DOSSIER · 13F-HR · Q2 2026

PKS Advisory Services, LLC

$627M in tracked AUM across 380 positions as of Q2 2026.

PA
CIK 0001605401 · last filed Jun 30, 2026
Total AUM
$627M
as of Q2 2026
Holdings
380
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

PKS Advisory Services, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

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
01
IVV
ISHARES TR
$56M75K8.9%
02
QQQ
INVESCO QQQ TR
$36M49K5.8%
03
SPY
STATE STR SPDR S&P 500 ETF T
$33M44K5.3%
04
IJR
ISHARES TR
$23M158K3.7%
05
IJH
ISHARES TR
$23M300K3.7%
06
AAPL
APPLE INC
$18M62K2.9%
07
TPL
TEXAS PACIFIC LAND CORPORATI
$14M31K2.2%
08
IVW
ISHARES TR
$12M84K1.8%
09
NVDA
NVIDIA CORPORATION
$8M38K1.2%
10
VTI
VANGUARD INDEX FDS
$7M18K1.1%

Filing history

2026Q2Jun 30
$627M 45.6%
380 positionsView →
2026Q1Mar 31
$430M 1.9%
228 positionsView →
2025Q4Dec 31
$438M 8.4%
255 positionsView →
2025Q3Sep 30
$479M 18.1%
245 positionsView →
2025Q2Jun 30
$405M 10.9%
261 positionsLocked
2025Q1Mar 31
$365M 8.6%
242 positionsLocked
2024Q4Dec 31
$400M
249 positionsLocked