PRIVATE CLIENT SERVICES, LLC: 13F holdings
CIK 14570052026Q2
| Positions | 229 |
|---|---|
| Reported value | $381.4m |
| Filed | 2026-07-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 54,561 | $40.9m | 10.7% |
| IEFA ISHARES TR | 249,505 | $24.1m | 6.3% |
| VWO VANGUARD INTL EQUITY INDEX F | 205,611 | $12.3m | 3.2% |
| VB VANGUARD INDEX FDS | 33,814 | $10.2m | 2.7% |
| FXNC HARBOR ETF TRUST | 347,558 | $10.2m | 2.7% |
| VO VANGUARD INDEX FDS | 121,759 | $9.8m | 2.6% |
| QQQ INVESCO QQQ TR | 12,825 | $9.4m | 2.5% |
| VTI ISHARES TR | 25,258 | $9.2m | 2.4% |
| SIMPLIFY EXCHANGE TRADED FUN | 359,789 | $9.2m | 2.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 11,934 | $8.9m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1457005")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.