§ 13F · FUND PROFILE
PKS Advisory Services, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $405.1T (13F)Positions · 261Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 73K | $49.9T | 11.4% | −2% |
| 2 | QQQ | INVESCO QQQ TR | 47K | $29.1T | 6.6% | −1% |
| 3 | SPY | SPDR S&P 500 ETF TR | 42K | $28.5T | 6.5% | ±0% |
| 4 | IJH | ISHARES TR | 301K | $19.8T | 4.5% | −1% |
| 5 | IJR | ISHARES TR | 160K | $19.3T | 4.4% | −7% |
| 6 | AAPL | APPLE INC | 59K | $16.0T | 3.6% | −1% |
| 7 | IVW | ISHARES TR | 71K | $8.8T | 2.0% | −4% |
| 8 | IEFA | ISHARES TR | 70K | $6.2T | 1.4% | −6% |
| 9 | NVDA | NVIDIA CORPORATION | 31K | $5.8T | 1.3% | +5% |
| 10 | VTI | VANGUARD INDEX FDS | 17K | $5.7T | 1.3% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PKS SIGNAL
AC read
PKS Advisory Services, LLC is a Other fund managing $405142.0 trillion in assets. The fund runs a broad portfolio of 261 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed