PERSONAL CFO SOLUTIONS, LLC: 13F holdings
CIK 16775012026Q2
| Positions | 529 |
|---|---|
| Reported value | $691.6m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CHUBB LIMITED | 200,378 | $68.5m | 9.9% |
| AAPL APPLE INC | 147,071 | $42.6m | 6.2% |
| GOOG ALPHABET INC | 56,356 | $20.1m | 2.9% |
| INNOVATOR ETFS TRUST | 563,980 | $19.3m | 2.8% |
| NVDA NVIDIA CORPORATION | 94,496 | $18.9m | 2.7% |
| AMZN AMAZON COM INC | 63,968 | $15.2m | 2.2% |
| EFA ISHARES TR | 137,598 | $14.3m | 2.1% |
| MSFT MICROSOFT CORP | 36,298 | $13.5m | 2.0% |
| GOOGL ALPHABET INC | 36,890 | $13.0m | 1.9% |
| THORNBURG ETF TR | 466,553 | $11.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1677501")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.