PRIVATE CLIENT SERVICES, LLC: summary

PRIVATE CLIENT SERVICES, LLC reported 232 positions with a reported value of $372.24M in its 13F for Q3 2026. Compared with Q2 2026: 42 new positions, 39 exited.

Top positions

• ISHARES CORE S&P 500 ETF
• ISHARES CORE MSCI EAFE ETF
• Harbor Commodity All Weather S
• VANGUARD FTSE EMERGING MARKETS ETF
• VANGUARD MORNINGSTAR SMALL-CAP ETF
• SIMPLIFY EXCHANGE TRADED FUN
• VANGUARD MORNINGSTAR MID-CAP ETF
• SPDR SSgA Multi-Asset Real Return ETF
• HARTFORD FDS EXCHANGE TRADED
• VANGUARD TOTAL BOND MARKET ETF