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John Taylor-Jones

Private Client Services, Llc

Assets Managed
$334.479M
Holdings
208
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
4.53%(2Q avg: 5.81%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Private Client Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 208 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 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 334.479M in assets, with a quarterly growth rate of 4.53% and a 2-quarter average growth rate of 5.81%. The portfolio is managed by John Taylor-Jones, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 3.06%
10.66%
$35.643M
54,566 shares@ $653.21 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 3.63%
6.28%
$20.982M
231,769 shares@ $90.54 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.03%
3.16%
$10.558M
195,338 shares@ $54.05 avg price
IBHF
Ishares Ibond 2026 Hy & Inc
Recent Activity
Increased 55.66%
2.87%
$9.599M
418,276 shares@ $22.95 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -18.93%
2.66%
$8.897M
13,680 shares@ $650.34 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 1.85%
2.51%
$8.391M
248,696 shares@ $33.74 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 3.75%
2.46%
$8.223M
28,635 shares@ $287.19 avg price
RLY
Spdr Ssga Multi-asset Real R
Recent Activity
Increased 2.17%
2.42%
$8.089M
223,763 shares@ $36.16 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Increased 0.36%
2.39%
$7.966M
25,045 shares@ $318.08 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -1.07%
2.28%
$7.616M
76,719 shares@ $99.28 avg price

1-10 of 208