account_balance

Investment manager · 13F filer · SEC CIK 1649451

Kestra Private Wealth Services, LLC

Reported value$9.36Bas of Sep 30, 2026
Positions1,739 113 new, 188 sold out
Top 10 weight18.5%AAPL alone is 4%
FiledOct 3030 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AAPL Apple Inc. 3.6% HeldNVDA NVIDIA Corp 3.5% HeldMSFT Microsoft Corp 2.1% HeldAMZN Amazon.com Inc 2.1% HeldGOOGL Alphabet Inc. 1.6% Held
QQQ Invesco QQQ Tr 1.3% Held
JPM JPMorgan Chase & Co 1.1% Held
VUG Vanguard Index FDS 1.1% Added +6%
VTV Vanguard Index FDS 1.1% Added +6%
IVV Teradyne Inc 1.0% Added +5%
MU Micron Technology Inc 1.0% Held
VOO Vanguard Index FDS 1.0% Added +12%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 28, 2026 filing
add_circleNew
  • FHEQ $3.12M
  • GGOV $2.94M
  • FELC $2.78M
  • LGDS $2.66M
arrow_upwardAdded
  • GRNY +39%
  • FBND +24%
  • VV +22%
  • IVW +16%
arrow_downwardTrimmed
  • COWZ −19%
  • IUSV −11%
  • CSCO −11%
  • HD −6%
remove_circleSold out
  • FCFS $2.07M
  • CGDG $1.39M
  • VIK $1.28M
  • IGCB $1.17M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist