PERSONAL CFO SOLUTIONS, LLC
•CIK: 1677501•Filing: Q4 2025
**PERSONAL CFO SOLUTIONS, LLC** manages $630M across a diversified portfolio of 504 positions. The fund exhibits significant concentration in mega-cap technology names, notably holding RYLBF at $60.2M and AAPL at $38.3M. Further top allocations include GOOGL ($18.3M), MSFT ($17.2M), and NVDA ($16.5M). This structure suggests a conviction-driven, large-cap growth mandate with substantial exposure to market leaders.
Total AUM
$629.8M
QoQ Performance
+10.5%
Positions
477
Top 10 Concentration
40.6%
Latest Filing
Q4 2025
Top Holdings Allocation
CB
AAPL
CB9.6%
AAPL6.1%
GOOGL2.9%
MSFT2.7%
NVDA2.6%
AMZN2.4%
IWM2.3%
GOOGL1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.6%
Technology24.6%
Financial17.7%
Consumer5.9%
Healthcare4.4%
Energy2.3%
Industrial2.1%
Communication1.5%
🚪 Exited Positionssold since Q3 2025
+295 more exited positions
Changes from Q3 2025
NEW5 new positions
↑105 increased
↓88 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022