StockDriftsStockDriftsTop 50 Private Client Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.42% | 45.8K | $35.1M | -16.08%(-8.77K) | $579.02(+32.98%) | 2026-09-30 | |
| IEFA | ISHARES TR | 7.2% | 276.8K | $26.8M | +10.93%(+27.28K) | $81.26(+18.08%) | 2026-09-30 | |
| HGER | HARBOR ETF TRUST | 3.39% | 358.1K | $12.6M | +3.02%(+10.51K) | $30.21(+20.68%) | 2026-09-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.27% | 205.0K | $12.2M | -0.29%(-599) | $48.15(+20.53%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 2.65% | 34.6K | $9.8M | +2.37%(+800) | $248.11(+14.63%) | 2026-09-30 | |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | 2.64% | 387.0K | $9.8M | +7.57%(+27.24K) | $25.07(+0.47%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 2.42% | 114.8K | $9.0M | -5.76%(-7.01K) | $67.47(+18.70%) | 2026-09-30 | |
| RLY | SSGA ACTIVE ETF TR | 2.32% | 239.1K | $8.7M | +2.97%(+6.90K) | $29.66(+25.29%) | 2026-09-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.28% | 264.4K | $8.5M | +6.33%(+15.74K) | $33.86(-4.68%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 2.09% | 111.1K | $7.8M | +6.99%(+7.26K) | $73.40(-3.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +31.83% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.36% |
Private Client Services LLC reports $372.24M in US-listed equity holdings across 232 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.4%), IEFA (7.2%) and HGER (3.4%). The top 20 holdings account for 52.22% of reported assets. Its disclosed equity book has returned +31.83% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Private Client Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1457005). View Private Client Services LLC’s 13F filings on SEC