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PKS Advisory Services, LLC

hedge fundUpdated 40 days ago

Managed by Pks Advisory Services, Llc • Latest filing Q2 2026

Portfolio value
$626.6M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
9.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 7 quarters

Show data table
PeriodPortfolio value
Q4 2024$399.9M
Q1 2025$365.3M
Q2 2025$405.1M
Q3 2025$478.6M
Q4 2025$438.4M
Q1 2026$430.2M
Q2 2026$626.6M

Top holdings

380 positions as of Q2 2026

View filing
E

ISHARES TR

Value
$56M
Shares
74.8K
% Port
8.95%
Q
2.QQQ

INVESCO QQQ TR

Value
$36.3M
Shares
49.2K
% Port
5.79%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

Value
$33M
Shares
44.1K
% Port
5.26%
E

ISHARES TR

Value
$23.4M
Shares
158.1K
% Port
3.74%
E

ISHARES TR

Value
$23.1M
Shares
300.2K
% Port
3.69%
A

APPLE INC

Value
$17.9M
Shares
61.9K
% Port
2.86%
T
7.TPL

TEXAS PACIFIC LAND CORPORATI

Value
$13.6M
Shares
31.1K
% Port
2.18%
E

ISHARES TR

Value
$11.5M
Shares
83.9K
% Port
1.84%
N

NVIDIA CORPORATION

Value
$7.6M
Shares
38.0K
% Port
1.21%
V
10.VGES

VANGUARD INDEX FDS

Value
$6.8M
Shares
18.3K
% Port
1.08%
C

CAPITAL GROUP GROWTH ETF

Value
$6.7M
Shares
141.0K
% Port
1.06%
F
12.FPF

FIRST TR EXCHANGE TRADED FD

Value
$6.5M
Shares
80.6K
% Port
1.04%
E
13.ETHA

ISHARES TR

Value
$6.4M
Shares
66.2K
% Port
1.02%
D
14.DIA

STATE STR SPDR DOW JONES IND

Value
$6.1M
Shares
11.7K
% Port
0.97%
F
15.FAST

FIDELITY COVINGTON TRUST

Value
$6M
Shares
96.7K
% Port
0.96%
G

ALPHABET INC

Value
$5.8M
Shares
16.3K
% Port
0.93%
E
17.ETHA

ISHARES TR

Value
$5.8M
Shares
84.4K
% Port
0.92%
A
18.AMZN

AMAZON COM INC

Value
$5.6M
Shares
23.3K
% Port
0.89%
F
19.FIS

FIDELITY COVINGTON TRUST

Value
$4.9M
Shares
122.4K
% Port
0.78%
F
20.FIS

FIDELITY MERRIMACK STR TR

Value
$4.8M
Shares
106.3K
% Port
0.77%

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