KESTRA PRIVATE WEALTH SERVICES, LLC
•CIK: 1649451•Filing: Q4 2025
KESTRA PRIVATE WEALTH SERVICES, LLC, managed by the seasoned team of John F. Keating and John A. Keating, is known for its concentrated, high-conviction investment strategy, focusing on a small number of high-growth tech and financial stocks. Recently, the fund has made notable moves by adding significant positions in NVIDIA and JPMorgan Chase, reflecting its aggressive growth-oriented approach amidst a tech-heavy portfolio.
Total AUM
$7.8B
+ $6.3M in options
QoQ Performance
+10.9%
Positions
1,085
+ 7 options
Top 10 Concentration
26.8%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA3.6%
AAPL3.6%
AMZN2.3%
MSFT2.3%
GOOGL1.8%
JPM1.3%
BRK/B1.2%
META1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.3%
Technology22.7%
Consumer8.4%
Financial7.2%
Healthcare3.8%
Industrial2.5%
ETF2.4%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+1454 more exited positions
Changes from Q3 2025
↑152 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023