Stock Taper 
PERSONAL CFO SOLUTIONS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Koninklijke Philips N.V. | PHG | 11.4K | $309.89K |
 Adaptive Biotechnologies Corporation | ADPT | 11.37K | $243.89K |
 RB Global, Inc. | RBA | 11.29K | $1.31M |
 The Walt Disney Company | DIS | 11.24K | $1.09M |
 Viatris Inc. | VTRS | 11.15K | $177.07K |
 AstraZeneca PLC | AZN | 11.12K | $2.11M |
 Visa Inc. | V | 11.09K | $3.81M |
 Home Bancshares, Inc. | HOMB | 10.98K | $313.41K |
 QXO, Inc. | QXO | 10.92K | $188.72K |
 China Yuchai International Limited | CYD | 10.83K | $513.45K |
 NatWest Group plc | NWG | 10.79K | $190.3K |
 ConocoPhillips | COP | 10.77K | $1.12M |
 Berkshire Hathaway Inc. | BRK-B | 10.77K | $5.39M |
 CVS Health Corp. | CVS | 10.76K | $1.11M |
 Gen Digital Inc. | GEN | 10.56K | $262.94K |
 National Grid plc | NGG | 10.51K | $894.38K |
 Carnival Corporation & plc | CCL | 10.51K | $300.27K |
 American Express Company | AXP | 10.48K | $3.54M |
 Loews Corporation | L | 10.42K | $1.18M |
 Accenture plc | ACN | 10.39K | $1.29M |