Private Client Services, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 232 distinct positions held by the firm.
The portfolio includes a mix of large-cap technology companies, consumer staples, and energy firms. Major holdings include Apple Inc. with 16,885 shares, Microsoft Corporation with 8,373 shares, and Amazon.com Inc. with 17,268 shares. Other notable positions include NVIDIA Corporation with 22,554 shares, Alphabet Inc. Class A and Class C shares, and Eli Lilly & Co.
The filing also reveals significant exposure to exchange-traded funds (ETFs). The firm holds shares in the iShares Core S&P 500 ETF (45,745 shares), the iShares Core MSCI EAFE ETF (276,471 shares), and the iShares Core U.S. Aggregate Bond ETF (81,331 shares). Additionally, the portfolio includes various sector-specific ETFs, such as the SPDR S&P 500 ETF Trust and the Invesco QQQ Trust.
Other disclosed holdings include shares in Berkshire Hathaway Inc., JPMorgan Chase & Co., Visa Inc., and Mastercard Incorporated. The filing also lists positions in companies such as UnitedHealth Group, Procter & Gamble Co., and Chevron Corporation.
