PERSONAL CFO SOLUTIONS, LLC

Institutional manager (13F) · CIK 1677501

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $430M

#	Issuer	Value	Shares
1	CHUBB LTD SWITZ	$63M	192,182
2	APPLE INC	$35M	137,617
3	INNOVATOR ETFS TRUST	$27M	593,514
4	INNOVATOR ETFS TRUST	$18M	550,278
5	ALPHABET INC	$16M	57,162
6	INNOVATOR ETFS TRUST	$16M	540,694
7	NVIDIA CORPORATION	$15M	88,864
8	ISHARES TR	$14M	128,329
9	MICROSOFT CORP	$13M	34,622
10	INNOVATOR ETFS TRUST	$13M	234,460
11	AMAZON COM INC	$12M	58,801
12	THORNBURG ETF TR	$11M	444,552
13	ITT INC	$11M	59,379
14	ALPHABET INC	$11M	37,508
15	INNOVATOR ETFS TRUST	$8M	301,625
16	INNOVATOR ETFS TRUST	$8M	269,799
17	INNOVATOR ETFS TRUST	$8M	157,211
18	ISHARES TR	$7M	157,306
19	ISHARES TR	$6M	54,775
20	STATE STR SPDR S&P 500 ETF T	$6M	9,163
21	TAIWAN SEMICONDUCTOR MANUFAC	$6M	17,107
22	BROADCOM INC	$5M	17,627
23	SPDR GOLD TR	$5M	12,564
24	SCHWAB STRATEGIC TR	$5M	170,652
25	BERKSHIRE HATHAWAY INC DEL	$5M	10,580
26	CHEVRON CORPORATION	$5M	24,262
27	EXXON MOBIL CORP	$5M	27,189
28	TESLA INC	$5M	12,214
29	META PLATFORMS INC	$4M	7,392
30	ELI LILLY & CO	$4M	4,480
31	LINDE PLC	$4M	8,309
32	VISA INC	$4M	12,336
33	BOEING CO	$4M	18,209
34	MASTERCARD INCORPORATED	$3M	6,832
35	VERIZON COMMUNICATIONS INC	$3M	67,015
36	ISHARES TR	$3M	42,189
37	JOHNSON & JOHNSON	$3M	13,370
38	AMERICAN EXPRESS CO	$3M	10,622
39	RTX CORPORATION	$3M	15,831
40	JPMORGAN CHASE & CO	$3M	9,851
41	MERCK & CO INC	$3M	23,904
42	NETFLIX INC.	$3M	27,431
43	ORACLE CORP	$3M	17,496
44	PHILIP MORRIS INTL INC	$3M	15,171
45	INNOVATOR ETFS TRUST	$3M	74,162
46	AT&T INC	$2M	85,776
47	ALTRIA GROUP INC	$2M	36,105
48	SELECT SECTOR SPDR TR	$2M	38,677
49	MCKESSON CORP	$2M	2,687
50	CBRE GROUP INC	$2M	16,820

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.