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Kestra Advisory Services, LLC

Q2 2026 13F filing

Updated 45 days ago

3,259 disclosed positions worth $31B

Portfolio value
$31B
Total holdings
3,259
New positions
275
Closed positions
132
Increased
1,439
Decreased
1,458
Turnover
12.5%
Filed
2026-07-28

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

-5.6%
Value
$862M
Shares
2.98M
% Port
2.78%
N

NVIDIA CORPORATION

+30746.6%
Value
$604.9M
Shares
3.02M
% Port
1.95%
P
3.PH

PARKER-HANNIFIN CORP

+1.9%
Value
$601.4M
Shares
614.8K
% Port
1.94%
Q
4.QQQ

INVESCO QQQ TR

+159788.2%
Value
$588.7M
Shares
799.4K
% Port
1.90%
E

ISHARES TR

+2.4%
Value
$579.4M
Shares
773.6K
% Port
1.87%
M

MICROSOFT CORP

+8.2%
Value
$428.7M
Shares
1.15M
% Port
1.38%
S
7.SPY

STATE STR SPDR S&P 500 ETF T

+48443.9%
Value
$398.8M
Shares
534.0K
% Port
1.29%
A

AMAZON COM INC

-2.7%
Value
$377.3M
Shares
1.58M
% Port
1.22%
C

CAPITAL GROUP DIVIDEND VALUE

+18.7%
Value
$342.7M
Shares
6.96M
% Port
1.11%
V
10.VGES

VANGUARD INDEX FDS

-4.5%
Value
$333.1M
Shares
485.0K
% Port
1.07%
V
11.VGES

VANGUARD INDEX FDS

+502.2%
Value
$327.9M
Shares
3.81M
% Port
1.06%
G

ALPHABET INC

+23.1%
Value
$286.4M
Shares
810.5K
% Port
0.92%
V
13.VGES

VANGUARD INDEX FDS

+2.1%
Value
$279.7M
Shares
755.9K
% Port
0.90%
G

ALPHABET INC

+7.6%
Value
$275.2M
Shares
769.9K
% Port
0.89%
B

BERKSHIRE HATHAWAY INC DEL

-2.6%
Value
$237.3M
Shares
474.3K
% Port
0.77%
J

JPMORGAN CHASE & CO

+20.5%
Value
$225.4M
Shares
688.7K
% Port
0.73%
V
17.VGES

VANGUARD INDEX FDS

+6.7%
Value
$224.7M
Shares
1.03M
% Port
0.72%
F
18.FPF

FIRST TR EXCHANGE TRADED FD

-4.3%
Value
$223.9M
Shares
2.76M
% Port
0.72%
C
19.CAT

CATERPILLAR INC

-5.2%
Value
$221.7M
Shares
208.2K
% Port
0.72%
M
20.MU

MICRON TECHNOLOGY INC

-11.3%
Value
$216.3M
Shares
187.4K
% Port
0.70%
V
21.VGES

VANGUARD WHITEHALL FDS

-1.9%
Value
$195.4M
Shares
1.24M
% Port
0.63%
C

CAPITAL GROUP GROWTH ETF

+33.0%
Value
$189.7M
Shares
4.02M
% Port
0.61%
F
23.FIS

FIDELITY MERRIMACK STR TR

+0.7%
Value
$181.7M
Shares
3.99M
% Port
0.59%
A
24.AVGO

BROADCOM INC

-6.8%
Value
$169.7M
Shares
449.4K
% Port
0.55%
F
25.FIS

FIDELITY COVINGTON TRUST

+5.4%
Value
$168.7M
Shares
4.20M
% Port
0.54%
B
26.BX

VANGUARD SPECIALIZED FUNDS

+20.1%
Value
$166M
Shares
701.7K
% Port
0.54%
E
27.ETHA

ISHARES TR

+172.4%
Value
$164.7M
Shares
2.17M
% Port
0.53%
?
28.N/A

JANUS DETROIT STR TR

-0.8%
Value
$161.1M
Shares
3.19M
% Port
0.52%
L
29.LLY

ELI LILLY & CO

-3.7%
Value
$141.7M
Shares
118.2K
% Port
0.46%
M
30.META

META PLATFORMS INC

+15.0%
Value
$137.5M
Shares
244.1K
% Port
0.44%
V
31.VGES

VANGUARD INDEX FDS

+361.2%
Value
$136M
Shares
1.69M
% Port
0.44%
T
32.TSLA

TESLA INC

+11.2%
Value
$135.2M
Shares
321.4K
% Port
0.44%
G
33.GLD

SPDR GOLD TR

-14.4%
Value
$134.9M
Shares
366.3K
% Port
0.44%
S

SELECT SECTOR SPDR TR

+0.5%
Value
$134M
Shares
703.1K
% Port
0.43%
I
35.IVZ

INVESCO EXCHANGE TRADED FD T

+0.2%
Value
$130M
Shares
611.2K
% Port
0.42%
E
36.ETHA

ISHARES TR

+9.3%
Value
$128.6M
Shares
867.2K
% Port
0.41%
V
37.VGES

VANGUARD INDEX FDS

+46.8%
Value
$124.5M
Shares
410.9K
% Port
0.40%
E
38.ETHA

ISHARES TR

-3.6%
Value
$120.5M
Shares
477.7K
% Port
0.39%
E
39.ETHA

ISHARES TR

+0.2%
Value
$118.5M
Shares
861.4K
% Port
0.38%
J
40.JNJ

JOHNSON & JOHNSON

+7.5%
Value
$116M
Shares
456.9K
% Port
0.37%
S

SPDR SERIES TRUST

+19.8%
Value
$116M
Shares
1.32M
% Port
0.37%
S

SCHWAB STRATEGIC TR

+3.2%
Value
$115.3M
Shares
3.64M
% Port
0.37%
J

J P MORGAN EXCHANGE TRADED F

+10.7%
Value
$115M
Shares
2.04M
% Port
0.37%
E
44.ETHA

ISHARES TR

+57.5%
Value
$114.6M
Shares
1.49M
% Port
0.37%
?
45.N/A

DIMENSIONAL ETF TRUST

+3.3%
Value
$112.8M
Shares
2.54M
% Port
0.36%
X
46.XOM

EXXON MOBIL CORP

+5.4%
Value
$112.7M
Shares
824.0K
% Port
0.36%
E
47.ETHA

ISHARES TR

+327.5%
Value
$108.9M
Shares
876.9K
% Port
0.35%
A
48.ABBV

ABBVIE INC

-1.1%
Value
$107.4M
Shares
426.7K
% Port
0.35%
V
49.VGES

VANGUARD TAX-MANAGED FDS

-2.1%
Value
$107.1M
Shares
1.50M
% Port
0.35%
C
50.COST

COSTCO WHOLESALE CORPORATION

-0.8%
Value
$105.1M
Shares
112.3K
% Port
0.34%