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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

The latest 13F from Personal Cfo Solutions, LLC covers Q2 2026 (filed Aug 7, 2026): 529 long positions worth $691.9M. The top 10 holdings make up 34.3% of the portfolio, and the largest is Chubb Ltd (CB) at 9.9%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
78
Est. +$34.7M
Added
237
Est. +$46.0M
Reduced
209
Est. −$26.9M
Sold out
69
Est. −$132.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. CBChubb Ltd
    9.9%$68.5MHistory
  2. AAPLApple Inc.
    6.2%$42.6MHistory
  3. GOOGAlphabet Inc.
    2.9%$20.1MHistory
  4. Innovator ETFs Trust45783Y855
    2.8%$19.3M
  5. NVDANVIDIA Corp
    2.7%$18.9MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. iShares MSCI Eafe ETF464287465
    +$13.6MAdded
  2. iShares Russell 1000 Growth ETF464287614
    +$9.72MNew
  3. GOOGAlphabet Inc.
    +$6.74MAddedHistory
  4. CBChubb Ltd
    +$2.80MAddedHistory
  5. AAPLApple Inc.
    +$2.74MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares MSCI Eafe ETF464287465
    +1.97 pp0.1% → 2.1%
  2. iShares Russell 1000 Growth ETF464287614
    +1.41 pp0.0% → 1.4%
  3. GOOGAlphabet Inc.
    +1.40 pp1.5% → 2.9%History
  4. AAPLApple Inc.
    +1.24 pp4.9% → 6.2%History
  5. CBChubb Ltd
    +1.07 pp8.8% → 9.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Innovator ETFs Trust45782C508
    −$27.4MSold out
  2. Innovator ETFs Trust45783Y350
    −$16.1MSold out
  3. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −$14.2MSold out
  4. Innovator ETFs Trust45782C409
    −$12.5MSold out
  5. Innovator ETFs Trust45784N783
    −$8.47MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Innovator ETFs Trust45782C508
    −3.85 pp3.8% → 0.0%
  2. Innovator ETFs Trust45783Y350
    −2.26 pp2.3% → 0.0%
  3. iShares Trust iShares 0-1 Year Treasury Bond ETF464288679
    −1.99 pp2.0% → 0.0%
  4. Innovator ETFs Trust45782C409
    −1.76 pp1.8% → 0.0%
  5. Innovator ETFs Trust45784N783
    −1.19 pp1.2% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$691.9M
−$20.0M (−2.8%) vs. prior quarter
Positions
529
+9 vs. prior quarter
Top 10 concentration
34.3%
Top 10 as share of value
Turnover
11.5%
Q2 2026, one quarter
Average holding period
15.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $715.2M (Q3 2024)

Q1 2021: $462.6MQ2 2021: $488.3MQ3 2021: $488.0MQ4 2021: $534.2MQ1 2022: $507.1MQ2 2022: $426.4MQ3 2022: $398.1MQ4 2022: $472.4MQ1 2023: $484.3MQ2 2023: $492.8MQ3 2023: $506.0MQ4 2023: $577.6MQ1 2024: $640.9MQ2 2024: $650.8MQ3 2024: $715.2MQ4 2024: $508.2MQ1 2025: $492.5MQ2 2025: $540.5MQ3 2025: $569.9MQ4 2025: $629.8MQ1 2026: $711.9MQ2 2026: $691.9M
Q1 2021Q2 2026
13F filings of Personal Cfo Solutions, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 7, 2026529$691.9MCBAAPLGOOGvs. Q1 2026SEC
Q1 2026Apr 30, 2026520$711.9MCBAAPLInnovator ETFs Trustvs. Q4 2025SEC
Q4 2025Jan 22, 2026504$629.8MCBAAPLGOOGLvs. Q3 2025SEC
Q3 2025Nov 10, 2025495$569.9MCBAAPLMSFTvs. Q2 2025SEC
Q2 2025Aug 12, 2025481$540.5MCBAAPLMSFTvs. Q1 2025SEC
Q1 2025Apr 30, 2025448$492.5MCBAAPLAMZNvs. Q4 2024SEC
Q4 2024Feb 7, 2025457$508.2MCBAAPLProShares Trvs. Q3 2024SEC
Q3 2024Nov 14, 2024561$715.2MCBAAPLInnovator ETFs Trustvs. Q2 2024SEC
Q2 2024Aug 9, 2024531$650.8MCBAAPLInnovator ETFs Trustvs. Q1 2024SEC
Q1 2024May 13, 2024541$640.9MCBiShares Russell 2000 ETFInnovator ETFs Trustvs. Q4 2023SEC
Q4 2023Feb 13, 2024511$577.6MCBiShares Russell 2000 ETFInnovator ETFs Trustvs. Q3 2023SEC
Q3 2023Nov 13, 2023455$506.0MCBiShares Russell 2000 ETFInnovator ETFs Trustvs. Q2 2023SEC
Q2 2023Aug 10, 2023467$492.8MiShares Trust iShares 0-1 Year Treasury Bond ETFInnovator ETFs TrustAAPLvs. Q1 2023SEC
Q1 2023May 9, 2023470$484.3MCBiShares Trust iShares 0-1 Year Treasury Bond ETFInnovator ETFs Trustvs. Q4 2022SEC
Q4 2022Feb 14, 2023458$472.4MCBiShares Trust iShares 0-1 Year Treasury Bond ETFInnovator ETFs Trustvs. Q3 2022SEC
Q3 2022Nov 1, 2022414$398.1MiShares Trust iShares 0-1 Year Treasury Bond ETFInnovator U.S. Equity Power Buffer ETF - OctoberCBvs. Q2 2022SEC
Q2 2022Aug 5, 2022430$426.4MiShares Trust iShares 0-1 Year Treasury Bond ETFInnovator ETFs TrustCBvs. Q1 2022SEC
Q1 2022May 2, 2022472$507.1MInnovator ETFs TrustiShares MSCI Eafe ETFCBvs. Q4 2021SEC
Q4 2021Feb 11, 2022476$534.2MInnovator ETFs TrustiShares MSCI Eafe ETFCBvs. Q3 2021SEC
Q3 2021Nov 18, 2021453$488.0MInnovator U.S. Equity Power Buffer ETF - SeptemberiShares Russell 2000 ETFBAvs. Q2 2021SEC
Q2 2021Jul 22, 2021439$488.3MProShares TrInnovator ETFs TrustBAvs. Q1 2021SEC
Q1 2021Apr 21, 2021407$462.6MPMVPProShares TrBA–SEC