PKS Advisory Services, LLC: 13F holdings

CIK 16054012026Q2

Positions380
Reported value$626.6m
Filed2026-08-04

Change since last quarter

Positions380 (+152 vs prior quarter)
Reported value$626.6m (+45.6%)

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR74,832$56.0m8.9%
QQQ INVESCO QQQ TR49,211$36.3m5.8%
SPY STATE STR SPDR S&P 500 ETF T44,125$33.0m5.3%
IJR ISHARES TR158,101$23.4m3.7%
IJH ISHARES TR300,185$23.1m3.7%
AAPL APPLE INC61,906$17.9m2.9%
TPL TEXAS PACIFIC LAND CORPORATI31,141$13.6m2.2%
IWF ISHARES TR83,860$11.5m1.8%
NVDA NVIDIA CORPORATION37,972$7.6m1.2%
VTI VANGUARD INDEX FDS18,287$6.8m1.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1605401")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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