KESTRA PRIVATE WEALTH SERVICES, LLC has filed its Form 13F-HR, disclosing equity securities held as of the close of business on September 30, 2026. The filing, signed by Head of Advisory Compliance Stephen Smith, reports the firm's total holdings across 1,741 positions.
The portfolio is diversified across various sectors and asset classes. Major equity holdings include Apple Inc., with 334,891,430 shares, and Chevron Corporation, with 349,038 shares. The firm also holds significant positions in Lockheed Martin Corporation, with 77,501,702 shares, and Lincoln National Corporation, with 150,247,769 shares.
In addition to traditional equities, the filing lists several exchange-traded funds (ETFs) and other investment vehicles. These include the iShares Core S&P 500 ETF, the iShares MSCI EAFE ETF, and the Vanguard Total International Stock ETF. The portfolio also includes exposure to digital assets, such as Grayscale Bitcoin Mini Trust and Fidelity Wise Origin Bitcoin Shares.
The filing details a total of 1,741 positions held by the firm, with no single position appearing to exceed the 10% threshold required for a separate Schedule 13G filing.
