PRIVATE CLIENT SERVICES, LLC - Portfolio Stock Holdings
PRIVATE CLIENT SERVICES, LLC disclosed 245 stock positions in a recent SEC 13F filing. $381,404,846 of stock holdings were filed, with the largest holdings including IVV, IEFA, and VWO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,383,095,742 and has 60 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
245Est. Stock Holding Value:
$381,404,846Top Stock Holdings By Sector
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Portfolio Stock Holdings - PRIVATE CLIENT SERVICES, LLC
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