account_balance
Investment manager · 13F filer · SEC CIK 1677501
Personal Cfo Solutions, LLC
Reported value$634Mas of Sep 30, 2026
Positions477 33 new, 85 sold out
Top 10 weight37.4%CB alone is 10%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CBChubb Ltd
10.0%Trimmed −3%
AAPLApple Inc.
5.0%Trimmed −35%
PSEPInnovator Etfs Trust
3.7%New
GOOGLAlphabet Inc.
3.0%Added +48%
CNACNA Financial Corp
2.8%New
MSFTMicrosoft Corp
2.7%Trimmed −8%
NVDANVIDIA Corp
2.7%Trimmed −22%
SHViShares Tr
2.7%New
BALTInnovator Etfs Trust
2.5%Trimmed −19%
AMZNAmazon.com Inc
2.4%Trimmed −5%
GOOGAlphabet Inc.
1.9%Trimmed −37%
ITTITT Inc.
1.9%
CBChubb Ltd
10.0%Trimmed −3%
AAPLApple Inc.
5.0%
PSEPInnovator Etfs Trust
3.7%New
GOOGLAlphabet Inc.
3.0%+48%
CNACNA Financial Corp
2.8%New
MSFTMicrosoft Corp
2.7%
NVDANVIDIA Corp
2.7%
SHViShares Tr
2.7%
BALTInnovator Etfs Trust
2.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CB Chubb Ltd 10.0% Trimmed −3%AAPL Apple Inc. 5.0% Trimmed −35%
PSEP Innovator Etfs Trust 3.7% New
GOOGL Alphabet Inc. 3.0% Added +48%CNA CNA Financial Corp 2.8% NewMSFT Microsoft Corp 2.7% Trimmed −8%NVDA NVIDIA Corp 2.7% Trimmed −22%SHV iShares Tr 2.7% New
BALT Innovator Etfs Trust 2.5% Trimmed −19%
AMZN Amazon.com Inc 2.4% Trimmed −5%GOOG Alphabet Inc. 1.9% Trimmed −37%ITT ITT Inc. 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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