PERSONAL CFO SOLUTIONS, LLC

Q2 2026 13F-HR Holdings

Location
Chester, NJ
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
529
Total value ($000)
$691,915
Net value change ($000)
-20,014 (-2.8%)
New positions
82
Sold out positions
73
Turnover %
24.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
EFA 13,608 1983.7%
IWF 9,722 NEW
GOOGL 9,380 87.2%
AAPL 7,630 21.8%
CB 5,657 9.0%
NVDA 3,409 22.0%
AMZN 2,999 24.5%
TSM 2,863 49.4%
STX 2,792 131.0%
INTC 2,193 267.1%
Top Reduces (Value $000, Stocks/ETFs)
PJAN -27,379 -100.0%
IFEB -16,118 -100.0%
SHV -14,166 -100.0%
BJAN -12,504 -100.0%
KFEB -8,471 -100.0%
XBJA -8,439 -100.0%
NJAN -8,390 -100.0%
SCHD -5,236 -100.0%
XOM -4,613 -100.0%
GOOGL -3,404 -20.7%
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