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CIK: 0001989349
Total reported value
$790.7M
$790.7M
349 檔
13.7%
The Q1 2026 SEC filing reveals that KPP Advisory Services LLC held a total portfolio value of $790.7M, covering 349 public equity positions.
KPP Advisory Services LLC executed strategic sector rebalancing during Q1 2026, establishing 35 new positions while fully exiting 15 holdings and trimming 89 positions.
In terms of portfolio concentration, the top 5 core holdings (including QQQM, QQQ, XMHQ) accounted for 13.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
CGIC
市值: $3.9M
Top Position Liquidated / Trimmed
AFL
前期市值: $524.3K
Showing top 200 holdings (of 349 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.93% | +0.83% | +11.21% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.94% | +0.19% | -13.59% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.75% | -0.12% | -3.15% | |
| 4 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 2.60% | -0.04% | -4.31% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.56% | — | -5.43% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 2.19% | +0.08% | +7.71% | |
| 7 | CGDV | Cap Group Dividend Value | ETF-Other | 2.08% | +0.07% | +1.47% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.87% | +24.63% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.25% | -1.10% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.72% | -0.04% | -22.82% | |
| 11 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 1.71% | -0.82% | +57.36% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | -0.20% | -42.33% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.65% | -0.72% | -0.27% | |
| 14 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.57% | -0.03% | +2.74% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.56% | -0.06% | -14.96% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.55% | -0.28% | +21.87% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 1.55% | +0.13% | +53.57% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | — | -3.85% | |
| 19 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.32% | +0.02% | +3.60% | |
| 20 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.23% | +0.07% | -3.90% | |
| 21 | ILOW | AB Internal Low Volat Eq ETF | ETF-Other | 1.19% | — | +59.59% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.16% | +0.01% | +4.85% | |
| 23 | FWD | AB Disruptors ETF | ETF-Other | 1.16% | +0.38% | +50.43% | |
| 24 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.06% | +0.08% | +50.52% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.97% | -0.04% | -5.92% | |
| 26 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.91% | -0.07% | +13.33% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.07% | -1.06% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.88% | +0.03% | -7.95% | |
| 29 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.83% | +0.16% | +65.95% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.03% | +7.95% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | +0.03% | -3.50% | |
| 32 | FLQM | Franklin U.s. Mid Cap Multif | ETF-Other | 0.71% | +0.35% | -6.05% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.24% | -13.92% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.07% | -2.63% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.65% | +0.03% | +1.01% | |
| 36 | FLXR | Tcw Flexible Income ETF | ETF-Other | 0.65% | +0.05% | +90.73% | |
| 37 | FTCS | First Trust Capital Strength | ETF-Other | 0.64% | -0.08% | -7.95% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.61% | +0.05% | +1.92% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | -0.03% | -3.94% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.02% | +1.96% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.57% | -0.10% | -45.22% | |
| 42 | CGIC | Cap Group Intl Core Eq | ETF-Other | 0.56% | +0.13% | — | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.02% | -15.78% | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.56% | -0.22% | -0.68% | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.54% | +0.06% | +1.29% | |
| 46 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.53% | — | -5.86% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | -0.02% | -1.60% | |
| 48 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.53% | -0.04% | +32.79% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.52% | -0.48% | — | |
| 50 | FVD | First Trust Value Line Dvd | ETF-Other | 0.51% | -0.05% | -6.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EQWL | Invesco S&p 100 Equal Weight | +0.6% | +57.36% | Add |
| 2 | ILOW | AB Internal Low Volat Eq ETF | +0.5% | +59.59% | Add |
| 3 | CGGR | Cap Group Growth Equity | +0.4% | +53.57% | Add |
| 4 | FWD | AB Disruptors ETF | +0.4% | +50.43% | Add |
| 5 | PPA | Invesco Aerospace & Defense | +0.4% | +50.52% | Add |
| 6 | GLDM | Spdr Gold Minishares Trust | +0.4% | +21.87% | Add |
| 7 | GRID | First Trst Nasd Cl Edg Sgiif | +0.4% | +65.95% | Add |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +24.63% | Add |
| 9 | FLXR | Tcw Flexible Income ETF | +0.3% | +90.73% | Add |
| 10 | PWRD | Tcw Transform Systems ETF | +0.3% | +183.93% | Add |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +11.21% | Add |
| 12 | VFLO | Victoryshares Free Cash Flow | +0.1% | +32.79% | Add |
| 13 | PWR | Quanta Services Inc | +0.1% | +1.29% | Add |
| 14 | FELC | Fidelity Enh Lrg Cap Cor ETF | +0.1% | +64.22% | Add |
| 15 | XOM | Exxon Mobil CORP | +0.1% | -13.92% | Trim |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +13.33% | Add |
| 17 | FDL | First Trust Morn Dvd Lead In | +0.1% | +113.70% | Add |
| 18 | T | At&t Inc | +0.1% | -0.68% | Trim |
| 19 | ASML | ASML Holding N.V. | +0.1% | +2.21% | Add |
| 20 | DFAS | Dimensional US Small Cap ETF | +0.1% | +4.85% | Add |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.43% | Add |
| 22 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +7.71% | Add |
| 23 | MO | Altria Group Inc | +0.1% | -3.94% | Trim |
| 24 | PSC | Principal US Small-cap ETF | +0.1% | +117.29% | Add |
| 25 | AVUV | Avantis US Small Cap Value | +0.1% | -3.90% | Trim |
| 26 | CVX | Chevron CORP | +0.1% | +0.03% | Add |
| 27 | CAT | Caterpillar Inc | 0% | -0.49% | Trim |
| 28 | LRCX | Lam Research CORP | 0% | -11.11% | Trim |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | +17.46% | Add |
| 30 | UTES | Virtus Reaves Utilities ETF | 0% | +42.31% | Add |
| 31 | MPWR | Monolithic Power Systems Inc | 0% | -1.06% | Trim |
| 32 | ASTS | Ast Spacemobile Inc | 0% | -1.85% | Trim |
| 33 | VLO | Valero Energy CORP | 0% | +2.47% | Add |
| 34 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +16.09% | Add |
| 35 | TMUS | T-mobile US Inc | 0% | +38.28% | Add |
| 36 | ETN | Eaton Corporation plc | 0% | +2.18% | Add |
| 37 | WMT | Walmart Inc | 0% | -1.65% | Trim |
| 38 | BA | Boeing Co/the | 0% | +68.65% | Add |
| 39 | SCHV | Schwab US Large-cap Value | 0% | +1.01% | Add |
| 40 | IEMG | Ishares Core Msci Emerging | 0% | +8.13% | Add |
| 41 | UNH | Unitedhealth Group Inc | 0% | +34.37% | Add |
| 42 | NEE | Nextera Energy Inc | 0% | -3.33% | Trim |
| 43 | FAST | Fastenal Co | 0% | +4.29% | Add |
| 44 | WMB | Williams Cos Inc | 0% | +0.07% | Add |
| 45 | AM | Antero Midstream CORP | 0% | -1.82% | Trim |
| 46 | TXN | Texas Instruments Inc | 0% | -0.79% | Trim |
| 47 | XLE | Ss Energy Select Sector | 0% | +8.46% | Add |
| 48 | CL | Colgate-palmolive Co | 0% | +4.90% | Add |
| 49 | ET | Energy Transfer LP | 0% | -1.81% | Trim |
| 50 | STX | Seagate Technology Holdings plc | 0% | — | Unchanged |
According to official SEC Form 13F filings, KPP Advisory Services LLC reported a total U.S. public equity portfolio value of $790.7M across 349 disclosed positions in Q1 2026.
During Q1 2026, KPP Advisory Services LLC's top holdings by market value included QQQM (4.9%)、QQQ (2.9%)、XMHQ (2.8%). The largest single position, QQQM, represented 4.9% of total portfolio value.
In Q1 2026, KPP Advisory Services LLC made 198 total portfolio adjustments, initiating 35 new buys, adding to 59 positions, trimming 89 holdings, and fully liquidating 15 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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