13F Filings History of Kestra Advisory Services, LLC

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$21.8B
Signature - Title
Stephen Smith - Head of Advisory Compliance
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Kestra Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kestra Advisory Services, LLC reported 2882 stock holdings with total value $21.8B as of Q3 2025. Top holdings included AAPL, NVDA, PH, MSFT, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 2,882 $21.8B +$2.13B -$2.17B -$37.5M AAPL, NVDA, PH, MSFT, IVV 13F-HR 11/13/2025, 06:55 PM
Q2 2025 2,807 $20.5B +$1.84B -$3.19B -$1.35B BRKA, AAPL, IVV, NVDA, PH 13F-HR 8/14/2025, 09:26 PM
Q1 2025 2,742 $20.6B +$4.68B -$1.81B +$2.87B AAPL, PH, IVV, VOO, MSFT 13F-HR 5/14/2025, 11:31 AM
Q4 2024 2,632 $18.2B +$1.98B -$1.69B +$290M AAPL, IVV, PH, NVDA, MSFT 13F-HR 2/10/2025, 11:56 AM
Q3 2024 2,532 $18.1B +$742M -$1.87B -$1.13B AAPL, PH, MSFT, IVV, NVDA 13F-HR 11/13/2024, 02:30 PM
Q2 2024 2,606 $17.9B +$3.61B -$274M +$3.34B AAPL, MSFT, NVDA, IVV, PH 13F-HR 8/14/2024, 05:15 PM
Q1 2024 2,439 $14.9B +$2.13B -$314M +$1.82B AAPL, PH, MSFT, IVV, VOO 13F-HR 5/15/2024, 08:24 AM
Q4 2023 2,245 $12.2B +$1.5B -$434M +$1.07B AAPL, PH, IVV, MSFT, QQQ 13F-HR 2/14/2024, 04:37 PM
Q3 2023 2,264 $10.2B +$1.08B -$510M +$567M AAPL, PH, IVV, MSFT, SPY 13F-HR 11/9/2023, 06:05 PM
Q2 2023 2,101 $9.99B +$964M -$636M +$327M AAPL, PH, IVV, MSFT, SPY 13F-HR 8/11/2023, 03:15 PM
Q1 2023 2,041 $9.22B +$474M -$2.81B -$2.34B AAPL, IVV, PH, MSFT, SPY 13F-HR 5/12/2023, 04:05 PM
Q4 2022 2,247 $11.3B +$1.99B -$678M +$1.31B AAPL, IVV, MSFT, PH, SPY 13F-HR 1/31/2023, 11:01 AM
Q3 2022 2,094 $9.31B +$1.23B -$711M +$520M AAPL, IVV, MSFT, AMZN, VTI Restatement 11/1/2022, 03:31 PM
Q2 2022 2,123 $9.7B +$2.12B -$389M +$1.73B AAPL, IVV, GOOGL, MSFT, QQQ 13F-HR 8/12/2022, 10:18 AM
Q1 2022 1,993 $9.56B +$883M -$579M +$304M AAPL, IVV, MSFT, AMZN, QQQ Restatement 7/20/2022, 04:42 PM
Q4 2021 2,001 $9.85B +$629M -$1.21B -$578M AAPL, IVV, MSFT, QQQ, AMZN Restatement 7/25/2022, 01:54 PM
Q3 2021 2,105 $10B +$1.67B -$322M +$1.35B AAPL, IVV, MSFT, AMZN, VTI Restatement 7/25/2022, 04:16 PM
Q2 2021 1,993 $8.8B +$824M -$325M +$499M AAPL, IVV, MSFT, AMZN, VTI Restatement 7/26/2022, 02:45 PM
Q1 2021 1,844 $7.88B +$898M -$2.05B -$1.15B AAPL, IVV, MSFT, AMZN, VTI Restatement 7/27/2022, 10:47 AM
Q4 2020 1,842 $8.6B +$3.17B -$105M +$3.06B AAPL, IVV, AMZN, MSFT, QQQ Restatement 7/28/2022, 05:05 PM
Q3 2020 1,034 $5.08B AAPL, IVV, AMZN, MSFT, QQQ Restatement 7/28/2022, 05:34 PM