Private Client Services, LLC Portfolio Holdings

Private Client Services, LLC

  • $299 Billion
  • Q3 2025

Private Client Services, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $299 Billion distributed in 196 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 $31B, Ishares Tr with a value of $16.1B, Spdr S&P 500 ETF Trust with a value of $11.1B, Vanguard Ftse Emerging Mkts Et with a value of $8.73B, and Ishares S&P 100 ETF with a value of $8.37B.

Examining the 13F form we can see an increase of $42.1B in the current position value, from $257B to 299B.

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 $299 Billion
ETFs: $212 Billion
Technology: $23.6 Billion
Financial Services: $11.2 Billion
Communication Services: $7.62 Billion
Industrials: $7.1 Billion
Consumer Cyclical: $5.39 Billion
Consumer Defensive: $4 Billion
Basic Materials: $2.11 Billion
Other: $4.14 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$81.2M
$279 Million 0.09% of portfolio
65,938
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $299 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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