PERSONAL CFO SOLUTIONS, LLC
All 13F Filings
- Location
- Chester, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 691,915
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/7/2026 | 529 | 691,915 | 13F-HR | PERSONAL CFO SOLUTIONS, LLC |
| Q1 2026 | 4/30/2026 | 520 | 711,929 | 13F-HR | PERSONAL CFO SOLUTIONS, LLC |
| Q4 2025 | 1/22/2026 | 504 | 629,841 | 13F-HR | PERSONAL CFO SOLUTIONS, LLC |
| Q3 2025 | 11/10/2025 | 495 | 569,915 | 13F-HR | PERSONAL CFO SOLUTIONS, LLC |
| Q2 2025 | 8/12/2025 | 481 | 540,527 | 13F-HR | PERSONAL CFO SOLUTIONS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 607.9 K | 87.9% | 0 | 16.01 K | -16.01 K |
| ETFs | 83.97 K | 12.1% | 0 | 3.998 K | -3.998 K |
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Fund Snapshot
Q2 2026
Latest filed
8/7/2026
Total value ($000)
691,915
Holdings
529
QoQ value change ($000)
-20,014
(-2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.