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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
VTRS icon
501
Viatris
VTRS
$20.1B
$190K 0.03%
15,250
-1,086
-7% -$11.7K
NWG icon
502
NatWest
NWG
$71.5B
$177K 0.03%
+10,104
New +$160K
HLN icon
503
Haleon
HLN
$43.1B
$142K 0.02%
14,053
+182
+1% +$1.73K
LYG icon
504
Lloyds Banking Group
LYG
$87.4B
$104K 0.02%
19,616
-2,129
-10% -$10.3K
AL
505
DELISTED
Air Lease Corp
AL
– –
-5,183
Closed -$330K
BR icon
506
Broadridge
BR
$17.2B
– –
-880
Closed -$210K
CBT icon
507
Cabot Corp
CBT
$4.65B
– –
-4,004
Closed -$304K
CNXC icon
508
Concentrix
CNXC
$1.36B
– –
-5,143
Closed -$237K
DASH icon
509
DoorDash
DASH
$75.3B
– –
-812
Closed -$221K
DRI icon
510
Darden Restaurants
DRI
$22.5B
– –
-1,075
Closed -$205K
EBAY icon
511
eBay
EBAY
$48.6B
– –
-4,405
Closed -$401K
EXAS
512
DELISTED
Exact Sciences
EXAS
– –
-3,736
Closed -$204K
GDDY icon
513
GoDaddy
GDDY
$12.3B
– –
-1,504
Closed -$206K
GRFS
514
Grifois
GRFS
$5.16B
– –
-24,522
Closed -$244K
IPG
515
DELISTED
Interpublic Group of Companies
IPG
– –
-23,743
Closed -$663K
KC
516
Kingsoft Cloud Holdings
KC
$2.84B
– –
-12,174
Closed -$182K
KT icon
517
KT
KT
$8.84B
– –
-12,332
Closed -$240K
NOG icon
518
Northern Oil and Gas
NOG
$2.3B
– –
-8,283
Closed -$205K
PAC icon
519
Grupo Aeroportuario del Pacifico
PAC
$12.9B
– –
-932
Closed -$221K
PANW icon
520
Palo Alto Networks
PANW
$264B
– –
-1,697
Closed -$345K
PRGO icon
521
Perrigo
PRGO
$1.4B
– –
-10,589
Closed -$236K
PSA icon
522
Public Storage
PSA
$60.2B
– –
-774
Closed -$224K
PYPL icon
523
PayPal
PYPL
$49.5B
– –
-3,258
Closed -$218K
ROL icon
524
Rollins
ROL
$18.6B
– –
-3,597
Closed -$211K
SHOE
525
Shoe Station Group
SHOE
$395M
– –
-11,173
Closed -$232K
18 19 20
21
22

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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
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
DIA
Dean Investment Associates Beavercreek, Ohio $710M AUM 22.02% 1-Year Est. Return
GSWM
Greenup Street Wealth Management Ann Arbor, Michigan $710M AUM 19.59% 1-Year Est. Return

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.