DOSSIER · 13F-HR · Q2 2026

KESTRA PRIVATE WEALTH SERVICES, LLC

$9.1B in tracked AUM across 1,817 positions as of Q2 2026.

KP

CIK 0001649451 · last filed Jun 30, 2026

Total AUM

$9.1B

as of Q2 2026

Holdings

1,817

—

positions

Whale Score

56

56

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

$295M1.0M3.2%02

NVIDIA CORPORATION

$291M1.5M3.2%03

$182M763K2.0%04

$156M436K1.7%05

$146M390K1.6%06

$127M173K1.4%07

JPMORGAN CHASE & CO

$107M325K1.2%08

MICRON TECHNOLOGY INC

STATE STR SPDR S&P 500 ETF T

VANGUARD INDEX FDS

Filing history

1,817 positionsView →2026Q1Mar 31

1,762 positionsView →2025Q4Dec 31

1,726 positionsView →2025Q3Sep 30

1,667 positionsView →2025Q2Jun 30

1,615 positionsLocked 2025Q1Mar 31

1,506 positionsLocked 2024Q4Dec 31

1,416 positionsLocked 2024Q3Sep 30

1,368 positionsLocked 2024Q2Jun 30

1,351 positionsLocked 2024Q1Mar 31

1,310 positionsLocked 2023Q4Dec 31

1,220 positionsLocked 2023Q3Sep 30

1,168 positionsLocked

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