Kestra Advisory Services, LLC

Q2 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    2,815

  • Value ($000)

    $20,519,360

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001830819
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$916.83M
5 %

1,258

AAPL
AAPL

APPLE INC

COM
037833100
$524.96M
3 %

2,558,681

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$455.20M
2 %

733,125

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$429.08M
2 %

2,715,857

PH
PH

PARKER-HANNIFIN CORP

COM
701094104
$428.22M
2 %

613,081

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$400.64M
2 %

805,453

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$348.05M
2 %

630,939

AMZN
AMZN

AMAZON COM INC

COM
023135106
$285.69M
1 %

1,302,223

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$280.20M
1 %

453,503

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$259.98M
1 %

457,689

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