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PERSONAL CFO SOLUTIONS, LLC
RIA/Wealth
PERSONAL CFO SOLUTIONS, LLC is a RIA/Wealth based in Fairfield, CT led by Timothy G Tymniak, managing $569.9M across 495 long positions as of Q3 2025 with CB as the largest holding (10% allocation).
CCOTimothy G Tymniak
- Portfolio Value
- $569.9M
- Positions
- 495
- Top Holding
- CB at 9.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in PERSONAL CFO SOLUTIONS, LLC's portfolio (32.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Property & Casualty Financial Services | $54.5M | 9.57% | -$31.3K Sold | 0.05% 193.2K shares | |
Consumer Electronics Technology | $27.1M | 4.75% | -$773.3K Sold | 0.00% 106.4K shares | |
Software - Infrastructure Technology | $18.0M | 3.15% | +$867.0K Bought | 0.00% 34.7K shares | |
Semiconductors Technology | $15.4M | 2.71% | -$2.1M Sold | 0.00% 82.7K shares | |
ETF ETF | $15.2M | 2.67% | +$14.4M Bought | — 62.9K shares | |
Internet Content & Information Communication Services | $14.2M | 2.50% | -$125.7K Sold | 0.00% 58.6K shares | |
Specialty Retail Consumer Cyclical | $13.3M | 2.33% | +$148.6K Bought | 0.00% 60.5K shares | |
Industrial - Machinery Industrials | $10.6M | 1.86% | -$3.4K Sold | 0.08% 59.2K shares | |
ETF ETF | $9.0M | 1.59% | -$72.2K Sold | — 118.4K shares | |
Internet Content & Information Communication Services | $8.5M | 1.50% | -$397.0K Sold | 0.00% 35.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PERSONAL CFO SOLUTIONS, LLC's latest filing
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Market Value
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Turnover Ratio
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for PERSONAL CFO SOLUTIONS, LLC
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