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Filers›Holding Co.›PRIVATE CLIENT SERVICES, LLC
DOSSIER · 13F-HR · Q1 2026

PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES's holding co. based in Greenwich, CT — $334M in tracked AUM across 208 positions as of Q1 2026.

PC
PRIVATE CLIENT SERVICES·Greenwich, CT·Holding Co.
CIK 0001457005 · last filed Mar 31, 2026
Total AUM
$334M
▲ 3.3%
vs prior
Holdings
208
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PRIVATE CLIENT SERVICES, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$36M55K10.7%
02
IEFA
ISHARES TR
$21M232K6.3%
03
VWO
VANGUARD INTL EQUITY INDEX F
$11M195K3.2%
04
IBHF
ISHARES TR
$10M418K2.9%
05
SPY
SPDR S&P 500 ETF TR
$9M14K2.7%
06
HTRB
HARTFORD FDS EXCHANGE TRADED
$8M249K2.5%
07
VO
VANGUARD INDEX FDS
$8M29K2.5%
08
RLY
SSGA ACTIVE ETF TR
$8M224K2.4%
09
OEF
ISHARES TR
$8M25K2.4%
10
AGG
ISHARES TR
$8M77K2.3%

Filing history

Filing history loading…
AI Agent · grounded in PRIVATE
haiku-4-5 · 208 positions indexed
Sector mix
  • Tech18%
  • Cons. Disc.10%
  • Communications21%
  • Industrials6%
  • Energy44%
  • Other1%
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