PRIVATE CLIENT SERVICES, LLC
All 13F Filings
- Location
- Louisville, KY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 334,479
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/6/2026 | 208 | 334,479 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
| Q4 2025 | 1/7/2026 | 193 | 319,984 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
| Q3 2025 | 10/14/2025 | 196 | 298,833 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
| Q2 2025 | 7/1/2025 | 197 | 256,740 | 13F-HR | PRIVATE CLIENT SERVICES, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 98.34 K | 29.4% | 0 | 107.6 K | -107.6 K |
| ETFs | 224 K | 67.0% | 117 K | 0 | 117 K |
| Debt | 11.98 K | 3.6% | 4.917 K | 0 | 4.917 K |
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Fund Snapshot
Q1 2026
Latest filed
4/6/2026
Total value ($000)
334,479
Holdings
208
QoQ value change ($000)
14,495
(4.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.