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John Taylor - Jones

Private Client Services, Llc

Assets Managed
$381.404M
Holdings
229
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
14.03%(2Q avg: 9.28%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Client Services, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 229 positions.

Assets under management

The assets under management (AUM) of Private Client Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 381.404M in assets, with a quarterly growth rate of 14.03% and a 2-quarter average growth rate of 9.28%. The portfolio is managed by John Taylor - Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased 0%
10.72%
$40.86M
54,561 shares@ $748.89 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 7.66%
6.32%
$24.097M
249,505 shares@ $96.59 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 5.26%
3.22%
$12.273M
205,611 shares@ $59.7 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 40.91%
2.69%
$10.25M
33,814 shares@ $303.12 avg price
HGER
Harbor Commodity All Weather
Recent Activity
New Position
2.68%
$10.197M
347,558 shares@ $29.35 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 325.22%
2.58%
$9.81M
121,759 shares@ $80.58 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 2.61%
2.48%
$9.444M
12,825 shares@ $736.39 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 0.86%
2.43%
$9.241M
25,258 shares@ $365.87 avg price
SBAR
Simplify Barrier Income Etf
Recent Activity
Increased 336.96%
2.42%
$9.211M
359,789 shares@ $25.6 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -12.76%
2.34%
$8.912M
11,934 shares@ $746.79 avg price

1-10 of 229