PERSONAL CFO SOLUTIONS, LLC

Q3 2026 13F-HR Holdings

Location
Chester, NJ
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
477
Total value ($000)
$633,892
Net value change ($000)
-58,023 (-8.4%)
New positions
34
Sold out positions
86
Turnover %
16.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PSEP 23,317 NEW
CNA 17,981 NEW
SHV 16,933 NEW
GOOGL 5,714 43.8%
XOM 4,242 NEW
MSFT 3,653 27.0%
SK HYNIX INC 3,295 NEW
TEVA 1,235 NEW
PLTR 989 71.3%
EFV 931 NEW
Top Reduces (Value $000, Stocks/ETFs)
EFA -13,422 -93.9%
AAPL -10,648 -25.0%
GOOG -8,091 -40.2%
IQLT -7,813 -96.7%
CB -5,350 -7.8%
EFG -5,242 -76.2%
HYG -3,443 -92.7%
BALT -3,325 -17.2%
IWF -3,069 -31.6%
SPY -2,690 -40.0%
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