PERSONAL CFO SOLUTIONS, LLC
SEC Form 13F institutional filer · CIK 0001677501
13F-HR · 294 reported holdings · 2026-03-31
Reported long-US-equity value
$0.46B
Top-10 concentration
40.0%
PERSONAL CFO SOLUTIONS, LLC — $460M AUM allocation strategy
PERSONAL CFO SOLUTIONS, LLC files SEC Form 13F and reports $460M of long US equity value across 294 reported holdings for 2026-03-31.
Its largest sector bet is Financials 18.3%, followed by Information Technology 15.0% and Communication Services 6.9%.
The top 10 holdings account for 40% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PERSONAL CFO SOLUTIONS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$460M
total across 294 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
40% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$KHC +24.7K sh · +$531K+$CSGP +23.6K sh · +$657K+$BLK +11.7K sh · +$1.26M
Biggest trims (shares)
−$IWM −76K sh · −$22.7M−$SCHW −13.7K sh · +$64.2K−$MO −11.2K sh · −$306K
Exited to nil (held last quarter, gone now)
$OMC ($1.37M last qtr)$RL ($1.03M last qtr)$SLB ($767K last qtr)$APTV ($739K last qtr)$ADM ($692K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Property & Casualty Insurance13.7%—
- Technology Hardware, Storage & Peripherals7.6%—
- Interactive Media & Services6.9%—
- Semiconductors4.6%—
- Systems Software2.8%—
- Broadline Retail2.7%—
- Integrated Oil & Gas2.1%—
- Investment Banking & Brokerage1.4%—
- Other holdings58.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CB | Chubb Limited | 192K | $62.8M | -843 | 13.7% |
| $AAPL | Apple Inc | 138K | $34.9M | -3.12K | 7.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 57.2K | $16.4M | -1.25K | 3.6% |
| $NVDA | NVIDIA Corporation | 88.9K | $15.5M | +240 | 3.4% |
| $MSFT | Microsoft Corporation | 34.6K | $12.8M | -1.03K | 2.8% |
| $AMZN | Amazon.com Inc | 58.8K | $12.2M | -6.07K | 2.7% |
| $GOOGL | Alphabet Inc | 37.5K | $10.8M | -1.2K | 2.3% |
| $SCHW | Charles Schwab Corporation | 183K | $6.36M | -13.7K | 1.4% |
| $BLK | BlackRock Inc | 60.7K | $6.15M | +11.7K | 1.3% |
…and 285 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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