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Justin Dausch

Personal Cfo Solutions, Llc

Assets Managed
$711.929M
Holdings
520
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
13.04%(2Q avg: 11.78%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Personal Cfo Solutions, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 520 positions.

Assets under management

The assets under management (AUM) of Personal Cfo Solutions, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 711.929M in assets, with a quarterly growth rate of 13.04% and a 2-quarter average growth rate of 11.78%. The portfolio is managed by Justin Dausch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CB
Chubb Ltd
Recent Activity
Decreased -0.43%
8.83%
$62.824M
192,182 shares@ $326.9 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.21%
4.91%
$34.926M
137,617 shares@ $253.79 avg price
PJAN
Innovator U.s. Equity Power
Recent Activity
New Position
3.85%
$27.379M
593,514 shares@ $46.13 avg price
BALT
Inn Defined Wealth Shield
Recent Activity
New Position
2.59%
$18.415M
550,278 shares@ $33.47 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.14%
2.31%
$16.438M
57,162 shares@ $287.57 avg price
IFEB
Innovator Intl D Pb Etf-feb
Recent Activity
New Position
2.27%
$16.118M
540,694 shares@ $29.82 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.28%
2.18%
$15.499M
88,864 shares@ $174.42 avg price
SHV
Ishares Short Treasury Bond
Recent Activity
New Position
1.99%
$14.166M
128,329 shares@ $110.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.89%
1.81%
$12.816M
34,622 shares@ $370.17 avg price
BJAN
Innovator U.s. Equity Buffer
Recent Activity
New Position
1.76%
$12.504M
234,460 shares@ $53.34 avg price

1-10 of 520