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CIK: 0001857666
Total reported value
$7.1B
$7.1B
280 檔
36.1%
According to the latest 13F quarterly dataset, Capital Group Private Client Services, Inc. managed an equity portfolio of $7.1B at the end of Q3 2025, spanning 280 distinct U.S. exchange-listed positions.
In Q3 2025, Capital Group Private Client Services, Inc. adopted a defensive or profit-taking posture, trimming 145 positions and completely liquidating 12 holdings to manage risk exposure.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | ETF-Other | 17.21% | +0.32% | +5.29% | |
| 2 | CGGO | Cap Group Global Growth | ETF-Other | 11.58% | +1.48% | +11.30% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-Other | 6.65% | +0.45% | +8.99% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.00% | +0.03% | -48.32% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.34% | +0.02% | -35.87% | |
| 6 | CGUS | Cap Group Core Equity | ETF-Other | 3.01% | -0.01% | +3.23% | |
| 7 | CGDG | Cap Group Dividend Growers | ETF-Other | 2.73% | -0.31% | +15.71% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.73% | -0.22% | -77.12% | |
| 9 | CGGE | Cap Group Global Eq | ETF-Other | 2.31% | +0.60% | +62.42% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.27% | -74.67% | |
| 11 | CGCV | Cap Group Conservative Eq | ETF-Other | 1.65% | +0.16% | +33.78% | |
| 12 | CGXU | Cap Group Intl Focus | ETF-Other | 1.58% | +0.04% | +1.30% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.22% | -64.62% | |
| 14 | CGNG | Cap Group New Geography Eq | ETF-Other | 1.26% | +0.23% | +44.38% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.03% | +15.16% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | -0.07% | -65.53% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.22% | -0.04% | -74.38% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.21% | +0.05% | -73.06% | |
| 19 | GE | General Electric | Stock-Industrials | 1.07% | -0.01% | -76.52% | |
| 20 | CGSD | Cap Group Short Duration | ETF-Other | 1.01% | -0.19% | +3.85% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.10% | -75.96% | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 0.78% | -0.08% | -78.90% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.72% | -0.03% | -75.28% | |
| 24 | CEG | Constellation Energy | Stock-Utilities | 0.69% | -0.13% | -78.48% | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 0.69% | +0.02% | +15.11% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.65% | -0.10% | -78.07% | |
| 27 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.62% | -0.10% | -75.50% | |
| 28 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.59% | +0.25% | +72.69% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.01% | -4.19% | |
| 30 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.55% | -0.24% | -76.67% | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.54% | +0.29% | -76.97% | |
| 32 | CGIE | Cap Group Intl Equity | ETF-Other | 0.54% | +0.03% | +13.73% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.14% | -76.69% | |
| 34 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.48% | -0.04% | -81.31% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.19% | +4.36% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.47% | -0.11% | -76.79% | |
| 37 | NOW | Servicenow Inc | Stock-Tech | 0.45% | -0.16% | -66.17% | |
| 38 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.44% | — | -65.14% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | +0.09% | -18.31% | |
| 40 | DB | Deutsche Bank Aktiengesellschaft | Stock-Financials | 0.43% | -0.11% | -69.13% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | -0.03% | -76.20% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.33% | -0.22% | -77.31% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.32% | +0.03% | +21.25% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.32% | -0.09% | -80.10% | |
| 45 | WELL | Welltower Inc | Stock-Real Estate | 0.32% | -0.04% | -71.25% | |
| 46 | TDG | Transdigm Group Inc | Stock-Industrials | 0.32% | -0.04% | -75.37% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.30% | -0.07% | -72.41% | |
| 48 | URI | United Rentals Inc | Stock-Industrials | 0.30% | -0.06% | -51.65% | |
| 49 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.30% | -0.04% | -78.78% | |
| 50 | ATO | Atmos Energy CORP | Stock-Utilities | 0.30% | -0.08% | -77.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGGR | Cap Group Growth Equity | +9.9% | +5.29% | Add |
| 2 | CGGO | Cap Group Global Growth | +6.7% | +11.30% | Add |
| 3 | CGDV | Cap Group Dividend Value | +3.8% | +8.99% | Add |
| 4 | CGGE | Cap Group Global Eq | +1.8% | +62.42% | Add |
| 5 | CGDG | Cap Group Dividend Growers | +1.8% | +15.71% | Add |
| 6 | CGUS | Cap Group Core Equity | +1.6% | +3.23% | Add |
| 7 | CGCV | Cap Group Conservative Eq | +1.2% | +33.78% | Add |
| 8 | CGNG | Cap Group New Geography Eq | +1% | +44.38% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.9% | -48.32% | Trim |
| 10 | CGXU | Cap Group Intl Focus | +0.8% | +1.30% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.8% | +15.16% | Add |
| 12 | CGIC | Cap Group Intl Core Eq | +0.6% | +72.69% | Add |
| 13 | CGMU | Cap Group Municipal Income | +0.5% | +15.11% | Add |
| 14 | CGSD | Cap Group Short Duration | +0.5% | +3.85% | Add |
| 15 | CGIE | Cap Group Intl Equity | +0.4% | +13.73% | Add |
| 16 | IAU | Ishares Gold Trust | +0.3% | +4.36% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -4.19% | Add |
| 18 | CGSM | Cap Group Short Muni Income | +0.3% | +87.16% | Add |
| 19 | NVDA | Nvidia CORP | +0.3% | -18.31% | Trim |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +21.25% | Add |
| 21 | CGMS | Cap Group US Multi-sect Bond | +0.2% | +5.03% | Add |
| 22 | CGMM | Cap Group Small And Mid Cap | +0.2% | +42.84% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.2% | +31.55% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.47% | Add |
| 25 | VB | Vanguard Small-cap ETF | +0.1% | +5.77% | Add |
| 26 | VT | Vanguard Tot World Stk ETF | +0.1% | +564.13% | Add |
| 27 | IWM | Ishares Russell 2000 ETF | +0.1% | +44.03% | Add |
| 28 | DFAC | Dimensional US Core Equity 2 | +0.1% | -0.74% | Add |
| 29 | CGHM | Cap Group Muni High-income | +0.1% | +17.86% | Add |
| 30 | CGBL | Cap Group Core Balanced | +0.1% | +13.33% | Add |
| 31 | COF | Capital One Financial CORP | +0.1% | -78.33% | Add |
| 32 | CGUI | Cap Group Ultra Short Income | +0.1% | +13.82% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +18.97% | Add |
| 34 | VRTX | Vertex Pharmaceuticals Inc | 0% | -76.21% | Trim |
| 35 | SOBO | South Bow CORP | — | -47.57% | Trim |
| 36 | XOM | Exxon Mobil CORP | 0% | -77.87% | Trim |
| 37 | BAM | Brookfield Asset Mgmt-a | 0% | -77.26% | Trim |
| 38 | SPOT | Spotify Technology S.A. | 0% | -22.00% | Trim |
| 39 | MTD | Mettler-toledo International | 0% | -76.85% | Trim |
| 40 | MSTR | Strategy Inc | 0% | -77.53% | Trim |
| 41 | SO | Southern Co/the | 0% | -80.79% | Trim |
| 42 | WBS | Webster Financial CORP | 0% | -84.88% | Trim |
| 43 | VALE | Vale Sa-sp Adr | 0% | -87.68% | Trim |
| 44 | CM | Can Imperial Bk Of Commerce | 0% | -87.39% | Trim |
| 45 | TJX | Tjx Companies Inc | 0% | -58.92% | Trim |
| 46 | DAY | Dayforce Inc | 0% | -77.45% | Trim |
| 47 | REXR | Rexford Industrial Realty In | 0% | -88.75% | Trim |
| 48 | KO | Coca-cola Co/the | 0% | -77.55% | Trim |
| 49 | SBUX | Starbucks CORP | 0% | -86.04% | Trim |
| 50 | KB | Kb Financial Group Inc-adr | 0% | -88.53% | Trim |
According to official SEC Form 13F filings, Capital Group Private Client Services, Inc. reported a total U.S. public equity portfolio value of $7.1B across 280 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CGGR, CGGO, CGDV) accounted for 36.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
RBLX
市值: $10.2M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $12.1M
During Q3 2025, Capital Group Private Client Services, Inc.'s top holdings by market value included CGGR (17.2%)、CGGO (11.6%)、CGDV (6.7%). The largest single position, CGGR, represented 17.2% of total portfolio value.
In Q3 2025, Capital Group Private Client Services, Inc. made 200 total portfolio adjustments, initiating 12 new buys, adding to 31 positions, trimming 145 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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