PRIVATE CLIENT SERVICES, LLC - Portfolio overview

PRIVATE CLIENT SERVICES, LLC has 243 reported holdings in this dataset, with the latest filing dated 2026-04-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 9.93%
2. IEFA - ISHARES TR, 5.85%
3. VWO - VANGUARD INTL EQUITY INDEX F, 2.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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