13F Filings History of PRIVATE CLIENT SERVICES, LLC

Latest 13F report
Q4 2025 - 07 Jan 2026
Value $
$319,984,047
Signature - Title
John Taylor-Jones - Chief Compliance Officer
Location
Louisville, KY
Summary
This page shows a list of all the recent 13F filings made by PRIVATE CLIENT SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PRIVATE CLIENT SERVICES, LLC reported 193 stock holdings with total value $319,984,047 as of Q4 2025. Top holdings included IVV, IEFA, SPY, VWO, and OEF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
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