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.
KPP Advisory Services LLC (CIK 1989349) reported $688.6M across 349 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQM ($34.0M, 4.93%), QQQ ($20.2M, 2.94%), XMHQ ($19.0M, 2.75%), JHMM ($17.9M, 2.60%), AAPL ($17.6M, 2.56%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $34.0M | 4.93% | 142,992 | Added |
| 2 | QQQ | INVESCO QQQ TR | $20.2M | 2.94% | 35,066 | Trimmed |
| 3 | XMHQ | INVESCO EXCHANGE TRADED FD T | $19.0M | 2.75% | 183,355 | Trimmed |
| 4 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $17.9M | 2.60% | 266,845 | Trimmed |
| 5 | AAPL | APPLE INC | $17.6M | 2.56% | 69,412 | Trimmed |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $15.1M | 2.19% | 212,833 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $14.4M | 2.08% | 337,346 | Added |
| 8 | VOO | VANGUARD INDEX FDS | $13.7M | 1.99% | 22,988 | Added |
| 9 | MSFT | MICROSOFT CORP | $12.7M | 1.84% | 34,289 | Trimmed |
| 10 | NVDA | NVIDIA CORPORATION | $11.9M | 1.72% | 68,086 | Trimmed |
| 11 | EQWL | INVESCO EXCHANGE TRADED FD T | $11.8M | 1.71% | 102,185 | Added |
| 12 | IVV | ISHARES TR | $11.6M | 1.68% | 17,727 | Trimmed |
| 13 | TSLA | TESLA INC | $11.4M | 1.65% | 30,565 | Trimmed |
| 14 | FTGS | FIRST TR EXCHANGE-TRADED FD | $10.8M | 1.57% | 317,299 | Added |
| 15 | DGRO | ISHARES TR | $10.8M | 1.56% | 153,548 | Trimmed |
| 16 | CGGR | CAPITAL GROUP GROWTH ETF | $10.7M | 1.55% | 265,207 | Added |
| 17 | GLDM | WORLD GOLD TR | $10.7M | 1.55% | 115,033 | Added |
| 18 | AMZN | AMAZON COM INC | $10.2M | 1.49% | 49,130 | Trimmed |
| 19 | XLG | INVESCO EXCHANGE TRADED FD T | $9.1M | 1.32% | 166,900 | Added |
| 20 | AVUV | AMERICAN CENTY ETF TR | $8.4M | 1.23% | 76,462 | Trimmed |
| 21 | ILOW | AB ACTIVE ETFS INC | $8.2M | 1.19% | 192,059 | Added |
| 22 | FWD | AB ACTIVE ETFS INC | $8.0M | 1.16% | 73,387 | Added |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $8.0M | 1.16% | 112,545 | Added |
| 24 | PPA | INVESCO EXCHANGE TRADED FD T | $7.3M | 1.06% | 43,888 | Added |
| 25 | SDVY | FIRST TR EXCHANGE TRADED FD | $6.6M | 0.97% | 168,578 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31