Personal Cfo Solutions, LLC - Q42025 Holdings

Personal Cfo Solutions, LLC holds 504 stocks with a total portfolio value of $ 629.84M as of Q42025. In Q42025, Personal Cfo Solutions, LLC added 36 new positions, increased stakes in 258 stocks, reduced 205 holdings, and fully exited 27 positions. The largest holding is Chubb Limited (CB), representing 9.57% of the total portfolio.