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CIK: 0001989349
Total reported value
$790.7M
$790.7M
329 檔
14.9%
At the close of Q3 2025, KPP Advisory Services LLC disclosed equity holdings valued at approximately $790.7M, spread across 329 reported holdings.
In Q3 2025, KPP Advisory Services LLC displayed an active expansion posture, initiating 10 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.79% | +0.83% | +6.22% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.68% | +0.19% | -6.24% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.32% | -0.20% | -5.16% | |
| 4 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.89% | -0.12% | -0.88% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.79% | — | +7.39% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.25% | +3.94% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.57% | -0.04% | +0.74% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | -0.04% | +21.68% | |
| 9 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.43% | -0.72% | +12.38% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.10% | -0.06% | +36.49% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.98% | +0.08% | +5.52% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.93% | +0.87% | +1.42% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | — | +6.43% | |
| 14 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.62% | -0.03% | +53.59% | |
| 15 | CGDV | Cap Group Dividend Value | ETF-Other | 1.55% | +0.07% | -8.95% | |
| 16 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.20% | +0.02% | +4.85% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.07% | +0.07% | -14.17% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.06% | -0.10% | -1.97% | |
| 19 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.04% | -0.04% | +351.16% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.04% | +0.01% | +2.00% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.02% | -0.07% | +35.20% | |
| 22 | CGGR | Cap Group Growth Equity | ETF-Other | 0.99% | +0.13% | — | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.90% | +0.03% | +2.52% | |
| 24 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.83% | -0.03% | -30.67% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | +0.03% | -3.45% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.81% | -0.06% | -42.97% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | +0.03% | -5.77% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.07% | +9.51% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.02% | -3.84% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.73% | -0.02% | +22.93% | |
| 31 | MSTR | Strategy Inc | Stock-Tech | 0.71% | -0.10% | +0.01% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.05% | -7.80% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.69% | -0.02% | -9.06% | |
| 34 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.68% | +0.35% | -14.44% | |
| 35 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.67% | -0.07% | — | |
| 36 | FTCS | First Trust Capital Strength | ETF-Other | 0.65% | -0.08% | -44.28% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.62% | +0.05% | +2.58% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.09% | +14.33% | |
| 39 | ILOW | AB Internal Low Volat Eq ETF | ETF-Other | 0.61% | — | — | |
| 40 | MO | Altria Group Inc | Stock-Consumer Staples | 0.61% | -0.03% | -0.20% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.57% | -0.22% | -2.38% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.57% | +0.03% | +5.06% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.24% | +2.08% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.56% | -0.02% | +5.25% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-Other | 0.55% | -0.05% | -0.29% | |
| 46 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.55% | +0.08% | -33.24% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.54% | -0.02% | -1.82% | |
| 48 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.54% | — | +1.57% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | -19.09% | |
| 50 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-Other | 0.49% | -0.08% | — |
According to official SEC Form 13F filings, KPP Advisory Services LLC reported a total U.S. public equity portfolio value of $790.7M across 329 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQM, QQQ, IVV) accounted for 14.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGGR
市值: $6.7M
Top Position Liquidated / Trimmed
ONB
前期市值: $1.0M
During Q3 2025, KPP Advisory Services LLC's top holdings by market value included QQQM (4.8%)、QQQ (3.7%)、IVV (3.3%). The largest single position, QQQM, represented 4.8% of total portfolio value.
In Q3 2025, KPP Advisory Services LLC made 50 total portfolio adjustments, initiating 10 new buys, adding to 27 positions, trimming 12 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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