What does KPP Advisory Services LLC hold?

KPP Advisory Services LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include IVZ, AAPL, QQQ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1989349.

What is KPP Advisory Services LLC's AUM?

KPP Advisory Services LLC reported approximately $594.3M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.2B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source KPP Advisory Services LLC's holdings?

All KPP Advisory Services LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1989349. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is KPP Advisory Services LLC's 13F data updated on 13F Pro?

KPP Advisory Services LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

KPP Advisory Services LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1989349

Institutional-grade research for retail investors

Sector Allocation

Other45.8%$272.1M
Technology18.6%$110.4M
Financials18.3%$109.0M
Consumer Discretionary4.0%$23.5M
Healthcare3.8%$22.4M
Industrials3.7%$22.2M
Consumer Staples2.4%$14.2M
Energy1.4%$8.2M
Communication Services1.1%$6.6M
Utilities0.6%$3.3M

AUM History

13fpro.ai/research/fund/kpp-advisory-services-llc-1989349

Conviction and streaks

Concentrating · top 10 = 31.9%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$IVZConviction hold5.1% weight · held 8 quarters

$AAPLConviction hold3.6% weight · held 8 quarters

$QQQConviction hold3.4% weight · held 8 quarters

$IVZConviction hold3.4% weight · held 8 quarters

$Conviction hold3.3% weight · held 8 quarters

$Accumulating+52% shares · 8 quarters running

$Accumulating+127% shares · 7 quarters running

$Accumulating+81% shares · 7 quarters running

$Accumulating+400% shares · 7 quarters running

$IVZAccumulating+37% shares · 5 quarters running

$Trimming-94% shares · 8 quarters running

$QQQTrimming-54% shares · 6 quarters running

$Trimming-88% shares · 6 quarters running

$NVDATrimming-68% shares · 5 quarters running

$TSLATrimming-83% shares · 5 quarters running

Largest positions — Q3 2026

IVZ
$30.3M
AAPL
$21.4M
QQQ
$20.3M
IVZ
$20.2M
JOHN
$19.7M
DIMENSIONAL
$18.7M
CAPITAL
$17.5M
MSFT
$15.9M
FIRST
$13.0M
AMERICAN
$12.7M
IVZ
$11.7M
AMZN
$11.1M
NVDA
$10.8M
FIRST
$7.7M
FIRST
$7.1M
GOOGL
$6.6M
VICTORY
$6.5M
IVZ
$6.3M
CAPITAL
$6.2M
TCW
$6.1M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/kpp-advisory-services-llc-1989349

KPP Advisory Services LLC 13F holdings — Q3 2026

$594.3M portfolio (-24.9% QoQ) · 320 holdings · Q3 2026 13F · top 10 are 32% of the stock portfolio

1
Invesco Ltd.
$IVZ
$30.3M
5.1% of stocks
-34%This quarter0.0%Since filed5+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
2
Apple Inc.
$AAPL
$21.4M
3.6% of stocks
-8%This quarter0.0%Since filed5+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
3
INVESCO QQQ TRUST, SERIES 1
$QQQ
$20.3M
3.4% of stocks
-18%This quarter0.0%Since filed5+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
4
Invesco Ltd.
$IVZ
$20.2M
3.4% of stocks
-2%This quarter0.0%Since filed5+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
5
JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI
$19.7M
3.3% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
6
DIMENSIONAL ETF TRUST - US EQUI MARK ETF
$18.7M
3.1% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
7
CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT
$17.5M
2.9% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
MICROSOFT CORP
$MSFT
$15.9M
2.7% of stocks
-8%This quarter0.0%Since filed5+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
9
FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH
$13.0M
2.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
AMERICAN CENTY ETF TR - US SML CP VALU
$12.7M
2.1% of stocks
+31%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Invesco Ltd.$IVZ	$30.3M	5.1%	-34%	0.0%	5+ qtrsTrimmed 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
2	Apple Inc.$AAPL	$21.4M	3.6%	-8%	0.0%	5+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
3	INVESCO QQQ TRUST, SERIES 1$QQQ	$20.3M	3.4%	-18%	0.0%	5+ qtrsTrimmed 4 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
4	Invesco Ltd.$IVZ	$20.2M	3.4%	-2%	0.0%	5+ qtrsTrimmed 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
5	JOHN HANCOCK EXCHANGE TRADED - MULTIFACTOR MI	$19.7M	3.3%	+2%	—	—	—	—
6	DIMENSIONAL ETF TRUST - US EQUI MARK ETF	$18.7M	3.1%	+3%	—	—	—	—
7	CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT	$17.5M	2.9%	+4%	—	—	—	—
8	MICROSOFT CORP$MSFT	$15.9M	2.7%	-8%	0.0%	5+ qtrsTrimmed 3 qtrs in a row	79.8#30	Estimated buy price is Pro: unlock with a free trial
9	FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH	$13.0M	2.2%	+4%	—	—	—	—
10	AMERICAN CENTY ETF TR - US SML CP VALU	$12.7M	2.1%	+31%	—	—	—	—

All holdings — KPP Advisory Services LLC (Q3 2026)

Sort

320 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$IVZ	Invesco Ltd.	Financials	$11.7M	2.0%	184K	+6%	5+ qtrsTrimmed 2 qtrs in a row	—	13F
12	$AMZN	AMAZON COM INC	Consumer Discretionary	$11.1M	1.9%	44K	-10%	5+ qtrs	67.5	13F
13	$NVDA	NVIDIA CORP	Technology	$10.8M	1.8%	47K	-29%	5+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
14	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETFetf/fund	—	$7.7M	1.3%	205K	+12%	—	—	13F
15	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETFetf/fund	—	$7.1M	1.2%	174K	+2%	—	—	13F
16	$GOOGL	Alphabet Inc.	Technology	$6.6M	1.1%	19K	-11%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	—	VICTORY PORTFOLIOS II - SHS FR CA FL ETFetf/fund	—	$6.5M	1.1%	126K	+48%	—	—	13F
18	$IVZ	Invesco Ltd.	Financials	$6.3M	1.1%	75K	-6%	5+ qtrsTrimmed 2 qtrs in a row	—	13F
19	—	CAPITAL GROUP INTERNATIONAL - SHS	—	$6.2M	1.0%	172K	+15%	—	—	13F
20	—	TCW ETF TRUST - FLEXIBLE INCOMEetf/fund	—	$6.1M	1.0%	162K	+14%	—	—	13F
21	$WT	WisdomTree, Inc.	Financials	$5.8M	1.0%	84K	+6%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	—	SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund	—	$5.5M	0.9%	154K	+0.4%	—	—	13F
23	—	DIMENSIONAL ETF TRUST - US SMALL CAP ETFetf/fund	—	$5.4M	0.9%	70K	-38%	—	—	13F
24	—	SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund	—	$5.2M	0.9%	157K	+2%	—	—	13F
25	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$4.9M	0.8%	36K	-21%	—	—	13F
26	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$4.9M	0.8%	32K	+1%
27	$JPM	JPMORGAN CHASE & CO	Financials	$4.8M	0.8%	14K	-29%
28	$PG	PROCTER & GAMBLE Co	Consumer Staples	$4.5M	0.8%	31K	-4%
29	$PWR	QUANTA SERVICES, INC.	Industrials	$4.4M	0.7%	6,774	+2%
30	$LRCX	LAM RESEARCH CORP	Technology	$4.2M	0.7%	13K	-3%
31	$MO	ALTRIA GROUP, INC.	Consumer Staples	$4.1M	0.7%	61K	-3%
32	$TSLA	Tesla, Inc.	Consumer Discretionary	$4.0M	0.7%	11K	-19%
33	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$3.9M	0.7%	41K	-12%
34	—	ISHARES TR - CORE DIV GRWTH	—	$3.9M	0.7%	51K	-67%
35	$PANW	Palo Alto Networks Inc	Technology	$3.9M	0.7%	9,739	-5%
36	—	TCW ETF TRUST - TRANS SYSTE ETF	—	$3.8M	0.7%	36K	+11%
37	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$3.8M	0.6%	5,423	-84%
38	$IVZ	Invesco Ltd.	Financials	$3.8M	0.6%	18K	-14%
39	—	FIRST TR EXCHANGE-TRADED ALP - COM SHS	—	$3.8M	0.6%	28K	-6%
40	$ASML	ASML HOLDING NV	Technology	$3.6M	0.6%	1,993	+0.2%
41	—	SPDR SERIES TRUST - ST STR NYSE TECH	—	$3.6M	0.6%	9,347	-2%
42	$JNJ	JOHNSON & JOHNSON	Healthcare	$3.5M	0.6%	13K	+0.0%
43	—	ISHARES TR - CORE S&P MCP ETF	—	$3.4M	0.6%	47K	-10%
44	$XOM.R34088	EXXON MOBIL CORP	Energy	$3.3M	0.6%	20K	-24%
45	$LLY	ELI LILLY & Co	Healthcare	$3.3M	0.6%	2,869	-0.1%
46	$META	Meta Platforms, Inc.	Technology	$3.3M	0.6%	4,522	-0.7%
47	—	VANGUARD INDEX FDS - MRNGSTR SM CP GR	—	$3.3M	0.6%	9,662	-2%
48	—	ISHARES TR - CORE MSCI EAFE	—	$3.1M	0.5%	32K	-18%
49	$AVGO	Broadcom Inc.	Technology	$3.1M	0.5%	8,686	-29%
50	—	FIRST TR EXCHANGE-TRADED FD - FT VEST RIS	—	$3.0M	0.5%	109K	+1%
51	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$3.0M	0.5%	64K	-16%
52	$T	AT&T INC.	Communication Services	$2.9M	0.5%	120K	-6%
53	—	VANGUARD MALVERN FDS - CORE BD ETF	—	$2.9M	0.5%	40K	+33%
54	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$2.9M	0.5%	4,302	-5%
55	$PH	Parker-Hannifin Corp	Industrials	$2.9M	0.5%	3,003	-0.1%
56	$AMD	ADVANCED MICRO DEVICES INC	Technology	$2.8M	0.5%	4,623	-13%
57	$CRM	Salesforce, Inc.	Technology	$2.7M	0.5%	12K	-5%
58	—	COLUMBIA ETF TR I - RESH ENHNC COR	—	$2.6M	0.4%	58K	-10%
59	—	CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF	—	$2.5M	0.4%	101K	+7%
60	—	VANGUARD INDEX FDS - MRNGSTR MD CP GR	—	$2.3M	0.4%	7,978	-6%
61	—	ISHARES TR - S&P 500 GRWT ETF	—	$2.3M	0.4%	16K	-9%
62	—	SELECT SECTOR SPDR TR - ST STR TECHN ETF	—	$2.3M	0.4%	12K	-0.7%
63	—	PROSHARES TR - S&P 500 DV ARIST	—	$2.2M	0.4%	41K	-22%
64	$GOOG	Alphabet Inc.	Technology	$2.2M	0.4%	6,400	-19%
65	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$2.1M	0.4%	4,265	-29%
66	$ABBV	AbbVie Inc.	Healthcare	$2.1M	0.3%	8,024	-18%
67	$BAC	BANK OF AMERICA CORP /DE/	Financials	$2.0M	0.3%	37K	-17%
68	—	CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT	—	$2.0M	0.3%	44K	-12%
69	—	ISHARES INC - CORE MSCI EMKT	—	$2.0M	0.3%	24K	+5%
70	$USB	US BANCORP \DE\	Financials	$1.9M	0.3%	33K	-4%
71	$V	VISA INC.	Financials	$1.9M	0.3%	5,241	-0.5%
72	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.9M	0.3%	6,540	+2%
73	$APH	AMPHENOL CORP /DE/	Technology	$1.8M	0.3%	22K	+115%
74	$F	FORD MOTOR CO	Consumer Discretionary	$1.8M	0.3%	147K	-8%
75	$DIS	Walt Disney Co	Communication Services	$1.8M	0.3%	17K	+4%
76	$AMGN	AMGEN INC	Healthcare	$1.7M	0.3%	4,124	-27%
77	$WT	WisdomTree, Inc.	Financials	$1.7M	0.3%	18K	-0.7%
78	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$1.7M	0.3%	4,135	+15%
79	$MU	MICRON TECHNOLOGY INC	Technology	$1.7M	0.3%	1,550	-20%
80	$ZBRA	ZEBRA TECHNOLOGIES CORP	Industrials	$1.6M	0.3%	4,341	+4%
81	—	VANGUARD INDEX FDS - MRNGSTR MD CP VA	—	$1.6M	0.3%	8,046	-57%
82	$IVZ	Invesco Ltd.	Financials	$1.6M	0.3%	26K	-8%
83	$MPWR	MONOLITHIC POWER SYSTEMS, INC.	Technology	$1.5M	0.3%	1,113	-0.4%
84	$ACN	Accenture plc	Technology	$1.4M	0.2%	7,891	+12%
85	$SPY	SPDR S&P 500 ETF TRUST	—	$1.4M	0.2%	1,837	-3%
86	$MCD	MCDONALDS CORP	Consumer Discretionary	$1.4M	0.2%	6,059	-5%
87	$ETN	Eaton Corp plc	Industrials	$1.4M	0.2%	3,255	+1%
88	—	RBB FD INC - US TREASY 2 YR	—	$1.3M	0.2%	28K	-2%
89	$GLDM	World Gold Trust	Financials	$1.3M	0.2%	16K	-87%
90	$MELI	MERCADOLIBRE INC	Consumer Discretionary	$1.3M	0.2%	767	+5%
91	$NEE	NEXTERA ENERGY INC	Utilities	$1.3M	0.2%	17K	+13%
92	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$1.3M	0.2%	5,854	-1%
93	$MS	MORGAN STANLEY	Financials	$1.3M	0.2%	6,836	-13%
94	$TXN	TEXAS INSTRUMENTS INC	Technology	$1.3M	0.2%	4,538	-12%
95	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.3M	0.2%	12K	-39%
96	—	ISHARES TR - GLOBAL 100 ETF	—	$1.2M	0.2%	8,598	-1%
97	$ABT	ABBOTT LABORATORIES	Healthcare	$1.2M	0.2%	13K	-0.1%
98	$ORCL	ORACLE CORP	Technology	$1.2M	0.2%	8,975	+5%
99	$RTX	RTX Corp	Industrials	$1.2M	0.2%	6,593	-26%
100	$RKLB	Rocket Lab Corp	Industrials	$1.2M	0.2%	17K	-12%
101	$CVX	CHEVRON CORP	Energy	$1.2M	0.2%	5,896	-21%
102	—	ISHARES TR - MRGSTR MD CP GRW	—	$1.1M	0.2%	12K	-5%
103	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$1.1M	0.2%	2,425	+16%
104	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$1.1M	0.2%	1,811	-11%
105	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$1.1M	0.2%	1,202	+25%
106	—	TCW ETF TRUST - ARTIF INTEL ETF	—	$1.1M	0.2%	20K	+63%
107	$INTC	INTEL CORP	Technology	$1.1M	0.2%	9,044	+41%
108	—	J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH	—	$1.1M	0.2%	11K	+361%
109	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$1.1M	0.2%	22K	+9%
110	—	VANGUARD INDEX FDS - MRNGSTR MID CAP	—	$1.1M	0.2%	14K	-15%
111	$ASTS	AST SpaceMobile, Inc.	Communication Services	$1.1M	0.2%	18K	-28%
112	$WMT	Walmart Inc.	Consumer Staples	$1.0M	0.2%	10K	-24%
113	$UBER	Uber Technologies, Inc	Technology	$1.0M	0.2%	15K	+86%
114	—	RBB FD INC - US TREASRY 12 MT	—	$1.0M	0.2%	21K	-2%
115	—	MORGAN STANLEY ETF TRUST - EATO VANC BD ETF	—	$1.0M	0.2%	21K	+8%
116	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$1.0M	0.2%	9,589	-3%
117	$DELL	Dell Technologies Inc.	Technology	$1.0M	0.2%	1,879	-27%
118	$CRWD	CrowdStrike Holdings, Inc.	Technology	$1.0M	0.2%	3,790	+154%
119	—	SPDR INDEX SHS FDS - ST STR MSCI GLB	—	$996K	0.2%	12K	-4%
120	$LIN	LINDE PLC	Materials	$984K	0.2%	2,073	+0.2%
121	$LMT	LOCKHEED MARTIN CORP	Industrials	$959K	0.2%	1,882	-10%
122	—	PACER FDS TR - US SM CAP CA ETF	—	$951K	0.2%	18K	-22%
123	$STT	STATE STREET CORP	Financials	$931K	0.2%	8,904	+2%
124	—	VANGUARD INDEX FDS - MRNGSTR SML CAP	—	$929K	0.2%	3,265	+121%
125	—	ISHARES TR - CORE S&P500 ETF	—	$901K	0.1%	1,177	-92%
126	—	AMERICAN CENTY ETF TR - INTL EQT ETF	—	$901K	0.1%	10K	+66%
127	$URI	UNITED RENTALS, INC.	Industrials	$894K	0.1%	893	-4%
128	$NOW	ServiceNow, Inc.	Technology	$883K	0.1%	6,587	-0.8%
129	—	SPDR SERIES TRUST - ST STR SP400VAL	—	$879K	0.1%	9,929	+3%
130	$CTAS	CINTAS CORP	Consumer Discretionary	$877K	0.1%	4,497	+21%
131	—	FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT	—	$874K	0.1%	15K	-89%
132	$FAST	FASTENAL CO	Industrials	$871K	0.1%	18K	-3%
133	$CMI	CUMMINS INC	Industrials	$869K	0.1%	1,682	+14%
134	—	SPDR SERIES TRUST - ST STR P400MID	—	$866K	0.1%	14K	+34%
135	$MRK	Merck & Co., Inc.	Healthcare	$856K	0.1%	5,890	-14%
136	$QCOM	QUALCOMM INC/DE	Technology	$849K	0.1%	4,613	+1%
137	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$846K	0.1%	2,262	-51%
138	$KO	COCA COLA CO	Consumer Staples	$843K	0.1%	9,792	-44%
139	$MA	Mastercard Inc	Financials	$806K	0.1%	1,462	+45%
140	—	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	—	$800K	0.1%	18K	-0.1%
141	$NET	Cloudflare, Inc.	Technology	$797K	0.1%	2,296	—
142	$EOG	EOG RESOURCES INC	Energy	$796K	0.1%	5,777	+18%
143	—	DIMENSIONAL ETF TRUST - INTL CORE EQUITY	—	$794K	0.1%	21K	New
144	$TT	Trane Technologies plc	Technology	$792K	0.1%	1,752	-47%
145	$A	AGILENT TECHNOLOGIES, INC.	Healthcare	$779K	0.1%	4,522	+3%
146	—	CAPITAL GROUP CORE BALANCED - SHS	—	$771K	0.1%	21K	—
147	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$768K	0.1%	15K	-22%
148	$STX	Seagate Technology Holdings plc	Technology	$745K	0.1%	808	+1%
149	—	SPDR SERIES TRUST - ST STR BL 12 ETF	—	$739K	0.1%	7,435	-7%
150	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$729K	0.1%	8,128	—

What changed in Q3 2026

Against the previous quarter's 13F: 19 new, 94 added to, 184 trimmed, 58 sold out. Share-count changes; largest moves by dollar size first.

New positions (19)

DIMENSIONAL ETF TRUST - INTL CORE EQUITY$794K
first bought this quarter
PUTNAM ETF TRUST - FOCUSED LAR CAP$636K
first bought this quarter
PGIM ETF TR - AAA CLO ETF$482K
first bought this quarter
J P MORGAN EXCHANGE TRADED F - FLEXI DEBT ETF$425K
first bought this quarter
DFA INVT DIMENSIONS GROUP IN - U.S. VECTOR EQT$405K
first bought this quarter
$ADBEADOBE INC.$360K
first bought this quarter

+13 more in the Excel export

Added to (94)

AMERICAN CENTY ETF TR - US SML CP VALU+31%
now $12.7M
VICTORY PORTFOLIOS II - SHS FR CA FL ETF+48%
now $6.5M
$APHAMPHENOL CORP /DE/+115%
now $1.8M · held 5+ qtrs
J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH+361%
now $1.1M
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF+12%
now $7.7M
CAPITAL GROUP INTERNATIONAL - SHS+15%
now $6.2M

+88 more in the Excel export

Trimmed (184)

VANGUARD INDEX FDS - S&P 500 ETF SHS-84%
now $3.8M
$IVZInvesco Ltd.-34%
now $30.3M · held 5+ qtrs, 2 trims in a row
ISHARES TR - CORE S&P500 ETF-92%
now $901K
$GLDMWorld Gold Trust-87%
now $1.3M · held 5+ qtrs
ISHARES TR - CORE DIV GRWTH-67%
now $3.9M
FRANKLIN TEMPLETON ETF TR - US MID CP MLTFCT-89%
now $874K

+178 more in the Excel export

Sold out (58)

CAPITAL GROUP GROWTH ETF - SHS CREAT UNITwas $13.2M
AB ACTIVE ETFS INC - DISRUPTORS ETFwas $12.2M
AB ACTIVE ETFS INC - INTL LOW VOLATLTwas $9.4M
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGEwas $7.8M
ISHARES TR - ESG AWR MSCI USAwas $3.3M
VANGUARD INDEX FDS - SM CP VAL ETFwas $3.1M

+52 more in the Excel export

Firm AUM (Form ADV): $1.2B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F KPP Advisory Services LLC has filed, 12 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow KPP Advisory Services?

Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of KPP Advisory Services's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

0.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 24% over the last 4

Top 10 weight

32%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

KPP Advisory Services LLC disclosed 320 positions worth $594.3M in its Form 13F-HR for Q3 2026, led by $IVZ (Invesco Ltd.) at 5.1% of the equity portfolio, followed by $AAPL and $QQQ. During the quarter the fund opened 19 new positions and exited 58. The portfolio is most concentrated in Other (45.8% of disclosed assets). All figures are sourced directly from KPP Advisory Services LLC’s Form 13F-HR filing with the SEC under CIK 1989349.

Funds like this

managers whose biggest positions overlap KPP Advisory Services's

REGENTS OF THE UNIVERSITY OF CALIFORNIA$6.64B 13F book · 3 shared top holdingsGLDMSPCXASML Gradient Investments LLC$7.00B 13F book · 3 shared top holdingsGLDMPWRASML SCOPUS ASSET MANAGEMENT, L.P.$7.11B 13F book · 4 shared top holdingsPWRSPCXASMLPH SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$5.67B 13F book · 3 shared top holdingsGLDMPWRRKLB SBI Securities Co., Ltd.$4.38B 13F book · 4 shared top holdingsGLDMSPCXMORKLB GW HENSSLER & ASSOCIATES LTD$2.30B 13F book · 5 shared top holdingsMOASMLTMOUSB

Browse Top Institutional Investors

13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.

Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

to search all 8,700+ institutional filers.

AI-Powered Hedge Fund Analysis: KPP Advisory Services LLC

13F Pro is an AI hedge fund tracker and stock research platform. For KPP Advisory Services LLC (SEC CIK: 1989349), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in KPP Advisory Services LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.