PERSONAL CFO SOLUTIONS, LLC

Q3 2025 13F-HR Holdings

Location
Chester, NJ
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
495
Total value ($000)
$569,915
Net value change ($000)
+29,388 (5.4%)
New positions
51
Sold out positions
37
Turnover %
11.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/12/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
IWM 14,475 1924.9%
SCHD 5,347 NEW
AAPL 4,640 20.7%
GOOGL 3,827 36.7%
AVGO 2,556 87.1%
GOOGL 2,032 31.2%
XLE 1,932 NEW
MSFT 1,545 9.4%
TSLA 1,423 48.2%
VUG 1,304 NEW
Top Reduces (Value $000, Stocks/ETFs)
UWM -12,159 -100.0%
IWF -7,430 -100.0%
EFG -4,722 -100.0%
QQQ -3,418 -100.0%
IWD -1,959 -100.0%
CB -1,475 -2.6%
SHY -1,444 -100.0%
PARAV -997 -100.0%
XLP -967 -100.0%
NFLX -814 -18.8%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type