Arkolith/Funds/KPP Advisory Services LLC

KPP Advisory Services LLC

CIK 1989349
Holdings as of Jun 30, 2026·disclosed Jul 24, 2026·~24-day 13F lag·13F-HR
Active Filer

KPP Advisory Services LLC holds a diversified book of 361 reported positions worth $789.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Vanguard Core Bond ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco Nasdaq 100 ETF at 6% of the reported non-option book. They also disclosed $1.6M in put options (a bearish bet), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +20% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+19.8%
+11.7%/yr · since Jan '25
Their reported book
+23.7%
held from quarter-end
S&P 500
+27.8%
same window
$8K$9K$11K$12K$13KJan '25May '25Sep '25Jan '26May '26Sep '26
KPP Advisory Services LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +23.7%, a 3.9-point gap that is the cost of the ~24-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning KPP Advisory Services LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~24 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
17%
Top 10 holdings
27%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

35% mapped to company sectors

ETFs / funds
63%
Information Technology
14%
Financials
5%
Industrials
5%
Consumer Discretionary
4%
Health Care
3%
No sector on file yet
2%
Consumer Staples
1%

+5 sectors below the cut, 4% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as KPP Advisory Services LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.9 / 80$4.5B
Swiss Re Ltd25 / 80$1.0B
Prospect Hill Management, LLC8 / 80$240.9M
Draper Asset Management, LLC10 / 80$178.4M
9823 Capital, L.P.8 / 80$120.4M
Ardent Capital Management, Inc.17 / 80$195.5M
United American Securities Inc. (d/b/a UAS Asset Management)9 / 80$369.2M

Ranked by the share of each fund's own book sitting in the names it shares with KPP Advisory Services LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

361 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$45.5M150.3K
5.8%
+5.1%
Added · +7K sh
2Invesco QQQ TR
UNIT SER 1
$24.7M33.6K
3.1%
−4.3%
Reduced · −2K sh
3Vanguard Index FDS
S&P 500 ETF SHS
$22.6M32.9K
2.9%
+43%
Added · +10K sh
4Invesco Exchange Traded FD T
S&P MDCP QUALITY
$20.8M184.3K
2.6%
+0.5%
Added · +989 sh
5John Hancock Exchange Traded
MULTIFACTOR MI
$20.2M269.8K
2.6%
+1.1%
Added · +3K sh
6Apple Inc
COM
$20.2M69.8K
2.6%
+0.6%
Added · +409 sh
7Dimensional ETF Trust
US EQUI MARK ETF
$17.9M218.9K
2.3%
+2.8%
Added · +6K sh
8Capital Group Dividend Value
SHS CREAT UNIT
$17.0M344.7K
2.2%
+2.2%
Added · +7K sh
9Nvidia Corporation
COM
$13.3M66.4K
1.7%
−2.4%
Reduced · −2K sh
10Capital Group Growth ETF
SHS CREAT UNIT
$13.2M280.7K
1.7%
+5.8%
Added · +15K sh
11Microsoft Corp
COM
$12.5M33.6K
1.6%
−1.9%
Reduced · −647 sh
12First TR Exchange-Traded FD
GROWTH STRENGTH
$12.2M329.7K
1.5%
+3.9%
Added · +12K sh
13AB Active Etfs Inc
DISRUPTORS ETF
$12.2M82.1K
1.5%
+12%
Added · +9K sh
14Ishares TR
CORE DIV GRWTH
$11.9M156.5K
1.5%
+1.9%
Added · +3K sh
15Amazon Com Inc
COM
$11.8M49.5K
1.5%
+0.7%
Added · +333 sh
16Ishares TR
CORE S&P500 ETF
$11.7M15.6K
1.5%
−12%
Reduced · −2K sh
17Invesco Exchange Traded FD T
S&P 500 TOP 50
$10.6M173.7K
1.3%
+4.1%
Added · +7K sh
18American Centy ETF TR
US SML CP VALU
$10.3M82.5K
1.3%
+7.9%
Added · +6K sh
19World Gold TR
SPDR GLD MINIS
$10.0M126.5K
1.3%
+10.0%
Added · +11K sh
20AB Active Etfs Inc
INTL LOW VOLATLT
$9.4M207.7K
1.2%
+8.1%
Added · +16K sh
21Dimensional ETF Trust
US SMALL CAP ETF
$9.2M111.9K
1.2%
−0.5%
Reduced · −599 sh
22Invesco Exchange Traded FD T
AEROSPACE DEFN
$9.0M51.0K
1.1%
+16%
Added · +7K sh
23Franklin Templeton ETF TR
US MID CP MLTFCT
$8.4M144.9K
1.1%
+64%
Added · +56K sh
24First TR Exchange-Traded FD
NASDQ CLN EDGE
$7.8M40.7K
1.0%
+17%
Added · +6K sh
25Alphabet Inc
CAP STK CL A
$7.6M21.3K
1.0%
+0.2%
Added · +52 sh
26First TR Exchange Traded FD
SMID RISNG ETF
$7.3M169.8K
0.9%
+0.7%
Added · +1K sh
27Invesco Exchange Traded FD T
S&P500 QUALITY
$7.2M79.6K
0.9%
−1.8%
Reduced · −1K sh
28Invesco Exchange Traded FD T
S&P 100 EQL WIGH
$7.0M54.4K
0.9%
−47%
Reduced · −48K sh
29Ishares TR
CORE S&P SCP ETF
$6.7M45.5K
0.9%
+0.2%
Added · +105 sh
30JPMorgan Chase & Co
COM
$6.7M20.4K
0.8%
+6.0%
Added · +1K sh
31First TR Exchng Traded FD VI
FT LADD BUFF ETF
$6.7M182.7K
0.8%
−1.6%
Reduced · −3K sh
32Tesla Inc
COM
$5.8M13.7K
0.7%
−55%
Reduced · −17K sh
33Lam Research Corp
COM NEW
$5.7M13.1K
0.7%
−3.2%
Reduced · −429 sh
34TCW ETF Trust
FLEXIBLE INCOME
$5.6M141.8K
0.7%
+24%
Added · +28K sh
35Space Exploration Techn Corp
CLASS A COM STK
$5.4M31.9K
0.7%
Listed
Newly reportable
36Capital Group International
SHS
$5.4M149.4K
0.7%
+28%
Added · +33K sh
37Schwab Strategic TR
US LCAP VA ETF
$5.4M153.8K
0.7%
+4.3%
Added · +6K sh
38Wisdomtree TR
US QUALITY GROW
$5.2M79.2K
0.7%
+109%
Added · +41K sh
39Schwab Strategic TR
US LCAP GR ETF
$5.2M153.1K
0.7%
+5.9%
Added · +9K sh
40Quanta Svcs Inc
COM
$4.8M6.6K
0.6%
−2.3%
Reduced · −155 sh
41Procter & Gamble Co
COM
$4.7M31.9K
0.6%
+1.2%
Added · +393 sh
42Broadcom Inc
COM
$4.6M12.2K
0.6%
−2.1%
Reduced · −262 sh
43Invesco Exchange Traded FD T
S&P500 EQL WGT
$4.5M21.1K
0.6%
+0.4%
Added · +83 sh
44Altria Group Inc
COM
$4.5M62.2K
0.6%
~0%
Reduced · −4 sh
45First TR Exchange-Traded FD
CAP STRENGTH ETF
$4.4M47.0K
0.6%
−0.8%
Reduced · −406 sh
46First TR Exchange-Traded Alp
COM SHS
$4.2M30.2K
0.5%
+0.8%
Added · +234 sh
47Ishares TR
CORE S&P MCP ETF
$4.1M52.5K
0.5%
−2.7%
Reduced · −1K sh
48TCW ETF Trust
TRANS SYSTE ETF
$4.0M32.8K
0.5%
+6.3%
Added · +2K sh
49ASML Hldg NV
N Y REGISTRY SHS
$4.0M2.0K
0.5%
+2.5%
Added · +49 sh
50Victory Portfolios II
SHS FR CA FL ETF
$3.9M85.1K
0.5%
−7.7%
Reduced · −7K sh
Showing 50 of 361 positions
Build

Ask your agent what KPP Advisory Services LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1989349/holdings"
Ask your agent
Use Arkolith to show KPP Advisory Services LLC's latest
holdings, largest changes, and filing provenance.

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.6M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishTESLA INCTSLA$1.6M4K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$790.7M · Q2 2026Q4 2024 · $424.1MQ2 2026 · $790.7M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 202624d362$790.7M13F-HR
Q1 2026Mar 31, 2026Apr 24, 202624d349$688.6M13F-HR
Q4 2025Dec 31, 2025Feb 2, 202633d328$688.6M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d329$675.4M13F-HR
Q2 2025Jun 30, 2025Jul 30, 202530d308$606.2M13F-HR/A
Q1 2025Mar 31, 2025Apr 23, 202523d292$527.3M13F-HR
Q4 2024Dec 31, 2024Jan 24, 202524d258$424.1M13F-HR
Amended / restated
  • Q2 2025 · filed Jul 23, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.