CIK 1830819
Kestra Advisory Services, LLC
Institutional 13F holdings & portfolio
Holdings
4,515
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 4,515
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 2.8M | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 3.0M | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 619K | $1M+ | SH |
| IVV | ISHARES TR | 695K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 969K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 675K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 508K | $1M+ | SH |
| AMZN | AMAZON COM INC | 1.5M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 574K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 446K | $1M+ | SH |
| GOOGL | ALPHABET INC | 726K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 450K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.1M | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 572K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.8M | $1M+ | SH |
| GOOG | ALPHABET INC | 580K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 931K | $1M+ | SH |
| JPM | JPMORGAN CHASE &CO. | 540K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 3.7M | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 1.1M | $1M+ | SH |
| GLD | SPDR GOLD TR | 382K | $1M+ | SH |
| QUAL | ISHARES TR | 728K | $1M+ | SH |
| AVGO | BROADCOM INC | 395K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 2.7M | $1M+ | SH |
| META | META PLATFORMS INC | 191K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 541K | $1M+ | SH |
| TSLA | TESLA INC | 261K | $1M+ | SH |
| LLY | ELI LILLY &CO | 108K | $1M+ | SH |
| CAT | CATERPILLAR INC | 202K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.6M | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.0M | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 579K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.2M | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 3.0M | $1M+ | SH |
| COWZ | PACER FDS TR | 1.6M | $1M+ | SH |
| WMT | WALMART INC | 869K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 333K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 670K | $1M+ | SH |
| IWF | ISHARES TR | 203K | $1M+ | SH |
| IVW | ISHARES TR | 776K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 1.3M | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 1.2M | $1M+ | SH |
| ABBV | ABBVIE INC | 411K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 3.4M | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 104K | $1M+ | SH |
| IYW | ISHARES TR | 446K | $1M+ | SH |
| V | VISA INC | 251K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.4M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 2.2M | $1M+ | SH |
| IJR | ISHARES TR | 699K | $1M+ | SH |