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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
IBP icon
376
Installed Building Products
IBP
$6.13B
$291K 0.05%
1,124
-190
-14% -$49.1K
COHR icon
377
Coherent
COHR
$55.2B
$291K 0.05%
1,577
-909
-37% -$136K
DXCM icon
378
DexCom
DXCM
$27.6B
$291K 0.05%
4,378
+514
+13% +$33.2K
MTDR icon
379
Matador Resources
MTDR
$6.31B
$291K 0.05%
6,846
+1,114
+19% +$46.8K
WING icon
380
Wingstop
WING
$3.68B
$289K 0.05%
1,212
– –
RMD icon
381
ResMed
RMD
$28.3B
$288K 0.05%
1,195
-20
-2% -$5.12K
AER icon
382
AerCap
AER
$23.9B
$287K 0.05%
1,997
-162
-8% -$21.5K
CCL icon
383
Carnival Corporation Ltd
CCL
$36.1B
$286K 0.05%
9,381
+1,543
+20% +$43K
TTE icon
384
TotalEnergies
TTE
$193B
$286K 0.05%
4,379
+263
+6% +$16.6K
CTRA
385
DELISTED
Coterra Energy
CTRA
$286K 0.05%
10,869
+26
+0.2% +$655
ADSK icon
386
Autodesk
ADSK
$44.3B
$286K 0.05%
965
-24
-2% -$7.26K
COIN icon
387
Coinbase
COIN
$41.7B
$284K 0.05%
1,256
+109
+10% +$32.5K
WH icon
388
Wyndham Hotels & Resorts
WH
$5.46B
$283K 0.05%
3,748
-99
-3% -$7.46K
TEVA icon
389
Teva Pharmaceuticals
TEVA
$35.9B
$282K 0.04%
+9,042
New +$223K
CBOE icon
390
Cboe Global Markets
CBOE
$29.8B
$282K 0.04%
1,124
-25
-2% -$6.22K
FUTU icon
391
Futu Holdings
FUTU
$13.9B
$281K 0.04%
1,713
+83
+5% +$14.2K
IWR icon
392
iShares Russell Mid-Cap ETF
IWR
$56.8B
$281K 0.04%
2,920
+703
+32% +$67.6K
KLIC icon
393
Kulicke & Soffa
KLIC
$5.3B
$280K 0.04%
6,136
-335
-5% -$14.2K
PCOR icon
394
Procore
PCOR
$6.46B
$278K 0.04%
3,828
+134
+4% +$9.91K
BC icon
395
Brunswick
BC
$5.19B
$278K 0.04%
3,748
-243
-6% -$16.5K
MSI icon
396
Motorola Solutions
MSI
$69.4B
$278K 0.04%
725
-260
-26% -$104K
BAX icon
397
Baxter International
BAX
$11.6B
$278K 0.04%
14,525
+2,840
+24% +$56.8K
XSOE icon
398
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.03B
$276K 0.04%
7,075
-158
-2% -$6.1K
CELH icon
399
Celsius Holdings
CELH
$6.93B
$276K 0.04%
+6,031
New +$304K
SCHG icon
400
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$275K 0.04%
+8,441
New +$275K
14 15
16
17 18

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DCM
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TLP
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DCM
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IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
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.