2,975$432.1K0.1%−255−7.9%ReducedHistory
BIIBBiogen Inc.COM2,362$433.0K0.1%−41−1.7%ReducedHistory
HASHasbro, Inc.COM4,630$433.4K0.1%+964+26.3%AddedHistory
VTRVentas, Inc.REIT5,320$437.8K0.1%+896+20.3%AddedHistory
NETCloudflare, Inc.CL A COM2,129$439.3K0.1%−6−0.3%ReducedHistory
JBLJabil IncStock1,656$439.9K0.1%−153−8.5%ReducedHistory
iShares Tr46428743220 YR TR BD ETF5,116$443.5K0.1%−1,020−16.6%Reduced–
TDYTeledyne Technologies IncCOM742$449.2K0.1%−66−8.2%ReducedHistory
WMWaste Management IncStock1,992$457.7K0.1%−53−2.6%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF6,604$460.6K0.1%+6,604New–
SNYSanofiSPONSORED ADR9,568$461.0K0.1%+1,796+23.1%AddedHistory
TGTTarget CorpStock3,838$465.1K0.1%−4,057−51.4%ReducedHistory
JCIJohnson Controls International plcStock3,612$474.4K0.1%+182+5.3%AddedHistory
HLTHilton Worldwide Holdings Inc.COM1,563$475.3K0.1%+186+13.5%AddedHistory
FCNCAFirst Citizens Bancshares IncCL A253$477.2K0.1%+32+14.5%AddedHistory
VRTVertiv Holdings CoCOM CL A1,934$484.6K0.1%−416−17.7%ReducedHistory
NXPINXP Semiconductors N.V.COM2,489$492.5K0.1%−64−2.5%ReducedHistory
ENBEnbridge IncStock9,107$493.1K0.1%−1,993−18.0%ReducedHistory
FDXFedEx CorpStock1,381$493.7K0.1%+224+19.4%AddedHistory
VMIValmont Industries IncCOM1,243$497.5K0.1%−143−10.3%ReducedHistory
NENoble Corp plcORD SHS A10,182$499.6K0.1%−572−5.3%ReducedHistory
EOGEOG Resources IncStock3,456$499.7K0.1%−3,461−50.0%ReducedHistory
XYLXylem Inc.COM4,212$503.3K0.1%−41−1.0%ReducedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR14,006$504.8K0.1%+563+4.2%AddedHistory
MLMMartin Marietta Materials IncCOM859$505.8K0.1%+60+7.5%AddedHistory
USPHU S Physical Therapy IncCOM6,759$509.4K0.1%+290+4.5%AddedHistory
VOYAVoya Financial, Inc.COM7,498$512.2K0.1%−29−0.4%ReducedHistory
PPLPPL CorpCOM13,395$515.5K0.1%+764+6.0%AddedHistory
GFIGold Fields LtdSPONSORED ADR11,398$517.5K0.1%+341+3.1%AddedHistory
MNSTMonster Beverage CorpCOM7,188$520.8K0.1%−394−5.2%ReducedHistory
AERAerCap Holdings N.V.SHS3,809$522.5K0.1%+1,812+90.7%AddedHistory
TRVTravelers Companies, Inc.Stock1,822$531.6K0.1%+32+1.8%AddedHistory
CMECME Group Inc.COM1,802$532.3K0.1%+107+6.3%AddedHistory
iShares Tr464288877EAFE VALUE ETF7,165$532.8K0.1%+7,165New–
CNCCentene CorpStock16,296$533.5K0.1%+10,861+199.8%AddedHistory
APTVAptiv PLCORDINARY SHARES7,737$537.3K0.1%+7,737NewHistory
ABNBAirbnb, Inc.Stock4,266$538.7K0.1%−28−0.7%ReducedHistory
ENSGEnsign Group, IncCOM2,673$538.9K0.1%−82−3.0%ReducedHistory
GISGeneral Mills IncStock14,500$539.7K0.1%+2,154+17.4%AddedHistory
AJGArthur J. Gallagher & Co.COM2,510$543.7K0.1%+271+12.1%AddedHistory
PNCPNC Financial Services Group, Inc.Stock2,627$546.7K0.1%+32+1.2%AddedHistory
ABTAbbott LaboratoriesStock5,325$546.7K0.1%−6,521−55.0%ReducedHistory
FCXFreeport-McMoran IncStock9,314$547.5K0.1%+1,610+20.9%AddedHistory
SHELShell plcADR5,930$551.5K0.1%+707+13.5%AddedHistory
TPRTapestry, Inc.COM3,921$553.3K0.1%+1,460+59.3%AddedHistory
BNYBank of New York Mellon CorpStock4,669$553.8K0.1%+173+3.8%AddedHistory
ADBEAdobe Inc.Stock2,319$563.7K0.1%−1,766−43.2%ReducedHistory
SWKSSkyworks Solutions, Inc.Stock10,548$564.9K0.1%+10,548NewHistory
MSIMotorola Solutions, Inc.Stock1,301$566.1K0.1%+576+79.4%AddedHistory
XELXcel Energy IncStock7,082$566.8K0.1%+542+8.3%AddedHistory
AEPAmerican Electric Power Co IncStock4,326$567.1K0.1%+775+21.8%AddedHistory
NEMNEWMONT CorpStock5,327$576.6K0.1%−1,066−16.7%ReducedHistory
WCNWaste Connections, Inc.COM3,574$580.6K0.1%−1,286−26.5%ReducedHistory
AKAMAkamai Technologies IncCOM5,092$584.8K0.1%−462−8.3%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM12,634$595.6K0.1%+12,634NewHistory

Sold out since Q4 2025 (51)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Personal Cfo Solutions, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Fidelity MSCI Financials Index ETF316092501ETF116,387$9.05M1.4%–
iShares Russell 1000 Growth ETF464287614ETF18,329$8.68M1.4%–
OMCOmnicom Group Inc.COM16,956$1.37M0.2%History
SLViShares Silver TrustETF17,091$1.10M0.2%History
RLRalph Lauren CorpCL A2,902$1.03M0.2%History
BWABorgwarner IncCOM18,400$829.1K0.1%History
SLBSLB LimitedStock19,982$766.9K0.1%History
APTVAptiv PLCStock9,709$738.8K0.1%History
CPNGCoupang, Inc.CL A30,082$709.6K0.1%History
ADMArcher-Daniels-Midland CoStock12,039$692.1K0.1%History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF5,775$689.6K0.1%–
RACEFerrari N.V.COM1,725$637.7K0.1%History
BGBunge Global SACOM SHS6,261$557.8K0.1%History
LKQLKQ CorpCOM17,845$538.9K0.1%History
MNDYmonday.com Ltd.SHS3,302$487.2K0.1%History
BUDAnheuser-Busch InBev SA/NVADR7,143$457.4K0.1%History
iShares Inc464286392MSCI WORLD ETF2,418$449.1K0.1%–
PAYCPaycom Software, Inc.Stock2,651$422.5K0.1%History
LDOSLeidos Holdings, Inc.COM2,057$371.0K0.1%History
CCKCrown Holdings, Inc.COM3,286$338.3K0.1%History
CVNACarvana Co.CL A801$338.0K0.1%History
LTHLife Time Group Holdings, Inc.COMMON STOCK12,704$337.7K0.1%History
iShares Tr464288281JPMORGAN USD EMG3,400$327.4K0.1%–
TIGRUP Fintech Holding LtdSPONSORED ADS32,372$309.5K<0.1%History
ACADAcadia Pharmaceuticals IncCOM11,306$302.0K<0.1%History
WINGWingstop Inc.COM1,212$289.1K<0.1%History
CTRACoterra Energy Inc.Stock10,869$286.1K<0.1%History
Schwab U.S. Large-Cap Growth ETF808524300ETF8,441$275.3K<0.1%–
VEEVVeeva Systems IncStock1,213$270.8K<0.1%History
BITBBitwise Bitcoin ETFSHS BEN INT5,615$267.1K<0.1%History
AESAES CorpStock18,487$265.1K<0.1%History
ORLYO Reilly Automotive IncStock2,884$263.1K<0.1%History
TTEKTetra Tech IncCOM7,746$259.8K<0.1%History
UNFUnifirst CorpCOM1,309$252.5K<0.1%History
CRAICra International, Inc.COM1,202$241.3K<0.1%History
HDBHDFC Bank LtdSPONSORED ADS6,403$234.0K<0.1%History
MPWRMonolithic Power Systems, Inc.COM257$233.0K<0.1%History
Cyberark Software LtdM2682V108SHS514$229.3K<0.1%–
COOCooper Companies, Inc.COM2,792$228.8K<0.1%History
SNASnap-on IncCOM663$228.6K<0.1%History
GPIGroup 1 Automotive IncCOM577$226.8K<0.1%History
KNSLKinsale Capital Group, Inc.Stock571$223.4K<0.1%History
FFord Motor CoStock16,875$221.4K<0.1%History
RDDTReddit, Inc.Stock949$218.1K<0.1%History
FITBFifth Third BancorpCOM4,636$217.0K<0.1%History
CTSHCognizant Technology Solutions CorpCL A2,581$214.2K<0.1%History
PKGPackaging Corp of AmericaStock1,034$213.3K<0.1%History
AEGAegon Ltd.AMER REG 1 CERT27,653$213.2K<0.1%History
RJFRaymond James Financial IncCOM1,315$211.1K<0.1%History
WDAYWorkday, Inc.CL A981$210.7K<0.1%History
KBRKBR, Inc.COM5,016$201.6K<0.1%History