Personal Cfo Solutions, LLC - Q22026 Holdings

Personal Cfo Solutions, LLC holds 529 stocks with a total portfolio value of $ 691.91M as of Q22026. In Q22026, Personal Cfo Solutions, LLC added 79 new positions, increased stakes in 236 stocks, reduced 209 holdings, and fully exited 70 positions. The largest holding is Chubb Limited (CB), representing 9.90% of the total portfolio.