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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
RDDT icon
476
Reddit
RDDT
$32.5B
$218K 0.03%
+949
New +$200K
KMI icon
477
Kinder Morgan
KMI
$73.1B
$217K 0.03%
7,896
+340
+4% +$9.19K
FITB
478
Fifth Third Bancorp
FITB
$52B
$217K 0.03%
+4,636
New +$204K
GEN icon
479
Gen Digital
GEN
$15.6B
$217K 0.03%
+7,975
New +$215K
KWR icon
480
Quaker Houghton
KWR
$2.63B
$216K 0.03%
1,570
+4
+0.3% +$540
VEON icon
481
VEON
VEON
$3.53B
$215K 0.03%
4,097
+268
+7% +$13.6K
LKFN icon
482
Lakeland Financial Corp
LKFN
$1.52B
$215K 0.03%
3,768
-433
-10% -$25.7K
RSG icon
483
Republic Services
RSG
$66.7B
$215K 0.03%
1,014
+71
+8% +$15.3K
CTSH icon
484
Cognizant
CTSH
$21.5B
$214K 0.03%
+2,581
New +$193K
MOG.A icon
485
Moog Inc Class A
MOG.A
$13B
$214K 0.03%
+879
New +$193K
PKG icon
486
Packaging Corp of America
PKG
$22.7B
$213K 0.03%
1,034
+28
+3% +$5.69K
AEG icon
487
Aegon
AEG
$13.5B
$213K 0.03%
27,653
+1,661
+6% +$12.7K
DTE icon
488
DTE Energy
DTE
$31.1B
$212K 0.03%
1,643
-77
-4% -$10.5K
CL icon
489
Colgate-Palmolive
CL
$72.6B
$212K 0.03%
+2,679
New +$210K
RJF icon
490
Raymond James Financial
RJF
$32.5B
$211K 0.03%
1,315
-2
-0.2% -$323
WDAY icon
491
Workday
WDAY
$33.4B
$211K 0.03%
981
-2,146
-69% -$488K
EG icon
492
Everest Group
EG
$15.2B
$210K 0.03%
620
-13
-2% -$4.29K
IRM icon
493
Iron Mountain
IRM
$38.2B
$210K 0.03%
2,528
+78
+3% +$7.3K
IR icon
494
Ingersoll Rand
IR
$33B
$209K 0.03%
+2,642
New +$209K
EE icon
495
Excelerate Energy
EE
$1.23B
$203K 0.03%
+7,229
New +$196K
BMI icon
496
Badger Meter
BMI
$3.66B
$202K 0.03%
+1,158
New +$208K
FTNT icon
497
Fortinet
FTNT
$112B
$202K 0.03%
2,543
-127
-5% -$10.5K
KBR icon
498
KBR
KBR
$4.68B
$202K 0.03%
5,016
+700
+16% +$30K
CSX icon
499
CSX Corp
CSX
$98.6B
$201K 0.03%
5,548
-2,042
-27% -$73.1K
ELS icon
500
Equity Lifestyle Properties
ELS
$12.8B
$200K 0.03%
+3,302
New +$204K
18 19
20
21 22

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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.