SEC Form 13F · Q2 2026

KESTRA PRIVATE WEALTH SERVICES, LLC

Institutional Holdings Report

13F-HRTX
$9.1B
Portfolio Value
1,817
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK
1649451
Accession No.
0001649451-26-000008
Location
AUSTIN, TX
Form Type
13F-HR
Portfolio Value
$9.1B
Holdings Reported
1,817
Reporting Period
Q2 2026
Filed
July 28, 2026

About this Filing

KESTRA PRIVATE WEALTH SERVICES, LLC is an institutional investment manager based in AUSTIN, TX reporting approximately $9.1B in 13(f) securities across 1,817 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.