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Holders — by stockHoldings — by fund

Capital Group Private Client Services, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001857666

$7.09B

disclosed book value

260

positions

18.7%

largest position share

Positions, as of 2026-06-30

top 100 of 260 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1CGGRCAPITAL GROUP GROWTH ETF28.1M$1.33B18.7%
2CGGOCAPITAL GROUP GBL GROWTH EQT24.8M$1.05B14.8%
3CGDVCAPITAL GROUP DIVIDEND VALUE12.7M$623.8M8.8%
4GOOGALPHABET INC853,463$301.6M4.3%
5CGGECAPITAL GROUP GLOBAL EQUITY8.4M$294.9M4.2%
6GOOGLALPHABET INC737,218$263.5M3.7%
7CGUSCAPITAL GROUP CORE EQUITY ET5.3M$233.6M3.3%
8CGDGCAPITAL GROUP DIVIDEND GROWE6.2M$232.3M3.3%
9CGCVCAPITAL GROUP CONSERVATIVE E6.2M$202.6M2.9%
10CGNGCAPITAL GROUP NEW GEOGRAPHY3.7M$137.0M1.9%
11CGXUCAPITAL GROUP INTL FOCUS EQT3.7M$129.1M1.8%
12CGICCAPITAL GROUP INTERNATIONAL2.9M$105.2M1.5%
13AVGOBROADCOM INC264,194$99.8M1.4%
14VOOVANGUARD INDEX FDS138,584$95.2M1.3%
15TSMTAIWAN SEMICONDUCTOR MANUFAC162,723$77.7M1.1%
16AMZNAMAZON COM INC266,827$63.6M0.9%
17AAPLAPPLE INC209,843$60.7M0.9%
18CGSDCAPITAL GRP FIXED INCM ETF T2.3M$60.4M0.9%
19MSFTMICROSOFT CORP157,466$58.7M0.8%
20KLACKLA CORP191,199$57.7M0.8%
21MUMICRON TECHNOLOGY INC47,043$54.3M0.8%
22CGMUCAPITAL GRP FIXED INCM ETF T1.9M$53.5M0.8%
23CGIECAPITAL GROUP INTERNATIONAL1.4M$52.1M0.7%
24GEGE AEROSPACE122,836$45.9M0.6%
25METAMETA PLATFORMS INC78,004$43.9M0.6%
26ASTRAZENECA PLC199,187$37.3M0.5%
27SPYSTATE STR SPDR S&P 500 ETF T48,246$36.0M0.5%
28NVDANVIDIA CORPORATION178,549$35.7M0.5%
29GEVGE VERNOVA INC29,971$35.2M0.5%
30CGSMCAPITAL GRP FIXED INCM ETF T1.3M$34.9M0.5%
31IAUISHARES GOLD TR458,998$34.7M0.5%
32IVVISHARES TR44,785$33.5M0.5%
33JPMJPMORGAN CHASE & CO99,547$32.6M0.5%
34CGMMCAPITAL GROUP EQUITY ETF TR955,714$31.5M0.4%
35TOTALENERGIES SE335,745$26.1M0.4%
36PMPHILIP MORRIS INTL INC139,470$25.2M0.4%
37VVISA INC70,634$24.2M0.3%
38VTIVANGUARD INDEX FDS62,791$23.2M0.3%
39WELLWELLTOWER INC88,936$20.2M0.3%
40VBVANGUARD INDEX FDS66,281$20.1M0.3%
41CEGCONSTELLATION ENERGY CORP80,838$20.1M0.3%
42IJRISHARES TR135,031$20.0M0.3%
43LLYELI LILLY & CO16,498$19.8M0.3%
44VTVANGUARD INTL EQUITY INDEX F123,105$19.3M0.3%
45MRSHMARSH & MCLENNAN COS INC106,898$17.8M0.3%
46LINDE PLC32,375$16.8M0.2%
47DFACDIMENSIONAL ETF TRUST370,731$16.4M0.2%
48CGVVCAPITAL GROUP EQUITY ETF TR525,336$16.2M0.2%
49CGBLCAPITAL GROUP CORE BALANCED420,622$16.0M0.2%
50ROYAL CARIBBEAN GROUP50,182$15.9M0.2%
51SPTSSPDR SERIES TRUST534,195$15.5M0.2%
52RTXRTX CORPORATION79,456$15.1M0.2%
53VCSHVANGUARD SCOTTSDALE FDS178,161$14.1M0.2%
54ABBVABBVIE INC51,628$13.0M0.2%
55UNHUNITEDHEALTH GROUP INC31,096$12.9M0.2%
56CGGGCAPITAL GROUP EQUITY ETF TR436,537$12.5M0.2%
57IWMISHARES TR41,427$12.4M0.2%
58MDLZMONDELEZ INTL INC212,208$12.3M0.2%
59NOCNORTHROP GRUMMAN CORP24,092$12.3M0.2%
60ATOATMOS ENERGY CORP71,187$12.3M0.2%
61RYAAYRYANAIR HOLDINGS PLC188,721$12.2M0.2%
62CGHMCAPITAL GRP FIXED INCM ETF T472,102$12.2M0.2%
63MAMASTERCARD INCORPORATED22,470$11.5M0.2%
64CGMSCAPITAL GRP FIXED INCM ETF T415,111$11.3M0.2%
65TDGTRANSDIGM GROUP INC8,211$10.9M0.2%
66SHOPSHOPIFY INC85,503$9.8M0.1%
67BIVVANGUARD BD INDEX FDS121,487$9.3M0.1%
68CNPCENTERPOINT ENERGY INC208,446$9.2M0.1%
69CATCATERPILLAR INC8,616$9.2M0.1%
70VRTXVERTEX PHARMACEUTICALS INC18,365$9.1M0.1%
71APHAMPHENOL CORP51,202$9.0M0.1%
72CGCBCAPITAL GRP FIXED INCM ETF T333,242$8.7M0.1%
73AMATAPPLIED MATLS INC11,552$8.4M0.1%
74MDYSTATE STR SPDR S&P MIDCAP 4011,748$8.3M0.1%
75MRKMERCK & CO INC63,436$8.2M0.1%
76ATIATI INC41,279$8.1M0.1%
77ABTABBOTT LABORATORIES89,140$8.1M0.1%
78AVUSAMERICAN CENTY ETF TR62,396$8.0M0.1%
79BBARRICK MNG CORP212,833$7.8M0.1%
80ARMKARAMARK136,869$7.8M0.1%
81WCNWASTE CONNECTIONS INC46,354$7.7M0.1%
82SPTMSPDR SERIES TRUST84,925$7.7M0.1%
83IWRISHARES TR65,454$7.2M0.1%
84IEMGISHARES INC86,768$7.2M0.1%
85AMGNAMGEN INC19,162$6.9M0.1%
86COPCONOCOPHILLIPS66,574$6.9M0.1%
87MELIMERCADOLIBRE INC4,055$6.9M0.1%
88IRINGERSOLL RAND INC82,010$6.7M0.1%
89ONCBEONE MEDICINES LTD23,206$6.6M0.1%
90PNCPNC FINL SVCS GROUP INC26,550$6.5M0.1%
91ETRENTERGY CORP NEW53,785$6.2M0.1%
92LIILENNOX INTL INC10,487$6.0M0.1%
93VGITVANGUARD SCOTTSDALE FDS101,751$6.0M0.1%
94VWOVANGUARD INTL EQUITY INDEX F99,963$6.0M0.1%
95AJGGALLAGHER ARTHUR J & CO25,919$6.0M0.1%
96CRMSALESFORCE INC37,760$5.9M0.1%
97SPGIS&P GLOBAL INC14,519$5.9M0.1%
98QQQINVESCO QQQ TR7,936$5.8M0.1%
99GLDSPDR GOLD TR15,374$5.7M0.1%
100AMEAMETEK INC23,259$5.6M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.