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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 6 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOT VANGUARD INDEX FDS 4,279.0 $1.3M 0.21% +255.0 +6.3% $306.34 -0.3%
102 WPM WHEATON PRECIOUS METALS CORP Basic Materials 11,655.0 $1.3M 0.21% NEW $112.33 +40.5%
103 CIBR FIRST TR EXCHANGE-TRADED FD 14,526.0 $1.3M 0.21% -235.0 -1.6% $89.83 +5.6%
104 UCON FIRST TR EXCHNG TRADED FD VI 51,934.0 $1.3M 0.21% -11K -17.8% $24.88 -1.3%
105 DYNF BLACKROCK ETF TRUST 18,833.0 $1.3M 0.20% +10K +104.0% $68.01 +1.6%
106 AEM AGNICO EAGLE MINES LTD Basic Materials 8,211.0 $1.3M 0.20% NEW $155.12 +39.3%
107 VCSH VANGUARD SCOTTSDALE FDS 16,062.0 $1.3M 0.20% -5K -23.8% $79.03 -0.6%
108 IBM INTERNATIONAL BUSINESS MACHS Technology 4,492.0 $1.3M 0.20% +520.0 +13.1% $281.31 -16.2%
109 CVS CVS HEALTH CORP Healthcare 11,966.0 $1.2M 0.20% $103.46 -10.1%
110 FDL FIRST TR EXCHANGE-TRADED FD 25,409.0 $1.2M 0.20% -18K -41.1% $48.66 +9.1%
111 IFRA ISHARES TR 19,115.0 $1.2M 0.19% NEW $63.04 -5.3%
112 LLY ELI LILLY & CO Healthcare 990.0 $1.2M 0.19% +342.0 +52.8% $1203.08 +4.3%
113 ILCG ISHARES TR 10,139.0 $1.2M 0.19% NEW $117.02 -1.8%
114 GSC GOLDMAN SACHS ETF TR 17,054.0 $1.2M 0.19% NEW $69.23 -4.0%
115 HD HOME DEPOT INC Consumer Cyclical 3,322.0 $1.2M 0.19% +839.0 +33.8% $352.63 -4.8%
116 RTX RTX CORPORATION Industrials 6,140.0 $1.2M 0.19% +226.0 +3.8% $189.77 +10.6%
117 IJT ISHARES TR 6,513.0 $1.2M 0.19% +759.0 +13.2% $178.58 -2.6%
118 IWS ISHARES TR 7,056.0 $1.2M 0.18% NEW $164.59 +4.5%
119 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,226.0 $1.1M 0.18% +51.0 +4.3% $937.46 +1.1%
120 VTV VANGUARD INDEX FDS 5,229.0 $1.1M 0.18% +2K +76.7% $217.95 +3.9%
Page 6 of 19  ·  380 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%