PRIVATE CLIENT SERVICES, LLC — 13F holdings

PRIVATE CLIENT SERVICES, LLC reported 232 holdings worth $372M in its 13F filing for Q3 2026, filed October 2, 2026.

Largest positions

  1. IVV ISHARES TR — $35.1M (9.4%)
  2. IEFA ISHARES TR — $26.8M (7.2%)
  3. HGER HARBOR ETF TRUST — $12.6M (3.4%)
  4. VWO VANGUARD INTL EQUITY INDEX F — $12.2M (3.3%)
  5. VB VANGUARD INDEX FDS — $9.85M (2.6%)
  6. SBAR SIMPLIFY EXCHANGE TRADED FUN — $9.81M (2.6%)
  7. VO VANGUARD INDEX FDS — $9.00M (2.4%)
  8. RLY SSGA ACTIVE ETF TR — $8.65M (2.3%)
  9. HTRB HARTFORD FDS EXCHANGE TRADED — $8.48M (2.3%)
  10. BND VANGUARD BD INDEX FDS — $7.80M (2.1%)