Capital Group Private Client Services, Inc.
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 6,282,741
- Description
- Los Angeles California based planning integrated investment advisor with a corporation based operating model and a cycle aware and portfolio focused investment mandate. The approach emphasizes long duration private asset evaluation, planning integrated mandate design, and valuation discipline and downside awareness for planning centered advisory portfolios. Portfolio governance emphasizes clear accountability, measured exposure, and resilient implementation through scenario based allocation review and exposure consistency.
- 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 |
|---|---|---|---|---|---|
| Q4 2025 | 2/11/2026 | 286 | 6,282,741 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q3 2025 | 11/13/2025 | 280 | 5,981,336 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q2 2025 | 8/13/2025 | 279 | 11,543,651 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q1 2025 | 5/12/2025 | 275 | 10,244,421 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q4 2024 | 2/13/2025 | 271 | 10,870,029 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q3 2024 | 11/13/2024 | 265 | 10,497,115 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q2 2024 | 8/13/2024 | 264 | 9,995,072 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q1 2024 | 5/14/2024 | 254 | 9,802,388 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q4 2023 | 2/13/2024 | 249 | 9,673,285 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q3 2023 | 11/13/2023 | 237 | 8,210,997 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q2 2023 | 8/11/2023 | 235 | 8,482,092 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q1 2023 | 5/15/2023 | 235 | 8,070,525 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q4 2022 | 2/14/2023 | 237 | 7,920,834 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q3 2022 | 11/14/2022 | 235 | 7,130,748 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q2 2022 | 8/15/2022 | 230 | 7,742,889 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q1 2022 | 5/19/2022 | 231 | 9,141,779 | 13F-HR/A - RESTATEMENT | Capital Group Private Client Services, Inc. |
| Q1 2022 | 5/16/2022 | 222 | 9,052,452 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q4 2021 | 2/14/2022 | 216 | 9,358,020 | 13F-HR | Capital Group Private Client Services, Inc. |
| Q3 2021 | 11/15/2021 | 207 | 8,620,484 | 13F-HR | Capital Group Private Client Services, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.855 M | 93.2% | 262.5 K | 0 | 262.5 K |
| ETFs | 423.9 K | 6.7% | 38.49 K | 0 | 38.49 K |
| Debt | 3.449 K | 0.1% | 443 | 0 | 443 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
6,282,741
Holdings
286
QoQ value change ($000)
301,405
(5.0%)
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.