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.
PKS Advisory Services, LLC (CIK 1605401) reported $430.2M across 228 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($47.4M, 11.03%), SPY ($28.9M, 6.72%), QQQ ($28.4M, 6.60%), IJH ($20.4M, 4.73%), IJR ($19.9M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $47.4M | 11.03% | 7,574 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $28.9M | 6.72% | 44,295 | Added |
| 3 | QQQ | INVESCO QQQ TR | $28.4M | 6.60% | 49,186 | Added |
| 4 | IJH | ISHARES TR | $20.4M | 4.73% | 301,168 | Added |
| 5 | IJR | ISHARES TR | $19.9M | 4.62% | 159,751 | Trimmed |
| 6 | AAPL | APPLE INC | $14.5M | 3.38% | 57,187 | Trimmed |
| 7 | IVW | ISHARES TR | $8.4M | 1.96% | 74,436 | Added |
| 8 | IEFA | ISHARES TR | $6.4M | 1.49% | 70,671 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $5.7M | 1.33% | 17,788 | Added |
| 10 | NVDA | NVIDIA CORPORATION | $5.2M | 1.22% | 29,950 | Trimmed |
| 11 | DIA | STATE STR SPDR DOW JONES IND | $5.2M | 1.21% | 11,199 | Added |
| 12 | FBCG | FIDELITY COVINGTON TRUST | $4.8M | 1.12% | 96,476 | Added |
| 13 | FBND | FIDELITY MERRIMACK STR TR | $4.6M | 1.07% | 101,332 | Added |
| 14 | AMZN | AMAZON COM INC | $4.3M | 1.01% | 20,488 | Added |
| 15 | AGG | ISHARES TR | $4.3M | 1.00% | 43,147 | Trimmed |
| 16 | DVY | ISHARES TR | $4.1M | 0.94% | 26,824 | Trimmed |
| 17 | PYLD | PIMCO ETF TR | $4.0M | 0.93% | 153,293 | Added |
| 18 | LQD | ISHARES TR | $3.9M | 0.90% | 35,346 | Trimmed |
| 19 | GOOGL | ALPHABET INC | $3.8M | 0.88% | 13,065 | Trimmed |
| 20 | FEZ | SPDR INDEX SHS FDS | $3.8M | 0.88% | 61,051 | Added |
| 21 | DFLV | DIMENSIONAL ETF TRUST | $3.7M | 0.87% | 104,639 | Added |
| 22 | CGGR | CAPITAL GROUP GROWTH ETF | $3.5M | 0.82% | 88,070 | Added |
| 23 | MSFT | MICROSOFT CORP | $3.3M | 0.77% | 8,864 | Trimmed |
| 24 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.2M | 0.74% | 46,709 | Added |
| 25 | BK | BANK NEW YORK MELLON CORP | $3.2M | 0.74% | 26,862 | Added |
Source: SEC Form 13F filings · as of 2026-03-31