Notify me when Kestra Advisory Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 4,515 | $24,241,770,662 | +$2,666,272,959 | -$599,236,896 | +$2,067,036,063 | AAPL, NVDA, PH, IVV, MSFT | 13F-HR | 13 Feb 2026, 17:04 |
| Q3 2025 | 2,882 | $21,839,535,884 | +$2,128,369,047 | -$2,163,018,949 | -$34,649,902 | AAPL, NVDA, PH, MSFT, IVV | 13F-HR | 13 Nov 2025, 18:55 |
| Q2 2025 | 2,807 | $20,483,729,479 | +$1,836,435,119 | -$3,189,862,944 | -$1,353,427,825 | BERKSHIRE HATHAWAY INC DEL, AAPL, IVV, NVDA, PH | 13F-HR | 14 Aug 2025, 21:26 |
| Q1 2025 | 2,742 | $20,556,934,390 | +$4,677,670,980 | -$1,810,230,207 | +$2,867,440,773 | BERKSHIRE HATHAWAY INC DEL, AAPL, PH, IVV, VOO | 13F-HR | 14 May 2025, 11:31 |
| Q4 2024 | 2,632 | $18,220,037,560 | +$1,981,930,630 | -$1,691,903,322 | +$290,027,308 | AAPL, IVV, PH, NVDA, MSFT | 13F-HR | 10 Feb 2025, 11:56 |
| Q3 2024 | 2,532 | $18,139,554,676 | +$741,832,420 | -$1,867,771,572 | -$1,125,939,152 | AAPL, PH, MSFT, IVV, NVDA | 13F-HR | 13 Nov 2024, 14:30 |
| Q2 2024 | 2,606 | $17,850,060,805 | +$3,609,910,463 | -$274,359,655 | +$3,335,550,808 | AAPL, MSFT, NVDA, IVV, PH | 13F-HR | 14 Aug 2024, 17:15 |
| Q1 2024 | 2,450 | $14,920,784,954 | +$2,141,459,019 | -$333,449,881 | +$1,808,009,138 | AAPL, PH, MSFT, IVV, VOO | 13F-HR | 15 May 2024, 08:24 |
| Q4 2023 | 2,271 | $12,245,127,749 | +$1,503,176,847 | -$434,775,436 | +$1,068,401,411 | AAPL, PH, IVV, MSFT, QQQ | 13F-HR | 14 Feb 2024, 16:37 |
| Q3 2023 | 2,105 | $10,169,561,046 | +$1,078,986,492 | -$509,549,621 | +$569,436,871 | AAPL, PH, IVV, MSFT, SPY | 13F-HR | 09 Nov 2023, 18:05 |
| Q2 2023 | 2,101 | $9,987,493,495 | +$963,595,378 | -$701,319,726 | +$262,275,652 | AAPL, PH, IVV, MSFT, SPY | 13F-HR | 11 Aug 2023, 15:15 |
| Q1 2023 | 2,045 | $9,224,824,724 | +$474,893,093 | -$3,049,855,931 | -$2,574,962,838 | AAPL, IVV, PH, MSFT, SPY | 13F-HR | 12 May 2023, 16:05 |
| Q4 2022 | 2,249 | $11,253,393,481 | +$1,990,734,098 | -$730,921,471 | +$1,259,812,627 | AAPL, IVV, MSFT, PH, SPY | 13F-HR | 31 Jan 2023, 12:01 |
| Q3 2022 | 2,099 | $9,342,212,000 | +$1,237,089,684 | -$792,746,840 | +$444,342,844 | AAPL, IVV, MSFT, AMZN, VTI | Restatement | 01 Nov 2022, 15:31 |
| Q2 2022 | 2,128 | $9,730,377,000 | +$2,131,123,021 | -$462,433,455 | +$1,668,689,566 | AAPL, IVV, GOOGL, MSFT, QQQ | 13F-HR | 12 Aug 2022, 10:18 |
| Q1 2022 | 1,997 | $9,601,003,000 | +$884,860,318 | -$687,919,909 | +$196,940,409 | AAPL, IVV, MSFT, AMZN, QQQ | Restatement | 20 Jul 2022, 16:42 |
| Q4 2021 | 2,004 | $9,875,930,000 | +$633,827,365 | -$1,412,955,298 | -$779,127,933 | AAPL, IVV, MSFT, QQQ, AMZN | Restatement | 25 Jul 2022, 13:54 |
| Q3 2021 | 2,107 | $9,997,516,000 | +$1,670,457,779 | -$322,561,210 | +$1,347,896,569 | AAPL, IVV, MSFT, AMZN, VTI | Restatement | 25 Jul 2022, 16:16 |
| Q2 2021 | 1,994 | $8,796,900,000 | +$824,640,123 | -$333,542,433 | +$491,097,690 | AAPL, IVV, MSFT, AMZN, VTI | Restatement | 26 Jul 2022, 14:45 |
| Q1 2021 | 1,844 | $7,877,262,000 | +$897,505,960 | -$2,049,486,514 | -$1,151,980,554 | AAPL, IVV, MSFT, AMZN, VTI | Restatement | 27 Jul 2022, 10:47 |
| Q4 2020 | 1,845 | $8,625,801,000 | +$2,717,771,399 | -$152,091,687 | +$2,565,679,712 | AAPL, IVV, AMZN, MSFT, QQQ | Restatement | 28 Jul 2022, 17:05 |
| Q3 2020 | 1,403 | $5,095,476,000 | $0 | $0 | $0 | AAPL, IVV, AMZN, MSFT, QQQ | Restatement | 28 Jul 2022, 17:34 |