Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KESTRA PRIVATE WEALTH SERVICES, LLC (CIK 1649451) reported $8.11B across 1,739 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($269.5M, 3.32%), NVDA ($258.5M, 3.19%), AMZN ($161.5M, 1.99%), MSFT ($143.5M, 1.77%), GOOGL ($125.3M, 1.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $269.5M | 3.32% | 1.1M | Added |
| 2 | NVDA | NVIDIA CORPORATION | $258.5M | 3.19% | 1.5M | Trimmed |
| 3 | AMZN | AMAZON COM INC | $161.5M | 1.99% | 775,545 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $143.5M | 1.77% | 387,641 | Added |
| 5 | GOOGL | ALPHABET INC | $125.3M | 1.54% | 435,688 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $103.8M | 1.28% | 179,861 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $101.7M | 1.25% | 345,829 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $83.5M | 1.03% | 174,339 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $82.9M | 1.02% | 422,508 | Added |
| 10 | SPY | TATE STR SPDR S&P 500 ETF T | $81.9M | 1.01% | 125,932 | Added |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $79.5M | 0.98% | 79,754 | Added |
| 12 | IVV | ISHARES TR | $77.4M | 0.95% | 118,547 | Added |
| 13 | VUG | VANGUARD INDEX FDS | $74.2M | 0.92% | 169,980 | Added |
| 14 | AVGO | BROADCOM INC | $71.6M | 0.88% | 231,330 | Added |
| 15 | META | META PLATFORMS INC | $68.5M | 0.84% | 119,715 | Trimmed |
| 16 | BUFR | FIRST TR EXCHNG TRADED FD VI | $67.6M | 0.83% | 2.0M | Added |
| 17 | GOOG | LPHABET INC | $67.1M | 0.83% | 233,880 | Trimmed |
| 18 | TSLA | TESLA INC | $66.2M | 0.82% | 177,956 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $64.0M | 0.79% | 107,097 | Added |
| 20 | RDVY | FIRST TR EXCHANGE TRADED FD | $63.9M | 0.79% | 935,616 | Added |
| 21 | AGG | ISHARES TR | $62.5M | 0.77% | 629,384 | Added |
| 22 | V | VISA INC | $59.9M | 0.74% | 198,162 | Added |
| 23 | WMT | WALMART INC | $53.0M | 0.65% | 426,647 | Trimmed |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | $52.3M | 0.64% | 357,641 | Trimmed |
| 25 | LLY | ELI LILLY & CO | $49.9M | 0.62% | 54,306 | Added |
Source: SEC Form 13F filings · as of 2026-03-31