KESTRA PRIVATE WEALTH SERVICES, LLC
CIK: 1649451SEC EDGAR →
Portfolio Value
$3.2T
Holdings
1,758
As of
Q1 2026
New Positions
1,758
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR EXCHNG TRADED FD VI | 2,001,554 | $67.6B | 2.12% |
| 2 | FIRST TR EXCHANGE TRADED FD | 935,616 | $63.9B | 2.00% |
| 3 | ISHARES TR | 629,384 | $62.5B | 1.96% |
| 4 | SPDR SERIES TRUST | 447,709 | $43.8B | 1.37% |
| 5 | WISDOMTREE TR | 810,901 | $40.8B | 1.28% |
| 6 | ISHARES TR | 444,614 | $40.3B | 1.26% |
| 7 | MORGAN STANLEY ETF TRUST | 729,326 | $36.7B | 1.15% |
| 8 | VANGUARD TAX-MANAGED FDS | 570,327 | $36.5B | 1.15% |
| 9 | J P MORGAN EXCHANGE TRADED F | 644,712 | $36.5B | 1.15% |
| 10 | WISDOMTREE TR | 411,010 | $36.1B | 1.13% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 903 | $2.4T | 74.8% |
| Unknown | 115 | $205.4B | 6.4% |
| Technology | 186 | $115.7B | 3.6% |
| Energy | 54 | $77.1B | 2.4% |
| Consumer Defensive | 43 | $68.1B | 2.1% |
| Communication Services | 36 | $62.0B | 1.9% |
| Utilities | 34 | $55.2B | 1.7% |
| Consumer Cyclical | 78 | $54.9B | 1.7% |
| Healthcare | 82 | $52.4B | 1.6% |
| Real Estate | 47 | $45.5B | 1.4% |
| Industrials | 138 | $40.0B | 1.3% |
| Basic Materials | 42 | $26.2B | 0.8% |