PERSONAL CFO SOLUTIONS, LLC
Q2 2025 13F-HR Detailed Holdings
Net value change ($000)
—
New positions
481
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings
You are on the SEC detailed breakdown page.
Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields),
and are not merged like the standard holdings view.
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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.
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 | Discretion | Other Manager | Sole | Shared | None |
|---|
Other Managers
| Num | Name | File Number |
|---|---|---|
| 1 | ALLIANCEBERNSTEIN HOLDING L.P. | |
| 2 | AEW CAPITAL MANAGEMENT L P | |
| 3 | FRED ALGER MANAGEMENT, LLC | |
| 4 | Aristotle Capital Management, LLC | |
| 5 | Ark Investment Management LLC | |
| 6 | AthenaInvest, Inc. | |
| 7 | ATLANTA CAPITAL MANAGEMENT CO L L C | |
| 8 | BAHL & GAYNOR INC | |
| 9 | Beaumont Financial Partners, LLC | |
| 10 | BERKSHIRE ASSET MANAGEMENT LLC/PA | |
| 11 | BMO ASSET MANAGEMENT CORP. | |
| 13 | Brookmont Capital Management | |
| 14 | CAMBIAR INVESTORS LLC | |
| 15 | Capital Group Companies, Inc. | |
| 17 | CAUSEWAY CAPITAL MANAGEMENT LLC | |
| 18 | Clark Capital Management Group, Inc. | |
| 19 | FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC | |
| 20 | COHEN & STEERS, INC. | |
| 21 | COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | |
| 22 | CONGRESS ASSET MANAGEMENT CO | |
| 23 | Copeland Capital Management, LLC | |
| 24 | DIAMOND HILL CAPITAL MANAGEMENT INC | |
| 25 | Dorsey Wright & Associates | |
| 26 | DSM CAPITAL PARTNERS LLC | |
| 27 | EARNEST PARTNERS LLC | |
| 28 | FIRST TRUST ADVISORS LP | |
| 29 | Granite Investment Partners, LLC | |
| 30 | GW&K Investment Management, LLC | |
| 31 | GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | |
| 32 | HARDING LOEVNER LP | |
| 33 | Henry James International Management Inc. | |
| 34 | Hillman Capital Management, Inc. | |
| 36 | JENNISON ASSOCIATES LLC | |
| 37 | J.P. Morgan Investment Management Inc. | |
| 38 | LAZARD ASSET MANAGEMENT LLC | |
| 39 | Leading Edge Financial Planning LLC | |
| 40 | LOOMIS SAYLES & CO L P | |
| 41 | MILLER HOWARD INVESTMENTS INC /NY | |
| 42 | Mondrian Investment Partners LTD | |
| 43 | MONTRUSCO BOLTON INVESTMENTS INC. | |
| 44 | Neuberger Berman Investment Advisers LLC | |
| 45 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | |
| 46 | PARNASSUS INVESTMENTS, LLC | |
| 47 | PEREGRINE CAPITAL MANAGEMENT LLC | |
| 48 | Polaris Wealth Advisory Group, LLC | |
| 49 | POLEN CAPITAL MANAGEMENT LLC | |
| 50 | PRINCIPAL GLOBAL INVESTORS | |
| 51 | PUTNAM FUNDS TRUST | |
| 52 | GOLDMAN SACHS ASSET MANAGEMENT, L.P. | |
| 53 | SCHAFER CULLEN CAPITAL MANAGEMENT INC | |
| 54 | Smead Capital Management, Inc. | |
| 55 | SOUTHERNSUN ASSET MANAGEMENT, LLC | |
| 56 | SpiderRock Advisors, LLC | |
| 58 | Sustainable Growth Advisers, LP | |
| 59 | LONDON CO OF VIRGINIA | |
| 60 | THORNBURG INVESTMENT TRUST | |
| 61 | THOMPSON SIEGEL & WALMSLEY LLC | |
| 62 | Donoghue Forlines LLC | |
| 63 | Wakefield Asset Management LLLP | |
| 64 | WCM INVESTMENT MANAGEMENT, LLC |