13F Filings History of KPP Advisory Services LLC

Latest 13F report
Q4 2025 - 02 Feb 2026
Value $
$688,581,320
Signature - Title
Annmarie Young - Operations HR Manager
Location
Louisville, KY
Summary
This page shows a list of all the recent 13F filings made by KPP Advisory Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KPP Advisory Services LLC reported 328 stock holdings with total value $688,581,320 as of Q4 2025. Top holdings included QQQM, QQQ, IVV, AAPL, and XMHQ.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 328 $688,581,320 +$56,968,620 -$49,178,170 +$7,790,450 QQQM, QQQ, IVV, AAPL, XMHQ 13F-HR 02 Feb 2026, 14:19
Q3 2025 328 $673,556,335 +$70,016,912 -$47,805,900 +$22,211,012 QQQM, QQQ, IVV, XMHQ, AAPL 13F-HR 03 Nov 2025, 08:29
Q2 2025 308 $606,202,270 +$54,991,950 -$23,550,465 +$31,441,485 QQQM, QQQ, IVV, XMHQ, MSFT Restatement 30 Jul 2025, 14:58
Q1 2025 291 $524,928,120 +$145,788,245 -$22,829,836 +$122,958,409 QQQ, IVV, XMHQ, QQQM, AAPL 13F-HR 23 Apr 2025, 17:12
Q4 2024 258 $424,121,610 +$27,388,180 -$19,502,680 +$7,885,500 QQQ, XMHQ, QQQM, AAPL, JHMM 13F-HR 24 Jan 2025, 14:53
Q3 2024 260 $416,735,741 +$63,587,104 -$45,588,308 +$17,998,796 QQQ, XMHQ, QQQM, AAPL, JHMM 13F-HR 06 Nov 2024, 16:35
Q2 2024 238 $376,173,791 +$36,991,927 -$21,322,675 +$15,669,252 QQQ, JHMM, AAPL, CALF, MSFT 13F-HR 27 Aug 2024, 11:02
Q1 2024 241 $364,286,276 +$247,241,476 -$4,090,764 +$243,150,712 QQQ, JHMM, CALF, DGRO, MSFT 13F-HR 14 May 2024, 12:28
Q4 2023 126 $113,807,953 +$7,448,079 -$209,360,219 -$201,912,140 AAPL, MSFT, TSLA, AMZN, F 13F-HR 14 Feb 2024, 09:44
Q3 2023 216 $302,814,098 $0 $0 $0 QQQ, FTCS, JHMM, CALF, DGRO 13F-HR 14 Nov 2023, 09:37