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Portfolio (Quarterly) Guide ↗

PRIVATE CLIENT SERVICES, LLC

· CIK 0001457005
13F Portfolio $381M AUM 229 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 37 New 82 Added 84 Reduced 16 Exited
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 72,249.0 $2.2M 0.57% +51K +236.5% $30.17 +16.0%
22 CGDV CAPITAL GROUP DIVIDEND VALUE 38,956.0 $1.9M 0.50% +33K +599.4% $49.28 +2.4%
23 SPYV SPDR SERIES TRUST 30,629.0 $1.9M 0.49% +4K +13.5% $60.79 +4.4%
24 SPYG SPDR SERIES TRUST 15,370.0 $1.8M 0.48% +1K +10.1% $118.99 +2.4%
25 MU MICRON TECHNOLOGY INC Technology 1,564.0 $1.8M 0.47% +284.0 +22.2% $1154.05 -18.9%
26 JEPQ J P MORGAN EXCHANGE TRADED F 26,725.0 $1.6M 0.43% +11K +71.7% $61.46 -1.9%
27 PFF ISHARES TR 51,532.0 $1.6M 0.41% +3K +6.4% $30.49 +0.5%
28 EFA ISHARES TR 14,983.0 $1.6M 0.41% +441.0 +3.0% $103.88 +4.0%
29 KLAC KLA CORP Technology 4,183.0 $1.3M 0.33% +4K +905.5% $301.74 -39.1%
30 WMT WALMART INC Consumer Defensive 10,088.0 $1.1M 0.30% +488.0 +5.1% $113.25 -9.4%
31 LLY ELI LILLY & CO Healthcare 881.0 $1.1M 0.28% +50.0 +6.0% $1199.85 -2.0%
32 FFIV F5 INC Technology 2,474.0 $1.0M 0.27% +76.0 +3.2% $415.96 -1.4%
33 RDVY FIRST TR EXCHANGE TRADED FD 12,343.0 $1.0M 0.26% +218.0 +1.8% $81.06 +1.7%
34 CGDG CAPITAL GROUP DIVIDEND GROWE 26,220.0 $984K 0.26% +17K +187.2% $37.51 +3.4%
35 SGVT SCHWAB STRATEGIC TR 9,527.0 $960K 0.25% +7K +219.7% $100.74 -0.0%
36 IAU ISHARES GOLD TR Financial Services 12,375.0 $934K 0.24% +2K +15.9% $75.51 +14.7%
37 XLE SELECT SECTOR SPDR TR 17,298.0 $919K 0.24% +6K +57.9% $53.11 +17.3%
38 SMH VANECK ETF TRUST 1,369.0 $898K 0.23% +31.0 +2.3% $655.82 -12.6%
39 MINT PIMCO ETF TR 8,257.0 $832K 0.22% +4K +92.8% $100.81 -0.0%
40 VGT VANGUARD WORLD FD 6,759.0 $808K 0.21% +6K +699.9% $119.53 +2.0%
Page 2 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 35.6%
Technology 31.1%
Consumer Cyclical 7.8%
Industrials 6.9%
Healthcare 6.1%
Communication Services 4.7%
Consumer Defensive 3.7%
Utilities 1.8%
Energy 1.5%
Basic Materials 0.6%