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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
NEENextera Energy IncStock11,455$1.06M0.1%−479−4.0%ReducedHistory
ALLAllstate CorpStock5,113$1.07M0.1%+3,890+318.1%AddedHistory
RBARB Global Inc.COM11,192$1.07M0.2%+96+0.9%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR18,345$1.09M0.2%+10,390+130.6%AddedHistory
ISRGIntuitive Surgical IncCOM NEW2,362$1.09M0.2%+41+1.8%AddedHistory
SBUXStarbucks CorpStock12,320$1.10M0.2%−564−4.4%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF2,578$1.13M0.2%−122−4.5%Reduced–
SCHWSchwab Charles CorpStock12,004$1.13M0.2%−30.0%ReducedHistory
MSMorgan StanleyStock6,941$1.14M0.2%+790+12.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock2,329$1.15M0.2%+195+9.1%AddedHistory
ZTSZoetis Inc.Stock9,949$1.18M0.2%−218−2.1%ReducedHistory
COFCapital One Financial CorpStock6,482$1.18M0.2%−876−11.9%ReducedHistory
CAHCardinal Health IncStock5,615$1.19M0.2%+3,581+176.1%AddedHistory
BMYBristol Myers Squibb CoStock19,653$1.19M0.2%−5,345−21.4%ReducedHistory
HDHome Depot, Inc.Stock3,637$1.20M0.2%+366+11.2%AddedHistory
iShares S&P 500 Value ETF464287408ETF5,796$1.22M0.2%+5,796New–
CPCanadian Pacific Kansas City LtdCOM15,670$1.24M0.2%+921+6.2%AddedHistory
QCOMQualcomm IncStock9,609$1.24M0.2%+267+2.9%AddedHistory
PGProcter & Gamble CoStock8,672$1.25M0.2%−1,126−11.5%ReducedHistory
WFCWells Fargo & CompanyStock15,845$1.26M0.2%−202−1.3%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF5,937$1.27M0.2%−1,380−18.9%Reduced–
ABBVAbbVie Inc.Stock5,854$1.27M0.2%−568−8.8%ReducedHistory
GEVGE Vernova Inc.Stock1,471$1.28M0.2%−231−13.6%ReducedHistory
GLWCorning IncCOM9,533$1.30M0.2%−1,372−12.6%ReducedHistory
DDominion Energy, IncStock21,031$1.30M0.2%−2,955−12.3%ReducedHistory
AMATApplied Materials IncStock3,804$1.30M0.2%−417−9.9%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,695$1.31M0.2%−157−8.5%ReducedHistory
WDCWestern Digital CorpCOM4,857$1.31M0.2%+1,581+48.3%AddedHistory
CTVACorteva, Inc.Stock15,703$1.31M0.2%+1,001+6.8%AddedHistory
UBERUber Technologies, IncStock18,541$1.33M0.2%+731+4.1%AddedHistory
SOSouthern CoStock13,834$1.34M0.2%+219+1.6%AddedHistory
INTUIntuit Inc.Stock3,105$1.34M0.2%+422+15.7%AddedHistory
COPConocoPhillipsStock10,405$1.37M0.2%−821−7.3%ReducedHistory
TJXTJX Companies IncStock8,658$1.38M0.2%+550+6.8%AddedHistory
CARRCarrier Global CorpStock24,671$1.39M0.2%+181+0.7%AddedHistory
CSGPCostar Group, Inc.COM34,585$1.40M0.2%+23,614+215.2%AddedHistory
CMCSAComcast CorpStock48,898$1.40M0.2%+1,669+3.5%AddedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF14,919$1.43M0.2%−2,341−13.6%Reduced–
VLOValero Energy CorpStock5,822$1.44M0.2%−560−8.8%ReducedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF7,672$1.47M0.2%+7,672New–
MPCMarathon Petroleum CorpStock6,046$1.48M0.2%+52+0.9%AddedHistory
YUMYum Brands IncStock9,559$1.49M0.2%+25+0.3%AddedHistory
UNHUnitedHealth Group IncStock5,580$1.51M0.2%+931+20.0%AddedHistory
CSCOCisco Systems, Inc.Stock19,655$1.53M0.2%+847+4.5%AddedHistory
COSTCostco Wholesale CorpStock1,547$1.54M0.2%+64+4.3%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN79,918$1.54M0.2%+130.0%AddedHistory
LRCXLam Research CorpStock7,213$1.54M0.2%+1,014+16.4%AddedHistory
MDTMedtronic plcStock17,689$1.55M0.2%+6,643+60.1%AddedHistory
WRBBerkley W R CorpCOM23,802$1.58M0.2%+364+1.6%AddedHistory
CCitigroup IncStock13,969$1.58M0.2%+1,600+12.9%AddedHistory
First Trust Cloud Computing ETF33734X192ETF14,977$1.64M0.2%−397−2.6%Reduced–
SESea LtdSPONSORD ADS19,842$1.64M0.2%+4,479+29.2%AddedHistory
PLTRPalantir Technologies Inc.Stock11,854$1.73M0.2%−638−5.1%ReducedHistory
IBMInternational Business Machines CorpStock7,374$1.79M0.3%+2,164+41.5%AddedHistory
BACBank of America CorpStock37,026$1.81M0.3%+68+0.2%AddedHistory
NVSNovartis AGADR11,831$1.81M0.3%+8,720+280.3%AddedHistory
PFEPfizer IncStock68,233$1.92M0.3%−233−0.3%ReducedHistory
KOCoca Cola CoStock25,502$1.95M0.3%+323+1.3%AddedHistory
WMTWalmart Inc.Stock15,851$1.97M0.3%−3,106−16.4%ReducedHistory
iShares S&P 500 Growth ETF464287309ETF17,667$2.00M0.3%+17,667New–
GSGoldman Sachs Group IncStock2,395$2.03M0.3%−326−12.0%ReducedHistory
ACNAccenture plcStock10,242$2.03M0.3%+5,527+117.2%AddedHistory
AONAon plcCL A6,331$2.04M0.3%+1,394+28.2%AddedHistory
AZNAstraZeneca PLCADR10,517$2.07M0.3%+445+4.4%AddedConverted for a 1-for-2 splitHistory
GEGeneral Electric CoStock7,329$2.08M0.3%+59+0.8%AddedHistory
GDGeneral Dynamics CorpStock6,111$2.10M0.3%−295−4.6%ReducedHistory
SHOPShopify Inc.Stock17,748$2.11M0.3%+1,880+11.8%AddedHistory
STXSeagate Technology Holdings plcORD SHS5,430$2.13M0.3%−304−5.3%ReducedHistory
NOWServiceNow, Inc.Stock21,580$2.26M0.3%+8,845+69.5%AddedHistory
ASMLASML Holding NVADR1,711$2.26M0.3%−456−21.0%ReducedHistory
CBRECbre Group, Inc.CL A16,820$2.28M0.3%−346−2.0%ReducedHistory
MCKMcKesson CorpStock2,687$2.33M0.3%+163+6.5%AddedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF38,677$2.37M0.3%−4,262−9.9%Reduced–
MOAltria Group, Inc.Stock36,105$2.42M0.3%−11,188−23.7%ReducedHistory
TAT&T Inc.Stock85,776$2.49M0.3%−2,288−2.6%ReducedHistory
Innovator ETFs Trust45782C516EMRGNG MKT JAN74,162$2.52M0.4%+74,162New–
PMPhilip Morris International Inc.Stock15,171$2.53M0.4%+482+3.3%AddedHistory
ORCLOracle CorpStock17,496$2.57M0.4%+1,311+8.1%AddedHistory
NFLXNetflix IncStock27,431$2.64M0.4%+3,983+17.0%AddedHistory
MRKMerck & Co., Inc.Stock23,904$2.90M0.4%−535−2.2%ReducedHistory
JPMJPMorgan Chase & CoStock9,851$2.90M0.4%−453−4.4%ReducedHistory
RTXRTX CorpStock15,831$3.05M0.4%−251−1.6%ReducedHistory
AXPAmerican Express CoStock10,622$3.21M0.5%+1,772+20.0%AddedHistory
JNJJohnson & JohnsonStock13,370$3.27M0.5%−184−1.4%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF42,189$3.36M0.5%−5,862−12.2%Reduced–
VZVerizon Communications IncStock67,015$3.36M0.5%−808−1.2%ReducedHistory
MAMastercard IncStock6,832$3.41M0.5%−267−3.8%ReducedHistory
BABoeing CoStock18,209$3.62M0.5%−515−2.8%ReducedHistory
VVisa Inc.Stock12,336$3.73M0.5%−459−3.6%ReducedHistory
LINLinde PLCStock8,309$4.12M0.6%+5,238+170.6%AddedHistory
LLYEli Lilly & CoStock4,480$4.12M0.6%−155−3.3%ReducedHistory
METAMeta Platforms, Inc.Stock7,392$4.23M0.6%+726+10.9%AddedHistory
TSLATesla, Inc.Stock12,214$4.54M0.6%+2,326+23.5%AddedHistory
XOMExxonMobil Holdings CorpCOM27,189$4.61M0.6%−3,967−12.7%ReducedHistory
CVXChevron CorpStock24,262$5.02M0.7%−927−3.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock10,580$5.07M0.7%−443−4.0%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF170,652$5.24M0.7%−5,236−3.0%Reduced–
GLDSPDR Gold TrustETF12,564$5.41M0.8%−844−6.3%ReducedHistory
AVGOBroadcom Inc.Stock17,627$5.46M0.8%+515+3.0%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR17,107$5.80M0.8%+852+5.2%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