account_balance
Investment manager · 13F filer · SEC CIK 1989349
KPP Advisory Services LLC
Reported value$594Mas of Sep 30, 2026
Positions320 20 new, 61 sold out
Top 10 weight31.9%QQQM alone is 5%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQMInvesco Exch Traded Fd Tr II
5.1%Trimmed −34%
AAPLApple Inc.
3.6%Trimmed −8%
QQQInvesco QQQ Tr
3.4%Trimmed −18%
XMHQInvesco Exchange Traded Fd T
3.4%Trimmed −2%
JHMMJohn Hancock Exchange Traded
3.3%Added +2%
DFUSDimensional ETF Trust
3.2%Added +3%
CGDVCapital Group Dividend Value
2.9%Added +4%
MSFTMicrosoft Corp
2.7%Trimmed −8%
FTGSFirst Tr Exchange-Traded Fd
2.2%+4%
AVUVAmerican Centy ETF Tr
2.1%Added +31%
XLGInvesco Exchange Traded Fd T
2.0%Added +6%
AMZNAmazon.com Inc
1.9%−10%
QQQMInvesco Exch Traded Fd Tr II
5.1%Trimmed −34%
AAPLApple Inc.
3.6%
QQQInvesco QQQ Tr
3.4%
XMHQInvesco Exchange Traded Fd T
3.4%Trimmed −2%
JHMMJohn Hancock Exchange Traded
3.3%Added +2%
DFUSDimensional ETF Trust
3.2%+3%
CGDVCapital Group Dividend Value
2.9%
MSFTMicrosoft Corp
2.7%
FTGSFirst Tr Exchange-Traded Fd
2.2%
AVUVAmerican Centy ETF Tr
2.1%
XLGInvesco Exchange Traded Fd T
2.0%
AMZNAmazon.com Inc
1.9%
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
QQQM Invesco Exch Traded Fd Tr II 5.1% Trimmed −34%
AAPL Apple Inc. 3.6% Trimmed −8%QQQ Invesco QQQ Tr 3.4% Trimmed −18%
XMHQ Invesco Exchange Traded Fd T 3.4% Trimmed −2%
JHMM John Hancock Exchange Traded 3.3% Added +2%
DFUS Dimensional ETF Trust 3.2% Added +3%
CGDV Capital Group Dividend Value 2.9% Added +4%
MSFT Microsoft Corp 2.7% Trimmed −8%FTGS First Tr Exchange-Traded Fd 2.2% Added +4%
AVUV American Centy ETF Tr 2.1% Added +31%
XLG Invesco Exchange Traded Fd T 2.0% Added +6%
AMZN Amazon.com Inc 1.9% Trimmed −10%What changed
Biggest moves since Jun 30, 2026
add_circleNew
- DFIC $794K
- PVAL $636K
- PAAA $482K
- JFLX $425K
arrow_upwardAdded
- VFLO +48%
- VCRB +33%
- AVUV +31%
- CGIC +15%
arrow_downwardTrimmed
- GLDM −87%
- VOO −84%
- DGRO −67%
- VOE −57%
remove_circleSold out
- CGGR $13.2M
- FWD $12.2M
- ILOW $9.44M
- PPA $9M
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