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Portfolio (Quarterly) Guide ↗

KESTRA PRIVATE WEALTH SERVICES, LLC

· CIK 0001649451
13F Portfolio $8.1B AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1726 New
Page 4 of 87  ·  1,726 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DYNF BLACKROCK ETF TRUST 419,077.0 $25.5M 0.32% NEW $60.81 +9.0%
62 TLT ISHARES TR 288,894.0 $25.2M 0.31% NEW $87.16 -4.0%
63 IJH ISHARES TR 381,272.0 $25.2M 0.31% NEW $66.00 +9.4%
64 JNJ JOHNSON & JOHNSON Healthcare 120,190.0 $24.9M 0.31% NEW $206.95 +11.5%
65 VCSH VANGUARD SCOTTSDALE FDS 311,101.0 $24.8M 0.31% NEW $79.73 -1.2%
66 JAAA JANUS DETROIT STR TR 483,882.0 $24.5M 0.30% NEW $50.58 +0.1%
67 IBM INTERNATIONAL BUSINESS MACHS Technology 82,173.0 $24.3M 0.30% NEW $296.21 -26.3%
68 QCOM QUALCOMM INC Technology 141,779.0 $24.3M 0.30% NEW $171.05 +17.0%
69 PG PROCTER AND GAMBLE CO Consumer Defensive 167,568.0 $24.0M 0.30% NEW $143.31 -0.4%
70 AMGN AMGEN INC Healthcare 73,260.0 $24.0M 0.30% NEW $327.31 -0.3%
71 CAT CATERPILLAR INC Industrials 41,320.0 $23.7M 0.29% NEW $572.87 +55.1%
72 GDX VANECK ETF TRUST 272,235.0 $23.3M 0.29% NEW $85.77 +1.8%
73 LMT LOCKHEED MARTIN CORP Industrials 47,737.0 $23.1M 0.29% NEW $483.67 +7.6%
74 NEE NEXTERA ENERGY INC Utilities 282,804.0 $22.7M 0.28% NEW $80.28 +19.2%
75 AMD ADVANCED MICRO DEVICES INC Technology 100,868.0 $21.6M 0.27% NEW $214.16 +98.0%
76 QUAL ISHARES TR 108,164.0 $21.5M 0.27% NEW $198.62 +6.0%
77 OEF ISHARES TR 62,574.0 $21.5M 0.27% NEW $342.97 +7.7%
78 EFV ISHARES TR 299,946.0 $21.4M 0.27% NEW $71.41 +8.2%
79 VONG VANGUARD SCOTTSDALE FDS 173,715.0 $21.1M 0.26% NEW $121.75 +5.1%
80 QQQM INVESCO EXCH TRADED FD TR II 83,370.0 $21.1M 0.26% NEW $252.92 +15.4%
Page 4 of 87  ·  1,726 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
Technology 30.6%
Financial Services 19.5%
Consumer Cyclical 10.5%
Communication Services 8.8%
Industrials 8.5%
Healthcare 7.8%
Consumer Defensive 5.4%
Energy 3.7%
Utilities 2.2%
Real Estate 1.7%