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PERSONAL CFO SOLUTIONS, LLC

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13F filer, CIK 1677501, CHESTER, NJ

PERSONAL CFO SOLUTIONS, LLC reported $711,929,267 across 520 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-30. Its ten largest share positions make up 32.46% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001677501-26-000005

Period
2026-03-31
Reported value
$712M
Holdings
520
Top 10 weight
32.46%
New
69
Sold out
53

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PJANnew+593,514$27.4M
BALTnew+550,278$18.4M
IFEBnew+540,694$16.1M
SHVnew+128,329$14.2M
BJANnew+234,460$12.5M

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

SecurityShares changeApprox. value
IWMreduced-55,831-$13.8M
FNCLexited-116,387-$9.05M
IWFexited-18,329-$8.68M
AZNexited-20,145-$1.85M
OMCexited-16,956-$1.37M

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, Q1 2026

Share positions as resolved from 13F-HR 0001677501-26-000005, largest first. % of portfolio is the value over $711,929,267, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BOTZGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,209 shares 6,209$206K0.03%newTimeline
BCRXBIOCRYST PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,731 shares; 2024Q4: 61,516 shares; 2025Q1: 62,188 shares; 2025Q2: 62,188 shares; 2025Q3: 62,188 shares; 2025Q4: 62,400 shares; 2026Q1: 21,667 shares 21,667$206K0.03%-40,733Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 3,360 shares; 2025Q1: 3,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,302 shares; 2026Q1: 3,275 shares 3,275$206K0.03%-27Timeline
PEGAPEGASYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,844 shares 4,844$206K0.03%newTimeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,728 shares; 2024Q4: 4,739 shares; 2025Q1: 3,374 shares; 2025Q2: 3,371 shares; 2025Q3: 3,258 shares; 2025Q4: not reported; 2026Q1: 4,554 shares 4,554$206K0.03%newTimeline
RNRRENAISSANCERE HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 686 shares 686$204K0.03%newTimeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,168 shares; 2025Q1: 1,361 shares; 2025Q2: 1,530 shares; 2025Q3: 1,697 shares; 2025Q4: not reported; 2026Q1: 1,269 shares 1,269$203K0.03%newTimeline
GENGEN DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,975 shares; 2026Q1: 10,759 shares 10,759$203K0.03%+2,784Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,346 shares; 2025Q1: 8,056 shares; 2025Q2: 7,841 shares; 2025Q3: 7,556 shares; 2025Q4: 7,896 shares; 2026Q1: 6,042 shares 6,042$203K0.03%-1,854Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,768 shares; 2024Q4: 1,665 shares; 2025Q1: 1,598 shares; 2025Q2: 1,607 shares; 2025Q3: 1,393 shares; 2025Q4: 1,601 shares; 2026Q1: 1,445 shares 1,445$201K0.03%-156Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 586 shares; 2025Q4: not reported; 2026Q1: 627 shares 627$201K0.03%newTimeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,694 shares; 2025Q4: 3,828 shares; 2026Q1: 3,528 shares 3,528$201K0.03%-300Timeline
EGEVEREST GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 872 shares; 2025Q1: 670 shares; 2025Q2: 690 shares; 2025Q3: 633 shares; 2025Q4: 620 shares; 2026Q1: 615 shares 615$201K0.03%-5Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,729 shares; 2025Q3: 1,911 shares; 2025Q4: 1,645 shares; 2026Q1: 1,800 shares 1,800$201K0.03%+155Timeline
CWKCUSHMAN AND WAKEFIELD LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,676 shares; 2026Q1: 16,326 shares 16,326$200K0.03%+1,650Timeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 11,931 shares; 2025Q1: 11,831 shares; 2025Q2: 13,007 shares; 2025Q3: 16,336 shares; 2025Q4: 15,250 shares; 2026Q1: 13,654 shares 13,654$184K0.03%-1,596Timeline
ADPTADAPTIVE BIOTECHNOLOGIES CORQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,250 shares; 2024Q4: not reported; 2025Q1: 11,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,344 shares 11,344$157K0.02%newTimeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,580 shares; 2024Q4: 20,757 shares; 2025Q1: 19,399 shares; 2025Q2: 17,729 shares; 2025Q3: 13,871 shares; 2025Q4: 14,053 shares; 2026Q1: 15,673 shares 15,673$157K0.02%+1,620Timeline
GHYPGIM GLOBAL HIGH YIELD FD FOQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,706 shares 11,706$136K0.02%newTimeline
CLVTCLARIVATE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,944 shares 11,944$30.2K<0.01%newTimeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
FNCLFIDELITY COVINGTON TRUST116,387$9.05Mshares
IWFISHARES TR18,329$8.68Mshares
AZNASTRAZENECA PLC-SPONS ADR20,145$1.85Mshares
OMCOMNICOM GROUP INC16,956$1.37Mshares
SLVISHARES SILVER TR17,091$1.1Mshares
RLRALPH LAUREN CORP2,902$1.03Mshares
BWABORGWARNER INC18,400$829Kshares
SLBSLB LIMITED19,982$767Kshares
APTVAPTIV PLC9,709$739Kshares
CPNGCOUPANG INC30,082$710Kshares
ADMARCHER DANIELS MIDLAND CO12,039$692Kshares
XLYSELECT SECTOR SPDR TR5,775$690Kshares
RACEFERRARI N V1,725$638Kshares
BGBUNGE GLOBAL SA6,261$558Kshares
LKQLKQ CORP17,845$539Kshares
MNDYMONDAY COM LTD3,302$487Kshares
BUDANHEUSER BUSCH INBEV SA NV7,143$457Kshares
URTHISHARES INC2,418$449Kshares
PAYCPAYCOM SOFTWARE INC2,651$423Kshares
PIPRPIPER SANDLER COS1,131$384Kshares
LDOSLEIDOS HOLDINGS INC2,057$371Kshares
CCKCROWN HLDGS INC3,286$338Kshares
CVNACARVANA CO801$338Kshares
LTHLIFE TIME GROUP HOLDINGS INC12,704$338Kshares
EMBISHARES TR3,400$327Kshares
TIGRUP FINTECH HLDG LTD32,372$309Kshares
ACADACADIA PHARMACEUTICALS INC11,306$302Kshares
WINGWINGSTOP INC1,212$289Kshares
CTRACOTERRA ENERGY INC10,869$286Kshares
SCHGSCHWAB STRATEGIC TR8,441$275Kshares
VEEVVEEVA SYS INC1,213$271Kshares
BITBBITWISE BITCOIN ETF TR5,615$267Kshares
AESAES CORP18,487$265Kshares
ORLYOREILLY AUTOMOTIVE INC2,884$263Kshares
TTEKTETRA TECH INC NEW7,746$260Kshares
UNFUNIFIRST CORP MASS1,309$253Kshares
CRAICRA INTL INC1,202$241Kshares
HDBHDFC BANK LTD6,403$234Kshares
MPWRMONOLITHIC PWR SYS INC257$233Kshares
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL514$229Kshares
COOCOOPER COS INC2,792$229Kshares
SNASNAP ON INC663$229Kshares
GPIGROUP 1 AUTOMOTIVE INC577$227Kshares
KNSLKINSALE CAP GROUP INC571$223Kshares
FFORD MTR CO16,875$221Kshares
RDDTREDDIT INC949$218Kshares
FITBFIFTH THIRD BANCORP4,636$217Kshares
CTSHCOGNIZANT TECHNOLOGY SOLUTIO2,581$214Kshares
PKGPACKAGING CORP AMER1,034$213Kshares
AEGAEGON LTD27,653$213Kshares
RJFRAYMOND JAMES FINL INC1,315$211Kshares
WDAYWORKDAY INC981$211Kshares
KBRKBR INC5,016$202Kshares

How Q1 2026 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001677501-26-000005 base2026-04-30acceptance time not in the bulk data set