PERSONAL CFO SOLUTIONS, LLC

Q1 2026 13F-HR Holdings

Location
Chester, NJ
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
520
Total value ($000)
$711,929
Net value change ($000)
+82,088 (13.0%)
New positions
69
Sold out positions
53
Turnover %
25.4%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PJAN 27,379 NEW
BALT 18,415 NEW
IFEB 16,118 NEW
SHV 14,166 NEW
BJAN 12,504 NEW
KFEB 8,471 NEW
XBJA 8,439 NEW
NJAN 8,390 NEW
LIN 2,809 214.4%
CB 2,577 4.3%
Top Reduces (Value $000, Stocks/ETFs)
IWM -13,737 -94.4%
FNCL -9,048 -100.0%
IWF -8,675 -100.0%
MSFT -4,427 -25.7%
AAPL -3,336 -8.7%
AMZN -2,726 -18.2%
AZN -1,852 -100.0%
GOOGL -1,847 -10.1%
IGV -1,809 -84.3%
GOOGL -1,385 -11.4%
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