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Disclosed positions
KESTRA PRIVATE WEALTH SERVICES, LLC: source evidence dated 2026-07-29T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $295,494,923
- Reported amount
- 1,021,202
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001649451-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | COM | $295,494,923 | 1,021,202 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $291,250,903 | 1,455,599 | SH | None |
| AMAZON COM INC | AMZN | COM | $181,878,913 | 763,107 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $155,826,981 | 436,038 | SH | None |
| MICROSOFT CORP | MSFT | COM | $145,501,068 | 390,062 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $127,058,090 | 172,540 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $106,512,358 | 325,397 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $97,986,054 | 84,889 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $94,257,077 | 432,511 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $90,356,905 | 1,048,954 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $89,359,909 | 119,662 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $86,195,190 | 115,097 | SH | None |
| BROADCOM INC | AVGO | COM | $85,261,341 | 225,708 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $79,877,701 | 159,631 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $79,401,230 | 115,609 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $78,652,206 | 222,603 | SH | None |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $77,979,501 | 961,997 | SH | None |
| TESLA INC | TSLA | COM | $77,487,503 | 184,231 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $73,399,609 | 78,463 | SH | None |
| FIRST TR EXCHNG TRADED FD VI | BUFR | FT LADD BUFF ETF | $67,811,273 | 1,856,317 | SH | None |
| META PLATFORMS INC | META | CL A | $67,674,098 | 120,141 | SH | None |
| ELI LILLY & CO | LLY | COM | $67,665,768 | 56,415 | SH | None |
| VISA INC | V | COM CL A | $66,525,022 | 193,900 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $60,845,254 | 614,723 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $60,679,911 | 488,684 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $55,543,870 | 229,113 | SH | None |
| SPDR SERIES TRUST | SPYG | ST STR P500GRW | $49,753,877 | 418,135 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $49,035,353 | 84,411 | SH | None |
| WALMART INC | WMT | COM | $45,909,866 | 405,349 | SH | None |
| ABBVIE INC | ABBV | COM | $45,452,421 | 180,625 | SH | None |
| ISHARES TR | IWY | RUS TP200 GR ETF | $44,682,139 | 153,748 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $43,332,505 | 448,670 | SH | None |
| CISCO SYS INC | CSCO | COM | $42,038,218 | 357,894 | SH | None |
| HOME DEPOT INC | HD | COM | $41,237,128 | 116,925 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $40,949,677 | 830,959 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $40,538,114 | 294,758 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $40,455,945 | 567,803 | SH | None |
| WISDOMTREE TR | USFR | FLOATNG RAT TREA | $40,311,564 | 800,627 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $40,021,868 | 52,444 | SH | None |
| RTX CORPORATION | RTX | COM | $39,700,615 | 209,248 | SH | None |
| CATERPILLAR INC | CAT | COM | $39,425,975 | 37,023 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $38,873,968 | 333,196 | SH | None |
| MFS ACTIVE EXCHANGE TRADED F | MFSI | INTERNATINL ETF | $38,562,685 | 1,187,275 | SH | None |
| WISDOMTREE TR | DGRW | US QTLY DIV GRT | $38,551,305 | 403,172 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $37,218,903 | 272,227 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $37,053,166 | 100,584 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $36,751,356 | 650,697 | SH | None |
| MORGAN STANLEY ETF TRUST | EVMO | EATO VAN MTG ETF | $35,983,689 | 719,818 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $35,858,080 | 287,416 | SH | None |
| TAIWAN SEMICONDUCTOR MFG LTD | TSM | SPONSORED ADS | $35,684,852 | 74,722 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 9 positions lack a resolved ticker and 3 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.