Private Client Services, LLC Portfolio Holdings

Private Client Services, LLC

  • $320 Billion
  • Q4 2025

Private Client Services, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $320 Billion distributed in 193 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $36.3B, Ishares Tr with a value of $20B, Spdr S&P 500 ETF Trust with a value of $11.5B, Vanguard Ftse Emerging Mkts Et with a value of $10.2B, and Ishares S&P 100 ETF with a value of $8.56B.

Examining the 13F form we can see an increase of $21.2B in the current position value, from $299B to 320B.

Private Client Services, LLC is based out at Louisville, KY

Below you can find more details about Private Client Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $320 Billion
ETFs: $229 Billion
Technology: $22.5 Billion
Financial Services: $11.6 Billion
Communication Services: $9.01 Billion
Industrials: $5.64 Billion
Healthcare: $5.15 Billion
Consumer Cyclical: $4.65 Billion
Consumer Defensive: $3.19 Billion
Other: $1.92 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$192 Million 0.06% of portfolio
12,529
Q4 2025 Reduced 17.59%

Summary

  • Portfolio
  • No. of Stocks 193
  • Current Value $320 Billion
  • Prior Value $299 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 18 stocks
  • Additional Purchases 85 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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