PERSONAL CFO SOLUTIONS, LLC

Q2 2025 13F-HR Holdings

Location
Chester, NJ
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
481
Total value ($000)
$540,527
Net value change ($000)
—
New positions
481
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: — Next filing: 11/10/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CB 55,992 —
AAPL 22,457 —
MSFT 16,416 —
NVDA 14,881 —
AMZN 13,116 —
UWM 12,159 —
GOOGL 10,418 —
ITT 9,295 —
FNCL 8,833 —
IWF 7,430 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type