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KPP Advisory Services LLC - Portfolio Stock Holdings

KPP Advisory Services LLC disclosed 380 stock positions in a recent SEC 13F filing. $788,288,246 of stock holdings were filed, with the largest holdings including QQQM, QQQ, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,241,011,682 and has 37 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

380

Est. Stock Holding Value:

$788,288,246

Top Stock Holdings By Sector

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Portfolio Stock Holdings - KPP Advisory Services LLC

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

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Portfolio Options Holdings - KPP Advisory Services LLC

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

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