13F Filings History of KESTRA PRIVATE WEALTH SERVICES, LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$8,044,497,564
Signature - Title
Stephen Smith - Head of Advisory Compliance
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by KESTRA PRIVATE WEALTH SERVICES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KESTRA PRIVATE WEALTH SERVICES, LLC reported 1712 stock holdings with total value $8,044,497,564 as of Q4 2025. Top holdings included NVDA, AAPL, AMZN, MSFT, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 1,712 $8,044,497,564 +$505,301,916 -$201,060,803 +$304,241,113 NVDA, AAPL, AMZN, MSFT, GOOGL 13F-HR 29 Jan 2026, 10:51
Q3 2025 1,657 $7,647,182,225 +$462,399,051 -$245,390,067 +$217,008,984 NVDA, AAPL, MSFT, AMZN, QQQ 13F-HR 14 Nov 2025, 21:30
Q2 2025 1,605 $6,945,073,235 +$653,599,121 -$229,833,095 +$423,766,026 NVDA, AAPL, MSFT, AMZN, QQQ 13F-HR 07 Aug 2025, 10:49
Q1 2025 1,503 $5,987,406,407 +$460,845,553 -$165,143,775 +$295,701,778 AAPL, NVDA, AMZN, MSFT, BRKB 13F-HR 05 May 2025, 12:35
Q4 2024 1,410 $5,879,892,264 +$625,321,645 -$251,482,078 +$373,839,567 AAPL, NVDA, AMZN, MSFT, QQQ 13F-HR 28 Jan 2025, 16:02
Q3 2024 1,367 $5,453,543,071 +$564,748,314 -$332,786,749 +$231,961,565 AAPL, NVDA, AMZN, MSFT, BRKB 13F-HR 13 Nov 2024, 14:55
Q2 2024 1,347 $4,991,899,899 +$726,866,387 -$155,120,882 +$571,745,505 AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 12 Aug 2024, 13:01
Q1 2024 1,307 $4,433,365,324 +$442,594,427 -$184,297,682 +$258,296,745 AAPL, MSFT, AMZN, NVDA, BRKB 13F-HR 02 May 2024, 12:16
Q4 2023 1,219 $3,919,018,814 +$567,742,538 -$139,643,675 +$428,098,863 AAPL, MSFT, AMZN, BRKB, IVV 13F-HR 05 Feb 2024, 14:52
Q3 2023 1,168 $3,180,784,602 +$452,727,688 -$88,274,464 +$364,453,224 AAPL, MSFT, AMZN, BRKB, USFR 13F-HR 07 Nov 2023, 19:04
Q2 2023 1,086 $2,920,617,942 +$369,267,869 -$102,061,096 +$267,206,773 AAPL, MSFT, AMZN, USFR, BRKB 13F-HR 08 Aug 2023, 16:57
Q1 2023 1,057 $2,513,442,289 +$489,644,091 -$55,428,174 +$434,215,917 AAPL, MSFT, AMZN, BRKB, USFR 13F-HR 12 May 2023, 16:38
Q4 2022 896 $1,973,528,135 +$297,121,462 -$165,213,919 +$131,907,543 AAPL, MSFT, BRKB, AMZN, JPM 13F-HR 31 Jan 2023, 17:58
Q3 2022 905 $1,727,613,000 +$185,162,690 -$82,892,911 +$102,269,779 AAPL, MSFT, AMZN, BRKB, GOOGL 13F-HR 14 Nov 2022, 11:28
Q2 2022 918 $1,752,329,000 +$264,809,496 -$192,904,734 +$71,904,762 AAPL, MSFT, AMZN, BRKB, GOOGL 13F-HR 12 Aug 2022, 16:11
Q1 2022 977 $2,016,291,000 +$170,369,918 -$150,688,290 +$19,681,628 AAPL, AMZN, MSFT, BRKB, GOOGL Restatement 21 Jul 2022, 16:06
Q4 2021 985 $2,089,713,000 +$274,128,797 -$107,837,024 +$166,291,773 AAPL, AMZN, MSFT, BRKB, META Restatement 21 Jul 2022, 17:13
Q3 2021 921 $1,792,004,000 +$240,814,734 -$62,828,256 +$177,986,478 AAPL, AMZN, MSFT, META, BRKB Restatement 26 Jul 2022, 11:39
Q2 2021 888 $1,644,149,000 +$188,257,923 -$70,980,399 +$117,277,524 AAPL, AMZN, MSFT, FVD, META Restatement 27 Jul 2022, 11:23
Q1 2021 794 $1,435,420,000 +$157,038,718 -$141,617,492 +$15,421,226 AAPL, AMZN, MSFT, FVD, BRKB Restatement 27 Jul 2022, 16:18
Q4 2020 737 $1,357,615,000 +$197,076,849 -$107,267,630 +$89,809,219 AAPL, AMZN, MSFT, FVD, BRKB Restatement 28 Jul 2022, 15:27
Q3 2020 684 $1,149,053,000 $0 $0 $0 AAPL, AMZN, MSFT, FVD, BRKB Restatement 28 Jul 2022, 16:08