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Portfolio (Quarterly) Guide ↗

KPP Advisory Services LLC

· CIK 0001989349
13F Portfolio $689M AUM 328 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 120 Added 118 Reduced 21 Exited
Page 1 of 17  ·  328 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQM INVESCO EXCH TRADED FD TR II 128,573.0 $32.5M 4.72% -2K -1.8% $252.92 +20.4%
2 QQQ INVESCO QQQ TR Financial Services 40,581.0 $24.9M 3.62% -814.0 -2.0% $614.31 +20.6%
3 IVV ISHARES TR 30,737.0 $21.1M 3.06% -3K -8.3% $684.95 +9.5%
4 AAPL APPLE INC Technology 73,396.0 $20.0M 2.90% -706.0 -0.9% $271.86 +9.6%
5 XMHQ INVESCO EXCHANGE TRADED FD T 189,315.0 $19.4M 2.82% +3K +1.6% $102.42 +8.1%
6 JHMM JOHN HANCOCK EXCHANGE TRADED 278,878.0 $18.3M 2.65% +11K +4.0% $65.48 +12.7%
7 MSFT MICROSOFT CORP Technology 34,669.0 $16.8M 2.44% $483.63 -21.6%
8 NVDA NVIDIA CORPORATION Technology 88,214.0 $16.5M 2.39% $186.50 +13.0%
9 DFUS DIMENSIONAL ETF TRUST 197,594.0 $14.7M 2.13% +13K +6.8% $74.17 +10.5%
10 CGDV CAPITAL GROUP DIVIDEND VALUE 332,461.0 $14.5M 2.11% +84K +33.7% $43.64 +12.3%
11 TSLA TESLA INC Consumer Cyclical 30,649.0 $13.8M 2.00% -6K -17.1% $449.72 -10.9%
12 DGRO ISHARES TR 180,569.0 $12.5M 1.82% -28K -13.2% $69.42 +7.8%
13 AMZN AMAZON COM INC Consumer Cyclical 51,096.0 $11.8M 1.71% +548.0 +1.1% $230.82 +5.9%
14 VOO VANGUARD INDEX FDS 18,445.0 $11.6M 1.68% -3K -13.5% $627.14 +9.7%
15 FTGS FIRST TR EXCHANGE-TRADED FD 308,850.0 $10.9M 1.59% +4K +1.3% $35.35 +4.6%
16 XLG INVESCO EXCHANGE TRADED FD T 161,093.0 $9.5M 1.39% +20K +14.1% $59.28 +4.2%
17 AVUV AMERICAN CENTY ETF TR 79,567.0 $8.1M 1.18% +7K +9.2% $101.98 +19.6%
18 GLDM WORLD GOLD TR Financial Services 94,388.0 $8.1M 1.17% +52K +121.8% $85.37 -2.3%
19 CGGR CAPITAL GROUP GROWTH ETF 172,694.0 $7.7M 1.11% +20K +13.3% $44.47 +5.6%
20 EQWL INVESCO EXCHANGE TRADED FD T 64,937.0 $7.7M 1.11% NEW $118.16 +9.0%
Page 1 of 17  ·  328 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 32.0%
Financial Services 22.2%
Consumer Cyclical 12.3%
Industrials 9.0%
Healthcare 8.3%
Communication Services 6.6%
Consumer Defensive 4.7%
Energy 2.8%
Utilities 1.4%
Basic Materials 0.4%