KPP Advisory Services LLC
Annual return '25
+14.3%
SPY '25
+17.7%
Alpha
-3.4ptsvs SPY
Invested
$688.6M
Holdings
349
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$QQQM
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 128.6k shares)
4.9%
02
$NDQ
INVESCO QQQ TR
Q1 2026: Sold 93.3% (40.6k → 2.7k shares)
2.9%
03
$XMHQ
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 189.3k shares)
2.8%
04
$JHMM
JOHN HANCOCK EXCHANGE TRADED
Q1 2026: Exited (was 278.9k shares)
2.6%
05
$AAPL
APPLE INC
Q1 2026: Sold 84.4% (73.4k → 11.5k shares)
2.6%
06
$DFUS
DIMENSIONAL ETF TRUST
Q1 2026: Sold 94.6% (197.6k → 10.7k shares)
2.2%
07
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Exited (was 332.5k shares)
2.1%
08
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 90.5% (18.4k → 1.8k shares)
2.0%
09
$MSFT
MICROSOFT CORP
Q1 2026: Sold 89.9% (34.7k → 3.5k shares)
1.8%
10
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 96.1% (88.2k → 3.5k shares)
1.7%
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 10:43 UTC.