Institutional Fund
Personal Cfo Solutions, LLC
Chester, NJCIK 16775015 filings on record
Portfolio Value
$711.93M
Q1 2026
Holdings
520
Reported positions
New Buys
69
Opened this quarter
QoQ Change
+13.0%
from $629.84M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Chubb Limited8.8%
- Apple Inc4.9%
- Innovator Etfs Trust3.8%
- Innovator Etfs Trust2.6%
- Alphabet Inc2.3%
- Innovator Etfs Trust2.3%
- Other75.3%
Portfolio Holdings
520 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Chubb Limited | 192.2K | $62.82M | 8.8% | −843 | Reduced |
| 2 | Apple Inc | 137.6K | $34.93M | 4.9% | −3.1K | Reduced |
| 3 | Innovator Etfs Trust | 593.5K | $27.38M | 3.8% | +593.5K | New |
| 4 | Innovator Etfs Trust | 550.3K | $18.42M | 2.6% | +550.3K | New |
| 5 | Alphabet Inc | 57.2K | $16.44M | 2.3% | −1.3K | Reduced |
| 6 | Innovator Etfs Trust | 540.7K | $16.12M | 2.3% | +540.7K | New |
| 7 | Nvidia Corporation | 88.9K | $15.50M | 2.2% | +240 | Added |
| 8 | Ishares Tr | 128.3K | $14.17M | 2.0% | +128.3K | New |
| 9 | Microsoft Corp | 34.6K | $12.82M | 1.8% | −1.0K | Reduced |
| 10 | Innovator Etfs Trust | 234.5K | $12.50M | 1.8% | +234.5K | New |
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