PKS Advisory Services, LLC

Institutional manager (13F) · CIK 1605401

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $305M

#	Issuer	Value	Shares
1	ISHARES TR	$47M	7,574
2	STATE STR SPDR S&P 500 ETF T	$29M	44,295
3	INVESCO QQQ TR	$28M	49,186
4	ISHARES TR	$20M	301,168
5	ISHARES TR	$20M	159,751
6	APPLE INC	$15M	57,187
7	ISHARES TR	$8M	74,436
8	ISHARES TR	$6M	70,671
9	VANGUARD INDEX FDS	$6M	17,788
10	NVIDIA CORPORATION	$5M	29,950
11	STATE STR SPDR DOW JONES IND	$5M	11,199
12	FIDELITY COVINGTON TRUST	$5M	96,476
13	FIDELITY MERRIMACK STR TR	$5M	101,332
14	AMAZON COM INC	$4M	20,488
15	ISHARES TR	$4M	43,147
16	ISHARES TR	$4M	26,824
17	PIMCO ETF TR	$4M	153,293
18	ISHARES TR	$4M	35,346
19	SPDR INDEX SHS FDS	$4M	61,051
20	ALPHABET INC	$4M	13,065
21	DIMENSIONAL ETF TRUST	$4M	104,639
22	CAPITAL GROUP GROWTH ETF	$4M	88,070
23	MICROSOFT CORP	$3M	8,864
24	BANK NEW YORK MELLON CORP	$3M	26,862
25	FIRST TR EXCHANGE TRADED FD	$3M	46,709
26	VANGUARD INDEX FDS	$3M	10,629
27	SPDR GOLD TR	$3M	7,015
28	ISHARES TR	$3M	140,909
29	FIDELITY COVINGTON TRUST	$3M	77,615
30	VANGUARD SCOTTSDALE FDS	$3M	28,336
31	JPMORGAN CHASE & CO	$3M	9,472
32	SPDR SERIES TRUST	$3M	18,961
33	EXXON MOBIL CORP	$3M	16,910
34	META PLATFORMS INC	$3M	4,536
35	ISHARES TR	$3M	25,732
36	SELECT SECTOR SPDR TR	$3M	19,130
37	STATE STR SPDR S&P MIDCAP 40	$2M	3,795
38	FIRST TR EXCHANGE-TRADED FD	$2M	44,528
39	ALPHABET INC	$2M	7,791
40	BERKSHIRE HATHAWAY INC DEL	$2M	4,527
41	ISHARES TR	$2M	8,772
42	ISHARES TR	$2M	39,551
43	FIDELITY COVINGTON TRUST	$2M	55,959
44	AMERICAN CENTY ETF TR	$2M	25,055
45	FIRST TR EXCHANGE TRADED FD	$2M	18,224
46	FIRST TR EXCHNG TRADED FD VI	$2M	57,785
47	NUVEEN MUN VALUE FD INC	$2M	213,222
48	FIDELITY COMWLTH TR	$2M	22,341
49	FIRST TR EXCHANGE-TRADED FD	$2M	38,135
50	ISHARES TR	$2M	15,174

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.