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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
LBRTLiberty Energy Inc.COM CL A20,679$595.6K0.1%+1,023+5.2%AddedHistory
EMBJEmbraer S.A.ADR10,043$595.9K0.1%+405+4.2%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR119,159$599.4K0.1%+99,543+507.5%AddedHistory
ECLEcolab Inc.Stock2,267$604.8K0.1%+72+3.3%AddedHistory
DGXQuest Diagnostics IncCOM3,087$605.1K0.1%+24+0.8%AddedHistory
HPQHP IncStock31,056$605.9K0.1%+10,628+52.0%AddedHistory
SXIStandex International CorpCOM2,377$605.9K0.1%+54+2.3%AddedHistory
CPBCAMPBELL'S CoCOM27,277$607.5K0.1%+18,985+229.0%AddedHistory
HSTHost Hotels & Resorts, Inc.COM31,427$608.4K0.1%−2,154−6.4%ReducedHistory
NKENIKE, Inc.Stock11,486$612.0K0.1%−8,430−42.3%ReducedHistory
PGRProgressive CorpStock3,105$615.6K0.1%−95−3.0%ReducedHistory
IAUiShares Gold TrustETF6,997$616.9K0.1%+6,997NewHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM10,893$617.4K0.1%−810−6.9%Reduced–
PEPPepsiCo IncStock4,079$633.4K0.1%−184−4.3%ReducedHistory
EHCEncompass Health CorpCOM6,594$637.8K0.1%+1,004+18.0%AddedHistory
EMEEMCOR Group, Inc.Stock870$642.6K0.1%+169+24.1%AddedHistory
SONYSony Group CorpSPONSORED ADR31,600$654.1K0.1%−6,875−17.9%ReducedHistory
PLDPrologis, Inc.REIT4,961$655.7K0.1%+596+13.7%AddedHistory
GILDGilead Sciences, Inc.Stock4,718$657.5K0.1%+146+3.2%AddedHistory
ATOAtmos Energy CorpCOM3,568$659.0K0.1%+740+26.2%AddedHistory
BCSBarclays PLCADR31,328$662.9K0.1%+2,175+7.5%AddedHistory
MCOMoodys CorpStock1,522$663.8K0.1%−78−4.9%ReducedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR30,911$669.5K0.1%+135+0.4%AddedHistory
PEGPublic Service Enterprise Group IncCOM8,315$673.1K0.1%−1,472−15.0%ReducedHistory
LHXL3HARRIS Technologies, Inc.Stock1,953$674.0K0.1%−218−10.0%ReducedHistory
CHTRCharter Communications, Inc.CL A3,124$674.4K0.1%+3,124NewHistory
NUNu Holdings Ltd.ORD SHS CL A47,042$676.0K0.1%+50.0%AddedHistory
NVONovo Nordisk A SADR17,891$679.2K0.1%−3,979−18.2%ReducedHistory
PSXPhillips 66Stock3,747$682.6K0.1%+3,747NewHistory
DUKDuke Energy CORPStock5,223$683.9K0.1%+86+1.7%AddedHistory
iShares MSCI Eafe ETF464287465ETF7,062$685.9K0.1%−1,573−18.2%Reduced–
VRTXVertex Pharmaceuticals IncStock1,555$694.4K0.1%+211+15.7%AddedHistory
DHIHorton D R IncCOM5,078$696.9K0.1%+3,477+217.2%AddedHistory
HONHoneywell International IncCOM3,084$697.0K0.1%−696−18.4%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock1,807$705.5K0.1%00.0%UnchangedHistory
MUMicron Technology IncStock2,088$705.6K0.1%−274−11.6%ReducedHistory
ADIAnalog Devices IncStock2,225$707.8K0.1%−128−5.4%ReducedHistory
UNPUnion Pacific CorpStock2,919$708.2K0.1%+82+2.9%AddedHistory
EPDEnterprise Products Partners L.P.Stock18,834$712.7K0.1%+23+0.1%AddedHistory
KLACKLA CorpCOM NEW486$715.0K0.1%+61+14.4%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT3,733$716.5K0.1%+96+2.6%Added–
INCYIncyte CorpCOM7,626$717.8K0.1%−9−0.1%ReducedHistory
HCAHCA Healthcare, Inc.COM1,520$719.1K0.1%−633−29.4%ReducedHistory
CEGConstellation Energy CorpStock2,587$722.5K0.1%−159−5.8%ReducedHistory
CATCaterpillar IncStock1,025$725.9K0.1%+169+19.7%AddedHistory
CRMSalesforce, Inc.Stock3,901$728.2K0.1%+5+0.1%AddedHistory
TXNTexas Instruments IncStock3,773$732.6K0.1%+148+4.1%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF6,651$737.3K0.1%+885+15.3%Added–
NOCNorthrop Grumman CorpStock1,089$743.3K0.1%+33+3.1%AddedHistory
CNQCanadian Natural Resources LtdCOM15,199$747.5K0.1%+251+1.7%AddedHistory
UBSUBS Group AGStock19,222$751.0K0.1%+174+0.9%AddedHistory
DEDeere & CoStock1,345$759.6K0.1%−41−3.0%ReducedHistory
CWCurtiss Wright CorpStock1,120$763.4K0.1%+83+8.0%AddedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF18,745$765.3K0.1%+1,451+8.4%Added–
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,277$767.4K0.1%+24+0.7%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF4,859$785.9K0.1%+240+5.2%Added–
CVSCVS Health CorpStock10,960$787.1K0.1%+225+2.1%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF15,773$788.2K0.1%+978+6.6%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF10,513$789.5K0.1%+34+0.3%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF17,256$791.9K0.1%−71−0.4%Reduced–
BLKBlackRock, Inc.Stock825$793.2K0.1%−124−13.1%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF9,848$807.3K0.1%+9,848New–
SAPSAP SEADR4,720$808.1K0.1%−1,933−29.1%ReducedHistory
DHRDanaher CorpStock4,272$811.6K0.1%+147+3.6%AddedHistory
ETNEaton Corp plcStock2,277$814.5K0.1%+45+2.0%AddedHistory
iShares Russell 2000 ETF464287655ETF3,310$820.9K0.1%−55,831−94.4%Reduced–
INTCIntel CorpStock18,613$821.4K0.1%+718+4.0%AddedHistory
EXPEExpedia Group, Inc.Stock3,590$828.9K0.1%−609−14.5%ReducedHistory
IBNIcici Bank LtdADR32,633$845.2K0.1%+1,861+6.0%AddedHistory
BBYBest Buy Co IncStock13,061$851.1K0.1%+9,327+249.8%AddedHistory
KHCKraft Heinz CoStock37,898$852.3K0.1%+24,661+186.3%AddedHistory
GSKGSK plcADR15,430$856.2K0.1%+5,415+54.1%AddedHistory
AMDAdvanced Micro Devices IncStock4,227$860.0K0.1%−14−0.3%ReducedHistory
APHAmphenol CorpCL A6,810$862.1K0.1%−738−9.8%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF6,501$863.9K0.1%+676+11.6%Added–
PHParker-Hannifin CorpStock980$877.6K0.1%−111−10.2%ReducedHistory
CICigna GroupStock3,297$879.5K0.1%+2,094+174.1%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock32,582$894.7K0.1%−1,718−5.0%ReducedHistory
AMPAmeriprise Financial IncCOM2,023$898.9K0.1%+33+1.7%AddedHistory
FIXComfort Systems USA IncCOM653$900.6K0.1%+243+59.3%AddedHistory
MCDMcDonalds CorpStock2,919$907.1K0.1%−20−0.7%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS53,619$909.9K0.1%+1,870+3.6%AddedHistory
NTAPNetApp, Inc.Stock8,966$918.0K0.1%+6,715+298.3%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,326$927.5K0.1%+62+1.0%Added–
MSCIMSCI Inc.Stock1,744$939.8K0.1%−279−13.8%ReducedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS31,483$948.3K0.1%+22,441+248.2%AddedHistory
TMUST-Mobile US, Inc.Stock4,569$959.7K0.1%+2,784+156.0%AddedHistory
IDXXIDEXX Laboratories IncCOM1,712$962.0K0.1%+72+4.4%AddedHistory
APDAir Products & Chemicals, Inc.Stock3,314$962.6K0.1%+104+3.2%AddedHistory
APPAppLovin CorpCOM CL A2,461$979.3K0.1%+459+22.9%AddedHistory
ACGLArch Capital Group Ltd.Stock10,238$982.7K0.1%+145+1.4%AddedHistory
WELLWelltower Inc.REIT4,991$986.9K0.1%+1,106+28.5%AddedHistory
USBUS Bancorp DECOM NEW18,832$989.2K0.1%+2,667+16.5%AddedHistory
NSCNorfolk Southern CorpStock3,469$995.5K0.1%−377−9.8%ReducedHistory
AMGNAmgen IncStock2,833$996.9K0.1%+11+0.4%AddedHistory
LOWLowes Companies IncStock4,298$1.02M0.1%−229−5.1%ReducedHistory
SPOTSpotify Technology S.A.Stock2,141$1.04M0.1%+149+7.5%AddedHistory
DISWalt Disney CoStock10,809$1.04M0.1%+888+9.0%AddedHistory
CFCF Industries Holdings, Inc.COM8,176$1.06M0.1%+89+1.1%AddedHistory
SNPSSynopsys IncCOM2,682$1.06M0.1%+36+1.4%AddedHistory

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