KESTRA PRIVATE WEALTH SERVICES, LLC

Institutional manager (13F) · CIK 1649451

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.3B

#	Issuer	Value	Shares
1	APPLE INC	$270M	1,062,035
2	NVIDIA CORPORATION	$257M	1,475,892
3	AMAZON COM INC	$162M	775,545
4	MICROSOFT CORP	$143M	387,641
5	ALPHABET INC	$125M	435,688
6	INVESCO QQQ TR	$103M	178,861
7	JPMORGAN CHASE & CO	$102M	345,829
8	BERKSHIRE HATHAWAY INC DEL	$84M	174,339
9	VANGUARD INDEX FDS	$83M	422,508
10	TATE STR SPDR S&P 500 ETF T	$80M	122,932
11	COSTCO WHOLESALE CORPORATION	$79M	79,754
12	ISHARES TR	$77M	118,547
13	VANGUARD INDEX FDS	$74M	169,980
14	BROADCOM INC	$72M	231,330
15	META PLATFORMS INC	$68M	119,715
16	FIRST TR EXCHNG TRADED FD VI	$68M	2,001,554
17	LPHABET INC	$67M	233,880
18	TESLA INC	$66M	177,956
19	VANGUARD INDEX FDS	$64M	107,097
20	FIRST TR EXCHANGE TRADED FD	$64M	935,616
21	ISHARES TR	$62M	629,384
22	VISA INC	$60M	198,162
23	WALMART INC	$53M	426,647
24	PALANTIR TECHNOLOGIES INC	$52M	357,641
25	ISHARES TR	$50M	118,246
26	ELI LILLY & CO	$50M	54,306
27	ISHARES TR	$47M	219,860
28	EXXON MOBIL CORP	$47M	274,673
29	CHEVRON CORP NEW	$46M	222,204
30	SPDR GOLD TR	$45M	104,516
31	SPDR SERIES TRUST	$44M	447,709
32	WISDOMTREE TR	$41M	810,901
33	RTX CORPORATION	$40M	208,954
34	ISHARES TR	$40M	444,614
35	ISHARES TR	$39M	156,757
36	ABBVIE INC	$39M	177,186
37	HOME DEPOT INC	$39M	117,118
38	MORGAN STANLEY ETF TRUST	$37M	729,326
39	VANGUARD TAX-MANAGED FDS	$37M	570,327
40	J P MORGAN EXCHANGE TRADED F	$37M	644,712
41	WISDOMTREE TR	$36M	411,010
42	CAPITAL GROUP DIVIDEND VALUE	$33M	773,695
43	MERCK & CO INC	$31M	260,145
44	MFS ACTIVE EXCHANGE TRADED F	$31M	1,049,543
45	MICRON TECHNOLOGY INC	$31M	91,948
46	ISHARES TR	$31M	270,711
47	NETFLIX INC.	$31M	317,853
48	AMERICAN CENTY ETF TR	$30M	274,923
49	JOHNSON & JOHNSON	$30M	123,487
50	ISHARES TR	$29M	286,084

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