Private Client Services
$381M 13F equity value
245 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Private Client Services covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 54,561 | $41M | 10.7% |
| IEFA | ISHARES TR | 249,505 | $24M | 6.3% |
| VWO | VANGUARD INTL EQUITY INDEX F | 205,611 | $12M | 3.2% |
| VB | VANGUARD INDEX FDS | 33,814 | $10M | 2.7% |
| HGER | HARBOR ETF TRUST | 347,558 | $10M | 2.7% |
| VO | VANGUARD INDEX FDS | 121,759 | $10M | 2.6% |
| QQQ | INVESCO QQQ TR | 12,825 | $9M | 2.5% |
| OEF | ISHARES TR | 25,258 | $9M | 2.4% |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | 359,789 | $9M | 2.4% |
| SPY | STATE STR SPDR S&P 500 ETF T | 11,934 | $9M | 2.3% |
Track Private Client Services's 13F portfolio: $381M in reported holdings, 245 positions. Top holdings and quarterly changes on SentiSense.
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