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Disclosery

PERSONAL CFO SOLUTIONS, LLC

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13F filer, CIK 1677501, CHESTER, NJ

PERSONAL CFO SOLUTIONS, LLC reported $691,914,723 across 529 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 34.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001677501-26-000009

Period
2026-06-30
Reported value
$692M
Holdings
529
Top 10 weight
34.3%
New
82
Sold out
73

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EFAadded+130,536$13.6M
IWFnew+78,298$9.72M
GOOGadded+18,848$6.74M
CBadded+8,196$2.8M
AAPLadded+9,454$2.74M

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
PJANexited-593,514-$27.4M
IFEBexited-540,694-$16.1M
SHVexited-128,329-$14.2M
BJANexited-234,460-$12.5M
KFEBexited-301,625-$8.47M

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, Q2 2026

Share positions as resolved from 13F-HR 0001677501-26-000009, largest first. % of portfolio is the value over $691,914,723, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IWSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,311 shares 1,311$216K0.03%newTimeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,194 shares 2,194$216K0.03%newTimeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares; 2026Q2: 1,267 shares 1,267$216K0.03%-87Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,854 shares; 2024Q4: 2,802 shares; 2025Q1: 1,424 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,940 shares 1,940$216K0.03%newTimeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,801 shares; 2026Q2: 2,844 shares 2,844$215K0.03%+43Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares; 2026Q2: 789 shares 789$215K0.03%-43Timeline
HIIHUNTINGTON INGALLS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: not reported; 2025Q1: 1,061 shares; 2025Q2: 1,014 shares; 2025Q3: 941 shares; 2025Q4: 747 shares; 2026Q1: 775 shares; 2026Q2: 763 shares 763$214K0.03%-12Timeline
UHSUNIVERSAL HLTH SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,750 shares; 2025Q1: 4,982 shares; 2025Q2: 4,879 shares; 2025Q3: 4,723 shares; 2025Q4: 4,293 shares; 2026Q1: 1,172 shares; 2026Q2: 1,430 shares 1,430$213K0.03%+258Timeline
RELXRELX PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,336 shares; 2024Q4: 8,508 shares; 2025Q1: 8,282 shares; 2025Q2: 8,713 shares; 2025Q3: 4,589 shares; 2025Q4: 6,248 shares; 2026Q1: 7,638 shares; 2026Q2: 6,707 shares 6,707$212K0.03%-931Timeline
DBVTDBV TECHNOLOGIES S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,643 shares; 2026Q2: 12,940 shares 12,940$212K0.03%+297Timeline
INGING GROEP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,604 shares; 2024Q4: 17,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,738 shares 6,738$211K0.03%newTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686 shares; 2024Q4: not reported; 2025Q1: 499 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 546 shares 546$211K0.03%newTimeline
NTRANATERA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 777 shares 777$211K0.03%newTimeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,317 shares 4,317$211K0.03%newTimeline
BUDANHEUSER BUSCH INBEV SA NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,105 shares; 2024Q4: 6,175 shares; 2025Q1: 6,780 shares; 2025Q2: 6,827 shares; 2025Q3: 7,092 shares; 2025Q4: 7,143 shares; 2026Q1: not reported; 2026Q2: 2,531 shares 2,531$209K0.03%newTimeline
MKCMCCORMICK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,266 shares; 2026Q2: 4,121 shares 4,121$208K0.03%-145Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,313 shares 4,313$207K0.03%newTimeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,578 shares; 2024Q4: 1,544 shares; 2025Q1: 1,446 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,937 shares; 2026Q1: 2,382 shares; 2026Q2: 2,373 shares 2,373$205K0.03%-9Timeline
NVRNVR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30 shares 30$204K0.03%newTimeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 880 shares; 2025Q1: 827 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 257 shares 257$204K0.03%newTimeline
SNASNAP ON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 723 shares; 2025Q1: 737 shares; 2025Q2: 730 shares; 2025Q3: 696 shares; 2025Q4: 663 shares; 2026Q1: not reported; 2026Q2: 505 shares 505$203K0.03%newTimeline
UTZUTZ BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,442 shares; 2024Q4: 19,464 shares; 2025Q1: 18,241 shares; 2025Q2: 17,796 shares; 2025Q3: 22,105 shares; 2025Q4: 21,453 shares; 2026Q1: 26,212 shares; 2026Q2: 26,172 shares 26,172$203K0.03%-40Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947 shares 947$202K0.03%newTimeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,414 shares; 2024Q4: 7,508 shares; 2025Q1: 7,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,039 shares 4,039$201K0.03%newTimeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 234 shares 234$200K0.03%newTimeline
NWGNATWEST GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,104 shares; 2026Q1: 13,971 shares; 2026Q2: 10,794 shares 10,794$190K0.03%-3,177Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,921 shares 10,921$189K0.03%newTimeline
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 11,151 shares 11,151$177K0.03%-2,503Timeline
HLNHALEON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 16,434 shares 16,434$153K0.02%+761Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
PJANINNOVATOR ETFS TRUST593,514$27.4Mshares
IFEBINNOVATOR ETFS TRUST540,694$16.1Mshares
SHVISHARES TR128,329$14.2Mshares
BJANINNOVATOR ETFS TRUST234,460$12.5Mshares
KFEBINNOVATOR ETFS TRUST301,625$8.47Mshares
XBJAINNOVATOR ETFS TRUST269,799$8.44Mshares
NJANINNOVATOR ETFS TRUST157,211$8.39Mshares
SCHDSCHWAB STRATEGIC TR170,652$5.24Mshares
XOMEXXON MOBIL CORP27,189$4.61Mshares
EJANINNOVATOR ETFS TRUST74,162$2.52Mshares
IVWISHARES TR17,667$2Mshares
SKYYFIRST TR EXCHANGE-TRADED FD14,977$1.64Mshares
QUALISHARES TR7,672$1.47Mshares
IVEISHARES TR5,796$1.22Mshares
IWMISHARES TR3,310$821Kshares
XLCSELECT SECTOR SPDR TR6,651$737Kshares
RSPINVESCO EXCHANGE TRADED FD T3,733$717Kshares
HONHONEYWELL INTL INC3,084$697Kshares
IAUISHARES GOLD TR6,997$617Kshares
EMBJEMBRAER S.A.10,043$596Kshares
APTV-WAPTIV PLC7,737$537Kshares
EFVISHARES TR7,165$533Kshares
IEMGISHARES INC6,604$461Kshares
TLTISHARES TR5,116$444Kshares
DDDUPONT DE NEMOURS INC9,281$425Kshares
EDCONSOLIDATED EDISON INC3,653$413Kshares
BABAALIBABA GROUP HLDG LTD3,294$413Kshares
UITBVICTORY PORTFOLIOS II8,781$413Kshares
BPBP PLC8,512$400Kshares
HMYHARMONY GOLD MNG LTD24,587$378Kshares
RYAAYRYANAIR HOLDINGS PLC6,513$376Kshares
GTESGATES INDL CORP PLC16,459$372Kshares
SBSWSIBANYE STILLWATER LTD28,400$359Kshares
IJKISHARES TR3,557$358Kshares
IVLUISHARES TR8,995$357Kshares
ASNDASCENDIS PHARMA A/S1,519$347Kshares
IGVISHARES TR4,195$336Kshares
ITOTISHARES TR2,236$319Kshares
VNETVNET GROUP INC37,199$312Kshares
BSXBOSTON SCIENTIFIC CORP4,939$310Kshares
FEZSPDR INDEX SHS FDS4,724$293Kshares
GMABGENMAB A/S10,866$292Kshares
VTEBVANGUARD MUN BD FDS5,762$287Kshares
KEPKOREA ELEC PWR CORP19,825$283Kshares
SPGIS&P GLOBAL INC649$276Kshares
VNTVONTIER CORPORATION7,694$273Kshares
CCLCARNIVAL CORP10,254$265Kshares
MUBISHARES TR2,476$263Kshares
DXCMDEXCOM INC4,145$260Kshares
RMDRESMED INC1,151$258Kshares
URAGLOBAL X FDS5,312$257Kshares
ROLROLLINS INC4,713$252Kshares
MELIMERCADOLIBRE INC144$249Kshares
ICEINTERCONTINENTAL EXCHANGE IN1,546$243Kshares
FUTUFUTU HLDGS LTD1,778$243Kshares
SUSLISHARES TR2,104$239Kshares
THROBLACKROCK ETF TRUST6,282$228Kshares
LKFNLAKELAND FINL CORP3,859$221Kshares
VLRSCONTROLADORA VUELA COMP DE A30,516$221Kshares
NXSTNEXSTAR MEDIA GROUP INC1,218$220Kshares
HLNEHAMILTON LANE INC2,186$218Kshares
IWRISHARES TR2,217$216Kshares
ARGXARGENX SE293$214Kshares
COINCOINBASE GLOBAL INC1,212$212Kshares
CELHCELSIUS HLDGS INC5,900$209Kshares
BOTZGLOBAL X FDS6,209$206Kshares
PEGAPEGASYSTEMS INC4,844$206Kshares
PYPLPAYPAL HLDGS INC4,554$206Kshares
KMIKINDER MORGAN INC DEL6,042$203Kshares
FSVFIRSTSERVICE CORP NEW1,445$201Kshares
PCORPROCORE TECHNOLOGIES INC3,528$201Kshares
GHYPGIM GLOBAL HIGH YIELD FD FO11,706$136Kshares
CLVTCLARIVATE PLC11,944$30.2Kshares

How Q2 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 0001677501-26-000009 base2026-08-07acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001677501-26-000009 Quarter ended 2026-06-302026-08-07acceptance time not in the bulk data set
13F-HR 0001677501-26-000005 Quarter ended 2026-03-312026-04-30acceptance time not in the bulk data set
13F-HR 0001677501-26-000002 Quarter ended 2025-12-312026-01-22acceptance time not in the bulk data set
13F-HR 0001677501-25-000013 Quarter ended 2025-09-302025-11-10acceptance time not in the bulk data set
13F-HR 0001677501-25-000008 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001677501-25-000006 Quarter ended 2025-03-312025-04-30acceptance time not in the bulk data set
13F-HR 0001677501-25-000004 Quarter ended 2024-12-312025-02-07acceptance time not in the bulk data set
13F-HR 0001677501-24-000006 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001437749-24-025744 Quarter ended 2024-06-302024-08-09acceptance time not in the bulk data set
13F-HR 0001437749-24-016226 Quarter ended 2024-03-312024-05-13acceptance time not in the bulk data set
13F-HR 0001437749-24-003895 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001437749-23-031678 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0001437749-23-023107 Quarter ended 2023-06-302023-08-10acceptance time not in the bulk data set
13F-HR 0001437749-23-013143 Quarter ended 2023-03-312023-05-09acceptance time not in the bulk data set
13F-HR 0001437749-23-003302 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001437749-22-025305 Quarter ended 2022-09-302022-11-01acceptance time not in the bulk data set
13F-HR 0001437749-22-019034 Quarter ended 2022-06-302022-08-05acceptance time not in the bulk data set
13F-HR 0001437749-22-010380 Quarter ended 2022-03-312022-05-02acceptance time not in the bulk data set
13F-HR 0001437749-22-003077 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001437749-21-027041 Quarter ended 2021-09-302021-11-18acceptance time not in the bulk data set
13F-HR 0001437749-21-017337 Quarter ended 2021-06-302021-07-22acceptance time not in the bulk data set
13F-HR 0001437749-21-009456 Quarter ended 2021-03-312021-04-21acceptance time not in the bulk data set
13F-HR 0001437749-21-002298 Quarter ended 2020-12-312021-02-09acceptance time not in the bulk data set
13F-HR 0001437749-20-022245 Quarter ended 2020-09-302020-11-02acceptance time not in the bulk data set
13F-HR 0001437749-20-016224 Quarter ended 2020-06-302020-08-03acceptance time not in the bulk data set
13F-HR 0001437749-20-008916 Quarter ended 2020-03-312020-04-30acceptance time not in the bulk data set
13F-HR 0001437749-20-002567 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set
13F-HR 0001398344-19-020154 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set