PERSONAL CFO SOLUTIONS, LLC
Follow13F filer, CIK 1677501, CHESTER, NJ
PERSONAL CFO SOLUTIONS, LLC reported $629,840,761 across 504 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-22. Its ten largest share positions make up 33.98% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001677501-26-000002
- Period
- 2025-12-31
- Reported value
- $630M
- Holdings
- 504
- Top 10 weight
- 33.98%
- New
- 37
- Sold out
- 28
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TMBnew | +447,977 | $11.5M |
| AAPLadded | +34,322 | $9.33M |
| IWFnew | +18,329 | $8.68M |
| EFGnew | +51,249 | $5.84M |
| NFLXadded | +20,523 | $1.92M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IWMreduced | -3,790 | -$933K |
| SLVreduced | -11,977 | -$772K |
| INTERPUBLIC GROUP COSexited | -23,743 | -$663K |
| SCHDreduced | -19,979 | -$548K |
| WDAYreduced | -2,146 | -$461K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2025
Share positions as resolved from 13F-HR 0001677501-26-000002, largest first. % of portfolio is the value over $629,840,761, the sum of the share positions whose value is usable for ratios (method).
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 23,743 | $663K | shares |
| EBAYEBAY INC. | 4,405 | $401K | shares |
| PANWPALO ALTO NETWORKS INC | 1,697 | $345K | shares |
| ALAIR LEASE CORP | 5,183 | $330K | shares |
| CBTCABOT CORP | 4,004 | $304K | shares |
| STESTERIS PLC | 1,215 | $301K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 4,116 | $246K | shares |
| GRFSGRIFOLS S A | 24,522 | $244K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 697 | $241K | shares |
| KTKT CORP | 12,332 | $240K | shares |
| CNXCCONCENTRIX CORP | 5,143 | $237K | shares |
| PRGOPERRIGO CO PLC | 10,589 | $236K | shares |
| SHOESHOE STA GROUP INC | 11,173 | $232K | shares |
| YSGYATSEN HLDG LTD | 25,422 | $230K | shares |
| PSAPUBLIC STORAGE | 774 | $224K | shares |
| STSENSATA TECHNOLOGIES HLDG PL | 7,243 | $221K | shares |
| PACGRUPO AEROPORTUNARIO DEL PAC | 932 | $221K | shares |
| DASHDOORDASH INC | 812 | $221K | shares |
| PYPLPAYPAL HLDGS INC | 3,258 | $218K | shares |
| ROLROLLINS INC | 3,597 | $211K | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 880 | $210K | shares |
| GDDYGODADDY INC | 1,504 | $206K | shares |
| NOGNORTHERN OIL & GAS INC | 8,283 | $205K | shares |
| DRIDARDEN RESTAURANTS INC | 1,075 | $205K | shares |
| EXASEXACT SCIENCES CORP | 3,736 | $204K | shares |
| SHWSHERWIN WILLIAMS CO | 586 | $203K | shares |
| KCKINGSOFT CLOUD HLDGS LTD | 12,174 | $182K | shares |
| UMHUMH PPTYS INC | 10,564 | $157K | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001677501-26-000002 | base | 2026-01-22 | acceptance time not in the bulk data set |