Kestra Advisory Services, LLC
Annual return '25
+17.4%
SPY '25
+17.7%
Alpha
-0.3ptsvs SPY
Invested
$27.7B
Holdings
1,903
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +2263.8% (10.0k → 236.4k shares)
6.4%
02
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +13.1% (138.4k → 156.5k shares)
6.1%
03
$AMZN
AMAZON COM INC
Q1 2026: Sold 39.3% (15.0k → 9.1k shares)
3.0%
04
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 23.0% (1.5k → 1.1k shares)
2.9%
05
$MSFT
MICROSOFT CORP
Q1 2026: Increased +266.5% (4.0k → 14.7k shares)
2.5%
06
$PLTR
PALANTIR TECHNOLOGIES INC
Q1 2026: Increased +255.9% (10.0k → 35.6k shares)
1.9%
07
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 19.4% (1.4k → 1.1k shares)
1.8%
08
$AVGO
BROADCOM INC
Q1 2026: Increased +1702.6% (12.0k → 216.3k shares)
1.6%
09
$TSLA
TESLA INC
Q1 2026: Increased +39.8% (829 → 1.2k shares)
1.5%
10
$GOOGL
ALPHABET INC
Q1 2026: Increased +2006.0% (4.0k → 84.2k shares)
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:26 UTC.