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Private Client Services, LLC

All holdings · as of Dec 31, 2025

193 positions

CompanyClassValueShares% of portfolio
FIRST TR EXCHANGE TRADED FD—$576.4K5,9520.2%
ISHARES TR—$576.5K11,3360.2%
VANGUARD WORLD FD—$580.4K1,4060.2%
VANGUARD WHITEHALL FDS—$590.3K4,1130.2%
Tesla Inc—$590.9K1,3140.2%
VANGUARD INDEX FDS—$595.5K3,3570.2%
VANGUARD INDEX FDS—$595.8K1,2210.2%
RTX Corp—$614.5K3,3510.2%
Warren E. Buffett—$619.3K1,2320.2%
COSTCO WHOLESALE CORP /NEW—$621.3K7200.2%
VANGUARD WORLD FD—$636.9K8450.2%
TIDAL TRUST I—$669.2K27,0270.2%
Visa Inc—$753.4K2,1480.2%
FIRST TR EXCHANGE-TRADED FD—$754.8K35,5550.2%
SPROTT ASSET MANAGEMENT LP—$765.8K23,1910.2%
VANGUARD INDEX FDS—$768.5K4,0240.2%
SPROTT ASSET MANAGEMENT LP—$774.3K32,7400.2%
ISHARES TR—$778.1K7,7520.2%
Maplebear Inc—$828.2K18,4120.3%
VANGUARD SCOTTSDALE FDS—$828.6K10,3930.3%
ISHARES GOLD TR—$840.8K10,3590.3%
Illumina Inc—$840.9K6,4110.3%
INVESCO EXCH TRADED FD TR II—$855.4K3,3820.3%
ELI LILLY & Co—$883.4K8220.3%
AZZ INC—$904.0K8,4340.3%
EXXON MOBIL CORP—$921.2K7,6550.3%
SELECT SECTOR SPDR TR—$923.4K6,4140.3%
ISHARES TR—$948.3K4,7490.3%
ISHARES TR—$967.4K31,2480.3%
Evercore Inc—$973.1K2,8600.3%
Acuity Inc—$1.01M2,7950.3%
Walmart Inc.—$1.02M9,1720.3%
INNOVATOR ETFS TRUST—$1.03M29,4260.3%
BELDEN INC.—$1.05M8,9830.3%
SIMPLIFY EXCHANGE TRADED FUN—$1.05M77,6730.3%
NEW YORK TIMES CO—$1.20M17,2250.4%
Meta Platforms Inc—$1.22M1,8450.4%
Palantir Technologies Inc—$1.37M7,7310.4%
ISHARES TR—$1.37M14,3160.4%
PACER FDS TR—$1.40M23,2840.4%
Broadcom Inc.—$1.50M4,3380.5%
BERKSHIRE HATHAWAY INC DEL—$1.51M20.5%
Affiliated Managers Group Inc—$1.53M5,2940.5%
SPDR SERIES TRUST—$1.53M26,9130.5%
SPDR SERIES TRUST—$1.53M14,3630.5%
INVESCO EXCHANGE TRADED FD T—$1.54M8,0440.5%
FIRST TR EXCH TRD ALPHDX FD—$1.64M28,0880.5%
SPDR SERIES TRUST—$1.70M17,4430.5%
INNOVATOR ETFS TRUST—$1.72M54,3070.5%
SPDR GOLD TR—$1.80M4,5400.6%
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