PKS Advisory Services, LLC
CIK 1605401
13F filing for Q2 2026・No. 3,410
- Holdings
- US$626.58M
- Quarter change
- +US$196.33M
- Entries
- 380
- Net bought (estimate)
- +US$132.89M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 160
- Sold out 8
- Cut 80
- Added 138
- Corporate actions 0
- Unchanged 2
Largest holdings
380 stocks worth US$626.58M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | CutSplit 10:1 | 74,832 | US$56.05M | 8.94% |
| QQQInvesco QQQUNIT SER 1 | Added | 49,211 | US$36.26M | 5.79% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 44,125 | US$32.96M | 5.26% |
| ISHARES TRCORE S&P SCP ETF | Cut | 158,101 | US$23.45M | 3.74% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 300,185 | US$23.15M | 3.69% |
| AAPLAppleCOM | Added | 61,906 | US$17.91M | 2.86% |
| TEXAS PACIFIC LAND CORPORATICOM | Added | 31,141 | US$13.63M | 2.18% |
| ISHARES TRS&P 500 GRWT ETF | Added | 83,860 | US$11.53M | 1.84% |
| NVDANvidiaCOM | Added | 37,972 | US$7.6M | 1.21% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 18,287 | US$6.77M | 1.08% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.