PERSONAL CFO SOLUTIONS, LLC — 13F holdings

PERSONAL CFO SOLUTIONS, LLC reported 529 holdings worth $692M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. CB CHUBB LIMITED — $68.5M (9.9%)
2. AAPL APPLE INC — $42.6M (6.2%)
3. GOOG ALPHABET INC — $20.1M (2.9%)
4. BALT INNOVATOR ETFS TRUST — $19.3M (2.8%)
5. NVDA NVIDIA CORPORATION — $18.9M (2.7%)
6. AMZN AMAZON COM INC — $15.2M (2.2%)
7. EFA ISHARES TR — $14.3M (2.1%)
8. MSFT MICROSOFT CORP — $13.5M (2.0%)
9. GOOGL ALPHABET INC — $13.0M (1.9%)
10. TMB THORNBURG ETF TR — $11.8M (1.7%)