CIK 1605401
PKS Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
255
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 255
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 73K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 47K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 42K | $1M+ | SH |
| IJH | ISHARES TR | 301K | $1M+ | SH |
| IJR | ISHARES TR | 160K | $1M+ | SH |
| AAPL | APPLE INC | 59K | $1M+ | SH |
| IVW | ISHARES TR | 71K | $1M+ | SH |
| IEFA | ISHARES TR | 70K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 31K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 11K | $1M+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 92K | $1M+ | SH |
| AGG | ISHARES TR | 47K | $1M+ | SH |
| AMZN | AMAZON COM INC | 20K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 96K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 9K | $1M+ | SH |
| GOOGL | ALPHABET INC | 14K | $1M+ | SH |
| LQD | ISHARES TR | 36K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 146K | $1M+ | SH |
| FEZ | SPDR INDEX SHS FDS | 60K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 17K | $1M+ | SH |
| DVY | ISHARES TR | 27K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 77K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 79K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 27K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 43K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 84K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 20K | $1M+ | SH |
| IVE | ISHARES TR | 13K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 104K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| SDY | SPDR SERIES TRUST | 19K | $1M+ | SH |
| TIP | ISHARES TR | 24K | $1M+ | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 26K | $1M+ | SH |
| GLD | SPDR GOLD TR | 7K | $1M+ | SH |
| COWZ | PACER FDS TR | 40K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 4K | $1M+ | SH |
| ONEQ | FIDELITY COMWLTH TR | 24K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 58K | $1M+ | SH |
| IWM | ISHARES TR | 9K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 17K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 58K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 43K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 23K | $1M+ | SH |
| BX | BLACKSTONE INC | 12K | $1M+ | SH |
| IJS | ISHARES TR | 15K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |