13F Filings History of PRIVATE CLIENT SERVICES, LLC
- Latest 13F filing
- Q2 2026 - 06 Jul 2026
- Latest reported 13F value
- $381,403,958
- Largest 13F holdings
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IVV IEFA VWO VB HGER VO QQQ OEF SBAR SPY HTRB RLY
+8 more
AGG BND AAPL CTA NVDA GOOG JEPI DYNF - Form 13F summary
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- PRIVATE CLIENT SERVICES, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- PRIVATE CLIENT SERVICES, LLC reported 229 equity holdings with a total reported market value of $381,403,958 for Q2 2026. Top reported holdings included IVV, IEFA, VWO, VB, and HGER.
- Manager signature
- John Taylor - Jones - Chief Compliance Officer
- Manager location
- Louisville, KY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$381,403,958
Quarter delta
+$46,925,264
Accepted
06 Jul 2026, 13:36
Rows shown
1-11 of 11
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 229 | $381,403,958 | +$72,459,298 | -$48,998,128 | +$23,461,170 | IVV, IEFA, VWO, VB, HGER | 13F-HR | 06 Jul 2026, 13:36 |
| Q1 2026 | 208 | $334,478,694 | +$47,552,286 | -$29,400,791 | +$18,151,495 | IVV, IEFA, VWO, IBHF, SPY | 13F-HR | 06 Apr 2026, 09:43 |
| Q4 2025 | 193 | $319,984,047 | +$44,113,543 | -$27,208,970 | +$16,904,573 | IVV, IEFA, SPY, VWO, OEF | 13F-HR | 07 Jan 2026, 09:35 |
| Q3 2025 | 196 | $298,833,152 | +$72,650,472 | -$44,834,610 | +$27,815,862 | IVV, IEFA, SPY, VWO, OEF | 13F-HR | 14 Oct 2025, 10:16 |
| Q2 2025 | 197 | $256,739,618 | +$68,723,117 | -$27,360,183 | +$41,362,934 | IVV, IEFA, RSP, OEF, SPY | 13F-HR | 01 Jul 2025, 13:13 |
| Q1 2025 | 185 | $202,158,421 | +$56,293,536 | -$35,319,641 | +$20,973,895 | IVV, RSP, OEF, IEFA, SPY | 13F-HR | 08 Apr 2025, 08:51 |
| Q4 2024 | 186 | $186,060,481 | +$32,972,968 | -$31,575,860 | +$1,397,108 | GOCT, IVV, OEF, SPY, AAPL | 13F-HR | 08 Jan 2025, 13:45 |
| Q3 2024 | 169 | $185,951,348 | +$36,599,989 | -$16,916,603 | +$19,683,386 | IVV, OEF, BIL, PAPR, SPY | 13F-HR | 03 Oct 2024, 13:01 |
| Q2 2024 | 138 | $159,207,300 | +$31,796,514 | -$22,664,024 | +$9,132,490 | IVV, BIL, OEF, SPY, PAPR | 13F-HR | 29 Jul 2024, 08:53 |
| Q1 2024 | 128 | $148,875,116 | +$47,740,144 | -$26,270,968 | +$21,469,176 | IVV, SPY, OEF, COWZ, CALF | 13F-HR | 10 May 2024, 08:43 |
| Q4 2023 | 135 | $121,784,898 | $0 | $0 | $0 | UAUG, IVV, OEF, BIL, SPY | 13F-HR | 30 Jan 2024, 14:34 |