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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 3 of 8  ·  154 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FXU FIRST TR EXCHANGE-TRADED FD 39,106.0 $1.9M 0.31% +3K +9.3% $49.34 -3.8%
42 IWD ISHARES TR 7,832.0 $1.9M 0.30% +3K +78.5% $242.43 +6.1%
43 MTUM ISHARES TR 5,102.0 $1.7M 0.28% +52.0 +1.0% $342.84 -11.0%
44 FQAL FIDELITY COVINGTON TRUST 20,851.0 $1.7M 0.27% +835.0 +4.2% $81.36 +3.9%
45 GRID FIRST TR EXCHANGE-TRADED FD 8,193.0 $1.6M 0.25% +3K +51.9% $191.87 -5.7%
46 VBK VANGUARD INDEX FDS 4,292.0 $1.6M 0.25% +283.0 +7.1% $365.79 -2.0%
47 EFA ISHARES TR 14,898.0 $1.5M 0.25% +2K +13.6% $103.87 +4.2%
48 MOAT VANECK ETF TRUST 14,757.0 $1.5M 0.24% +494.0 +3.5% $103.96 +10.1%
49 IJK ISHARES TR 13,029.0 $1.5M 0.24% +2K +21.2% $117.50 -1.7%
50 JEPQ J P MORGAN EXCHANGE TRADED F 24,874.0 $1.5M 0.24% +3K +13.1% $61.46 -2.6%
51 AFMC FIRST TR EXCHNG TRADED FD VI 37,269.0 $1.5M 0.24% +1K +2.9% $40.98 +0.6%
52 TSLA TESLA INC Consumer Cyclical 3,622.0 $1.5M 0.24% +1K +56.3% $420.65 -13.7%
53 VOO VANGUARD INDEX FDS 2,215.0 $1.5M 0.24% +502.0 +29.3% $687.62 +2.3%
54 IDV ISHARES TR 35,870.0 $1.5M 0.24% +7K +25.0% $41.43 +8.8%
55 JEPI J P MORGAN EXCHANGE TRADED F 26,136.0 $1.5M 0.24% +2K +7.4% $56.48 +2.5%
56 IEI ISHARES TR 12,431.0 $1.5M 0.23% +3K +28.5% $117.48 -0.9%
57 V VISA INC Financial Services 4,194.0 $1.4M 0.23% +1K +34.2% $342.96 +8.2%
58 IGIB ISHARES TR 26,542.0 $1.4M 0.23% +2K +8.3% $53.17 -1.9%
59 WMT WALMART INC Consumer Defensive 12,375.0 $1.4M 0.22% +6K +87.8% $113.28 -8.5%
60 MCD MCDONALDS CORP Consumer Cyclical 5,128.0 $1.4M 0.22% +1K +29.1% $270.29 +0.2%
Page 3 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%