PERSONAL CFO SOLUTIONS, LLC

Q2 2025 13F Holdings Report, Stock Holdings

Signature - Title
Justin Dausch - Chief Compliance Officer
Location
Chester, NJ
Holdings as of
30 Jun 2025
Value $
$540,526,568
Num holdings
481
Filing time
12 Aug 2025, 08:04:10 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included CB, AAPL, MSFT, NVDA, and AMZN.
Previous filing
Q1 2025 - 30 Apr 2025
Next filing
Q3 2025 - 10 Nov 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q2 compared to 2025 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Justin Dausch Chief Compliance Officer West Chester, Pennsylvania 12 Aug 2025

Other Included Managers (60):

Num Name Location File Number
1 ALLIANCEBERNSTEIN HOLDING L.P.
2 AEW CAPITAL MANAGEMENT L P Boston, MA
3 FRED ALGER MANAGEMENT, LLC New York, NY
4 Aristotle Capital Management, LLC Los Angeles, CA
5 Ark Investment Management LLC
6 AthenaInvest, Inc.
7 ATLANTA CAPITAL MANAGEMENT CO L L C Atlanta, GA
8 BAHL & GAYNOR INC Cincinnati, OH
9 Beaumont Financial Partners, LLC Needham, MA
10 BERKSHIRE ASSET MANAGEMENT LLC/PA Wilkes Barre, PA
11 BMO ASSET MANAGEMENT CORP. Chicago, IL
13 Brookmont Capital Management Dallas, TX
14 CAMBIAR INVESTORS LLC Denver, CO
15 Capital Group Companies, Inc. Los Angeles, CA
17 CAUSEWAY CAPITAL MANAGEMENT LLC Los Angeles, CA
18 Clark Capital Management Group, Inc. Philadelphia, PA
19 FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
20 COHEN & STEERS, INC. New York, NY
21 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC Boston, MA
22 CONGRESS ASSET MANAGEMENT CO Boston, MA
23 Copeland Capital Management, LLC Conshohocken, PA
24 DIAMOND HILL CAPITAL MANAGEMENT INC Columbus, OH
25 Dorsey Wright & Associates Pasadena, CA
26 DSM CAPITAL PARTNERS LLC Palm Beach Gardens, FL
27 EARNEST PARTNERS LLC Atlanta, GA
28 FIRST TRUST ADVISORS LP Wheaton, IL
29 Granite Investment Partners, LLC El Segundo, CA
30 GW&K Investment Management, LLC Boston, MA
31 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC Naples, FL
32 HARDING LOEVNER LP Bridgewater, NJ
33 Henry James International Management Inc. New York, NY
34 Hillman Capital Management, Inc. Bethesda, MD
36 JENNISON ASSOCIATES LLC New York, NY
37 J.P. Morgan Investment Management Inc. New York, NY
38 LAZARD ASSET MANAGEMENT LLC New York, NY
39 Leading Edge Financial Planning LLC Knoxville, TN
40 LOOMIS SAYLES & CO L P Boston, MA
41 MILLER HOWARD INVESTMENTS INC /NY Kingston, NY
42 Mondrian Investment Partners LTD London, United Kingdom
43 MONTRUSCO BOLTON INVESTMENTS INC. Montreal, Quebec, Canada
44 Neuberger Berman Investment Advisers LLC New York, NY
45 PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA
46 PARNASSUS INVESTMENTS, LLC San Francisco, CA
47 PEREGRINE CAPITAL MANAGEMENT LLC Minneapolis, MN
48 Polaris Wealth Advisory Group, LLC San Rafael, CA
49 POLEN CAPITAL MANAGEMENT LLC Boca Raton, FL
50 PRINCIPAL GLOBAL INVESTORS Des Moines, IA
51 PUTNAM FUNDS TRUST
52 GOLDMAN SACHS ASSET MANAGEMENT, L.P. New York, NY
53 SCHAFER CULLEN CAPITAL MANAGEMENT INC New York, NY
54 Smead Capital Management, Inc. Phoenix, AZ
55 SOUTHERNSUN ASSET MANAGEMENT, LLC Memphis, TN
56 SpiderRock Advisors, LLC Wilimington, DE
58 Sustainable Growth Advisers, LP Stamford, CT
59 LONDON CO OF VIRGINIA Richmond, VA
60 THORNBURG INVESTMENT TRUST
61 THOMPSON SIEGEL & WALMSLEY LLC Richmond, VA
62 Donoghue Forlines LLC Boston, MA
63 Wakefield Asset Management LLLP Englewood, CO
64 WCM INVESTMENT MANAGEMENT, LLC Laguna Beach, CA