PKS Advisory Services, LLC - Portfolio Stock Holdings
PKS Advisory Services, LLC disclosed 386 stock positions in a recent SEC 13F filing. $623,792,035 of stock holdings were filed, with the largest holdings including IVV, QQQ, and SPY. This filing represented positions held on June 30, 2026, and was filed on Aug. 4, 2026.We estimate the fund has a total AUM of $1,093,322,679 and has 45 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
386Est. Stock Holding Value:
$623,792,035Top Stock Holdings By Sector
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Portfolio Stock Holdings - PKS Advisory Services, LLC
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% of Portfolio
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