PRIVATE CLIENT SERVICES, LLC - Portfolio Stock Holdings

PRIVATE CLIENT SERVICES, LLC disclosed 270 stock positions in a recent SEC 13F filing. $371,343,047 of stock holdings were filed, with the largest holdings including IVV, IEFA, and HGER. This filing represented positions held on Sept. 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.