Fund HoldingsKESTRA PRIVATE WEALTH SERVICES, LLC

Total Portfolio Value
$9.10B
Total Bought
$1.47B
Total Sold
$1.40B
Net Transaction
+$70.27M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
01,856,317+1,856,317067,8110.75%+67,811
MICRON TECHNOLOGY INC(MU)084,889+84,889097,9861.08%+97,986
SPDR SERIES TRUST
ST STR P500GRW
0418,135+418,135049,7540.55%+49,754
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0830,959+830,959040,9500.45%+40,950
MORGAN STANLEY ETF TRUST
EATO VAN MTG ETF
0719,818+719,818035,9840.40%+35,984
NVIDIA CORPORATION(NVDA)01,455,599+1,455,5990291,2513.20%+291,251
ALPHABET INC(GOOG)0436,038+436,0380155,8271.71%+155,827
ADVANCED MICRO DEVICES INC(AMD)084,411+84,411049,0350.54%+49,035
APPLE INC(AAPL)01,021,202+1,021,2020295,4953.25%+295,495
INVESCO QQQ TR178,861172,540-6,321103,235127,0581.40%+23,823
SPDR SERIES TRUST
ST STR P500VAL
0338,842+338,842020,5980.23%+20,598
AMAZON COM INC(AMZN)0763,107+763,1070181,8792.00%+181,879
CROWDSTRIKE HLDGS INC(CRWD)51,12352,444+1,32119,95940,0220.44%+20,063
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
0801,883+801,883019,9510.22%+19,951
CAPITAL GRP FIXED INCM ETF T
SHORT DURATION
615,3041,359,525+744,22115,86934,9810.38%+19,112
PALO ALTO NETWORKS INC(PANW)095,382+95,382032,5270.36%+32,527
ELI LILLY & CO(LLY)056,415+56,415067,6660.74%+67,666
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0352,779+352,779016,6510.18%+16,651
SELECT SECTOR SPDR TR
ST STR TECHN ETF
086,130+86,130016,4090.18%+16,409
VANGUARD INDEX FDS01,048,954+1,048,954090,3570.99%+90,357
VANGUARD INDEX FDS0115,609+115,609079,4010.87%+79,401
CISCO SYS INC(CSCO)0357,894+357,894042,0380.46%+42,038
TIDAL TRUST III
FUND GRA MID ETF
0449,123+449,123014,1200.16%+14,120
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
935,616961,997+26,38163,88477,9800.86%+14,096
ISHARES TR0139,935+139,935014,0870.15%+14,087
BROADCOM INC(AVGO)0225,708+225,708085,2610.94%+85,261
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
0456,014+456,014012,5270.14%+12,527
INTEL CORP(INTC)0146,843+146,843020,5040.23%+20,504
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0402,580+402,580011,9650.13%+11,965
CATERPILLAR INC(CAT)037,023+37,023039,4260.43%+39,426
ALPHABET INC(GOOG)0222,603+222,603078,6520.86%+78,652
VANGUARD INDEX FDS0432,511+432,511094,2571.04%+94,257
TESLA INC(TSLA)0184,231+184,231077,4880.85%+77,488
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0213,884+213,884011,2760.12%+11,276
TAIWAN SEMICONDUCTOR MFG LTD(TSM)074,722+74,722035,6850.39%+35,685
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0272,468+272,468010,9780.12%+10,978
ISHARES TR118,246488,684+370,43850,42060,6800.67%+10,260
BLACKROCK ETF TRUST II0191,024+191,02409,9980.11%+9,998
ISHARES TR270,711294,758+24,04730,62040,5380.45%+9,918
DIMENSIONAL ETF TRUST
US CORE EQT MKT
0200,272+200,272010,3520.11%+10,352
AMERICAN CENTY ETF TR0149,160+149,160014,3920.16%+14,392
STATE STR SPDR S&P 500 ETF T(SPY)122,932119,662-3,27079,94889,3600.98%+9,412
BLACKROCK ETF TRUST
ISHA US THEM ETF
0215,388+215,38809,2850.10%+9,285
ISHARES TR31,38930,579-81010,31619,5940.22%+9,277
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
018,683+18,683018,0290.20%+18,029
VANGUARD INTL EQUITY INDEX F0318,728+318,728026,6930.29%+26,693
ISHARES TR118,547115,097-3,45077,43686,1950.95%+8,759
APPLIED MATLS INC024,453+24,453017,6800.19%+17,680
VANECK ETF TRUST
SEMICONDUCTR ETF
028,672+28,672018,8060.21%+18,806
GE VERNOVA INC(GEV)17,82720,631+2,80415,56124,2390.27%+8,678
ISHARES TR219,860229,113+9,25346,97855,5440.61%+8,566
KLA CORP(KLAC)056,740+56,740017,1190.19%+17,119
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
0121,967+121,96708,2430.09%+8,243
SPDR INDEX SHS FDS
ST MAR DIVID ETF
0197,794+197,79408,1010.09%+8,101
CORNING INC(GLW)074,489+74,489019,0270.21%+19,027
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0216,920+216,92007,9390.09%+7,939
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
92,534134,943+42,40910,25117,9810.20%+7,730
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
218,213237,312+19,09913,67821,3220.23%+7,645
ASML HLDG NV
N Y REGISTRY SHS
011,598+11,598023,0730.25%+23,073
SELECT SECTOR SPDR TR
ST STR FINL ETF
0139,743+139,74307,4920.08%+7,492
MFS ACTIVE EXCHANGE TRADED F
INTERNATINL ETF
1,049,5431,187,275+137,73231,19238,5630.42%+7,370
UNITEDHEALTH GROUP INC(UNH)037,810+37,810015,7150.17%+15,715
ABBVIE INC(ABBV)0180,625+180,625045,4520.50%+45,452
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0152,590+152,59006,7690.07%+6,769
VISA INC(V)0193,900+193,900066,5250.73%+66,525
MORGAN STANLEY(MS)0150,080+150,080031,3730.34%+31,373
VANGUARD WORLD FD048,084+48,08407,8590.09%+7,859
TEXAS INSTRS INC(TXN)061,706+61,706018,3930.20%+18,393
FRANKLIN TEMPLETON ETF TR
ULTR SHOR BD ETF
0249,921+249,92106,2570.07%+6,257
SCHWAB STRATEGIC TR0284,942+284,942015,0340.17%+15,034
SPDR SERIES TRUST
ST STR SP DIV
040,539+40,53906,1690.07%+6,169
VANGUARD WORLD FD
INF TECH ETF
0192,313+192,313022,9850.25%+22,985
VANGUARD INDEX FDS077,169+77,169028,5560.31%+28,556
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
90,06889,570-49821,40227,1370.30%+5,735
ISHARES TR156,757153,748-3,00939,00744,6820.49%+5,675
SANDISK CORP(SNDK)02,840+2,84006,4570.07%+6,457
GE AEROSPACE(GE)051,007+51,007019,0630.21%+19,063
SELECT SECTOR SPDR TR
ST STR ENERG ETF
0103,591+103,59105,5020.06%+5,502
AMERICAN CENTY ETF TR0287,416+287,416035,8580.39%+35,858
QUALCOMM INC(QCOM)0128,534+128,534023,7520.26%+23,752
ISHARES TR146,265149,045+2,78021,16626,6190.29%+5,453
PUTNAM ETF TRUST0374,669+374,669019,0890.21%+19,089
CALAMOS ETF TR
AUTOC INCOM ETF
0198,571+198,57105,4030.06%+5,403
ISHARES TR
CORE MSCI INTL
0126,402+126,402011,2510.12%+11,251
GOLDMAN SACHS GROUP INC(GS)32,55132,513-3827,53832,8830.36%+5,345
TIDAL TRUST I0614,029+614,029016,9780.19%+16,978
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
064,941+64,94105,3240.06%+5,324
MARVELL TECHNOLOGY INC(MRVL)025,769+25,76907,6760.08%+7,676
LAM RESEARCH CORP(LRCX)024,532+24,532010,6300.12%+10,630
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
026,363+26,36307,1690.08%+7,169
ISHARES TR060,888+60,88805,0260.06%+5,026
SPACE EXPLORATION TECHN CORP029,120+29,12004,9750.05%+4,975
PACER FDS TR
US SM CAP CA ETF
095,787+95,78704,8480.05%+4,848
HONEYWELL INTL INC021,560+21,56004,8270.05%+4,827
ISHARES TR
MSCI USA MMENTM
40,25942,138+1,8799,66214,4460.16%+4,784
JPMORGAN CHASE & CO(JPM)345,829325,397-20,432101,729106,5121.17%+4,783
HONEYWELL AEROSPACE INC021,603+21,60304,7760.05%+4,776
SELECT SECTOR SPDR TR
ST STR CARE ETF
029,885+29,88504,7420.05%+4,742
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
043,995+43,99508,4360.09%+8,436
ISHARES TR0204,781+204,78104,6380.05%+4,638
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