PRIVATE CLIENT SERVICES, LLC

Institutional manager (13F) · CIK 1457005

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $251M

#	Issuer	Value	Shares
1	ISHARES TR	$36M	54,566
2	ISHARES TR	$21M	231,769
3	VANGUARD INTL EQUITY INDEX F	$11M	195,338
4	ISHARES TR	$10M	418,276
5	SPDR S&P 500 ETF TR	$9M	13,680
6	HARTFORD FDS EXCHANGE TRADED	$8M	248,696
7	VANGUARD INDEX FDS	$8M	28,635
8	SSGA ACTIVE ETF TR	$8M	223,763
9	ISHARES TR	$8M	25,045
10	ISHARES TR	$8M	76,719
11	VANGUARD BD INDEX FDS	$8M	101,913
12	INVESCO QQQ TR	$7M	12,499
13	VANGUARD INDEX FDS	$6M	23,997
14	APPLE INC	$5M	20,678
15	VANGUARD MALVERN FDS	$4M	84,371
16	SIMPLIFY EXCHANGE TRADED FUN	$4M	199,112
17	PACER FDS TR	$4M	154,142
18	FIRST TR EXCHNG TRADED FD VI	$4M	93,248
19	NVIDIA CORPORATION	$4M	21,311
20	J P MORGAN EXCHANGE TRADED F	$4M	65,365
21	ALPHABET INC	$4M	12,817
22	SCHWAB STRATEGIC TR	$4M	135,838
23	ISHARES TR	$4M	35,021
24	INVESCO EXCHANGE TRADED FD T	$3M	17,653
25	ISHARES TR	$3M	54,932
26	MICROSOFT CORP	$3M	8,359
27	PACER FDS TR	$3M	72,416
28	SPDR SERIES TRUST	$3M	33,142
29	JPMORGAN CHASE & CO.	$3M	10,113
30	COMFORT SYS USA INC	$3M	2,122
31	BLACKROCK ETF TRUST	$3M	50,279
32	NEXTPOWER INC	$3M	23,397
33	VANGUARD INDEX FDS	$3M	4,482
34	ISHARES TR	$3M	13,265
35	INVESCO EXCH TRD SLF IDX FD	$3M	119,647
36	SIMPLIFY EXCHANGE TRADED FUN	$3M	50,856
37	AMAZON COM INC	$3M	12,069
38	ISHARES TR	$2M	23,028
39	VANGUARD MUN BD FDS	$2M	44,356
40	EXELIXIS INC	$2M	47,906
41	SIMPLIFY EXCHANGE TRADED FUN	$2M	82,340
42	SPDR GOLD TR	$2M	4,559
43	ALPHABET INC	$2M	6,506
44	INNOVATOR ETFS TRUST	$2M	54,539
45	BROADCOM INC	$2M	5,760
46	FIRST TR EXCH TRD ALPHDX FD	$2M	33,475
47	SPDR SERIES TRUST	$2M	17,273
48	NEUROCRINE BIOSCIENCES INC	$2M	12,466
49	AFFILIATED MANAGERS GROUP IN	$2M	5,659
50	SPDR SERIES TRUST	$2M	26,979

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.