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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 89  ·  1,762 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGG ISHARES TR 629,384.0 $62.5M 0.77% +8K +1.3% $99.27 -1.3%
22 V VISA INC Financial Services 198,162.0 $59.9M 0.74% +5K +2.5% $302.24 +6.7%
23 WMT WALMART INC Consumer Defensive 426,647.0 $53.0M 0.65% -13K -3.0% $124.28 +6.6%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 357,641.0 $52.3M 0.65% $146.28 -8.6%
25 IWF ISHARES TR 118,246.0 $50.4M 0.62% +14K +13.4% $426.40 -70.8%
26 LLY ELI LILLY & CO Healthcare 54,306.0 $49.9M 0.62% +3K +5.4% $919.76 +9.5%
27 IWD ISHARES TR 219,860.0 $47.0M 0.58% +30K +15.9% $213.67 +8.7%
28 XOM EXXON MOBIL CORP Energy 274,673.0 $46.6M 0.57% -13K -4.4% $169.66 -9.9%
29 CVX CHEVRON CORP NEW Energy 222,204.0 $46.0M 0.57% +25K +12.5% $206.90 -9.8%
30 GLD SPDR GOLD TR Financial Services 104,516.0 $45.0M 0.55% -2K -2.2% $430.29 -0.7%
31 SPYG SPDR SERIES TRUST 447,709.0 $43.8M 0.54% +47K +11.7% $97.91 +20.9%
32 USFR WISDOMTREE TR 810,901.0 $40.8M 0.50% -36K -4.3% $50.34 +0.2%
33 RTX RTX CORPORATION Industrials 208,954.0 $40.3M 0.50% +4K +1.9% $192.90 -8.9%
34 IEFA ISHARES TR 444,614.0 $40.3M 0.50% +48K +12.1% $90.53 +5.2%
35 IWY ISHARES TR 156,757.0 $39.0M 0.48% -8K -4.9% $248.84 +17.5%
36 ABBV ABBVIE INC Healthcare 177,186.0 $38.5M 0.47% +5K +3.1% $217.49 -3.3%
37 HD HOME DEPOT INC Consumer Cyclical 117,118.0 $38.5M 0.47% +647.0 +0.6% $328.89 -7.5%
38 MORGAN STANLEY ETF TRUST 729,326.0 $36.7M 0.45% +15K +2.1% $50.32
39 VEA VANGUARD TAX-MANAGED FDS 570,327.0 $36.5M 0.45% +18K +3.2% $64.08 +7.8%
40 JEPI J P MORGAN EXCHANGE TRADED F 644,712.0 $36.5M 0.45% -13K -1.9% $56.68 -1.4%
Page 2 of 89  ·  1,762 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%