DOSSIER · 13F-HR · Q3 2026

KESTRA PRIVATE WEALTH SERVICES, LLC

$9.4B in tracked AUM across 1,741 positions as of Q3 2026.

KP
CIK 0001649451 · last filed Sep 30, 2026
Total AUM
$9.4B
as of Q3 2026
Holdings
1,741
+0 QoQ
positions
Whale Score
56
56
tracked
Activity
0
+0 new, −0 sold
changes this Q
AI Analysis · Q3 2026

KESTRA PRIVATE WEALTH SERVICES, LLC filed its latest 13F-HR for Q3 2026. 0 position changes this quarter — 0 new, 0 exited, 0 added, 0 trimmed.

Quarter at a glance — Q3 2026

0 material changes this filing.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$335M1.0M3.6%
02
NVDA
NVIDIA CORPORATION
$332M1.5M3.5%
03
MSFT
MICROSOFT CORP
$198M385K2.1%
04
AMZN
AMAZON COM INC
$192M771K2.1%
05
GOOGL
ALPHABET INC
$150M437K1.6%
06
QQQ
INVESCO QQQ TR
$126M171K1.3%
07
JPM
JPMORGAN CHASE & CO
$107M323K1.1%
08
VUG
VANGUARD INDEX FDS
$100M1.1M1.1%
09
VTV
VANGUARD INDEX FDS
$99M459K1.1%
10
SPY
STATE STR SPDR S&P 500 ETF T
$96M126K1.0%

Filing history

2026Q3Sep 30
$9.4B▲ 3.0%
1,741 positionsView →
2026Q2Jun 30
$9.1B▲ 12.1%
1,817 positionsView →
2026Q1Mar 31
$8.1B▲ 0.7%
1,762 positionsView →
2025Q4Dec 31
$8.1B▲ 5.1%
1,726 positionsView →
2025Q3Sep 30
$7.7B▲ 10.3%
1,667 positionsLocked
2025Q2Jun 30
$7.0B▲ 16.0%
1,615 positionsLocked
2025Q1Mar 31
$6.0B▲ 1.9%
1,506 positionsLocked
2024Q4Dec 31
$5.9B▲ 7.9%
1,416 positionsLocked
2024Q3Sep 30
$5.5B▲ 9.2%
1,368 positionsLocked
2024Q2Jun 30
$5.0B▲ 12.6%
1,351 positionsLocked
2024Q1Mar 31
$4.4B▲ 13.1%
1,310 positionsLocked
2023Q4Dec 31
$3.9B▲ 23.2%
1,220 positionsLocked
Showing 12 of 25