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CIK: 0001989349
Total reported value
$790.7M
$790.7M
328 檔
14.9%
In Q4 2025, KPP Advisory Services LLC's U.S. equity holdings reached a combined market value of $790.7M, distributed across 328 disclosed stock positions.
In Q4 2025, KPP Advisory Services LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 328 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.72% | +0.83% | -1.82% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.62% | +0.19% | -1.97% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.06% | -0.20% | -8.28% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.90% | — | -0.95% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.82% | -0.12% | +1.63% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.65% | -0.04% | +4.04% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.44% | -0.25% | +0.22% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.39% | -0.04% | -0.31% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.13% | +0.08% | +6.81% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-Other | 2.11% | +0.07% | +33.70% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.00% | -0.72% | -17.10% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.82% | -0.06% | -13.23% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | — | +1.08% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | +0.87% | -13.53% | |
| 15 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.59% | -0.03% | +1.30% | |
| 16 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.39% | +0.02% | +14.13% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.18% | +0.07% | +9.17% | |
| 18 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.17% | -0.28% | +121.84% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 1.12% | +0.13% | +13.27% | |
| 20 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 1.11% | -0.82% | — | |
| 21 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.09% | +0.01% | +4.95% | |
| 22 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.00% | -0.04% | -2.99% | |
| 23 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.00% | -0.10% | -5.59% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.07% | +2.07% | |
| 25 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.96% | +0.03% | +5.81% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.03% | +4.57% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | +0.03% | +1.27% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.82% | -0.07% | +20.25% | |
| 29 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.77% | +0.35% | +15.74% | |
| 30 | ILOW | AB Internal Low Volat Eq ETF | ETF-Other | 0.74% | — | +24.09% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.02% | -4.78% | |
| 32 | FWD | AB Disruptors ETF | ETF-Other | 0.74% | +0.38% | +183.32% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.72% | -0.06% | -10.47% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.05% | +2.29% | |
| 35 | FTCS | First Trust Capital Strength | ETF-Other | 0.69% | -0.08% | +10.36% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.07% | +130.88% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.67% | +0.05% | +8.60% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.66% | +0.08% | +22.48% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | -0.07% | -36.54% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.63% | +0.03% | +11.02% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.58% | -0.24% | -2.21% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | -0.02% | +2.96% | |
| 43 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.55% | — | +1.08% | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.54% | -0.03% | +4.03% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | — | -10.61% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-Other | 0.53% | -0.05% | -0.94% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.02% | -2.75% | |
| 48 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-Other | 0.52% | -0.08% | +7.90% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.09% | -4.98% | |
| 50 | T | At&t Inc | Stock-Comm Services | 0.48% | -0.22% | -2.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +0.7% | +121.84% | Add |
| 2 | CGDV | Cap Group Dividend Value | +0.6% | +33.70% | Add |
| 3 | FWD | AB Disruptors ETF | +0.5% | +183.32% | Add |
| 4 | PG | Procter & Gamble Co/the | +0.4% | +130.88% | Add |
| 5 | QGRW | Wisdomtree US Quality Growth | +0.2% | +339.19% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.07% | Add |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +14.13% | Add |
| 8 | DFUS | Dimensional US Eq Mkt ETF | +0.2% | +6.81% | Add |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +20.25% | Add |
| 10 | ILOW | AB Internal Low Volat Eq ETF | +0.1% | +24.09% | Add |
| 11 | CGGR | Cap Group Growth Equity | +0.1% | +13.27% | Add |
| 12 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +45.39% | Add |
| 13 | AAPL | Apple Inc | +0.1% | -0.95% | Trim |
| 14 | PPA | Invesco Aerospace & Defense | +0.1% | +22.48% | Add |
| 15 | AVUV | Avantis US Small Cap Value | +0.1% | +9.17% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | -10.61% | Trim |
| 17 | FLQM | Franklin U.s. Mid Cap Multif | +0.1% | +15.74% | Add |
| 18 | JHMM | John Hancock Multi Fact Mid | +0.1% | +4.04% | Add |
| 19 | LRCX | Lam Research CORP | +0.1% | -0.26% | Trim |
| 20 | MU | Micron Technology Inc | +0.1% | +23.83% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +1.08% | Add |
| 22 | AMD | Advanced Micro Devices | +0.1% | +7.63% | Add |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +5.81% | Add |
| 24 | SCHV | Schwab US Large-cap Value | +0.1% | +11.02% | Add |
| 25 | T | At&t Inc | -0.1% | -2.21% | Trim |
| 26 | META | Meta Platforms Inc-class A | -0.1% | -4.98% | Trim |
| 27 | QGRO | American Century US Quality | -0.1% | -27.31% | Trim |
| 28 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -35.39% | Trim |
| 29 | MSFT | Microsoft CORP | -0.2% | +0.22% | Add |
| 30 | OEF | Ishares S&p 100 ETF | -0.2% | -84.00% | Trim |
| 31 | VOO | Vanguard S&p 500 ETF | -0.3% | -13.53% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.3% | -8.28% | Trim |
| 33 | DGRO | Ishares Core Dividend Growth | -0.3% | -13.23% | Trim |
| 34 | MSTR | Strategy Inc | -0.4% | +0.53% | Add |
| 35 | VBR | Vanguard Small-cap Value ETF | -0.4% | -36.54% | Trim |
| 36 | TSLA | Tesla Inc | -0.4% | -17.10% | Trim |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -66.73% | Trim |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | -0.7% | -78.68% | Trim |
| 39 | EQWL | Invesco S&p 100 Equal Weight | — | NEW | New buy |
| 40 | ESGU | Ishares Esg Aware Msci USA | — | EXIT | Sold out |
| 41 | GRID | First Trst Nasd Cl Edg Sgiif | — | NEW | New buy |
| 42 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | Sold out |
| 43 | ASTS | Ast Spacemobile Inc | — | NEW | New buy |
| 44 | MELI | Mercadolibre Inc | — | EXIT | Sold out |
| 45 | DFAI | Dimensional International Co | — | NEW | New buy |
| 46 | OBIL | F/m US Treasury 12 Month Bil | — | EXIT | Sold out |
| 47 | RKLB | Rocket Lab CORP | — | NEW | New buy |
| 48 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 49 | PM | Philip Morris International | — | EXIT | Sold out |
| 50 | ICE | Intercontinental Exchange In | — | NEW | New buy |
According to official SEC Form 13F filings, KPP Advisory Services LLC reported a total U.S. public equity portfolio value of $790.7M across 328 disclosed positions in Q4 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 Q4 2025.
Top New Position Initiated
EQWL
市值: $7.7M
Top Position Liquidated / Trimmed
ESGU
前期市值: $4.7M
During Q4 2025, KPP Advisory Services LLC's top holdings by market value included QQQM (4.7%)、QQQ (3.6%)、IVV (3.1%). The largest single position, QQQM, represented 4.7% of total portfolio value.
In Q4 2025, KPP Advisory Services LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 15 holdings, and fully liquidating 5 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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