KPP Advisory Services LLC: 13F holdings

CIK 19893492026Q2

Positions361
Reported value$782.3m
Filed2026-07-24

Top 10 holdings

SecuritySharesValueWeight
QQQM INVESCO EXCH TRADED FD TR II150,298$45.5m5.8%
QQQ INVESCO QQQ TR33,563$24.7m3.2%
VOO VANGUARD INDEX FDS32,880$22.6m2.9%
XMHQ INVESCO EXCHANGE TRADED FD T184,344$20.8m2.7%
JHMM JOHN HANCOCK EXCHANGE TRADED269,833$20.2m2.6%
AAPL APPLE INC69,821$20.2m2.6%
DFUS DIMENSIONAL ETF TRUST218,892$17.9m2.3%
CGDV CAPITAL GROUP DIVIDEND VALUE344,673$17.0m2.2%
NVDA NVIDIA CORPORATION66,441$13.3m1.7%
CGGR CAPITAL GROUP GROWTH ETF280,651$13.2m1.7%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1989349")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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