Personal CFO Solutions LLC

01/22/2026 | Press release | Distributed by Public on 01/22/2026 09:08

Initial Quarterly Holdings Report by Institutional Manager (Form 13F-HR)

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE
OMB APPROVAL
OMB Number: 3235-0006
Expires: Oct 31, 2018
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 12-31-2025
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: PERSONAL CFO SOLUTIONS, LLC
Address: 384 MAIN STREET
CHESTER, NJ 07930
Form 13F File Number: 028-19618

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Justin Dausch
Title: Chief Compliance Officer
Phone: 781-771-6032
Signature, Place, and Date of Signing:
Justin Dausch West Chester, PA 01-22-2026
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 65
Form 13F Information Table Entry Total: 504
Form 13F Information Table Value Total: 629,840,761
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Form 13F File Number Name
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
Personal CFO Solutions LLC published this content on January 22, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on January 22, 2026 at 15:08 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]