PERSONAL CFO SOLUTIONS, LLC

Q3 2025 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 8/12/2025 Next filing: 1/22/2026 SEC filing
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. Switch to aggregated holdings.

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.
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 CONFLUENCE INVESTMENT MANAGEMENT LLC
23 CONGRESS ASSET MANAGEMENT CO
24 Copeland Capital Management, LLC
25 DIAMOND HILL CAPITAL MANAGEMENT INC
26 Dorsey Wright & Associates
27 DSM CAPITAL PARTNERS LLC
28 EAGLE ASSET MANAGEMENT INC
29 EARNEST PARTNERS LLC
30 Federated Hermes MDT Series
31 FIRST TRUST ADVISORS LP
32 Granite Investment Partners, LLC
33 GW&K Investment Management, LLC
34 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC
35 HARDING LOEVNER LP
36 Henry James International Management Inc.
37 Hillman Capital Management, Inc.
38 Invesco Advisers, Inc.
39 JENNISON ASSOCIATES LLC
40 J.P. Morgan Investment Management Inc.
41 LAZARD ASSET MANAGEMENT LLC
42 Leading Edge Financial Planning LLC
43 LOOMIS SAYLES & CO L P
44 MILLER HOWARD INVESTMENTS INC /NY
45 Mondrian Investment Partners LTD
46 MONTRUSCO BOLTON INVESTMENTS INC.
47 Neuberger Berman Investment Advisers LLC
48 PARAMETRIC PORTFOLIO ASSOCIATES LLC
49 PARNASSUS INVESTMENTS, LLC
50 PEREGRINE CAPITAL MANAGEMENT LLC
51 Polaris Wealth Advisory Group, LLC
52 POLEN CAPITAL MANAGEMENT LLC
53 PRINCIPAL GLOBAL INVESTORS
54 PUTNAM FUNDS TRUST
55 GOLDMAN SACHS ASSET MANAGEMENT, L.P.
56 SCHAFER CULLEN CAPITAL MANAGEMENT INC
57 Smead Capital Management, Inc.
58 SOUTHERNSUN ASSET MANAGEMENT, LLC
59 SpiderRock Advisors, LLC
61 Sustainable Growth Advisers, LP
62 LONDON CO OF VIRGINIA
63 THORNBURG INVESTMENT TRUST
64 THOMPSON SIEGEL & WALMSLEY LLC
65 Donoghue Forlines LLC
66 Wakefield Asset Management LLLP
67 WCM INVESTMENT MANAGEMENT, LLC