13F Insight
DOSSIER · 13F-HR · Q1 2026

KESTRA PRIVATE WEALTH SERVICES, LLC

KESTRA PRIVATE WEALTH SERVICES's hedge fund based in Chicago, IL — $8.1B in tracked AUM across 1,762 positions as of Q1 2026.

KP
KESTRA PRIVATE WEALTH SERVICES·Chicago, IL·Hedge Fund
CIK 0001649451 · last filed Mar 31, 2026
Total AUM
$8.1B
▲ 5.9%
vs prior
Holdings
1,762
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Financials
12% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

KESTRA PRIVATE WEALTH SERVICES, LLC reported $8.1B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in AAPL, NVDA, AMZN. Notable moves this quarter: MSFT INCREASED ($-32.9M); CVX INCREASED (+$15.9M). 6 new positions initiated, 6 closed out, reflecting 56 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$270M1.1M3.3%
02
NVDA
NVIDIA CORPORATION
$258M1.5M3.2%
03
AMZN
AMAZON COM INC
$162M776K2.0%
04
MSFT
MICROSOFT CORP
$143M388K1.8%
05
GOOGL
ALPHABET INC
$125M436K1.5%
06
QQQ
INVESCO QQQ TR
$104M180K1.3%
07
JPM
JPMORGAN CHASE & CO
$102M346K1.3%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$84M174K1.0%
09
VTV
VANGUARD INDEX FDS
$83M423K1.0%
10
SPY
TATE STR SPDR S&P 500 ETF T
$82M126K1.0%

Filing history

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