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 stocks worth $789.1M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Invesco QQQ Trust Series 1. Their largest long position is Invesco Nasdaq 100 ETF at 6% of the equity book. They also disclosed $1.6M in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2025 would be +16% (+10.6%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show KPP Advisory Services LLC's latest
holdings, largest changes, and filing provenance.
Opened
84
new positions
Added to
127
existing
Trimmed
155
reduced
Sold out
19
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+16.4%
+10.6%/yr · since Jan '25
Their reported book
+20.4%
held from quarter-end
S&P 500
+23.3%
same window
$8K$9K$10K$12K$13KJan '25May '25Aug '25Dec '25Apr '26Jul '26
KPP Advisory Services LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +20.4%, a 4.0-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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.

Concentration

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.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
13%
Financials
5%
Industrials
4%
Consumer Discretionary
4%
Health Care
3%
Consumer Staples
1%
Materials
1%

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, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$530.4B
ROYAL BANK OF CANADA79 / 80$152.6B
WELLS FARGO & COMPANY/MN79 / 80$152.0B
RAYMOND JAMES FINANCIAL INC79 / 80$101.9B
LPL Financial LLC79 / 80$95.7B
ENVESTNET ASSET MANAGEMENT INC79 / 80$93.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO79 / 80$62.1B
FIFTH THIRD BANCORP79 / 80$22.9B

Ranked by how many of KPP Advisory Services LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock'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%
New
New position
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

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 equity book, weighting, concentration and sector figures above.

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 24, 2026362$790.7M13F-HR
Q1 2026Mar 31, 2026Apr 24, 2026349$688.6M13F-HR
Q4 2025Dec 31, 2025Feb 2, 2026328$688.6M13F-HR
Q3 2025Sep 30, 2025Nov 3, 2025329$675.4M13F-HR
Q2 2025Jun 30, 2025Jul 30, 2025308$606.2M13F-HR/A
Q1 2025Mar 31, 2025Apr 23, 2025292$527.3M13F-HR
Q4 2024Dec 31, 2024Jan 24, 2025258$424.1M13F-HR
Amended / restated
  • Q2 2025 · filed Jul 23, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.