account_balance
Investment manager · 13F filer · SEC CIK 1605401
PKS Advisory Services, LLC
Reported value$624Mas of Sep 30, 2026
Positions377 0 new, 3 sold out
Top 10 weight36.7%IVV alone is 9%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
9.0%
QQQInvesco QQQ Tr
5.8%
SPYSPDR S&P 500 ETF Trust
5.3%
IJRiShares Tr
3.8%
IJHiShares Tr
3.7%
AAPLApple Inc.
2.9%
TPLTexas Pacific Land Corp
2.2%
IVWiShares Tr
1.8%
NVDANVIDIA Corp
1.2%
VTIVanguard Index FDS
1.1%
CGGRCapital Group Growth ETF
1.1%
RDVYFirst Tr Exchange Traded Fd
1.0%
IVViShares Tr
9.0%
QQQInvesco QQQ Tr
5.8%
SPYSPDR S&P 500 ETF Trust
5.3%
IJRiShares Tr
3.8%
IJHiShares Tr
3.7%
AAPLApple Inc.
2.9%
TPLTexas Pacific Land Corp
2.2%
IVW1.8%
NVDAVTI
CGGR
RDVY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 9.0% Held
QQQ Invesco QQQ Tr 5.8% Held
SPY SPDR S&P 500 ETF Trust 5.3% HeldIJR iShares Tr 3.8% Held
IJH iShares Tr 3.7% Held
AAPL Apple Inc. 2.9% HeldTPL Texas Pacific Land Corp 2.2% HeldIVW iShares Tr 1.8% Held
NVDA NVIDIA Corp 1.2% HeldVTI Vanguard Index FDS 1.1% Held
CGGR Capital Group Growth ETF 1.1% Held
RDVY First Tr Exchange Traded Fd 1.0% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
None
remove_circleSold out
- XOM $2.45M
- ODV $54.1K
- RQIRT $208
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