Institutions / Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC
CIK 1649451 · Institution · as of Dec 31, 2025
Portfolio value
$8.04B
Positions
1,712
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,712 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $285.71M | 3.6% |
| Apple Inc. | $283.77M | 3.5% |
| Amazon.com Inc | $180.89M | 2.2% |
| Microsoft Corp | $176.42M | 2.2% |
| Alphabet Inc. | $138.06M | 1.7% |
| Invesco Qqq Tr | $104.53M | 1.3% |
| JPMORGAN CHASE & CO | $101.70M | 1.3% |
| Warren E. Buffett | $90.43M | 1.1% |
| Meta Platforms Inc | $85.15M | 1.1% |
| Vanguard Index Fds | $81.37M | 1.0% |
| Tesla Inc | $80.20M | 1.0% |
| Vanguard Index Fds | $76.89M | 1.0% |
| SPDR S&P 500 ETF Tr | $76.66M | 1.0% |
| Broadcom Inc. | $74.83M | 0.9% |
| Alphabet Inc. | $74.22M | 0.9% |
| iShares Tr | $72.49M | 0.9% |
| Visa Inc | $67.77M | 0.8% |
| First Tr Exchng Traded Fd VI | $67.45M | 0.8% |
| Vanguard Index Fds | $64.61M | 0.8% |
| Costco Wholesale Corp /New | $64.45M | 0.8% |
| Palantir Technologies Inc | $63.79M | 0.8% |
| iShares Tr | $62.05M | 0.8% |
| First Tr Exchange Traded Fd | $61.21M | 0.8% |
| ELI LILLY & Co | $55.37M | 0.7% |
| iShares Tr | $49.35M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.