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.
- Positions
- 520
- +16 vs. Q4 2025
- Portfolio value
- $711.9M
- +$82.1M (+13.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 9,163 | $5.98M | 0.8% | −253−2.7% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 54,775 | $6.10M | 0.9% | +3,526+6.9% | Added | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 157,306 | $7.27M | 1.0% | +36,755+30.5% | Added | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 157,211 | $8.39M | 1.2% | +157,211 | New | – |
| Innovator ETFs Trust45783Y780 | US EQT ACC 9 BFR | 269,799 | $8.44M | 1.2% | +269,799 | New | – |
| Innovator ETFs Trust45784N783 | US SM CAP BUFFER | 301,625 | $8.47M | 1.2% | +301,625 | New | – |
| GOOGAlphabet Inc. | Stock | 37,508 | $10.8M | 1.5% | −1,196−3.1% | Reduced | History |
| ITTItt Inc. | COM | 59,379 | $11.3M | 1.6% | −50.0% | Reduced | History |
| Thornburg ETF Tr88521L207 | MULTI SECTOR BD | 444,552 | $11.3M | 1.6% | −3,425−0.8% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 58,801 | $12.2M | 1.7% | −6,067−9.4% | Reduced | History |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 234,460 | $12.5M | 1.8% | +234,460 | New | – |
| MSFTMicrosoft Corp | Stock | 34,622 | $12.8M | 1.8% | −1,033−2.9% | Reduced | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 128,329 | $14.2M | 2.0% | +128,329 | New | – |
| NVDANVIDIA Corp | Stock | 88,864 | $15.5M | 2.2% | +240+0.3% | Added | History |
| Innovator ETFs Trust45783Y350 | INTL DEVELOPED P | 540,694 | $16.1M | 2.3% | +540,694 | New | – |
| GOOGLAlphabet Inc. | Stock | 57,162 | $16.4M | 2.3% | −1,255−2.1% | Reduced | History |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 550,278 | $18.4M | 2.6% | +550,278 | New | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 593,514 | $27.4M | 3.8% | +593,514 | New | – |
| AAPLApple Inc. | Stock | 137,617 | $34.9M | 4.9% | −3,123−2.2% | Reduced | History |
| CBChubb Ltd | Stock | 192,182 | $62.8M | 8.8% | −843−0.4% | Reduced | History |
Sold out since Q4 2025 (51)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Fidelity MSCI Financials Index ETF316092501 | ETF | 116,387 | $9.05M | 1.4% | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 18,329 | $8.68M | 1.4% | – |
| OMCOmnicom Group Inc. | COM | 16,956 | $1.37M | 0.2% | History |
| SLViShares Silver Trust | ETF | 17,091 | $1.10M | 0.2% | History |
| RLRalph Lauren Corp | CL A | 2,902 | $1.03M | 0.2% | History |
| BWABorgwarner Inc | COM | 18,400 | $829.1K | 0.1% | History |
| SLBSLB Limited | Stock | 19,982 | $766.9K | 0.1% | History |
| APTVAptiv PLC | Stock | 9,709 | $738.8K | 0.1% | History |
| CPNGCoupang, Inc. | CL A | 30,082 | $709.6K | 0.1% | History |
| ADMArcher-Daniels-Midland Co | Stock | 12,039 | $692.1K | 0.1% | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 5,775 | $689.6K | 0.1% | – |
| RACEFerrari N.V. | COM | 1,725 | $637.7K | 0.1% | History |
| BGBunge Global SA | COM SHS | 6,261 | $557.8K | 0.1% | History |
| LKQLKQ Corp | COM | 17,845 | $538.9K | 0.1% | History |
| MNDYmonday.com Ltd. | SHS | 3,302 | $487.2K | 0.1% | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 7,143 | $457.4K | 0.1% | History |
| iShares Inc464286392 | MSCI WORLD ETF | 2,418 | $449.1K | 0.1% | – |
| PAYCPaycom Software, Inc. | Stock | 2,651 | $422.5K | 0.1% | History |
| LDOSLeidos Holdings, Inc. | COM | 2,057 | $371.0K | 0.1% | History |
| CCKCrown Holdings, Inc. | COM | 3,286 | $338.3K | 0.1% | History |
| CVNACarvana Co. | CL A | 801 | $338.0K | 0.1% | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 12,704 | $337.7K | 0.1% | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,400 | $327.4K | 0.1% | – |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 32,372 | $309.5K | <0.1% | History |
| ACADAcadia Pharmaceuticals Inc | COM | 11,306 | $302.0K | <0.1% | History |
| WINGWingstop Inc. | COM | 1,212 | $289.1K | <0.1% | History |
| CTRACoterra Energy Inc. | Stock | 10,869 | $286.1K | <0.1% | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 8,441 | $275.3K | <0.1% | – |
| VEEVVeeva Systems Inc | Stock | 1,213 | $270.8K | <0.1% | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,615 | $267.1K | <0.1% | History |
| AESAES Corp | Stock | 18,487 | $265.1K | <0.1% | History |
| ORLYO Reilly Automotive Inc | Stock | 2,884 | $263.1K | <0.1% | History |
| TTEKTetra Tech Inc | COM | 7,746 | $259.8K | <0.1% | History |
| UNFUnifirst Corp | COM | 1,309 | $252.5K | <0.1% | History |
| CRAICra International, Inc. | COM | 1,202 | $241.3K | <0.1% | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 6,403 | $234.0K | <0.1% | History |
| MPWRMonolithic Power Systems, Inc. | COM | 257 | $233.0K | <0.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 514 | $229.3K | <0.1% | – |
| COOCooper Companies, Inc. | COM | 2,792 | $228.8K | <0.1% | History |
| SNASnap-on Inc | COM | 663 | $228.6K | <0.1% | History |
| GPIGroup 1 Automotive Inc | COM | 577 | $226.8K | <0.1% | History |
| KNSLKinsale Capital Group, Inc. | Stock | 571 | $223.4K | <0.1% | History |
| FFord Motor Co | Stock | 16,875 | $221.4K | <0.1% | History |
| RDDTReddit, Inc. | Stock | 949 | $218.1K | <0.1% | History |
| FITBFifth Third Bancorp | COM | 4,636 | $217.0K | <0.1% | History |
| CTSHCognizant Technology Solutions Corp | CL A | 2,581 | $214.2K | <0.1% | History |
| PKGPackaging Corp of America | Stock | 1,034 | $213.3K | <0.1% | History |
| AEGAegon Ltd. | AMER REG 1 CERT | 27,653 | $213.2K | <0.1% | History |
| RJFRaymond James Financial Inc | COM | 1,315 | $211.1K | <0.1% | History |
| WDAYWorkday, Inc. | CL A | 981 | $210.7K | <0.1% | History |
| KBRKBR, Inc. | COM | 5,016 | $201.6K | <0.1% | History |