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Portfolio (Quarterly) Guide ↗

KESTRA PRIVATE WEALTH SERVICES, LLC

· CIK 0001649451
13F Portfolio $8.1B AUM 1,762 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 176 New 811 Added 605 Reduced 140 Exited
Page 2 of 41  ·  811 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 208,954.0 $40.3M 0.50% +4K +1.9% $192.90 -8.9%
22 IEFA ISHARES TR 444,614.0 $40.3M 0.50% +48K +12.1% $90.53 +5.2%
23 ABBV ABBVIE INC Healthcare 177,186.0 $38.5M 0.47% +5K +3.1% $217.49 -3.3%
24 HD HOME DEPOT INC Consumer Cyclical 117,118.0 $38.5M 0.47% +647.0 +0.6% $328.89 -7.5%
25 MORGAN STANLEY ETF TRUST 729,326.0 $36.7M 0.45% +15K +2.1% $50.32
26 VEA VANGUARD TAX-MANAGED FDS 570,327.0 $36.5M 0.45% +18K +3.2% $64.08 +7.8%
27 CGDV CAPITAL GROUP DIVIDEND VALUE 773,695.0 $32.9M 0.41% +36K +4.8% $42.54 +12.4%
28 MRK MERCK & CO INC Healthcare 260,145.0 $31.3M 0.39% +4K +1.5% $120.29 -5.7%
29 MFS ACTIVE EXCHANGE TRADED F 1,049,543.0 $31.2M 0.39% +44K +4.4% $29.72
30 IVW ISHARES TR 270,711.0 $30.6M 0.38% +20K +8.1% $113.11 +20.9%
31 NFLX NETFLIX INC. Communication Services 317,853.0 $30.6M 0.38% +4K +1.4% $96.15 -9.6%
32 JNJ JOHNSON & JOHNSON Healthcare 123,487.0 $30.2M 0.37% +3K +2.7% $244.44 -5.6%
33 IEMG ISHARES INC 411,337.0 $28.7M 0.35% +5K +1.3% $69.75 +14.0%
34 AMGN AMGEN INC Healthcare 79,323.0 $27.9M 0.34% +6K +8.3% $351.85 -7.3%
35 CSCO CISCO SYS INC Technology 356,101.0 $27.6M 0.34% +12K +3.6% $77.59 +48.9%
36 IJH ISHARES TR 408,472.0 $27.6M 0.34% +27K +7.1% $67.53 +6.9%
37 NEE NEXTERA ENERGY INC Utilities 286,459.0 $26.6M 0.33% +4K +1.3% $92.88 +3.0%
38 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 72,982.0 $24.7M 0.30% +9K +13.9% $337.95 +23.6%
39 DYNF BLACKROCK ETF TRUST 422,123.0 $24.6M 0.30% +3K +0.7% $58.18 +13.9%
40 PEP PEPSICO INC Consumer Defensive 151,617.0 $23.5M 0.29% +5K +3.8% $155.29 -4.3%
Page 2 of 41  ·  811 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.7%
Financial Services 19.0%
Consumer Cyclical 9.7%
Industrials 9.5%
Communication Services 8.1%
Healthcare 7.8%
Consumer Defensive 6.1%
Energy 5.1%
Utilities 2.6%
Real Estate 1.9%