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KESTRA PRIVATE WEALTH SERVICES, LLC - Portfolio Stock Holdings

KESTRA PRIVATE WEALTH SERVICES, LLC disclosed 1919 stock positions in a recent SEC 13F filing. $9,365,461,695 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and MSFT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $13,452,224,033 and has 211 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

1919

Est. Stock Holding Value:

$9,365,461,695

Top Stock Holdings By Sector

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Portfolio Stock Holdings - KESTRA PRIVATE WEALTH SERVICES, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - KESTRA PRIVATE WEALTH SERVICES, LLC

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.