13F Insight
DOSSIER · 13F-HR · Q3 2026

PRIVATE CLIENT SERVICES, LLC

$372M in tracked AUM across 232 positions as of Q3 2026.

PC
CIK 0001457005 · last filed Sep 30, 2026
Total AUM
$372M
as of Q3 2026
Holdings
232
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

PRIVATE CLIENT SERVICES, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$35M46K9.4%02
IEFA
ISHARES TR
$27M277K7.2%03
HGER
HARBOR ETF TRUST
$13M358K3.4%04
VWO
VANGUARD INTL EQUITY INDEX F
$12M205K3.3%05
VB
VANGUARD INDEX FDS
$10M35K2.6%06
SBAR
SIMPLIFY EXCHANGE TRADED FUN
$10M387K2.6%07
VO
VANGUARD INDEX FDS
$9M115K2.4%08
RLY
SSGA ACTIVE ETF TR
$9M239K2.3%09
HTRB
HARTFORD FDS EXCHANGE TRADED
$8M264K2.3%10
BND
VANGUARD BD INDEX FDS
$8M111K2.1%

Filing history

2026Q3Sep 30
$372M▼ 2.4%
232 positionsView →2026Q2Jun 30
$381M▲ 14.0%
229 positionsView →2026Q1Mar 31
$334M▲ 4.5%
208 positionsView →2025Q4Dec 31
$320M▲ 131.0%
193 positionsView →2025Q3Sep 30
$138M▼ 46.1%
107 positionsLocked2025Q2Jun 30
$257M▲ 27.0%
197 positionsLocked2025Q1Mar 31
$202M▲ 8.7%
185 positionsLocked2024Q4Dec 31
$186M▲ 0.1%
186 positionsLocked2024Q3Sep 30
$186M▲ 16.8%
169 positionsLocked2024Q2Jun 30
$159M▲ 6.9%
138 positionsLocked2024Q1Mar 31
$149M▲ 22.2%
128 positionsLocked2023Q4Dec 31
$122M—
135 positionsLocked