Capital Group Private Client Services, Inc.

Est. AUM

$5.93B

13F long equity, this entity only

Positions

240

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.09B	27158074	18.40%	DFND
2	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$789.0M	23643002	13.30%	DFND
3	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$494.9M	11634043	8.34%	DFND
4	ALPHABET INC	CAP STK CL C	$250.4M	872990	4.22%	DFND
5	ALPHABET INC	CAP STK CL A	$218.9M	761134	3.69%	DFND
6	CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$213.2M	5937518	3.59%	DFND
7	CAPITAL GROUP GLOBAL EQUITY	SHS	$211.0M	6918527	3.56%	DFND
8	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$195.9M	5098451	3.30%	DFND
9	CAPITAL GROUP CONSERVATIVE E	SHS	$160.3M	5378772	2.70%	DFND
10	CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$105.3M	3571580	1.78%	DFND
11	CAPITAL GROUP NEW GEOGRAPHY	SHS	$100.9M	3194933	1.70%	DFND
12	BROADCOM INC	COM	$96.7M	312373	1.63%	DFND
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$77.7M	130110	1.31%	DFND
14	CAPITAL GROUP INTERNATIONAL	SHS	$72.8M	2197241	1.23%	DFND
15	MICROSOFT CORP	COM	$65.5M	176969	1.10%	DFND
16	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$62.2M	183912	1.05%	DFND
17	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$61.6M	2389077	1.04%	DFND
18	AMAZON COM INC	COM	$57.7M	276838	0.97%	DFND
19	APPLE INC	COM	$53.5M	210657	0.90%	DFND
20	META PLATFORMS INC	CL A	$50.0M	87321	0.84%	DFND
21	ASTRAZENECA PLC	ORD	$47.1M	241824	0.79%	DFND
22	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$43.2M	1591159	0.73%	DFND
23	CAPITAL GROUP INTERNATIONAL	SHS	$42.2M	1246919	0.71%	DFND
24	ISHARES GOLD TR	ISHARES NEW	$40.4M	458291	0.68%	DFND
25	GE AEROSPACE	COM NEW	$39.3M	138336	0.66%	DFND
26	TOTALENERGIES SE	ACT	$38.3M	409367	0.65%	DFND
27	GE VERNOVA INC	COM	$34.5M	39477	0.58%	DFND
28	ISHARES TR	CORE S&P500 ETF	$34.1M	52247	0.58%	DFND
29	JPMORGAN CHASE & CO	COM	$33.1M	112364	0.56%	DFND
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$31.1M	47871	0.52%	DFND
31	KLA CORP	COM NEW	$30.8M	20907	0.52%	DFND
32	PHILIP MORRIS INTL INC	COM	$27.5M	166167	0.46%	DFND
33	NORTHROP GRUMMAN CORP	COM	$24.5M	35855	0.41%	DFND
34	CONSTELLATION ENERGY CORP	COM	$24.4M	87310	0.41%	DFND
35	NVIDIA CORPORATION	COM	$24.3M	139282	0.41%	DFND
36	VISA INC	COM CL A	$22.0M	72815	0.37%	DFND
37	CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$21.7M	738682	0.37%	DFND
38	CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$21.0M	800815	0.35%	DFND
39	LINDE PLC	SHS	$20.8M	41973	0.35%	DFND
40	MARSH & MCLENNAN COS INC	COM	$20.5M	118256	0.35%	DFND
41	WELLTOWER INC	COM	$19.0M	96009	0.32%	DFND
42	AMGEN INC	COM	$18.8M	53491	0.32%	DFND
43	VANGUARD INDEX FDS	TOTAL STK MKT	$17.7M	55222	0.30%	DFND
44	RTX CORPORATION	COM	$17.5M	90746	0.30%	DFND
45	MICRON TECHNOLOGY INC	COM	$16.2M	48093	0.27%	DFND
46	VANGUARD INDEX FDS	SMALL CP ETF	$15.8M	60344	0.27%	DFND
47	ROYAL CARIBBEAN GROUP	COM	$15.7M	57106	0.26%	DFND
48	SPDR SERIES TRUST	STATE STREET SPD	$15.6M	534195	0.26%	DFND
49	ABBOTT LABORATORIES	COM	$15.0M	146523	0.25%	DFND
50	ATMOS ENERGY CORP	COM	$14.9M	80747	0.25%	DFND

1–50 of 240

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.