StockDriftsStockDriftsTop 50 Kestra Private Wealth Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.25% | 1.02M | $295.5M | -3.84%(-40.83K) | $132.75(+130.05%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.2% | 1.46M | $291.3M | -1.37%(-20.29K) | $62.25(+263.13%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2% | 763.1K | $181.9M | -1.60%(-12.44K) | $155.99(+68.30%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.71% | 436.0K | $155.8M | +0.08%(+350) | $123.23(+179.72%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.6% | 390.1K | $145.5M | +0.62%(+2.42K) | $320.83(+51.51%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.4% | 172.5K | $127.1M | -3.53%(-6.32K) | $428.51(+70.95%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.17% | 325.4K | $106.5M | -5.91%(-20.43K) | $156.32(+133.31%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.08% | 84.9K | $98.0M | -7.68%(-7.06K) | $90.50(+1021.26%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 1.04% | 432.5K | $94.3M | +2.37%(+10.00K) | $152.77(+48.92%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 0.99% | 1.05M | $90.4M | +2.85%(+29.07K) | $49.89(+78.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.53% | +79.49% | +11.70% | +73.85% |
| Top 20 Holdings Unweighted | +20.81% | +76.34% | +10.65% | +65.90% |
Kestra Private Wealth Services LLC reports $9.10B in US-listed equity holdings across 1,814 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.3%), NVDA (3.2%) and AMZN (2.0%). The top 20 holdings account for 26.2% of reported assets. Its disclosed equity book has returned +79.49% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kestra Private Wealth Services LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1649451). View Kestra Private Wealth Services LLC’s 13F filings on SEC