PERSONAL CFO SOLUTIONS, LLC - Portfolio overview

PERSONAL CFO SOLUTIONS, LLC has 589 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. CB - CHUBB LTD SWITZ, 8.41%
2. AAPL - APPLE INC, 4.67%
3. PJAN - INNOVATOR ETFS TRUST, 3.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.