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

KPP Advisory Services LLC

KPP Advisory Services's family office based in New York, NY — $689M in tracked AUM across 349 positions as of Q1 2026.

KA
KPP Advisory Services·New York, NY·Family Office
CIK 0001989349 · last filed Mar 31, 2026
Total AUM
$689M
▼ 4.8%
vs prior
Holdings
349
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

KPP Advisory Services LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
QQQM
INVESCO EXCH TRADED FD TR II
$34M143K4.9%
02
QQQ
INVESCO QQQ TR
$20M35K2.9%
03
XMHQ
INVESCO EXCHANGE TRADED FD T
$19M183K2.8%
04
JHMM
JOHN HANCOCK EXCHANGE TRADED
$18M267K2.6%
05
AAPL
APPLE INC
$18M69K2.6%
06
DFUS
DIMENSIONAL ETF TRUST
$15M213K2.2%
07
CGDV
CAPITAL GROUP DIVIDEND VALUE
$14M337K2.1%
08
VOO
VANGUARD INDEX FDS
$14M23K2.0%
09
MSFT
MICROSOFT CORP
$13M34K1.8%
10
NVDA
NVIDIA CORPORATION
$12M68K1.7%

Filing history

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