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Portfolio (Quarterly) Guide ↗

Kestra Advisory Services, LLC

· CIK 0001830819
13F Portfolio $31.0B AUM 3,259 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 3259 New
Page 1 of 163  ·  3,259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 2,979,038.0 $862.0M 2.78% NEW $289.36 +5.7%
2 NVDA NVIDIA CORPORATION Technology 3,022,969.0 $604.9M 1.95% NEW $200.09 +12.8%
3 PH PARKER-HANNIFIN CORP Industrials 614,804.0 $601.4M 1.94% NEW $978.12 +7.6%
4 QQQ INVESCO QQQ TR Financial Services 799,441.0 $588.7M 1.90% NEW $736.40 -0.8%
5 IVV ISHARES TR 773,614.0 $579.4M 1.87% NEW $748.89 +3.8%
6 MSFT MICROSOFT CORP Technology 1,149,139.0 $428.7M 1.38% NEW $373.02 +28.7%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 533,983.0 $398.8M 1.29% NEW $746.77 +3.6%
8 AMZN AMAZON COM INC Consumer Cyclical 1,582,843.0 $377.3M 1.22% NEW $238.34 +9.1%
9 CGDV CAPITAL GROUP DIVIDEND VALUE 6,955,068.0 $342.7M 1.11% NEW $49.28 +3.2%
10 VOO VANGUARD INDEX FDS 484,959.0 $333.1M 1.07% NEW $686.81 +3.5%
11 VUG VANGUARD INDEX FDS 3,806,366.0 $327.9M 1.06% NEW $86.14 +3.3%
12 GOOG ALPHABET INC Communication Services 810,466.0 $286.4M 0.92% NEW $353.33 -3.4%
13 VTI VANGUARD INDEX FDS 755,897.0 $279.7M 0.90% NEW $370.04 +3.4%
14 GOOGL ALPHABET INC Communication Services 769,947.0 $275.2M 0.89% NEW $357.37 -3.8%
15 BERKSHIRE HATHAWAY INC DEL 474,265.0 $237.3M 0.77% NEW $500.39
16 JPM JPMORGAN CHASE & CO Financial Services 688,749.0 $225.4M 0.73% NEW $327.33 +10.8%
17 VTV VANGUARD INDEX FDS 1,030,956.0 $224.7M 0.72% NEW $217.93 +4.1%
18 RDVY FIRST TR EXCHANGE TRADED FD 2,761,957.0 $223.9M 0.72% NEW $81.06 +3.1%
19 CAT CATERPILLAR INC Industrials 208,164.0 $221.7M 0.71% NEW $1064.90 -16.8%
20 MU MICRON TECHNOLOGY INC Technology 187,408.0 $216.3M 0.70% NEW $1154.29 -11.9%
Page 1 of 163  ·  3,259 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 21.9%
Industrials 14.4%
Communication Services 7.1%
Consumer Cyclical 6.9%
Healthcare 6.8%
Consumer Defensive 4.6%
Energy 4.3%
Utilities 2.3%
Real Estate 1.6%