PRIVATE CLIENT SERVICES, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1457005
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$381.4M
Holdings
229
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
PRIVATE CLIENT SERVICES, LLC disclosed 229 positions worth $381.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 37 new positions and exited 15. The portfolio is most concentrated in Other (78.3% of disclosed assets). All figures are sourced directly from PRIVATE CLIENT SERVICES, LLC’s Form 13F-HR filing with the SEC under CIK 1457005.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
10.7% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
6.3% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
3.2% weight
Held 10 quarters
VANGUARD INDEX FDS - SMALL
2.7% weight
Held 10 quarters
VANGUARD INDEX FDS - MID C
2.6% weight
Held 10 quarters
$QQQ9 quarters accumulating
ISHARES TR - PFD AND INCM
8 quarters accumulating
J P MORGAN EXCHANGE TRADED
7 quarters accumulating
ISHARES TR - FLTG RATE NT
7 quarters accumulating
FIRST TR EXCHANGE TRADED F
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$40.9M54,561 shISHARES TR - CORE MSCI EAFE
—Quality
$24.1M249,505 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$12.3M205,611 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$10.2M33,814 shHARBOR ETF TRUST - HARBOR COMMODITY
—Quality
$10.2M347,558 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$9.8M121,759 sh- —
Quality
$9.4M12,825 sh ISHARES TR - S&P 100 ETF
—Quality
$9.2M25,258 shSIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME
—Quality
$9.2M359,789 sh- —
Quality
$8.9M11,934 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $40.9M | 54,561 |
| ISHARES TR - CORE MSCI EAFE | — | $24.1M | 249,505 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $12.3M | 205,611 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $10.2M | 33,814 |
| HARBOR ETF TRUST - HARBOR COMMODITY | — | $10.2M | 347,558 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $9.8M | 121,759 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $9.4M | 12,825 |
| ISHARES TR - S&P 100 ETF | — | $9.2M | 25,258 |
| SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | — | $9.2M | 359,789 |
 SPDR S&P 500 ETF TRUST$SPY | — | $8.9M | 11,934 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of PRIVATE CLIENT SERVICES, LLC's 229 positions.
Showing top 10 of 229 holdings.
Sector Allocation
Other
$298.8M
Technology
$37.7M
Financials
$19.6M
Consumer Discretionary
$7.3M
Industrials
$6.2M
Healthcare
$5.6M
Consumer Staples
$2.0M
Energy
$1.4M
Top Holdings — PRIVATE CLIENT SERVICES, LLC (Q2 2026)
Top 150 of 229 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $40.9M | 10.7% | -0% | — |
| 2 | — | ISHARES TR - CORE MSCI EAFE | $24.1M | 6.3% | +8% | — |
| 3 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $12.3M | 3.2% | +5% | — |
| 4 | — | VANGUARD INDEX FDS - SMALL CP ETF | $10.2M | 2.7% | +41% | — |
| 5 | — | HARBOR ETF TRUST - HARBOR COMMODITY | $10.2M | 2.7% | NEW | — |
| 6 | — | VANGUARD INDEX FDS - MID CAP ETF | $9.8M | 2.6% | +325% | — |
| 7 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $9.4M | 2.5% | +3% | — |
| 8 | — | ISHARES TR - S&P 100 ETF | $9.2M | 2.4% | +1% | — |
| 9 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $9.2M | 2.4% | +337% | — |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $8.9M | 2.3% | -13% | — |
| 11 | — | HARTFORD FDS EXCHANGE TRADED - TOTAL RTRN ETF | $8.4M | 2.2% | +0% | — |
| 12 | — | SSGA ACTIVE ETF TR - STATE STREET MUL | $8.0M | 2.1% | +4% | — |
| 13 | — | ISHARES TR - CORE US AGGBD ET | $7.7M | 2.0% | +1% | — |
| 14 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $7.6M | 2.0% | +2% | — |
| 15 |  $AAPL | Apple Inc. | $5.5M | 1.4% | -9% | 76.4 |
| 16 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $5.0M | 1.3% | NEW | — |
| 17 |  $NVDA | NVIDIA CORP | $4.8M | 1.3% | +12% | 85.9 |
| 18 |  $GOOGL | Alphabet Inc. | $4.2M | 1.1% | -8% | 78.2 |
| 19 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $4.1M | 1.1% | +12% | — |
| 20 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $3.7M | 1.0% | +10% | — |
| 21 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $3.5M | 0.9% | -3% | — |
| 22 | — | SPDR SERIES TRUST - STATE STREET SPD | $3.5M | 0.9% | +14% | — |
| 23 |  $AMZN | AMAZON COM INC | $3.4M | 0.9% | +17% | 68.7 |
| 24 |  $JPM | JPMORGAN CHASE & CO | $3.3M | 0.8% | -2% | 70.7 |
| 25 |  $IVZ | Invesco Ltd. | $3.1M | 0.8% | -17% | — |
| 26 | — | ISHARES TR - CRE U S REIT ETF | $3.1M | 0.8% | -15% | — |
| 27 | — | CAPITAL GROUP CORE BALANCED - SHS | $3.0M | 0.8% | +1209% | — |
| 28 |  $MSFT | MICROSOFT CORP | $3.0M | 0.8% | -4% | 79.8 |
| 29 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $3.0M | 0.8% | -3% | — |
| 30 | — | ISHARES TR - 0-3 MNTH TREASRY | $2.9M | 0.8% | -19% | — |
| 31 | — | PACER FDS TR - EMRG MKT CASH | $2.8M | 0.7% | -31% | — |
| 32 | — | ISHARES TR - MSCI USA QLT FCT | $2.8M | 0.7% | -5% | — |
| 33 | — | SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA | $2.7M | 0.7% | -33% | — |
| 34 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $2.7M | 0.7% | -37% | — |
| 35 | — | ISHARES TR - NATIONAL MUN ETF | $2.6M | 0.7% | +5% | — |
| 36 | — | INNOVATOR ETFS TRUST - EMRGNG MKT APRIL | $2.5M | 0.7% | NEW | — |
| 37 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $2.4M | 0.6% | +8% | — |
| 38 |  $GOOG | Alphabet Inc. | $2.4M | 0.6% | +1% | 78.2 |
| 39 | — | ISHARES TR - IBONDS 2026 TERM | $2.3M | 0.6% | -75% | — |
| 40 |  $AVGO | Broadcom Inc. | $2.2M | 0.6% | +1% | 84.5 |
| 41 |  $PHYS | Sprott Physical Gold Trust | $2.2M | 0.6% | +236% | — |
| 42 | — | DIREXION SHARES ETF TRUST - DAILY SEMICONDUC | $2.1M | 0.6% | -43% | — |
| 43 | — | PACER FDS TR - DEVELOPED MRKT | $2.0M | 0.5% | -32% | — |
| 44 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREATION UNI | $1.9M | 0.5% | +599% | — |
| 45 | — | SPDR SERIES TRUST - STATE STREET SPD | $1.9M | 0.5% | +14% | — |
| 46 | — | SPDR SERIES TRUST - STATE STREET SPD | $1.8M | 0.5% | +10% | — |
| 47 |  $MU | MICRON TECHNOLOGY INC | $1.8M | 0.5% | +22% | 86.2 |
| 48 | — | INNOVATOR ETFS TRUST - EQUITY DUAL DIRE | $1.8M | 0.5% | NEW | — |
| 49 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $1.6M | 0.4% | +72% | — |
| 50 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG | $1.6M | 0.4% | -36% | — |
| 51 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $1.6M | 0.4% | -35% | — |
| 52 | — | ISHARES TR - PFD AND INCM SEC | $1.6M | 0.4% | +6% | — |
| 53 | — | ISHARES TR - MSCI EAFE ETF | $1.6M | 0.4% | +3% | — |
| 54 | — | SPDR SERIES TRUST - STATE STREET SPD | $1.6M | 0.4% | -7% | — |
| 55 |  $EXEL | EXELIXIS, INC. | $1.5M | 0.4% | -41% | 76.2 |
| 56 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI | $1.5M | 0.4% | NEW | — |
| 57 | — | INNOVATOR ETFS TRUST - INNOVATOR INTL D | $1.5M | 0.4% | NEW | — |
| 58 | — | PACER FDS TR - US LRG CP CASH | $1.5M | 0.4% | -16% | — |
| 59 | — | CAPITAL GROUP CONSERVATIVE E - SHS | $1.4M | 0.4% | NEW | — |
| 60 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.4% | -17% | — |
| 61 | — | FIRST TR EXCH TRD ALPHDX FD - INDIA NFTY50 EQW | $1.3M | 0.3% | -27% | — |
| 62 | — | CAPITAL GROUP GROWTH ETF - SHS CREATION UNI | $1.3M | 0.3% | NEW | — |
| 63 |  $FIX | COMFORT SYSTEMS USA INC | $1.3M | 0.3% | -70% | 77.7 |
| 64 |  $KLAC | KLA CORP | $1.3M | 0.3% | +906% | 78.6 |
| 65 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $1.2M | 0.3% | -36% | 56.1 |
| 66 |  $PTC | PTC INC. | $1.2M | 0.3% | NEW | 74.7 |
| 67 |  $AYI | ACUITY INC. (DE) | $1.2M | 0.3% | -4% | 66.9 |
| 68 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $1.2M | 0.3% | -8% | — |
| 69 | — | PACER FDS TR - US CASH COWS 100 | $1.2M | 0.3% | -23% | — |
| 70 | — | ISHARES TR - U.S. TECH ETF | $1.2M | 0.3% | -4% | — |
| 71 |  $WMT | Walmart Inc. | $1.1M | 0.3% | +5% | 60.2 |
| 72 | $IVZ | Invesco Ltd. | $1.1M | 0.3% | -2% | — |
| 73 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | $1.1M | 0.3% | -7% | — |
| 74 |  $LLY | ELI LILLY & Co | $1.1M | 0.3% | +6% | 87.5 |
| 75 |  $FFIV | F5, INC. | $1.0M | 0.3% | +3% | 66.9 |
| 76 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.0M | 0.3% | +2% | — |
| 77 | — | CAPITAL GROUP DIVIDEND GROWE - SHS ETF | $983,512 | 0.3% | +187% | — |
| 78 |  $NXT | Nextpower Inc. | $974,565 | 0.3% | -65% | 69.1 |
| 79 | — | ISHARES TR - IBONDS DEC2026 | $964,306 | 0.3% | -36% | — |
| 80 | — | SCHWAB STRATEGIC TR - GOVERNMENT MONEY | $959,750 | 0.3% | +220% | — |
| 81 |  $CART | Maplebear Inc. | $957,654 | 0.3% | -7% | 70.6 |
| 82 |  $META | Meta Platforms, Inc. | $945,798 | 0.3% | -35% | 79.6 |
| 83 |  $IAU | ISHARES GOLD TRUST | $934,436 | 0.2% | +16% | — |
| 84 | — | SELECT SECTOR SPDR TR - STATE STREET ENE | $918,720 | 0.2% | +58% | — |
| 85 |  $ABBV | AbbVie Inc. | $901,290 | 0.2% | +0% | 72.6 |
| 86 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $897,819 | 0.2% | +2% | — |
| 87 | — | VANGUARD INDEX FDS - VALUE ETF | $867,797 | 0.2% | -2% | — |
| 88 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $832,379 | 0.2% | +93% | — |
| 89 | — | VANGUARD WORLD FD - INF TECH ETF | $807,871 | 0.2% | +700% | — |
| 90 | — | BLACKROCK ETF TRUST - ISHARES US THEMA | $806,631 | 0.2% | +182% | — |
| 91 |  $RTX | RTX Corp | $805,381 | 0.2% | -2% | 73.2 |
| 92 |  $APP | AppLovin Corp | $792,939 | 0.2% | -45% | 84.4 |
| 93 | — | FIRST TR EXCHANGE-TRADED FD - CORE INVESTMENT | $786,567 | 0.2% | +4% | — |
| 94 |  $V | VISA INC. | $785,987 | 0.2% | +4% | 82.9 |
| 95 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $760,455 | 0.2% | +2% | — |
| 96 |  $BRK.A | BERKSHIRE HATHAWAY INC | $748,850 | 0.2% | +0% | 73.8 |
| 97 | — | TIDAL TRUST I - FUNDSTRAT GRANNY | $747,297 | 0.2% | +0% | — |
| 98 |  $BRK.B | BERKSHIRE HATHAWAY INC | $721,062 | 0.2% | +32% | 73.8 |
| 99 |  $PLTR | Palantir Technologies Inc. | $711,570 | 0.2% | -12% | 84.6 |
| 100 |  $CAT | CATERPILLAR INC | $707,920 | 0.2% | +39% | 66.5 |
| 101 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $697,247 | 0.2% | +7% | — |
| 102 | — | SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY | $690,573 | 0.2% | -36% | — |
| 103 |  $GEV | GE Vernova Inc. | $686,318 | 0.2% | +53% | 81.1 |
| 104 |  $CVSA | Covista Inc. | $686,253 | 0.2% | -8% | 65.1 |
| 105 | — | VANGUARD INDEX FDS - GROWTH ETF | $680,290 | 0.2% | +476% | — |
| 106 |  $COST | COSTCO WHOLESALE CORP /NEW | $675,739 | 0.2% | -1% | 66.2 |
| 107 |  $ALPS | Alps Group Inc | $675,576 | 0.2% | +24% | — |
| 108 | — | ISHARES TR - 1 3 YR TREAS BD | $673,138 | 0.2% | -13% | — |
| 109 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $672,070 | 0.2% | +15% | — |
| 110 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $667,140 | 0.2% | +2% | — |
| 111 | — | ISHARES TR - FLTG RATE NT ETF | $655,080 | 0.2% | +11% | — |
| 112 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $646,331 | 0.2% | -2% | — |
| 113 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $636,886 | 0.2% | +25% | — |
| 114 | — | FIRST TR EXCHANGE TRADED FD - NASD TECH DIV | $635,746 | 0.2% | -2% | — |
| 115 |  $PM | Philip Morris International Inc. | $630,124 | 0.2% | +6% | 75.9 |
| 116 |  $SEZL | Sezzle Inc. | $624,390 | 0.2% | -64% | 80.1 |
| 117 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $618,007 | 0.2% | +400% | — |
| 118 |  $AMD | ADVANCED MICRO DEVICES INC | $616,346 | 0.2% | -2% | 79.8 |
| 119 |  $XOM.R34088 | EXXON MOBIL CORP | $595,542 | 0.2% | -5% | 57.9 |
| 120 |  $JNJ | JOHNSON & JOHNSON | $581,616 | 0.1% | +17% | 69 |
| 121 | — | ISHARES TR - US AER DEF ETF | $579,030 | 0.1% | -2% | — |
| 122 |  $TSLA | Tesla, Inc. | $566,969 | 0.1% | -3% | 53.9 |
| 123 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $561,932 | 0.1% | +10% | — |
| 124 |  $INTC | INTEL CORP | $557,595 | 0.1% | NEW | 45.6 |
| 125 |  $MO | ALTRIA GROUP, INC. | $556,153 | 0.1% | +2% | 67.4 |
| 126 | — | SPDR SERIES TRUST - STATE STREET SPD | $553,128 | 0.1% | +4% | — |
| 127 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI | $545,168 | 0.1% | NEW | — |
| 128 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $531,897 | 0.1% | -75% | 76.5 |
| 129 |  $SYBT | Stock Yards Bancorp, Inc. | $526,190 | 0.1% | +0% | 61.6 |
| 130 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $524,796 | 0.1% | -17% | — |
| 131 |  $HD | HOME DEPOT, INC. | $504,719 | 0.1% | -3% | 60.3 |
| 132 |  $ORCL | ORACLE CORP | $496,573 | 0.1% | -2% | 66.2 |
| 133 |  $MA | Mastercard Inc | $482,442 | 0.1% | +1% | 85.1 |
| 134 | — | ISHARES U S ETF TR - SHORT DURATION B | $476,509 | 0.1% | -0% | — |
| 135 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $464,338 | 0.1% | +3% | — |
| 136 | $IVZ | Invesco Ltd. | $462,462 | 0.1% | -17% | — |
| 137 |  $PSLV | Sprott Physical Silver Trust | $456,182 | 0.1% | -26% | — |
| 138 |  $D | DOMINION ENERGY, INC | $455,969 | 0.1% | +15% | 69.9 |
| 139 |  $CVX | CHEVRON CORP | $446,246 | 0.1% | -6% | 62.8 |
| 140 |  $PEGA | PEGASYSTEMS INC | $433,846 | 0.1% | +0% | 70.4 |
| 141 | — | ISHARES TR - ULTRA SHORT DUR | $430,672 | 0.1% | +24% | — |
| 142 | — | ISHARES TR - RUS MDCP VAL ETF | $425,247 | 0.1% | -2% | — |
| 143 | — | ISHARES TR - RUSSELL 2000 ETF | $425,126 | 0.1% | -18% | — |
| 144 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST DJIA | $412,432 | 0.1% | +0% | — |
| 145 |  $AZZ | AZZ INC | $411,193 | 0.1% | -67% | 58.4 |
| 146 |  $CSCO | CISCO SYSTEMS, INC. | $397,962 | 0.1% | -9% | 70.3 |
| 147 | — | ISHARES TR - ESG AWR MSCI USA | $389,215 | 0.1% | +0% | — |
| 148 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $386,950 | 0.1% | -17% | — |
| 149 | — | FIRST TR EXCHNG TRADED FD VI - ACTV FCTR LGCP | $384,875 | 0.1% | +1% | — |
| 150 | — | ISHARES TR - CORE S&P MCP ETF | $373,214 | 0.1% | -3% | — |
New Positions (37)
HARBOR ETF TRUST - HARBOR COMMODITY$10.2M
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES$5.0M
INNOVATOR ETFS TRUST - EMRGNG MKT APRIL$2.5M
INNOVATOR ETFS TRUST - EQUITY DUAL DIRE$1.8M
CAPITAL GROUP CORE EQUITY ET - SHS CREATION UNI$1.5M
INNOVATOR ETFS TRUST - INNOVATOR INTL D$1.5M
CAPITAL GROUP CONSERVATIVE E - SHS$1.4M
CAPITAL GROUP GROWTH ETF - SHS CREATION UNI$1.3M
$PTC PTC INC.$1.2M$INTC INTEL CORP$557,595 CAPITAL GROUP GBL GROWTH EQT - SHS CREATION UNI$545,168
$CF CF Industries Holdings, Inc.$370,682 ISHARES INC - MSCI STH KOR ETF$329,097
VANGUARD SCOTTSDALE FDS - LG-TERM COR BD$320,372
ISHARES INC - MSCI JAPAN ETF$316,004
Exited Positions (15)
FIRST TR EXCHNG TRADED FD VI
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
$HON HONEYWELL INTERNATIONAL INC
$SFM Sprouts Farmers Market, Inc.
$DOW DOW INC.
$JLL JONES LANG LASALLE INC
$EVR Evercore Inc. VANGUARD WORLD FD
VICTORY PORTFOLIOS II
ISHARES TR
$KR KROGER CO
$ABT ABBOTT LABORATORIES ISHARES TR
FIRST TR EXCH TRADED FD III
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