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Portfolio (Quarterly) Guide ↗

PKS Advisory Services, LLC

· CIK 0001605401
13F Portfolio $627M AUM 380 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 144 New 154 Added 73 Reduced 19 Exited
Page 2 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES TR 17,827.0 $4.0M 0.65% +4K +32.5% $227.04 +4.5%
22 VO VANGUARD INDEX FDS 44,363.0 $3.6M 0.57% +35K +353.4% $80.57 +3.0%
23 VTWO VANGUARD SCOTTSDALE FDS 29,195.0 $3.5M 0.57% +3K +11.3% $121.42 -0.1%
24 IWF ISHARES TR 27,783.0 $3.4M 0.55% +26K +1493.1% $124.16 -1.4%
25 JPM JPMORGAN CHASE & CO Financial Services 9,943.0 $3.3M 0.52% +5K +83.4% $327.34 +7.4%
26 BERKSHIRE HATHAWAY INC DEL 5,939.0 $3.0M 0.47% +2K +41.1% $500.41
27 META META PLATFORMS INC Communication Services 5,272.0 $3.0M 0.47% +983.0 +22.9% $563.72 -2.5%
28 AIRR FIRST TR EXCHANGE TRADED FD 21,588.0 $2.9M 0.46% +4K +25.4% $133.26 -13.5%
29 AMD ADVANCED MICRO DEVICES INC Technology 4,920.0 $2.9M 0.46% +1K +32.3% $580.86 -18.5%
30 TIP ISHARES TR 25,460.0 $2.8M 0.45% +2K +7.2% $109.41 -2.1%
31 GOOG ALPHABET INC 7,845.0 $2.8M 0.44% +309.0 +4.1% $353.42
32 ONEQ FIDELITY COMWLTH TR 26,192.0 $2.7M 0.43% +2K +7.3% $103.24 -0.1%
33 IWM ISHARES TR 8,868.0 $2.7M 0.42% +65.0 +0.7% $300.49 -0.2%
34 GLD SPDR GOLD TR Financial Services 7,131.0 $2.6M 0.42% +597.0 +9.1% $368.38 +14.9%
35 AVEM AMERICAN CENTY ETF TR 26,060.0 $2.5M 0.40% +3K +11.5% $96.48 -2.3%
36 XOM EXXON MOBIL CORP Energy 17,933.0 $2.5M 0.39% +562.0 +3.2% $136.72 +20.8%
37 IJS ISHARES TR 16,230.0 $2.2M 0.35% +751.0 +4.8% $136.70 +1.3%
38 INTC INTEL CORP Technology 15,373.0 $2.1M 0.34% +3K +23.2% $139.63 -35.5%
39 GEV GE VERNOVA INC Utilities 1,778.0 $2.1M 0.33% +168.0 +10.4% $1175.24 -18.6%
40 SMH VANECK ETF TRUST 3,118.0 $2.0M 0.33% +511.0 +19.6% $655.83 -14.5%
Page 2 of 8  ·  154 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.3%
Technology 19.8%
Energy 9.3%
Communication Services 4.9%
Consumer Cyclical 4.9%
Industrials 4.0%
Healthcare 3.5%
Basic Materials 3.4%
Consumer Defensive 2.4%
Utilities 1.9%