Data as of Q4 2025 (Dec 31, 2025)

KPP Advisory Services LLC

•CIK: 1989349•Filing: Q4 2025

KPP Advisory Services LLC manages $689M across a diversified portfolio of 328 positions. The fund exhibits significant concentration in major tech and growth sectors, with top holdings including QQQM at $32.5M and NDQ at $24.9M. Further notable allocations include IVV ($21.1M), AAPL ($20.0M), and XMHQ ($19.4M). This structure suggests a tactical, growth-oriented mandate heavily weighted toward large-cap technology exposure.

Total AUM
$688.6M
QoQ Performance
+2.2%
Positions
227
Top 10 Concentration
30.6%
Latest Filing
Q4 2025

Top Holdings Allocation

QQQM4.7%
NDQ3.6%
IVV3.1%
AAPL2.9%
XMHQ2.8%
JHMM2.7%
MSFT2.4%
NVDA2.4%

📈 Biggest Buys

EQWL
INVESCO EXCHANGE TRADED FD T
NEW
1.1% of portfolio
GLDM
WORLD GOLD TR
+121.8%
1.2% of portfolio
CGDV
CAPITAL GROUP DIVIDEND VALUE
+33.7%
2.1% of portfolio
FWD
AB ACTIVE ETFS INC
+183.3%
0.7% of portfolio
GRID
FIRST TR EXCHANGE TRADED FD
NEW
0.5% of portfolio

📉 Biggest Sells

DGRW
WISDOMTREE TR
-78.7%
0.2% of portfolio
SPY
SPDR S&P 500 ETF TR
-66.7%
0.2% of portfolio
TSLA
TESLA INC
-17.1%
2.0% of portfolio
VBR
VANGUARD INDEX FDS
-36.5%
0.6% of portfolio
DGRO
ISHARES TR
-13.2%
1.8% of portfolio

Sector Breakdown

Other66.6%
Technology13.2%
ETF5.3%
Consumer5.1%
Financial3.0%
Healthcare2.7%
Industrial1.3%
Consumer Staples0.9%

🚪 Exited Positionssold since Q3 2025

ESGU
ISHARES TR
SOLD
$4.7M
IEFA
ISHARES TR
SOLD
$3.0M
OEF
ISHARES TR
SOLD
$1.9M
MLB1
MERCADOLIBRE INC
SOLD
$1.4M
OBIL
RBB FD INC
SOLD
$1.1M
+130 more exited positions

Changes from Q3 2025

NEW6 new positions
↑103 increased
↓85 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

QQQM4.7%
INVESCO EXCH TRADED FD TR II
$32.5M
NDQ3.6%
INVESCO QQQ TR
$24.9M
IVV3.1%
ISHARES TR
$21.1M
AAPL2.9%
APPLE INC
$20.0M
XMHQ2.8%
INVESCO EXCHANGE TRADED FD T
$19.4M

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