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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
+8.72%
1 Year Est. Return
+25.3%
3 Year Est. Return
+74.76%
5 Year Est. Return
+83.43%
10 Year Est. Return
–
AUM
$570M
AUM Growth
+$29.4M
Cap. Flow
-$5.81M
Cap. Flow %
-1.02%
Top 10 Hldgs %
32.62%
Holding
532
New
51
Increased
237
Reduced
200
Closed
37

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$13.6M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.34M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.89M
4
AVGO icon
Broadcom
AVGO
+$1.84M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.25M

Top Sells

Rank Stock Value
1
UWM icon
ProShares Ultra Russell2000
UWM
+$12.2M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$7.43M
3
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$4.72M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.42M
5
NVDA icon
NVIDIA
NVDA
+$2M

Sector Composition

Rank Sector Weight
1 Technology 21.86%
2 Financials 20.15%
3 Industrials 8.79%
4 Consumer Discretionary 8.14%
5 Communication Services 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
76
Wells Fargo
WFC
$265B
$1.38M 0.24%
16,483
+2,220
+16% +$180K
NKE icon
77
Nike
NKE
$64.9B
$1.38M 0.24%
19,772
+1,904
+11% +$142K
ET icon
78
Energy Transfer Partners
ET
$69.9B
$1.37M 0.24%
79,891
+1,014
+1% +$17.8K
SO icon
79
Southern Company
SO
$107B
$1.35M 0.24%
14,217
+302
+2% +$28.2K
APP icon
80
Applovin
APP
$143B
$1.33M 0.23%
1,855
-64
-3% -$29.5K
HD icon
81
Home Depot
HD
$338B
$1.31M 0.23%
3,223
+81
+3% +$31.8K
VUG icon
82
Vanguard Growth ETF
VUG
$221B
$1.3M 0.23%
+16,308
New +$1.25M
NSC icon
83
Norfolk Southern
NSC
$76.4B
$1.3M 0.23%
4,328
-54
-1% -$15K
SNPS icon
84
Synopsys
SNPS
$73.6B
$1.3M 0.23%
2,634
+1,696
+181% +$959K
PG icon
85
Procter & Gamble
PG
$349B
$1.27M 0.22%
8,288
+29
+0.4% +$4.53K
TJX icon
86
TJX Companies
TJX
$171B
$1.26M 0.22%
8,702
+3,865
+80% +$513K
BMY icon
87
Bristol-Myers Squibb
BMY
$124B
$1.25M 0.22%
27,815
-328
-1% -$15.3K
CARR icon
88
Carrier Global
CARR
$57.1B
$1.25M 0.22%
20,949
+436
+2% +$29.6K
SLV icon
89
iShares Silver Trust
SLV
$27.1B
$1.23M 0.22%
29,068
-589
-2% -$21.2K
MSCI icon
90
MSCI
MSCI
$45.8B
$1.21M 0.21%
2,129
-24
-1% -$13.6K
RBA icon
91
RB Global
RBA
$20.8B
$1.2M 0.21%
11,096
– –
MPC icon
92
Marathon Petroleum
MPC
$91.3B
$1.2M 0.21%
6,217
-146
-2% -$25.7K
MELI icon
93
Mercado Libre
MELI
$92B
$1.2M 0.21%
512
– –
NVO
94
Novo Nordisk
NVO
$223B
$1.2M 0.21%
21,562
+1,268
+6% +$74.2K
AMAT icon
95
Applied Materials
AMAT
$421B
$1.18M 0.21%
5,781
-39
-0.7% -$7.08K
CSCO icon
96
Cisco
CSCO
$441B
$1.17M 0.21%
17,139
+509
+3% +$34.7K
ACN icon
97
Accenture
ACN
$87.9B
$1.16M 0.2%
4,719
-437
-8% -$114K
C icon
98
Citigroup
C
$217B
$1.15M 0.2%
11,296
-520
-4% -$49.3K
CTVA icon
99
Corteva
CTVA
$58.4B
$1.12M 0.2%
16,567
+3,836
+30% +$278K
VLO icon
100
Valero Energy
VLO
$91.9B
$1.11M 0.2%
6,547
-46
-0.7% -$6.86K
2 3
4
5 6

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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
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SSP
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DIA
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Personal CFO Solutions's Q3 2025 Portfolio in Review

As of Q3 2025, Personal CFO Solutions held 532 positions worth $570M, up 5.4% from $541M the previous quarter. Its ten largest holdings account for 33% of the portfolio.

Personal CFO Solutions's Q3 2025 filing shows 51 new, 237 increased, 200 reduced and 37 closed positions. Its largest new stake was Schwab US Dividend Equity ETF: 195,867 shares worth $5.35M. The largest sale was ProShares Ultra Russell2000, an estimated $12.2M.

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

  • Personal CFO Solutions's largest Q3 2025 buy was Schwab US Dividend Equity ETF: 195,867 shares worth $5.35M.
  • Personal CFO Solutions added most to iShares Russell 2000 ETF in Q3 2025, an estimated $13.6M increase.
  • Personal CFO Solutions's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $2M.
  • Personal CFO Solutions fully exited ProShares Ultra Russell2000 in Q3 2025, selling an estimated $12.2M.
  • Personal CFO Solutions's ten largest holdings make up 33% of its $570M portfolio in Q3 2025.
  • Personal CFO Solutions opened 51 new positions and closed 37 in Q3 2025.
  • Personal CFO Solutions's portfolio value rose 5.4% quarter-over-quarter to $570M.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.