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 |
|---|---|---|---|---|---|---|---|
| WFCWells Fargo & Company | Stock | 15,845 | $1.26M | 0.2% | −202−1.3% | Reduced | History |
| PGProcter & Gamble Co | Stock | 8,672 | $1.25M | 0.2% | −1,126−11.5% | Reduced | History |
| QCOMQualcomm Inc | Stock | 9,609 | $1.24M | 0.2% | +267+2.9% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 15,670 | $1.24M | 0.2% | +921+6.2% | Added | History |
| iShares S&P 500 Value ETF464287408 | ETF | 5,796 | $1.22M | 0.2% | +5,796 | New | – |
| HDHome Depot, Inc. | Stock | 3,637 | $1.20M | 0.2% | +366+11.2% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 19,653 | $1.19M | 0.2% | −5,345−21.4% | Reduced | History |
| CAHCardinal Health Inc | Stock | 5,615 | $1.19M | 0.2% | +3,581+176.1% | Added | History |
| COFCapital One Financial Corp | Stock | 6,482 | $1.18M | 0.2% | −876−11.9% | Reduced | History |
| ZTSZoetis Inc. | Stock | 9,949 | $1.18M | 0.2% | −218−2.1% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,329 | $1.15M | 0.2% | +195+9.1% | Added | History |
| MSMorgan Stanley | Stock | 6,941 | $1.14M | 0.2% | +790+12.8% | Added | History |
| SCHWSchwab Charles Corp | Stock | 12,004 | $1.13M | 0.2% | −30.0% | Reduced | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,578 | $1.13M | 0.2% | −122−4.5% | Reduced | – |
| SBUXStarbucks Corp | Stock | 12,320 | $1.10M | 0.2% | −564−4.4% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,362 | $1.09M | 0.2% | +41+1.8% | Added | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 18,345 | $1.09M | 0.2% | +10,390+130.6% | Added | History |
| RBARB Global Inc. | COM | 11,192 | $1.07M | 0.2% | +96+0.9% | Added | History |
| ALLAllstate Corp | Stock | 5,113 | $1.07M | 0.1% | +3,890+318.1% | Added | History |
| NEENextera Energy Inc | Stock | 11,455 | $1.06M | 0.1% | −479−4.0% | Reduced | History |
| SNPSSynopsys Inc | COM | 2,682 | $1.06M | 0.1% | +36+1.4% | Added | History |
| CFCF Industries Holdings, Inc. | COM | 8,176 | $1.06M | 0.1% | +89+1.1% | Added | History |
| DISWalt Disney Co | Stock | 10,809 | $1.04M | 0.1% | +888+9.0% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 2,141 | $1.04M | 0.1% | +149+7.5% | Added | History |
| LOWLowes Companies Inc | Stock | 4,298 | $1.02M | 0.1% | −229−5.1% | Reduced | History |
| AMGNAmgen Inc | Stock | 2,833 | $996.9K | 0.1% | +11+0.4% | Added | History |
| NSCNorfolk Southern Corp | Stock | 3,469 | $995.5K | 0.1% | −377−9.8% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 18,832 | $989.2K | 0.1% | +2,667+16.5% | Added | History |
| WELLWelltower Inc. | REIT | 4,991 | $986.9K | 0.1% | +1,106+28.5% | Added | History |
| ACGLArch Capital Group Ltd. | Stock | 10,238 | $982.7K | 0.1% | +145+1.4% | Added | History |
| APPAppLovin Corp | COM CL A | 2,461 | $979.3K | 0.1% | +459+22.9% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 3,314 | $962.6K | 0.1% | +104+3.2% | Added | History |
| IDXXIDEXX Laboratories Inc | COM | 1,712 | $962.0K | 0.1% | +72+4.4% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 4,569 | $959.7K | 0.1% | +2,784+156.0% | Added | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 31,483 | $948.3K | 0.1% | +22,441+248.2% | Added | History |
| MSCIMSCI Inc. | Stock | 1,744 | $939.8K | 0.1% | −279−13.8% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,326 | $927.5K | 0.1% | +62+1.0% | Added | – |
| NTAPNetApp, Inc. | Stock | 8,966 | $918.0K | 0.1% | +6,715+298.3% | Added | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 53,619 | $909.9K | 0.1% | +1,870+3.6% | Added | History |
| MCDMcDonalds Corp | Stock | 2,919 | $907.1K | 0.1% | −20−0.7% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 653 | $900.6K | 0.1% | +243+59.3% | Added | History |
| AMPAmeriprise Financial Inc | COM | 2,023 | $898.9K | 0.1% | +33+1.7% | Added | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 32,582 | $894.7K | 0.1% | −1,718−5.0% | Reduced | History |
| CICigna Group | Stock | 3,297 | $879.5K | 0.1% | +2,094+174.1% | Added | History |
| PHParker-Hannifin Corp | Stock | 980 | $877.6K | 0.1% | −111−10.2% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,501 | $863.9K | 0.1% | +676+11.6% | Added | – |
| APHAmphenol Corp | CL A | 6,810 | $862.1K | 0.1% | −738−9.8% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 4,227 | $860.0K | 0.1% | −14−0.3% | Reduced | History |
| GSKGSK plc | ADR | 15,430 | $856.2K | 0.1% | +5,415+54.1% | Added | History |
| KHCKraft Heinz Co | Stock | 37,898 | $852.3K | 0.1% | +24,661+186.3% | Added | History |
| BBYBest Buy Co Inc | Stock | 13,061 | $851.1K | 0.1% | +9,327+249.8% | Added | History |
| IBNIcici Bank Ltd | ADR | 32,633 | $845.2K | 0.1% | +1,861+6.0% | Added | History |
| EXPEExpedia Group, Inc. | Stock | 3,590 | $828.9K | 0.1% | −609−14.5% | Reduced | History |
| INTCIntel Corp | Stock | 18,613 | $821.4K | 0.1% | +718+4.0% | Added | History |
| iShares Russell 2000 ETF464287655 | ETF | 3,310 | $820.9K | 0.1% | −55,831−94.4% | Reduced | – |
| ETNEaton Corp plc | Stock | 2,277 | $814.5K | 0.1% | +45+2.0% | Added | History |
| DHRDanaher Corp | Stock | 4,272 | $811.6K | 0.1% | +147+3.6% | Added | History |
| SAPSAP SE | ADR | 4,720 | $808.1K | 0.1% | −1,933−29.1% | Reduced | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,848 | $807.3K | 0.1% | +9,848 | New | – |
| BLKBlackRock, Inc. | Stock | 825 | $793.2K | 0.1% | −124−13.1% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 17,256 | $791.9K | 0.1% | −71−0.4% | Reduced | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,513 | $789.5K | 0.1% | +34+0.3% | Added | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 15,773 | $788.2K | 0.1% | +978+6.6% | Added | – |
| CVSCVS Health Corp | Stock | 10,960 | $787.1K | 0.1% | +225+2.1% | Added | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 4,859 | $785.9K | 0.1% | +240+5.2% | Added | – |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 3,277 | $767.4K | 0.1% | +24+0.7% | Added | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 18,745 | $765.3K | 0.1% | +1,451+8.4% | Added | – |
| CWCurtiss Wright Corp | Stock | 1,120 | $763.4K | 0.1% | +83+8.0% | Added | History |
| DEDeere & Co | Stock | 1,345 | $759.6K | 0.1% | −41−3.0% | Reduced | History |
| UBSUBS Group AG | Stock | 19,222 | $751.0K | 0.1% | +174+0.9% | Added | History |
| CNQCanadian Natural Resources Ltd | COM | 15,199 | $747.5K | 0.1% | +251+1.7% | Added | History |
| NOCNorthrop Grumman Corp | Stock | 1,089 | $743.3K | 0.1% | +33+3.1% | Added | History |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 6,651 | $737.3K | 0.1% | +885+15.3% | Added | – |
| TXNTexas Instruments Inc | Stock | 3,773 | $732.6K | 0.1% | +148+4.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 3,901 | $728.2K | 0.1% | +5+0.1% | Added | History |
| CATCaterpillar Inc | Stock | 1,025 | $725.9K | 0.1% | +169+19.7% | Added | History |
| CEGConstellation Energy Corp | Stock | 2,587 | $722.5K | 0.1% | −159−5.8% | Reduced | History |
| HCAHCA Healthcare, Inc. | COM | 1,520 | $719.1K | 0.1% | −633−29.4% | Reduced | History |
| INCYIncyte Corp | COM | 7,626 | $717.8K | 0.1% | −9−0.1% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,733 | $716.5K | 0.1% | +96+2.6% | Added | – |
| KLACKLA Corp | COM NEW | 486 | $715.0K | 0.1% | +61+14.4% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 18,834 | $712.7K | 0.1% | +23+0.1% | Added | History |
| UNPUnion Pacific Corp | Stock | 2,919 | $708.2K | 0.1% | +82+2.9% | Added | History |
| ADIAnalog Devices Inc | Stock | 2,225 | $707.8K | 0.1% | −128−5.4% | Reduced | History |
| MUMicron Technology Inc | Stock | 2,088 | $705.6K | 0.1% | −274−11.6% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,807 | $705.5K | 0.1% | 00.0% | Unchanged | History |
| HONHoneywell International Inc | COM | 3,084 | $697.0K | 0.1% | −696−18.4% | Reduced | History |
| DHIHorton D R Inc | COM | 5,078 | $696.9K | 0.1% | +3,477+217.2% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,555 | $694.4K | 0.1% | +211+15.7% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 7,062 | $685.9K | 0.1% | −1,573−18.2% | Reduced | – |
| DUKDuke Energy CORP | Stock | 5,223 | $683.9K | 0.1% | +86+1.7% | Added | History |
| PSXPhillips 66 | Stock | 3,747 | $682.6K | 0.1% | +3,747 | New | History |
| NVONovo Nordisk A S | ADR | 17,891 | $679.2K | 0.1% | −3,979−18.2% | Reduced | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 47,042 | $676.0K | 0.1% | +50.0% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 3,124 | $674.4K | 0.1% | +3,124 | New | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,953 | $674.0K | 0.1% | −218−10.0% | Reduced | History |
| PEGPublic Service Enterprise Group Inc | COM | 8,315 | $673.1K | 0.1% | −1,472−15.0% | Reduced | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 30,911 | $669.5K | 0.1% | +135+0.4% | Added | History |
| MCOMoodys Corp | Stock | 1,522 | $663.8K | 0.1% | −78−4.9% | Reduced | History |
| BCSBarclays PLC | ADR | 31,328 | $662.9K | 0.1% | +2,175+7.5% | Added | 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 |