StockDriftsStockDriftsTop 50 Private Client Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.71% | 54.6K | $40.9M | -0.01%(-5) | $579.02(+34.25%) | 2026-06-30 | |
| IEFA | ISHARES TR | 6.32% | 249.5K | $24.1M | +7.65%(+17.74K) | $80.79(+25.07%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.22% | 205.6K | $12.3M | +5.26%(+10.27K) | $48.11(+25.56%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.69% | 33.8K | $10.2M | +40.91%(+9.82K) | $247.03(+24.03%) | 2026-06-30 | |
| HGER | HARBOR ETF TRUST | 2.67% | 347.6K | $10.2M | new | $30.15(+10.58%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.57% | 121.8K | $9.8M | +6.30%(+7.22K) | $67.47(+23.05%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.48% | 12.8K | $9.4M | +2.61%(+326) | $480.55(+50.00%) | 2026-06-30 | |
| OEF | ISHARES TR | 2.42% | 25.3K | $9.2M | +0.85%(+213) | $223.99(+70.93%) | 2026-06-30 | |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | 2.41% | 359.8K | $9.2M | +336.96%(+277.45K) | $25.04(+2.97%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.34% | 11.9K | $8.9M | -12.76%(-1.75K) | $540.20(+43.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.35% |
Private Client Services LLC reports $381.40M in US-listed equity holdings across 229 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.7%), IEFA (6.3%) and VWO (3.2%). The top 20 holdings account for 53.28% of reported assets. Its disclosed equity book has returned +29.35% cumulatively over 10 quarters. Figures reflect the Q2 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