We are live on ! Find out more
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
SONY icon
126
Sony
SONY
$124B
$985K 0.16%
38,475
+9,380
+32% +$263K
AMP icon
127
Ameriprise Financial
AMP
$47.4B
$976K 0.16%
1,990
-49
-2% -$23.3K
MPC icon
128
Marathon Petroleum
MPC
$92.2B
$975K 0.15%
5,994
-223
-4% -$41.7K
CEG icon
129
Constellation Energy
CEG
$90.8B
$970K 0.15%
2,746
+292
+12% +$106K
XLV icon
130
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$970K 0.15%
6,264
-91
-1% -$13.6K
ACGL icon
131
Arch Capital
ACGL
$35.7B
$968K 0.15%
10,093
+48
+0.5% +$4.39K
PH icon
132
Parker-Hannifin
PH
$120B
$959K 0.15%
1,091
-232
-18% -$190K
NEE icon
133
NextEra Energy
NEE
$184B
$958K 0.15%
11,934
+240
+2% +$19.9K
GLW icon
134
Corning
GLW
$135B
$955K 0.15%
10,905
+547
+5% +$47.1K
DHR icon
135
Danaher
DHR
$143B
$944K 0.15%
4,125
+549
+15% +$121K
UHS icon
136
Universal Health Services
UHS
$9.14B
$936K 0.15%
4,293
-430
-9% -$95.1K
AMGN icon
137
Amgen
AMGN
$198B
$924K 0.15%
2,822
+26
+0.9% +$8.25K
IBN icon
138
ICICI Bank
IBN
$108B
$917K 0.15%
30,772
+630
+2% +$19.3K
AMD icon
139
Advanced Micro Devices
AMD
$844B
$908K 0.14%
4,241
+682
+19% +$153K
MCD icon
140
McDonald's
MCD
$190B
$898K 0.14%
2,939
+42
+1% +$12.9K
UBS icon
141
UBS Group
UBS
$170B
$882K 0.14%
19,048
-305
-2% -$12.3K
MELI icon
142
Mercado Libre
MELI
$94.2B
$876K 0.14%
435
-77
-15% -$162K
BSX icon
143
Boston Scientific
BSX
$65.6B
$866K 0.14%
9,078
+403
+5% +$39.5K
USB icon
144
US Bancorp
USB
$98.5B
$863K 0.14%
16,165
+628
+4% +$30.9K
WCN
145
Waste Connections
WCN
$43.5B
$852K 0.14%
4,860
-144
-3% -$24.9K
CVS icon
146
CVS Health
CVS
$137B
$852K 0.14%
10,735
-440
-4% -$34.7K
CRWD icon
147
CrowdStrike
CRWD
$208B
$847K 0.13%
7,228
+1,532
+27% +$195K
XLK icon
148
State Street Technology Select Sector SPDR ETF
XLK
$116B
$839K 0.13%
5,825
+3
+0.1% +$433
EFA icon
149
iShares MSCI EAFE ETF
EFA
$76.3B
$829K 0.13%
8,635
+157
+2% +$14.9K
BWA icon
150
BorgWarner
BWA
$12.8B
$829K 0.13%
18,400
-1,020
-5% -$44.7K
4 5
6
7 8

Similar funds

AMPWP
Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida $712M AUM
DCM
Defilade Capital Management Emeryville, California $712M AUM
TLP
Tri Locum Partners New York $713M AUM 68.92% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $713M AUM 17.46% 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

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.