Top 50 KPP Advisory Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | 5.77% | 150.3K | $45.5M | +5.11%(+7.31K) | $204.76(+44.87%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.13% | 33.6K | $24.7M | -4.29%(-1.50K) | $445.96(+61.63%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.86% | 32.9K | $22.6M | +43.03%(+9.89K) | $538.96(+31.93%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 2.64% | 184.3K | $20.8M | +0.54%(+989) | $100.32(+18.71%) | 2026-06-30 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 2.56% | 269.8K | $20.2M | +1.12%(+2.99K) | $50.84(+50.71%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.56% | 69.8K | $20.2M | +0.59%(+409) | $177.68(+72.60%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.27% | 218.9K | $17.9M | +2.85%(+6.06K) | $58.01(+45.88%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.15% | 344.7K | $17.0M | +2.17%(+7.33K) | $35.50(+44.54%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.68% | 66.4K | $13.3M | -2.42%(-1.65K) | $108.86(+102.52%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 1.68% | 280.7K | $13.2M | +5.82%(+15.44K) | $42.47(+10.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +56.39% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +64.31% |
KPP Advisory Services LLC reports $790.73M in US-listed equity holdings across 361 positions in its most recent 13F filing. Its largest disclosed positions are QQQM (5.8%), QQQ (3.1%) and VOO (2.9%). The top 20 holdings account for 41.57% of reported assets. Its disclosed equity book has returned +56.39% cumulatively over 11 quarters. 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 KPP Advisory Services LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1989349). View KPP Advisory Services LLCโs 13F filings on SEC