PRIVATE CLIENT SERVICES, LLC
PRIVATE CLIENT SERVICES, LLC reported 229 positions worth $381.4M as of June 30, 2026 (13F filed July 6, 2026). Largest holding: IVV (10.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $40.9M | 10.71% | 54,561 | — | — | |
| ▸ 2 | IEFA | SH | $24.1M | 6.32% | 249,505 | — | — | |
| ▸ 3 | VWO | SH | $12.3M | 3.22% | 205,611 | — | — | |
| ▸ 4 | VB | SH | $10.2M | 2.69% | 33,814 | — | — | |
| ▸ 5 | HGER | SH | $10.2M | 2.67% | 347,558 | — | — | |
| ▸ 6 | VO | SH | $9.8M | 2.57% | 121,759 | — | — | |
| ▸ 7 | QQQ | SH | $9.4M | 2.48% | 12,825 | — | — | |
| ▸ 8 | OEF | SH | $9.2M | 2.42% | 25,258 | — | — | |
| ▸ 9 | SBAR | SH | $9.2M | 2.41% | 359,789 | — | — | |
| ▸ 10 | SPY | SH | $8.9M | 2.34% | 11,934 | — | — |
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Frequently Asked Questions
What stocks does PRIVATE CLIENT SERVICES, LLC hold as of Q2 2026?
PRIVATE CLIENT SERVICES, LLC reported 229 positions worth $381.4M in its Q2 2026 13F filing. Largest positions: IVV (10.7%), IEFA (6.3%), VWO (3.2%), VB (2.7%) and HGER (2.7%).
What did PRIVATE CLIENT SERVICES, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PRIVATE CLIENT SERVICES, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.