§ 13F · FUND PROFILE
PRIVATE CLIENT SERVICES, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $256.7T (13F)Positions · 197Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 53K | $36.3T | 11.3% | +14% |
| 2 | IEFA | ISHARES TR | 224K | $20.0T | 6.3% | +21% |
| 3 | SPY | SPDR S&P 500 ETF TR | 17K | $11.5T | 3.6% | +2% |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | 190K | $10.2T | 3.2% | +18% |
| 5 | OEF | ISHARES TR | 25K | $8.6T | 2.7% | −1% |
| 6 | HTRB | HARTFORD FDS EXCHANGE TRADED | 244K | $8.3T | 2.6% | +17% |
| 7 | VO | VANGUARD INDEX FDS | 28K | $8.0T | 2.5% | +18% |
| 8 | AGG | ISHARES TR | 78K | $7.7T | 2.4% | +12% |
| 9 | BND | VANGUARD BD INDEX FDS | 102K | $7.6T | 2.4% | +11% |
| 10 | QQQ | INVESCO QQQ TR | 12K | $7.1T | 2.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PRIVATE SIGNAL
AC read
PRIVATE CLIENT SERVICES, LLC is a Other fund managing $256739.6 trillion in assets. The fund runs a portfolio of 197 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed