Kestra Private Wealth Services, LLC Portfolio Holdings
Kestra Private Wealth Services, LLC
- $7.43 Billion
- Q4 2025
Kestra Private Wealth Services, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $7.43 Billion distributed in 1726 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $286M, Apple Inc. with a value of $279M, Microsoft Corp with a value of $185M, Amazon Com Inc with a value of $184M, and Alphabet Inc. with a value of $122M.
Examining the 13F form we can see an increase of $261M in the current position value, from $7.16B to 7.43B.
Below you can find more details about Kestra Private Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$7.43 Billion
ETFs: $3.31 Billion
Technology: $1.35 Billion
Financial Services: $587 Million
Consumer Cyclical: $457 Million
Communication Services: $364 Million
Industrials: $362 Million
Healthcare: $337 Million
Consumer Defensive: $237 Million
Other: $374 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,726
- Current Value $7.43 Billion
- Prior Value $7.16 Billion
- Filing
- Period Q4 2025
- Filing Date January 29, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 149 stocks
- Additional Purchases 924 stocks
- Sold out of 0 stocks
- Reduced holdings in 554 stocks