Personal Cfo Solutions, LLC holds a diversified book of 529 reported positions worth $691.9M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Ishares Russell 1000 Growth and trimmed Alphabet Inc-CL A. Their largest long position is Chubb Ltd at 10% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+12.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Personal Cfo Solutions, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
+5 sectors below the cut, 11% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Personal Cfo Solutions, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 11 / 80 | $642.8M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $453.6M |
| Prospect Hill Management, LLC | 12 / 80 | $250.1M |
| Evelyn Partners Group Ltd | 63 / 80 | $44.9B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Howard Hughes Medical Institute | 20 / 80 | $420.6M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 12 / 80 | $180.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Personal Cfo Solutions, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Chubb Limited COM | $68.5M | 200.4K | 9.9% | ▲+4.3% Added · +8K sh | |
| 2 | Apple Inc COM | $42.6M | 147.1K | 6.2% | ▲+6.9% Added · +9K sh | |
| 3 | Alphabet Inc CAP STK CL C | $20.1M | 56.4K | 2.9% | ▲+50% Added · +19K sh | |
| 4 | Innovator Etfs Trust DEFINED WLT SHLD | $19.3M | 564.0K | 2.8% | ▲+2.5% Added · +14K sh | |
| 5 | Nvidia Corporation COM | $18.9M | 94.5K | 2.7% | ▲+6.3% Added · +6K sh | |
| 6 | Amazon Com Inc COM | $15.2M | 64.0K | 2.2% | ▲+8.8% Added · +5K sh | |
| 7 | Ishares TR MSCI EAFE ETF | $14.3M | 137.6K | 2.1% | ▲19× Added · +131K sh | |
| 8 | Microsoft Corp COM | $13.5M | 36.3K | 2.0% | ▲+4.8% Added · +2K sh | |
| 9 | Alphabet Inc CAP STK CL A | $13.0M | 36.9K | 1.9% | ▼−35% Reduced · −20K sh | |
| 10 | Thornburg ETF TR MULTI SECTOR BD | $11.8M | 466.6K | 1.7% | ▲+4.9% Added · +22K sh | |
| 11 | Itt Inc COM | $11.8M | 59.3K | 1.7% | ▼−0.1% Reduced · −41 sh | |
| 12 | Ishares TR RUS 1000 GRW ETF | $9.7M | 78.3K | 1.4% | ▲New New position | |
| 13 | Taiwan Semiconductor Manufac SPONSORED ADS | $8.7M | 18.1K | 1.3% | ▲+5.8% Added · +995 sh | |
| 14 | Ishares TR MSCI INTL QUALTY | $8.1M | 163.1K | 1.2% | ▲+3.7% Added · +6K sh | |
| 15 | Ishares TR EAFE GRWTH ETF | $6.9M | 55.3K | 1.0% | ▲+1.0% Added · +526 sh | |
| 16 | State STR SPDR S&P 500 ETF T TR UNIT | $6.7M | 9.0K | 1.0% | ▼−1.9% Reduced · −174 sh | |
| 17 | Broadcom Inc COM | $6.5M | 17.1K | 0.9% | ▼−3.1% Reduced · −540 sh | |
| 18 | Tesla Inc COM | $5.4M | 12.9K | 0.8% | ▲+5.7% Added · +696 sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $5.4M | 10.8K | 0.8% | ▲+1.8% Added · +189 sh | |
| 20 | Seagate Technology HLDNGS PL ORD SHS | $4.9M | 5.1K | 0.7% | ▼−6.1% Reduced · −333 sh | |
| 21 | Eli Lilly & Co COM | $4.8M | 4.0K | 0.7% | ▼−9.8% Reduced · −439 sh | |
| 22 | Meta Platforms Inc CL A | $4.8M | 8.5K | 0.7% | ▲+15% Added · +1K sh | |
| 23 | Linde PLC SHS | $4.4M | 8.5K | 0.6% | ▲+2.3% Added · +189 sh | |
| 24 | SPDR Gold TR GOLD SHS | $4.2M | 11.3K | 0.6% | ▼−9.7% Reduced · −1K sh | |
| 25 | Chevron Corporation COM | $4.0M | 24.3K | 0.6% | ▲+0.2% Added · +52 sh | |
| 26 | Boeing Co COM | $3.9M | 18.2K | 0.6% | ▼−0.2% Reduced · −33 sh | |
| 27 | Visa Inc COM CL A | $3.8M | 11.1K | 0.5% | ▼−10% Reduced · −1K sh | |
| 28 | Johnson & Johnson COM | $3.8M | 14.9K | 0.5% | ▲+12% Added · +2K sh | |
| 29 | Ishares TR IBOXX HI YD ETF | $3.7M | 46.4K | 0.5% | ▲+10% Added · +4K sh | |
| 30 | American Express Co COM | $3.5M | 10.5K | 0.5% | ▼−1.3% Reduced · −142 sh | |
| 31 | ASML Hldg NV N Y REGISTRY SHS | $3.3M | 1.7K | 0.5% | ▼−2.3% Reduced · −39 sh | |
| 32 | JPMorgan Chase & Co COM | $3.3M | 10.0K | 0.5% | ▲+1.3% Added · +131 sh | |
| 33 | Merck & Co Inc COM | $3.2M | 24.5K | 0.5% | ▲+2.5% Added · +607 sh | |
| 34 | Intel Corp COM | $3.0M | 21.6K | 0.4% | ▲+16% Added · +3K sh | |
| 35 | Mastercard Incorporated CL A | $3.0M | 5.8K | 0.4% | ▼−15% Reduced · −1K sh | |
| 36 | RTX Corporation COM | $2.9M | 15.5K | 0.4% | ▼−1.9% Reduced · −306 sh | |
| 37 | Advanced Micro Devices Inc COM | $2.9M | 5.0K | 0.4% | ▲+19% Added · +784 sh | |
| 38 | Verizon Communications Inc COM | $2.9M | 68.1K | 0.4% | ▲+1.6% Added · +1K sh | |
| 39 | Lam Research Corp COM NEW | $2.9M | 6.6K | 0.4% | ▼−8.2% Reduced · −590 sh | |
| 40 | Micron Technology Inc COM | $2.9M | 2.5K | 0.4% | ▲+19% Added · +392 sh | |
| 41 | Philip Morris Intl Inc COM | $2.8M | 15.5K | 0.4% | ▲+2.4% Added · +362 sh | |
| 42 | Applied Matls Inc COM | $2.8M | 3.9K | 0.4% | ▲+2.6% Added · +99 sh | |
| 43 | Altria Group Inc COM | $2.6M | 35.9K | 0.4% | ▼−0.5% Reduced · −198 sh | |
| 44 | Ge Aerospace COM NEW | $2.6M | 6.9K | 0.4% | ▼−5.6% Reduced · −414 sh | |
| 45 | Unitedhealth Group Inc COM | $2.5M | 5.9K | 0.4% | ▲+6.5% Added · +363 sh | |
| 46 | Goldman Sachs Group Inc COM | $2.5M | 2.4K | 0.4% | ▲+1.3% Added · +30 sh | |
| 47 | Oracle Corp COM | $2.4M | 16.5K | 0.4% | ▼−5.4% Reduced · −947 sh | |
| 48 | Cbre Group Inc CL A | $2.3M | 16.9K | 0.3% | ▲+0.6% Added · +105 sh | |
| 49 | Bank Of Amer Corp COM | $2.3M | 40.0K | 0.3% | ▲+8.0% Added · +3K sh | |
| 50 | Ge Vernova Inc COM | $2.2M | 1.9K | 0.3% | ▲+28% Added · +418 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.