PERSONAL CFO SOLUTIONS, LLC

Q4 2025 13F-HR Holdings

Location
Chester, NJ
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
504
Total value ($000)
$629,841
Net value change ($000)
+59,926 (10.5%)
New positions
37
Sold out positions
28
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)

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

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

Snapshot: Change Analysis

Compared to Q3 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)
TMB 11,459 NEW
AAPL 11,165 41.2%
IWF 8,675 NEW
EFG 5,838 NEW
CB 5,730 10.5%
GOOGL 4,040 28.4%
GOOGL 3,600 42.1%
AMZN 1,697 12.8%
LLY 1,660 50.0%
IWD 1,539 NEW
Top Reduces (Value $000, Stocks/ETFs)
ORCL -1,525 -32.6%
NFLX -1,309 -37.3%
MSFT -718 -4.0%
SE -703 -26.4%
IWM -669 -4.4%
IPG -663 -100.0%
SAP -642 -28.4%
WDAY -542 -72.0%
SCHD -522 -9.8%
SPOT -455 -28.2%
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