account_balance
Investment manager · 13F filer · SEC CIK 1457005
Private Client Services, LLC
Reported value$372Mas of Sep 30, 2026
Positions232 42 new, 39 sold out
Top 10 weight37.7%IVV alone is 9%
FiledOct 22 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.4%Trimmed −16%
IEFAiShares Tr
7.2%Added +11%
HGERHarbor ETF Trust
3.4%Added +3%
VWOVanguard Intl Equity Index F
3.3%
VBVanguard Index FDS
2.6%Added +2%
SBARSimplify Exchange Traded Fun
2.6%Added +8%
VOVanguard Index FDS
2.4%Trimmed −6%
RLYSsga Active ETF Tr
2.3%Added +3%
HTRBHartford FDS Exchange Traded
2.3%Added +6%
BNDVanguard Bd Index FDS
2.1%+7%
AGGiShares Tr
2.1%+5%
QQQInvesco QQQ Tr
1.9%−24%
IVViShares Tr
9.4%Trimmed −16%
IEFAiShares Tr
7.2%Added +11%
HGERHarbor ETF Trust
3.4%
VWOVanguard Intl Equity Index F
3.3%
VBVanguard Index FDS
2.6%
SBARSimplify Exchange Traded Fun
2.6%
VO2.4%
RLY2.3%
HTRB2.3%
BND2.1%
AGG2.1%
QQQ1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.4% Trimmed −16%
IEFA iShares Tr 7.2% Added +11%
HGER Harbor ETF Trust 3.4% Added +3%
VWO Vanguard Intl Equity Index F 3.3% Held
VB Vanguard Index FDS 2.6% Added +2%
SBAR Simplify Exchange Traded Fun 2.6% Added +8%
VO Vanguard Index FDS 2.4% Trimmed −6%
RLY Ssga Active ETF Tr 2.3% Added +3%
HTRB Hartford FDS Exchange Traded 2.3% Added +6%
BND Vanguard Bd Index FDS 2.1% Added +7%
AGG iShares Tr 2.1% Added +5%
QQQ Invesco QQQ Tr 1.9% Trimmed −24%
What changed
Biggest moves since Jun 30, 2026
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