Capital Group Private Client Services, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Capital Group Private Client Services, Inc. reported 280 stock positions worth $6.0 billion. Its top holding was Cap Group Growth Equity (CGGR) at 17.2% of the portfolio, followed by Cap Group Global Growth (CGGO, 11.6%) and Cap Group Dividend Value (CGDV, 6.6%). Compared with Q2 2025, it opened 18 new positions, sold out of 17, added to 64 and reduced 180. The biggest buy was Cap Group Growth Equity (CGGR, shares +5%) and the biggest sale Broadcom (AVGO, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- Los Angeles, CA
- CIK
- 0001857666
- Portfolio Value
- $6.0B (Q3 2025)
- SEC Filing
- 0001857666-25-000007 ↗ filed Nov 13, 2025
Holdings Value
Holdings 280 stocks · $6.0B
| CGGR Cap Group Growth Equity | 17.21% | 23,440,414 | $1.0B | Add +5.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 11.58% | 20,278,872 | $692.9M | Add +11.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 6.65% | 9,460,048 | $397.6M | Add +9.0% |
| GOOG Alphabet Inc. Class C | 4.00% | 983,164 | $239.4M | Reduce -48.3% |
| GOOGL Alphabet Inc. Class A | 3.34% | 821,801 | $199.8M | Reduce -35.9% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 3.01% | 4,555,109 | $180.1M | Add +3.2% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 2.73% | 4,719,675 | $163.5M | Add +15.7% |
| AVGO Broadcom Inc. | 2.73% | 494,532 | $163.2M | Reduce -77.1% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 2.31% | 4,480,995 | $138.0M | Add +62.4% |
| MSFT Microsoft Corp. | 2.20% | 254,384 | $131.8M | Reduce -74.7% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 1.65% | 3,279,603 | $98.7M | Add +33.8% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.58% | 3,192,531 | $94.6M | Add +1.3% |
| META Meta Platforms Inc. Class A | 1.32% | 107,830 | $79.2M | Reduce -64.6% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 1.26% | 2,430,826 | $75.1M | Add +44.4% |
| VOO Vanguard S&P 500 ETF | 1.25% | 122,124 | $74.8M | Add +15.2% |
| AMZN Amazon.com Inc. | 1.23% | 335,263 | $73.6M | Reduce -65.5% |
| AAPL Apple Inc. | 1.22% | 286,475 | $72.9M | Reduce -74.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.21% | 259,125 | $72.4M | Reduce -73.1% |
| GE General Electric filed as GE AEROSPACE | 1.07% | 212,362 | $63.9M | Reduce -76.5% |
| CGSD Cap Group Short Duration | 1.01% | 2,331,339 | $60.6M | Add +3.9% |
| JPM JPMorgan Chase & Co. | 0.93% | 176,500 | $55.7M | Reduce -76.0% |
| GEV GE Vernova Inc. | 0.78% | 75,655 | $46.5M | Reduce -78.9% |
| V Visa Inc. Class A | 0.72% | 126,187 | $43.1M | Reduce -75.3% |
| CEG Constellation Energy | 0.69% | 125,680 | $41.4M | Reduce -78.5% |
| CGMU Cap Group Municipal Income | 0.69% | 1,504,354 | $41.1M | Add +15.1% |
| PM Philip Morris International | 0.65% | 240,618 | $39.0M | Reduce -78.1% |
| MRSH Marsh & McLennan Cos | 0.62% | 183,444 | $37.0M | Reduce -75.5% |
| CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL | 0.59% | 1,140,513 | $35.1M | Add +72.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 52,332 | $34.9M | Reduce -4.2% |
| NOC Northrop Grumman Corp. | 0.55% | 54,112 | $33.0M | Reduce -76.7% |
| KLAC KLA Corp. | 0.54% | 30,054 | $32.4M | Reduce -77.0% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.54% | 957,247 | $32.3M | Add +13.7% |
| ABT Abbott Laboratories | 0.53% | 237,715 | $31.8M | Reduce -76.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.48% | 89,244 | $28.9M | Reduce -81.3% |
| IAU iShares Gold Trust | 0.48% | 396,240 | $28.8M | Add +4.4% |
| LIN Linde PLC | 0.47% | 58,844 | $28.0M | Reduce -76.8% |
| NOW ServiceNow Inc. | 0.45% | 29,011 | $26.7M | Reduce -66.2% |
| MELI MercadoLibre Inc. | 0.44% | 11,337 | $26.5M | Reduce -65.1% |
| NVDA Nvidia Corp. | 0.43% | 138,855 | $25.9M | Reduce -18.3% |
| DB Deutsche Bank AG-Registered | 0.43% | 724,706 | $25.5M | Reduce -69.1% |
| MA Mastercard Inc. Class A | 0.37% | 38,720 | $22.0M | Reduce -76.2% |
| AMGN Amgen Inc. | 0.33% | 69,412 | $19.6M | Reduce -77.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 58,715 | $19.3M | Add +21.3% |
| RTX RTX Corp. | 0.32% | 114,328 | $19.1M | Reduce -80.1% |
| WELL Welltower Inc. | 0.32% | 106,676 | $19.0M | Reduce -71.3% |
| TDG Transdigm Group Inc. | 0.32% | 14,325 | $18.9M | Reduce -75.4% |
| CRM Salesforce Inc. | 0.30% | 75,991 | $18.0M | Reduce -72.4% |
| URI United Rentals Inc. | 0.30% | 18,845 | $18.0M | Reduce -51.6% |
| MDLZ Mondelez International Inc. Class A | 0.30% | 285,125 | $17.8M | Reduce -78.8% |
| ATO Atmos Energy Corp. | 0.30% | 103,886 | $17.7M | Reduce -77.4% |
| LLY Eli Lilly & Co. | 0.29% | 22,512 | $17.2M | Reduce -74.7% |
| CGSM Cap Group Short Muni Income | 0.28% | 645,901 | $17.0M | Add +87.2% |
| IR Ingersoll-Rand Inc. | 0.28% | 203,861 | $16.8M | Reduce -73.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.28% | 574,284 | $16.8M | Add +0.6% |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.27% | 267,715 | $16.1M | Reduce -65.5% |
| UNH Unitedhealth Group Inc. | 0.27% | 46,689 | $16.1M | Reduce -79.5% |
| AON Aon PLC Class A | 0.27% | 44,787 | $16.0M | Reduce -75.0% |
| ONC Beone Medicines Ltd.-ADR | 0.25% | 43,728 | $14.9M | Reduce -70.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.24% | 46,016 | $14.3M | Reduce -76.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 178,161 | $14.2M | Add +6.0% |
| NFLX Netflix Inc. | 0.24% | 11,798 | $14.1M | Reduce -64.9% |
| IVV iShares Core S&P 500 ETF | 0.23% | 20,959 | $14.0M | Add +31.6% |
| TRP TC Energy Corp. | 0.22% | 246,600 | $13.4M | Reduce -76.4% |
| DFAC Dimensional US Core Equity 2 | 0.22% | 345,288 | $13.3M | Reduce -0.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 51,472 | $13.1M | Add +5.8% |
| TSCO Tractor Supply Company | 0.22% | 229,572 | $13.1M | Reduce -77.2% |
| EA Electronic Arts Inc. | 0.21% | 63,427 | $12.8M | Reduce -69.7% |
| ABBV Abbvie Inc. | 0.21% | 55,095 | $12.8M | Reduce -79.2% |
| SHOP Shopify Inc. Class A | 0.21% | 85,475 | $12.7M | Reduce -65.8% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 105,914 | $12.6M | Add +12.5% |
| COP Conocophillips | 0.21% | 132,917 | $12.6M | Reduce -76.8% |
| MU Micron Technology Inc. | 0.21% | 74,807 | $12.5M | Reduce -76.4% |
| CGMS Cap Group US Multi-Sect Bond | 0.20% | 428,126 | $11.9M | Add +5.0% |
| WCN Waste Connections Inc. | 0.19% | 65,631 | $11.5M | Reduce -75.1% |
| HLT Hilton Worldwide Holdings Inc. | 0.19% | 43,100 | $11.2M | Reduce -84.7% |
| SPGI S&P Global Inc. | 0.19% | 22,857 | $11.1M | Reduce -76.7% |
| CNP Centerpoint Energy Inc. | 0.18% | 284,589 | $11.0M | Reduce -78.9% |
| RACE Ferrari NV | 0.18% | 22,750 | $11.0M | Reduce -63.3% |
| HEI Heico Corp. | 0.18% | 33,062 | $10.7M | Reduce -77.4% |
| SRE Sempra | 0.18% | 118,288 | $10.6M | Reduce -77.5% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 269,467 | $10.6M | Reduce -73.7% |
| DHR Danaher Corp. | 0.17% | 52,599 | $10.4M | Reduce -81.7% |
| CGMM Cap Group Small and Mid Cap | 0.17% | 365,601 | $10.4M | Add +42.8% |
| RBLX Roblox Corp. Class A | 0.17% | 73,496 | $10.2M | Reduce -71.7% |
| PGR Progressive Corp. | 0.17% | 40,587 | $10.0M | Reduce -75.0% |
| CARR Carrier Global Corp. | 0.16% | 163,598 | $9.8M | Reduce -70.0% |
| VRTX Vertex Pharmaceuticals Inc. | 0.16% | 24,874 | $9.7M | Reduce -76.2% |
| TMUS T-Mobile US Inc. | 0.16% | 39,227 | $9.4M | Reduce -75.3% |
| AME Ametek Inc. | 0.15% | 46,379 | $8.7M | Reduce -73.5% |
| IWM iShares Russell 2000 ETF | 0.14% | 35,774 | $8.7M | Add +44.0% |
| ACN Accenture PLC Class A | 0.14% | 34,919 | $8.6M | Reduce -82.6% |
| AMX America Movil Sab DE CV | 0.14% | 401,173 | $8.4M | Reduce -78.4% |
| HEI.A Heico Corp. Class A | 0.14% | 33,108 | $8.4M | Reduce -74.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 56,978 | $8.2M | Reduce -58.9% |
| CNI Canadian Natl Railway Co. | 0.14% | 85,995 | $8.1M | Reduce -62.7% |
| BIV Vanguard Intermediate-Term B | 0.13% | 102,258 | $8.0M | Add +7.5% |
| B Barrick Mining Corp. | 0.13% | 240,585 | $7.9M | Add +210.4% |
| TFC Truist Financial Corp. | 0.13% | 167,095 | $7.6M | Reduce -84.7% |
| PNC PNC Financial Services Group | 0.12% | 36,819 | $7.4M | Reduce -66.1% |
| KKR KKR & Co. Inc. | 0.12% | 56,850 | $7.4M | Reduce -78.1% |
Portfolio Sells Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Reduce -77.1% | 2.73% | −2.43 |
| MSFT Microsoft Corp. | Reduce -74.7% | 2.20% | −2.13 |
| PM Philip Morris International | Reduce -78.1% | 0.65% | −1.08 |
| GE General Electric | Reduce -76.5% | 1.07% | −0.95 |
| CEG Constellation Energy | Reduce -78.5% | 0.69% | −0.94 |
| JPM JPMorgan Chase & Co. | Reduce -76.0% | 0.93% | −0.91 |
| GEV GE Vernova Inc. | Reduce -78.9% | 0.78% | −0.87 |
| V Visa Inc. Class A | Reduce -75.3% | 0.72% | −0.85 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -81.3% | 0.48% | −0.81 |
| MRSH Marsh & McLennan Cos | Reduce -75.5% | 0.62% | −0.80 |
| AAPL Apple Inc. | Reduce -74.4% | 1.22% | −0.77 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -73.1% | 1.21% | −0.68 |
| ABT Abbott Laboratories | Reduce -76.7% | 0.53% | −0.67 |
| META Meta Platforms Inc. Class A | Reduce -64.6% | 1.32% | −0.62 |
| AMZN Amazon.com Inc. | Reduce -65.5% | 1.23% | −0.62 |
| LIN Linde PLC | Reduce -76.8% | 0.47% | −0.56 |
| MDLZ Mondelez International Inc. Class A | Reduce -78.8% | 0.30% | −0.49 |
| KLAC KLA Corp. | Reduce -77.0% | 0.54% | −0.47 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -84.7% | 0.19% | −0.46 |
| NOC Northrop Grumman Corp. | Reduce -76.7% | 0.55% | −0.45 |
| TDG Transdigm Group Inc. | Reduce -75.4% | 0.32% | −0.45 |
| MA Mastercard Inc. Class A | Reduce -76.2% | 0.37% | −0.42 |
| AMGN Amgen Inc. | Reduce -77.3% | 0.33% | −0.41 |
| RTX RTX Corp. | Reduce -80.1% | 0.32% | −0.41 |
| ACN Accenture PLC Class A | Reduce -82.6% | 0.14% | −0.37 |
| PAYX Paychex Inc. | Reduce -87.1% | 0.10% | −0.36 |
| CRM Salesforce Inc. | Reduce -72.4% | 0.30% | −0.35 |
| UNH Unitedhealth Group Inc. | Reduce -79.5% | 0.27% | −0.35 |
| FDX FedEx Corp. | Reduce -91.8% | 0.06% | −0.33 |
| CMG Chipotle Mexican Grill Inc. | Reduce -73.7% | 0.18% | −0.32 |
| ATO Atmos Energy Corp. | Reduce -77.4% | 0.30% | −0.32 |
| NOW ServiceNow Inc. | Reduce -66.2% | 0.45% | −0.32 |
| DHR Danaher Corp. | Reduce -81.7% | 0.17% | −0.32 |
| LLY Eli Lilly & Co. | Reduce -74.7% | 0.29% | −0.31 |
| AJG Arthur J Gallagher & Co. | Reduce -76.8% | 0.24% | −0.31 |
| MELI MercadoLibre Inc. | Reduce -65.1% | 0.44% | −0.29 |
| ETR Entergy Corp. | Reduce -87.8% | 0.11% | −0.29 |
| TXN Texas Instruments Inc. | Reduce -91.3% | 0.05% | −0.29 |
| AON Aon PLC Class A | Reduce -75.0% | 0.27% | −0.29 |
| TFC Truist Financial Corp. | Reduce -84.7% | 0.13% | −0.28 |
| IR Ingersoll-Rand Inc. | Reduce -73.1% | 0.28% | −0.26 |
| AWI Armstrong World Industries | Reduce -91.3% | 0.07% | −0.26 |
| SPGI S&P Global Inc. | Reduce -76.7% | 0.19% | −0.26 |
| TEAM Atlassian Corp. Class A | Reduce -86.9% | 0.06% | −0.26 |
| CHTR Charter Communications Inc. Class A | Reduce -76.0% | 0.12% | −0.25 |
| CNP Centerpoint Energy Inc. | Reduce -78.9% | 0.18% | −0.25 |
| ADI Analog Devices Inc. | Reduce -97.4% | 0.01% | −0.24 |
| TSCO Tractor Supply Company | Reduce -77.2% | 0.22% | −0.24 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -76.2% | 0.16% | −0.24 |
| HEI Heico Corp. | Reduce -77.4% | 0.18% | −0.24 |
Portfolio Buys Q2 2025 → Q3 2025
| CGGR Cap Group Growth Equity | Add +5.3% | 17.21% | +9.37 |
| CGGO Cap Group Global Growth | Add +11.3% | 11.58% | +6.54 |
| CGDV Cap Group Dividend Value | Add +9.0% | 6.65% | +3.68 |
| CGGE Cap Group Global Eq | Add +62.4% | 2.31% | +1.61 |
| CGUS Cap Group Core Equity | Add +3.2% | 3.01% | +1.60 |
| CGDG Cap Group Dividend Growers | Add +15.7% | 2.73% | +1.55 |
| CGCV Cap Group Conservative Eq | Add +33.8% | 1.65% | +1.04 |
| CGXU Cap Group Intl Focus | Add +1.3% | 1.58% | +0.84 |
| CGNG Cap Group New Geography Eq | Add +44.4% | 1.26% | +0.84 |
| VOO Vanguard S&P 500 ETF | Add +15.2% | 1.25% | +0.73 |
| CGSD Cap Group Short Duration | Add +3.9% | 1.01% | +0.51 |
| CGIC Cap Group Intl Core Eq | Add +72.7% | 0.59% | +0.42 |
| CGMU Cap Group Municipal Income | Add +15.1% | 0.69% | +0.38 |
| CGIE Cap Group Intl Equity | Add +13.7% | 0.54% | +0.30 |
| IAU iShares Gold Trust | Add +4.4% | 0.48% | +0.28 |
| CGSM Cap Group Short Muni Income | Add +87.2% | 0.28% | +0.21 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.3% | 0.32% | +0.19 |
| IVV iShares Core S&P 500 ETF | Add +31.6% | 0.23% | +0.15 |
| SPTS SS SPDR P St Term TSY ETF | Add +0.6% | 0.28% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +6.0% | 0.24% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Add +12.5% | 0.21% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.8% | 0.22% | +0.12 |
| B Barrick Mining Corp. | Add +210.4% | 0.13% | +0.12 |
| CGMM Cap Group Small and Mid Cap | Add +42.8% | 0.17% | +0.11 |
| VT Vanguard Tot World STK ETF | Add +564.1% | 0.12% | +0.11 |
| CGMS Cap Group US Multi-Sect Bond | Add +5.0% | 0.20% | +0.10 |
| IWM iShares Russell 2000 ETF | Add +44.0% | 0.14% | +0.10 |
| CGVV Cap Group Large Value | New | 0.09% | +0.09 |
| BIV Vanguard Intermediate-Term B | Add +7.5% | 0.13% | +0.07 |
| CGBL Cap Group Core Balanced | Add +13.3% | 0.11% | +0.06 |
| CGHM Cap Group Muni High-Income | Add +17.9% | 0.10% | +0.06 |
| IWR iShares Russell Mid-Cap ETF | Add +2.2% | 0.11% | +0.06 |
| AVUS Avantis U.S. Equity ETF | Add +0.3% | 0.10% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.0% | 0.08% | +0.05 |
| WMS Advanced Drainage Systems Inc. | New | 0.04% | +0.04 |
| HUM Humana Inc. | New | 0.04% | +0.04 |
| APH Amphenol Corp. Class A | New | 0.04% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +9.2% | 0.06% | +0.03 |
| CGGG Cap Group Large Growth | New | 0.03% | +0.03 |
| CGUI Cap Group Ultra Short Income | Add +13.8% | 0.06% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +2.7% | 0.06% | +0.03 |
| IT Gartner Inc. | New | 0.03% | +0.03 |
| GLD SPDR Gold Shares | Add +3.2% | 0.05% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1.0% | 0.05% | +0.02 |
| CGCP Cap Group Core Plus Income | Add +2.3% | 0.05% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +0.9% | 0.04% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +6.2% | 0.04% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +30.7% | 0.03% | +0.02 |
| SCHF Schwab Intl Equity ETF | New | 0.02% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +1.1% | 0.03% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 260 | $7.1B | CGGR, CGGO, CGDV, GOOG, CGGE |
| Q1 2026 | 240 | $5.9B | CGGR, CGGO, CGDV, GOOG, GOOGL |
| Q4 2025 | 286 | $6.3B | CGGR, CGGO, CGDV, GOOG, GOOGL |
| Q3 2025 | 280 | $6.0B | CGGR, CGGO, CGDV, GOOG, GOOGL |
| Q2 2025 | 279 | $11.5B | CGGR, AVGO, CGGO, MSFT, CGDV |
| Q1 2025 | 275 | $10.2B | CGGR, CGGO, MSFT, AVGO, GOOG |
| Q4 2024 | 271 | $10.9B | CGGR, AVGO, CGGO, MSFT, GOOG |
| Q3 2024 | 265 | $10.5B | CGGR, CGGO, AVGO, MSFT, GOOG |
| Q2 2024 | 264 | $10.0B | CGGR, AVGO, MSFT, CGGO, GOOG |
| Q1 2024 | 254 | $9.8B | CGGR, MSFT, AVGO, CGGO, GOOG |