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Capital Group Private Client Services, Inc.

SEC CIK
0001857666
Latest filing
Aug 12, 2026

The latest 13F from Capital Group Private Client Services, Inc. covers Q2 2026 (filed Aug 12, 2026): 260 long positions worth $7.09B. The top 10 holdings make up 65.8% of the portfolio, and the largest is Capital Group Growth ETF at 18.7%. Livermore has 21 filings on Form 13F from this institution, going back to Q3 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
35
Est. +$43.0M
Added
89
Est. +$411.0M
Reduced
118
Est. −$245.9M
Sold out
15
Est. −$16.6M

Top 5 holdings

Share of this quarter's portfolio value

  1. Capital Group Growth ETF14020G101
    18.7%$1.33B
  2. Capital Group GBL Growth EQT14020X104
    14.8%$1.05B
  3. Capital Group Dividend Value14020W106
    8.8%$623.8M
  4. GOOGAlphabet Inc.
    4.3%$301.6MHistory
  5. Capital Group Global Equity14020R107
    4.2%$294.9M

Biggest buys

New and added positions, by estimated amount bought

  1. Capital Group Global Equity14020R107
    +$51.1MAdded
  2. Capital Group Dividend Value14020W106
    +$50.5MAdded
  3. Capital Group GBL Growth EQT14020X104
    +$47.9MAdded
  4. Capital Group Growth ETF14020G101
    +$46.0MAdded
  5. Capital Group Conservative E14020U100
    +$26.1MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Capital Group GBL Growth EQT14020X104
    +1.48 pp13.3% → 14.8%
  2. Capital Group Global Equity14020R107
    +0.60 pp3.6% → 4.2%
  3. Capital Group Dividend Value14020W106
    +0.45 pp8.3% → 8.8%
  4. Capital Group Growth ETF14020G101
    +0.32 pp18.4% → 18.7%
  5. Capital Group International14021T102
    +0.26 pp1.2% → 1.5%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AVGOBroadcom Inc.
    −$18.2MReducedHistory
  2. AMGNAmgen Inc
    −$12.4MReducedHistory
  3. GEVGE Vernova Inc.
    −$11.2MReducedHistory
  4. TSMTaiwan Semiconductor Manufacturing Co Ltd
    −$10.1MReducedHistory
  5. NOWServiceNow, Inc.
    −$8.57MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. TTETotalEnergies SE
    −0.28 pp0.6% → 0.4%History
  2. MSFTMicrosoft Corp
    −0.28 pp1.1% → 0.8%History
  3. AZNAstraZeneca PLC
    −0.27 pp0.8% → 0.5%History
  4. NOCNorthrop Grumman Corp
    −0.24 pp0.4% → 0.2%History
  5. AVGOBroadcom Inc.
    −0.22 pp1.6% → 1.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$7.09B
+$1.16B (+19.6%) vs. prior quarter
Positions
260
+20 vs. prior quarter
Top 10 concentration
65.8%
Top 10 as share of value
Turnover
4.0%
Q2 2026, one quarter
Average holding period
16.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2021), so positions held before then are understated.

13F filings by quarter

20 quarters, going back to Q3 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $11.5B (Q2 2025)

Q3 2021: $8.62BQ4 2021: $9.36BQ1 2022: $9.14BQ2 2022: $7.74BQ3 2022: $7.13BQ4 2022: $7.92BQ1 2023: $8.07BQ2 2023: $8.48BQ3 2023: $8.21BQ4 2023: $9.67BQ1 2024: $9.80BQ2 2024: $10.0BQ3 2024: $10.5BQ4 2024: $10.9BQ1 2025: $10.2BQ2 2025: $11.5BQ3 2025: $5.98BQ4 2025: $6.28BQ1 2026: $5.93BQ2 2026: $7.09B
Q3 2021Q2 2026
13F filings of Capital Group Private Client Services, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026260$7.09BCapital Group Growth ETFCapital Group GBL Growth EQTCapital Group Dividend Valuevs. Q1 2026SEC
Q1 2026May 13, 2026240$5.93BCapital Group Growth ETFCapital Group GBL Growth EQTCapital Group Dividend Valuevs. Q4 2025SEC
Q4 2025Feb 11, 2026286$6.28BCapital Group Growth ETFCapital Group GBL Growth EQTCapital Group Dividend Valuevs. Q3 2025SEC
Q3 2025Nov 13, 2025280$5.98BCapital Group Growth ETFCapital Group GBL Growth EQTCapital Group Dividend Valuevs. Q2 2025SEC
Q2 2025Aug 13, 2025279$11.5BCapital Group Growth ETFAVGOCapital Group GBL Growth EQTvs. Q1 2025SEC
Q1 2025May 12, 2025275$10.2BCapital Group Growth ETFCapital Group GBL Growth EQTMSFTvs. Q4 2024SEC
Q4 2024Feb 13, 2025271$10.9BCapital Group Growth ETFAVGOCapital Group GBL Growth EQTvs. Q3 2024SEC
Q3 2024Nov 13, 2024265$10.5BCapital Group Growth ETFCapital Group GBL Growth EQTAVGOvs. Q2 2024SEC
Q2 2024Aug 13, 2024264$10.0BCapital Group Growth ETFAVGOMSFTvs. Q1 2024SEC
Q1 2024May 14, 2024254$9.80BCapital Group Growth ETFMSFTAVGOvs. Q4 2023SEC
Q4 2023Feb 13, 2024249$9.67BMSFTiShares TrCapital Group Growth ETFvs. Q3 2023SEC
Q3 2023Nov 13, 2023237$8.21BMSFTCapital Group Growth ETFAVGOvs. Q2 2023SEC
Q2 2023Aug 11, 2023235$8.48BMSFTAAPLAVGOvs. Q1 2023SEC
Q1 2023May 15, 2023235$8.07BMSFTAVGOAAPLvs. Q4 2022SEC
Q4 2022Feb 14, 2023237$7.92BMSFTUNHAVGOvs. Q3 2022SEC
Q3 2022Nov 14, 2022235$7.13BMSFTUNHVvs. Q2 2022SEC
Q2 2022Aug 15, 2022230$7.74BMSFTUNHVvs. Q1 2022SEC
Q1 2022May 19, 2022Amended231$9.14BMSFTAVGOAAPLvs. Q4 2021SEC
Q4 2021Feb 14, 2022216$9.36BMSFTAVGOTSMvs. Q3 2021SEC
Q3 2021Nov 15, 2021207$8.62BMSFTVTSM–SEC