PERSONAL CFO SOLUTIONS, LLC

Q1 2026 13F Detailed Holdings

Location
Chester, NJ
Holdings as of
3/31/2026
Value ($000)
$711,929
Num holdings
520
Date filed
4/30/2026
Form type
13F-HR
Prev filing
1/22/2026
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 FULLER & THALER ASSET MANAGEMENT, INC.
34 Granite Investment Partners, LLC
35 GW&K Investment Management, LLC
36 GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC
37 HARDING LOEVNER LP
38 Henry James International Management Inc.
39 Hillman Capital Management, Inc.
40 Invesco Advisers, Inc.
41 JENNISON ASSOCIATES LLC
42 J.P. Morgan Investment Management Inc.
43 LAZARD ASSET MANAGEMENT LLC
44 Leading Edge Financial Planning LLC
45 LOOMIS SAYLES & CO L P
46 MILLER HOWARD INVESTMENTS INC /NY
47 Mondrian Investment Partners LTD
48 MONTRUSCO BOLTON INVESTMENTS INC.
49 Neuberger Berman Investment Advisers LLC
50 PARAMETRIC PORTFOLIO ASSOCIATES LLC
51 PARNASSUS INVESTMENTS, LLC
52 PEREGRINE CAPITAL MANAGEMENT LLC
53 Polaris Wealth Advisory Group, LLC
54 POLEN CAPITAL MANAGEMENT LLC
55 PRINCIPAL GLOBAL INVESTORS
56 PUTNAM FUNDS TRUST
57 GOLDMAN SACHS ASSET MANAGEMENT, L.P.
58 SCHAFER CULLEN CAPITAL MANAGEMENT INC
59 Smead Capital Management, Inc.
60 SOUTHERNSUN ASSET MANAGEMENT, LLC
61 SpiderRock Advisors, LLC
63 Sustainable Growth Advisers, LP
64 LONDON CO OF VIRGINIA
65 THORNBURG INVESTMENT TRUST
66 THOMPSON SIEGEL & WALMSLEY LLC
67 Donoghue Forlines LLC
68 Wakefield Asset Management LLLP
69 WCM INVESTMENT MANAGEMENT, LLC