PERSONAL CFO SOLUTIONS, LLC

Q4 2025 13F Detailed Holdings

Location
Chester, NJ
Holdings as of
12/31/2025
Value ($000)
$629,841
Num holdings
504
Date filed
1/22/2026
Form type
13F-HR
Prev filing
11/10/2025
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 ALLIANCEBERNSTEIN HOLDING L.P.
2 AEW CAPITAL MANAGEMENT L P
3 FRED ALGER MANAGEMENT, LLC
4 Aristotle Capital Management, LLC
5 Ark Investment Management LLC
6 AthenaInvest, Inc.
7 ATLANTA CAPITAL MANAGEMENT CO L L C
8 BAHL & GAYNOR INC
9 Beaumont Financial Partners, LLC
10 BERKSHIRE ASSET MANAGEMENT LLC/PA
11 BMO ASSET MANAGEMENT CORP.
12 BRANDES INVESTMENT PARTNERS, LP
14 Brookmont Capital Management
15 CAMBIAR INVESTORS LLC
16 Capital Group Companies, Inc.
18 CAUSEWAY CAPITAL MANAGEMENT LLC
19 Clark Capital Management Group, Inc.
20 FRANKLIN TEMPLETON PRIVATE PORTFOLIO GROUP, LLC
21 COHEN & STEERS, INC.
22 COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC
23 CONFLUENCE INVESTMENT MANAGEMENT LLC
24 CONGRESS ASSET MANAGEMENT CO
25 Copeland Capital Management, LLC
26 DIAMOND HILL CAPITAL MANAGEMENT INC
27 Dorsey Wright & Associates
28 DSM CAPITAL PARTNERS LLC
29 EAGLE ASSET MANAGEMENT INC
30 EARNEST PARTNERS LLC
31 Federated Hermes MDT Series
32 FIRST TRUST ADVISORS LP
33 Granite Investment Partners, LLC
34 GW&K Investment Management, LLC
35 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC
36 HARDING LOEVNER LP
37 Henry James International Management Inc.
38 Hillman Capital Management, Inc.
39 Invesco Advisers, Inc.
40 JENNISON ASSOCIATES LLC
41 J.P. Morgan Investment Management Inc.
42 LAZARD ASSET MANAGEMENT LLC
43 Leading Edge Financial Planning LLC
44 LOOMIS SAYLES & CO L P
45 MILLER HOWARD INVESTMENTS INC /NY
46 Mondrian Investment Partners LTD
47 MONTRUSCO BOLTON INVESTMENTS INC.
48 Neuberger Berman Investment Advisers LLC
49 PARAMETRIC PORTFOLIO ASSOCIATES LLC
50 PARNASSUS INVESTMENTS, LLC
51 PEREGRINE CAPITAL MANAGEMENT LLC
52 Polaris Wealth Advisory Group, LLC
53 POLEN CAPITAL MANAGEMENT LLC
54 PRINCIPAL GLOBAL INVESTORS
55 PUTNAM FUNDS TRUST
56 GOLDMAN SACHS ASSET MANAGEMENT, L.P.
57 SCHAFER CULLEN CAPITAL MANAGEMENT INC
58 Smead Capital Management, Inc.
59 SOUTHERNSUN ASSET MANAGEMENT, LLC
60 SpiderRock Advisors, LLC
62 Sustainable Growth Advisers, LP
63 LONDON CO OF VIRGINIA
64 THORNBURG INVESTMENT TRUST
65 THOMPSON SIEGEL & WALMSLEY LLC
66 Donoghue Forlines LLC
67 Wakefield Asset Management LLLP
68 WCM INVESTMENT MANAGEMENT, LLC