KPP Advisory Services LLC
CIK 1989349
13F filing for Q2 2026・No. 2,975
- Holdings
- US$790.73M
- Quarter change
- +US$102.13M
- Entries
- 362
- Net bought (estimate)
- +US$5.63M
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 31
- Sold out 19
- Cut 156
- Added 125
- Corporate actions 2
- Unchanged 49
Largest holdings
361 stocks worth US$789.13M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Added | 150,298 | US$45.54M | 5.77% |
| QQQInvesco QQQUNIT SER 1 | Cut | 33,563 | US$24.72M | 3.13% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 32,880 | US$22.58M | 2.86% |
| INVESCO EXCHANGE TRADED FD TS&P MDCP QUALITY | Added | 184,344 | US$20.81M | 2.64% |
| JOHN HANCOCK EXCHANGE TRADEDMULTIFACTOR MI | Added | 269,833 | US$20.23M | 2.56% |
| AAPLAppleCOM | Added | 69,821 | US$20.2M | 2.56% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 218,892 | US$17.94M | 2.27% |
| CAPITAL GROUP DIVIDEND VALUESHS CREAT UNIT | Added | 344,673 | US$16.99M | 2.15% |
| NVDANvidiaCOM | Cut | 66,441 | US$13.29M | 1.68% |
| CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | Added | 280,651 | US$13.25M | 1.68% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.