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PCS

Personal CFO Solutions Portfolio holdings

AUM $712M
1-Year Est. Return 25.3%
This Fund
S&P 500
This Quarter Est. Return
+4.33%
1 Year Est. Return
+25.3%
3 Year Est. Return
+74.76%
5 Year Est. Return
+83.43%
10 Year Est. Return
–
AUM
$630M
AUM Growth
+$59.9M
Cap. Flow
+$43.1M
Cap. Flow %
6.85%
Top 10 Hldgs %
33.98%
Holding
531
New
36
Increased
252
Reduced
211
Closed
27

Top Buys

Rank Stock Value
1
TMB
Thornburg Multi Sector Bond ETF
TMB
+$11.5M
2
AAPL icon
Apple
AAPL
+$9.21M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$8.68M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$5.88M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.51M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$932K
2
IPG
Interpublic Group of Companies
IPG
+$663K
3
NFLX icon
Netflix
NFLX
+$626K
4
SLV icon
iShares Silver Trust
SLV
+$600K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$543K

Sector Composition

Rank Sector Weight
1 Technology 21.41%
2 Financials 19.54%
3 Industrials 8.2%
4 Communication Services 8.12%
5 Healthcare 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMAT icon
351
LeMaitre Vascular
LMAT
$2.18B
$314K 0.05%
3,869
-192
-5% -$16.5K
EFX icon
352
Equifax
EFX
$20.3B
$313K 0.05%
1,443
+15
+1% +$3.29K
HOMB icon
353
Home BancShares
HOMB
$6.21B
$312K 0.05%
11,231
-563
-5% -$15.6K
ASND icon
354
Ascendis Pharma A/S
ASND
$16.7B
$310K 0.05%
1,455
+108
+8% +$22.3K
HWM icon
355
Howmet Aerospace
HWM
$116B
$310K 0.05%
1,513
+117
+8% +$23.3K
HPE icon
356
Hewlett Packard
HPE
$63.2B
$310K 0.05%
12,906
+1,921
+17% +$45.3K
TROW icon
357
T. Rowe Price
TROW
$25B
$310K 0.05%
3,027
-187
-6% -$19.3K
ADP icon
358
Automatic Data Processing
ADP
$100B
$310K 0.05%
1,204
-175
-13% -$46.6K
TIGR
359
UP Fintech Holding
TIGR
$845M
$309K 0.05%
32,372
+3,046
+10% +$29.1K
TSN icon
360
Tyson Foods
TSN
$20.2B
$309K 0.05%
5,274
-24
-0.5% -$1.32K
HLNE icon
361
Hamilton Lane
HLNE
$3.63B
$309K 0.05%
2,300
+61
+3% +$7.67K
RPM icon
362
RPM International
RPM
$13.7B
$306K 0.05%
2,944
+19
+0.6% +$2.06K
LUV icon
363
Southwest Airlines
LUV
$22.1B
$305K 0.05%
+7,387
New +$258K
APG icon
364
APi Group
APG
$17.1B
$304K 0.05%
7,943
+1,197
+18% +$44.3K
NE icon
365
Noble Corp
NE
$6.9B
$304K 0.05%
10,754
+2,008
+23% +$59.3K
ZBH icon
366
Zimmer Biomet
ZBH
$17.7B
$303K 0.05%
3,375
-101
-3% -$9.58K
ACAD icon
367
Acadia Pharmaceuticals
ACAD
$4.25B
$302K 0.05%
11,306
-8
-0.1% -$191
CX icon
368
Cemex
CX
$17.4B
$301K 0.05%
26,231
+1,572
+6% +$16.3K
PPG icon
369
PPG Industries
PPG
$25.9B
$301K 0.05%
2,937
-274
-9% -$27.5K
VNET
370
VNET Group
VNET
$2.05B
$301K 0.05%
35,562
+2,336
+7% +$21.6K
HAS icon
371
Hasbro
HAS
$12.6B
$301K 0.05%
3,666
+137
+4% +$10.7K
THC icon
372
Tenet Healthcare
THC
$20.1B
$297K 0.05%
1,497
+34
+2% +$6.87K
DOV icon
373
Dover
DOV
$27.2B
$297K 0.05%
1,523
+80
+6% +$14.6K
ARGX icon
374
argenx
ARGX
$57.4B
$297K 0.05%
+353
New +$302K
AMT icon
375
American Tower
AMT
$77.7B
$293K 0.05%
1,667
+57
+4% +$10.4K
13 14
15
16 17

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TLP
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DCM
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IWP
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SSP
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DIA
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GSWM
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Personal CFO Solutions's Q4 2025 Portfolio in Review

As of Q4 2025, Personal CFO Solutions held 531 positions worth $630M, up 11% from $570M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Personal CFO Solutions deployed $43.1M of net new capital in Q4 2025, opening 36 new positions and adding to 252 existing holdings. Its largest new stake was Thornburg Multi Sector Bond ETF: 447,977 shares worth $11.5M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Financials and Industrials.

On the sell side, the largest reduction was iShares Russell 2000 ETF, an estimated $932K trimmed.

  • Personal CFO Solutions's largest Q4 2025 buy was Thornburg Multi Sector Bond ETF: 447,977 shares worth $11.5M.
  • Personal CFO Solutions added most to Apple in Q4 2025, an estimated $9.21M increase.
  • Personal CFO Solutions's biggest Q4 2025 reduction was iShares Russell 2000 ETF, cutting an estimated $932K.
  • Personal CFO Solutions fully exited Interpublic Group of Companies in Q4 2025, selling an estimated $663K.
  • Personal CFO Solutions's ten largest holdings make up 34% of its $630M portfolio in Q4 2025.
  • Personal CFO Solutions opened 36 new positions and closed 27 in Q4 2025.
  • Personal CFO Solutions's portfolio value rose 11% quarter-over-quarter to $630M.

Based on Personal CFO Solutions's 13F filing for Q4 2025, filed 22 Jan 2026.