PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CB | 192K | $62.82M |
 | AAPL | 138K | $34.93M |
 | LYG | 119K | $599.37K |
 | NVDA | 89K | $15.50M |
 | T | 86K | $2.49M |
 | ET | 80K | $1.54M |
 | PFE | 68K | $1.92M |
 | VZ | 67K | $3.36M |
 | ITT | 59K | $11.34M |
 | AMZN | 59K | $12.25M |
 | GOOGL | 57K | $16.44M |
 | MUFG | 54K | $909.92K |
 | CMCSA | 49K | $1.40M |
 | NU | 47K | $675.99K |
 | KHC | 38K | $852.33K |
 | GOOG | 38K | $10.76M |
 | VNET | 37K | $312.10K |
 | BAC | 37K | $1.81M |
 | MO | 36K | $2.42M |
 | PSKY | 35K | $316.96K |
Chubb Limited
CB
Shares Held
192K
Value
$62.82M
Apple Inc.
AAPL
Shares Held
138K
Value
$34.93M
Lloyds Banking Group plc
LYG
Shares Held
119K
Value
$599.37K
NVIDIA Corporation
NVDA
Shares Held
89K
Value
$15.50M
AT&T Inc.
T
Shares Held
86K
Value
$2.49M
Energy Transfer LP
ET
Shares Held
80K
Value
$1.54M
Pfizer Inc.
PFE
Shares Held
68K
Value
$1.92M
Verizon Communications Inc.
VZ
Shares Held
67K
Value
$3.36M
ITT Inc.
ITT
Shares Held
59K
Value
$11.34M
Amazon.com, Inc.
AMZN
Shares Held
59K
Value
$12.25M
Alphabet Inc.
GOOGL
Shares Held
57K
Value
$16.44M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
54K
Value
$909.92K
Comcast Corporation
CMCSA
Shares Held
49K
Value
$1.40M
Nu Holdings Ltd.
NU
Shares Held
47K
Value
$675.99K
The Kraft Heinz Company
KHC
Shares Held
38K
Value
$852.33K
Alphabet Inc.
GOOG
Shares Held
38K
Value
$10.76M
VNET Group, Inc.
VNET
Shares Held
37K
Value
$312.10K
Bank of America Corporation
BAC
Shares Held
37K
Value
$1.81M
Altria Group, Inc.
MO
Shares Held
36K
Value
$2.42M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
35K
Value
$316.96K