13F Filings History of KPP Advisory Services LLC
- Latest 13F filing
- Q2 2026 - 24 Jul 2026
- Latest reported 13F value
- $789,128,552
- Largest 13F holdings
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QQQM QQQ VOO XMHQ JHMM AAPL DFUS CGDV NVDA CGGR MSFT FTGS
+8 more
FWD DGRO AMZN IVV XLG AVUV GLDM ILOW - Form 13F summary
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- KPP Advisory Services LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- KPP Advisory Services LLC reported 361 equity holdings with a total reported market value of $789,128,552 for Q2 2026. Top reported holdings included QQQM, QQQ, VOO, XMHQ, and JHMM.
- Manager signature
- Annmarie Young - Operations HR Manager
- Manager location
- Louisville, KY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$789,128,552
Quarter delta
+$100,533,819
Accepted
24 Jul 2026, 17:20
Rows shown
1-12 of 12
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 361 | $789,128,552 | +$57,675,191 | -$49,880,215 | +$7,794,976 | QQQM, QQQ, VOO, XMHQ, JHMM | 13F-HR | 24 Jul 2026, 17:20 |
| Q1 2026 | 349 | $688,594,733 | +$68,775,895 | -$51,550,568 | +$17,225,327 | QQQM, QQQ, XMHQ, JHMM, AAPL | 13F-HR | 24 Apr 2026, 15:53 |
| Q4 2025 | 328 | $688,581,320 | +$56,968,620 | -$49,178,170 | +$7,790,450 | QQQM, QQQ, IVV, AAPL, XMHQ | 13F-HR | 02 Feb 2026, 14:19 |
| Q3 2025 | 328 | $673,556,335 | +$70,016,912 | -$47,805,900 | +$22,211,012 | QQQM, QQQ, IVV, XMHQ, AAPL | 13F-HR | 03 Nov 2025, 08:29 |
| Q2 2025 | 308 | $606,202,270 | +$54,991,950 | -$23,550,465 | +$31,441,485 | QQQM, QQQ, IVV, XMHQ, MSFT | Restatement | 30 Jul 2025, 14:58 |
| Q1 2025 | 291 | $524,928,120 | +$145,788,245 | -$22,829,836 | +$122,958,409 | QQQ, IVV, XMHQ, QQQM, AAPL | 13F-HR | 23 Apr 2025, 17:12 |
| Q4 2024 | 258 | $424,121,610 | +$27,388,180 | -$19,502,680 | +$7,885,500 | QQQ, XMHQ, QQQM, AAPL, JHMM | 13F-HR | 24 Jan 2025, 14:53 |
| Q3 2024 | 260 | $416,735,741 | +$63,587,104 | -$45,588,308 | +$17,998,796 | QQQ, XMHQ, QQQM, AAPL, JHMM | 13F-HR | 06 Nov 2024, 16:35 |
| Q2 2024 | 238 | $376,173,791 | +$36,991,927 | -$21,322,675 | +$15,669,252 | QQQ, JHMM, AAPL, CALF, MSFT | 13F-HR | 27 Aug 2024, 11:02 |
| Q1 2024 | 241 | $364,286,276 | +$247,241,476 | -$4,090,764 | +$243,150,712 | QQQ, JHMM, CALF, DGRO, MSFT | 13F-HR | 14 May 2024, 12:28 |
| Q4 2023 | 126 | $113,807,953 | +$7,448,079 | -$209,360,219 | -$201,912,140 | AAPL, MSFT, TSLA, AMZN, F | 13F-HR | 14 Feb 2024, 09:44 |
| Q3 2023 | 216 | $302,814,098 | $0 | $0 | $0 | QQQ, FTCS, JHMM, CALF, DGRO | 13F-HR | 14 Nov 2023, 09:37 |