PERSONAL CFO SOLUTIONS, LLC

CIK 0001677501 · Q2 2026

13F Equity AUM

$691.9M

-2.8% QoQ

Positions

529

+9 QoQ

AUM Rank

#4,132

Top 33%

Skill Alpha (FF)

-3.7%/yr

Underperformer

Rank #7,235 · Top 87%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 24.5%Top 10: 34.3%Top 20: 45.0%

CB9.9%

AAPL6.2%

GOOG2.9%

BALT2.8%

NVDA2.7%

AMZN2.2%

EFA2.1%

MSFT2.0%

GOOGL1.9%

TMB1.7%

Others (519)65.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services33.5%

Technology23.4%

Industrials8.8%

Healthcare7.8%

Communication Services7.5%

Consumer Cyclical6.0%

Consumer Defensive2.9%

Energy2.6%

Other7.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 529Median: 0.07%Avg: 0.19%

0–0.5%

499(49.1%)

0.5–1%

16(11.1%)

1–3%

12(23.8%)

3–5%

0(0.0%)

5%+

2(16.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 529vs 20 funds

0%Low

529

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New82Increased236Decreased206Exited72

New Positions

IWF1.4%

+78K

L0.2%

+10K

NGG0.1%

+11K

YNDX0.1%

+3K

XLF0.1%

+14K

XLY0.1%

+6K

TRP0.1%

+10K

SPACE EXPLORATION TE…0.1%

+3K

DUPONT DE NEMOURS IN…0.1%

+4K

PBR0.1%

+28K

Increased

EFA2.1%

+131K(+1848%)

TMB1.7%

+22K(+5%)

GOOG2.9%

+19K(+50%)

VUG0.2%

+14K(+540%)

BALT2.8%

+14K(+2%)

CUSHMAN AND WAKEFIEL…0.1%

+10K(+59%)

AAPL6.2%

+9K(+7%)

ET0.3%

+9K(+11%)

CB9.9%

+8K(+4%)

CAG0.1%

+7K(+38%)

Decreased

GOOGL1.9%

-20,272(-35%)

SHOP0.2%

-8,272(-47%)

LBRT0.1%

-7,314(-35%)

UBER0.1%

-6,473(-35%)

ZTS0.0%

-6,133(-62%)

CSGP0.1%

-5,501(-16%)

HPE0.1%

-4,781(-33%)

PPL0.1%

-4,736(-35%)

SNY0.0%

-4,262(-45%)

CMCSA0.2%

-3,633(-7%)

Exited

-593,514

-540,694

-128,329

-234,460

-269,799

-301,625

-157,211

-170,652

-27,189

-74,162

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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