Capital Group Private Client Services, Inc.

Los Angeles, CA · CIK 1857666 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2021 · corporation

Assets managed$48.4bn
Staff201 · 107 in investment roles
Main clients (by assets)High net worth individuals 75%, Charities 15%, Companies 9%
Private funds1 · $124.2m gross assets
Form ADV · 2026-09-25SEC adviser record

Legal entityCAPITAL GROUP PRIVATE CLIENT SERVICES, INC. (US)

Kindpublic funds (AU), private equity, institutions, futures, FCA fund manager, wealth
Others nearbyLos Angeles, CA, Carmel, IN, London, San Antonio, TX, New York, NY, San Francisco, CA
FamilyCapital Group Companies, Inc. · 7 related pages · largest: Capital Group Companies, Inc.

As an employer

Offices in1 country
Private fundsother private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Los Angeles, CA (main office)United States	United States	about 53
New York, NYUnited States	United States	22
San Francisco, CAUnited States	United States	16
Atlanta, GAUnited States	United States	8
Chicago, ILUnited States	United States	7
Menlo Park, CAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$7.1bn reported value +19.6% vs Q1 2026

260positions

65.8%in top 10

35 new 89 added 119 reduced 15 sold out vs Q1 2026

This report includes the holdings of 3 other managers that share the investment decisions:

CAPITAL RESEARCH & MANAGEMENT CO – reports through this filing
Capital Group Companies, Inc. – reports through this filing
Capital Group International, Inc. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	28,132,325	$1.3bn18.72%	18.72%	Added +974.3k	+974,251 3.6%
2	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	24,774,736	$1.0bn14.78%	14.78%	Added +1.1m	+1,131,734 4.8%
3	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	12,659,156	$623.8m8.79%	8.79%	Added +1.0m	+1,025,113 8.8%
4	ALPHABET INC CAP STK CL C GOOG	GOOG	853,463	$301.6m4.25%	4.25%	Reduced -19.5k	-19,527 -2.2%
5	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	8,369,362	$294.9m4.16%	4.16%	Added +1.5m	+1,450,835 21.0%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	737,218	$263.5m3.71%	3.71%	Reduced -23.9k	-23,916 -3.1%
7	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	5,251,530	$233.6m3.29%	3.29%	Added +153.1k	+153,079 3.0%
8	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	6,193,883	$232.3m3.28%	3.28%	Added +256.4k	+256,365 4.3%
9	CAPITAL GROUP CONSERVATIVE E SHS CGCV	CGCV	6,173,813	$202.6m2.86%	2.86%	Added +795.0k	+795,041 14.8%
10	CAPITAL GROUP NEW GEOGRAPHY SHS CGNG	CGNG	3,657,623	$137.0m1.93%	1.93%	Added +462.7k	+462,690 14.5%
11	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	3,728,784	$129.1m1.82%	1.82%	Added +157.2k	+157,204 4.4%
12	CAPITAL GROUP INTERNATIONAL SHS CGIC	CGIC	2,889,702	$105.2m1.48%	1.48%	Added +692.5k	+692,461 31.5%
13	BROADCOM INC COM AVGO	AVGO	264,194	$99.8m1.41%	1.41%	Reduced -48.2k	-48,179 -15.4%
14	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	138,584	$95.2m1.34%	1.34%	Added +8.5k	+8,474 6.5%
15	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	162,723	$77.7m1.10%	1.10%	Reduced -21.2k	-21,189 -11.5%
16	AMAZON COM INC COM AMZN	AMZN	266,827	$63.6m0.90%	0.90%	Reduced -10.0k	-10,011 -3.6%
17	APPLE INC COM AAPL	AAPL	209,843	$60.7m0.86%	0.86%	Reduced -814	-814 -0.4%
18	CAPITAL GRP FIXED INCM ETF T SHORT DURATION CGSD	CGSD	2,346,864	$60.4m0.85%	0.85%	Reduced -42.2k	-42,213 -1.8%
19	MICROSOFT CORP COM MSFT	MSFT	157,466	$58.7m0.83%	0.83%	Reduced -19.5k	-19,503 -11.0%
20	KLA CORP COM NEW KLAC	KLAC	191,199	$57.7m0.81%	0.81%	Reduced -17.9k	-17,871 -8.6%
21	MICRON TECHNOLOGY INC COM MU	MU	47,043	$54.3m0.77%	0.77%	Reduced -1.1k	-1,050 -2.2%
22	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	1,946,260	$53.5m0.75%	0.75%	Added +355.1k	+355,101 22.3%
23	CAPITAL GROUP INTERNATIONAL SHS CGIE	CGIE	1,417,845	$52.1m0.74%	0.74%	Added +170.9k	+170,926 13.7%
24	GE AEROSPACE COM NEW GE	GE	122,836	$45.9m0.65%	0.65%	Reduced -15.5k	-15,500 -11.2%
25	META PLATFORMS INC CL A META	META	78,004	$43.9m0.62%	0.62%	Reduced -9.3k	-9,317 -10.7%
26	ASTRAZENECA PLC ORD AZN	AZN	199,187	$37.3m0.53%	0.53%	Reduced -42.6k	-42,637 -17.6%
27	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	48,246	$36.0m0.51%	0.51%	Added +375	+375 0.8%
28	NVIDIA CORPORATION COM NVDA	NVDA	178,549	$35.7m0.50%	0.50%	Added +39.3k	+39,267 28.2%
29	GE VERNOVA INC COM GEV	GEV	29,971	$35.2m0.50%	0.50%	Reduced -9.5k	-9,506 -24.1%
30	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	1,324,006	$34.9m0.49%	0.49%	Added +523.2k	+523,191 65.3%
31	ISHARES GOLD TR ISHARES NEW IAU	IAU	458,998	$34.7m0.49%	0.49%	Added +707	+707 0.1%
32	ISHARES TR CORE S&P500 ETF IVV	IVV	44,785	$33.5m0.47%	0.47%	Reduced -7.5k	-7,462 -14.3%
33	JPMORGAN CHASE & CO COM JPM	JPM	99,547	$32.6m0.46%	0.46%	Reduced -12.8k	-12,817 -11.4%
34	CAPITAL GROUP EQUITY ETF TR US SM MI CA ETF CGMM	CGMM	955,714	$31.5m0.44%	0.44%	Added +217.0k	+217,032 29.4%
35	TOTALENERGIES SE ACT TTE	TTE	335,745	$26.1m0.37%	0.37%	Reduced -73.6k	-73,622 -18.0%
36	PHILIP MORRIS INTL INC COM PM	PM	139,470	$25.2m0.36%	0.36%	Reduced -26.7k	-26,697 -16.1%
37	VISA INC COM CL A V	V	70,634	$24.2m0.34%	0.34%	Reduced -2.2k	-2,181 -3.0%
38	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	62,791	$23.2m0.33%	0.33%	Added +7.6k	+7,569 13.7%
39	WELLTOWER INC COM WELL	WELL	88,936	$20.2m0.28%	0.28%	Reduced -7.1k	-7,073 -7.4%
40	VANGUARD INDEX FDS SMALL CP ETF VB	VB	66,281	$20.1m0.28%	0.28%	Added +5.9k	+5,937 9.8%
41	CONSTELLATION ENERGY CORP COM CEG	CEG	80,838	$20.1m0.28%	0.28%	Reduced -6.5k	-6,472 -7.4%
42	ISHARES TR CORE S&P SCP ETF IJR	IJR	135,031	$20.0m0.28%	0.28%	Added +25.6k	+25,631 23.4%
43	ELI LILLY & CO COM LLY	LLY	16,498	$19.8m0.28%	0.28%	Added +930	+930 6.0%
44	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	123,105	$19.3m0.27%	0.27%	Added +41.3k	+41,336 50.5%
45	MARSH & MCLENNAN COS INC COM MRSH	MRSH	106,898	$17.8m0.25%	0.25%	Reduced -11.4k	-11,358 -9.6%
46	LINDE PLC SHS LIN	LIN	32,375	$16.8m0.24%	0.24%	Reduced -9.6k	-9,598 -22.9%
47	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	370,731	$16.4m0.23%	0.23%	Added +7	+7 0.0%
48	CAPITAL GROUP EQUITY ETF TR US LRG VALUE ETF CGVV	CGVV	525,336	$16.2m0.23%	0.23%	Added +95.2k	+95,213 22.1%
49	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	420,622	$16.0m0.23%	0.23%	Added +122.8k	+122,812 41.2%
50	ROYAL CARIBBEAN GROUP COM RCL	RCL	50,182	$15.9m0.22%	0.22%	Reduced -6.9k	-6,924 -12.1%
51	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	534,195	$15.5m0.22%	0.22%	Unchanged
52	RTX CORPORATION COM RTX	RTX	79,456	$15.1m0.21%	0.21%	Reduced -11.3k	-11,290 -12.4%
53	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	178,161	$14.1m0.20%	0.20%	Unchanged
54	ABBVIE INC COM ABBV	ABBV	51,628	$13.0m0.18%	0.18%	Reduced -6.0k	-6,018 -10.4%
55	UNITEDHEALTH GROUP INC COM UNH	UNH	31,096	$12.9m0.18%	0.18%	Reduced -1.1k	-1,068 -3.3%
56	CAPITAL GROUP EQUITY ETF TR US LARGE GROWT CGGG	CGGG	436,537	$12.5m0.18%	0.18%	Added +127.5k	+127,505 41.3%
57	ISHARES TR RUSSELL 2000 ETF IWM	IWM	41,427	$12.4m0.18%	0.18%	Added +1.2k	+1,208 3.0%
58	MONDELEZ INTL INC CL A MDLZ	MDLZ	212,208	$12.3m0.17%	0.17%	Reduced -6.4k	-6,432 -2.9%
59	NORTHROP GRUMMAN CORP COM NOC	NOC	24,092	$12.3m0.17%	0.17%	Reduced -11.8k	-11,763 -32.8%
60	ATMOS ENERGY CORP COM ATO	ATO	71,187	$12.3m0.17%	0.17%	Reduced -9.6k	-9,560 -11.8%
61	RYANAIR HOLDINGS PLC SPONSORED ADR RYAAY	RYAAY	188,721	$12.2m0.17%	0.17%	Reduced -23.5k	-23,541 -11.1%
62	CAPITAL GRP FIXED INCM ETF T MUNICIPAL HIGH I CGHM	CGHM	472,102	$12.2m0.17%	0.17%	Added +94.8k	+94,820 25.1%
63	MASTERCARD INCORPORATED CL A MA	MA	22,470	$11.5m0.16%	0.16%	Reduced -248	-248 -1.1%
64	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	415,111	$11.3m0.16%	0.16%	Added +815	+815 0.2%
65	TRANSDIGM GROUP INC COM TDG	TDG	8,211	$10.9m0.15%	0.15%	Reduced -1.5k	-1,460 -15.1%
66	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	85,503	$9.8m0.14%	0.14%	Reduced -17.5k	-17,489 -17.0%
67	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	121,487	$9.3m0.13%	0.13%	Added +14.7k	+14,723 13.8%
68	CENTERPOINT ENERGY INC COM CNP	CNP	208,446	$9.2m0.13%	0.13%	Reduced -38.8k	-38,762 -15.7%
69	CATERPILLAR INC COM CAT	CAT	8,616	$9.2m0.13%	0.13%	Added +1.9k	+1,948 29.2%
70	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	18,365	$9.1m0.13%	0.13%	Reduced -861	-861 -4.5%
71	AMPHENOL CORP CL A APH	APH	51,202	$9.0m0.13%	0.13%	Reduced -935	-935 -1.8%
72	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	333,242	$8.7m0.12%	0.12%	Added +75.2k	+75,239 29.2%
73	APPLIED MATLS INC COM AMAT	AMAT	11,552	$8.4m0.12%	0.12%	Added +6.4k	+6,353 122.2%
74	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	11,748	$8.3m0.12%	0.12%	Added +2	+2 0.0%
75	MERCK & CO INC COM MRK	MRK	63,436	$8.2m0.11%	0.11%	New
76	ATI INC COM ATI	ATI	41,279	$8.1m0.11%	0.11%	Reduced -3.1k	-3,070 -6.9%
77	ABBOTT LABS COM ABT	ABT	89,140	$8.1m0.11%	0.11%	Reduced -57.4k	-57,383 -39.2%
78	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	62,396	$8.0m0.11%	0.11%	Added +155	+155 0.2%
79	BARRICK MNG CORP COM SHS B	B	212,833	$7.8m0.11%	0.11%	Reduced -23.2k	-23,158 -9.8%
80	ARAMARK COM ARMK	ARMK	136,869	$7.8m0.11%	0.11%	Added +38.7k	+38,654 39.4%
81	WASTE CONNECTIONS INC COM WCN	WCN	46,354	$7.7m0.11%	0.11%	Reduced -1.3k	-1,279 -2.7%
82	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	84,925	$7.7m0.11%	0.11%	Unchanged
83	ISHARES TR RUS MID CAP ETF IWR	IWR	65,454	$7.2m0.10%	0.10%	Reduced -1.8k	-1,807 -2.7%
84	ISHARES INC CORE MSCI EMKT IEMG	IEMG	86,768	$7.2m0.10%	0.10%	Added +13.1k	+13,085 17.8%
85	AMGEN INC COM AMGN	AMGN	19,162	$6.9m0.10%	0.10%	Reduced -34.3k	-34,329 -64.2%
86	CONOCOPHILLIPS COM COP	COP	66,574	$6.9m0.10%	0.10%	Reduced -7.5k	-7,530 -10.2%
87	MERCADOLIBRE INC COM MELI	MELI	4,055	$6.9m0.10%	0.10%	Added +525	+525 14.9%
88	INGERSOLL RAND INC COM IR	IR	82,010	$6.7m0.09%	0.09%	Reduced -42.7k	-42,677 -34.2%
89	BEIGENE LTD SPONSORED ADR ONC	ONC	23,206	$6.6m0.09%	0.09%	Reduced -5.5k	-5,450 -19.0%
90	PNC FINL SVCS GROUP INC COM PNC	PNC	26,550	$6.5m0.09%	0.09%	Reduced -1.4k	-1,443 -5.2%
91	ENTERGY CORP NEW COM ETR	ETR	53,785	$6.2m0.09%	0.09%	Reduced -1.3k	-1,270 -2.3%
92	LENNOX INTL INC COM LII	LII	10,487	$6.0m0.08%	0.08%	Added +2.2k	+2,158 25.9%
93	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	101,751	$6.0m0.08%	0.08%	Added +51.0k	+51,033 100.6%
94	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	99,963	$6.0m0.08%	0.08%	Added +24.0k	+23,952 31.5%
95	GALLAGHER ARTHUR J & CO COM AJG	AJG	25,919	$6.0m0.08%	0.08%	Reduced -3.9k	-3,880 -13.0%
96	SALESFORCE INC COM CRM	CRM	37,760	$5.9m0.08%	0.08%	Reduced -10.5k	-10,512 -21.8%
97	S&P GLOBAL INC COM SPGI	SPGI	14,519	$5.9m0.08%	0.08%	Reduced -2.5k	-2,487 -14.6%
98	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	7,936	$5.8m0.08%	0.08%	Reduced -48	-48 -0.6%
99	SPDR GOLD TR GOLD SHS GLD	GLD	15,374	$5.7m0.08%	0.08%	Added +2.1k	+2,075 15.6%
100	AMETEK INC COM AME	AME	23,259	$5.6m0.08%	0.08%	Reduced -3.8k	-3,798 -14.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ROBLOX CORP RBLX	RBLX	59,194	$3.3m59.2k shares
QIAGEN NV QGEN	QGEN	71,378	$2.9m71.4k shares
HOME DEPOT INC HD	HD	6,767	$2.2m6.8k shares
ISHARES TR TLT	TLT	23,361	$2.0m23.4k shares
SCHWAB STRATEGIC TR SCHF	SCHF	47,398	$1.2m47.4k shares
SHERWIN WILLIAMS CO SHW	SHW	3,417	$1.1m3.4k shares
SMURFIT WESTROCK PLC SW	SW	16,732	$666.8k16.7k shares
TOAST INC TOST	TOST	23,111	$612.7k23.1k shares
BLACKSTONE INC BX	BX	5,117	$588.4k5.1k shares
INTERNATIONAL PAPER CO IP	IP	15,606	$557.1k15.6k shares
SPDR INDEX SHS FDS SPEM	SPEM	8,326	$390.6k8.3k shares
ETF SER SOLUTIONS ACIO	ACIO	6,685	$280.5k6.7k shares
VANGUARD INDEX FDS VXF	VXF	1,266	$260.5k1.3k shares
SIMPLIFY EXCHANGE TRADED FUN SPYC	SPYC	6,540	$258.1k6.5k shares
JOHNSON & JOHNSON JNJ	JNJ	1,003	$245.2k1.0k shares