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Pamela Young

Pks Advisory Services, Llc

Assets Managed
$430.248M
Holdings
228
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-1.86%(2Q avg: -5.12%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Pks Advisory Services, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Pks Advisory Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 430.248M in assets, with a quarterly growth rate of -1.86% and a 2-quarter average growth rate of -5.12%. The portfolio is managed by Pamela Young, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -89.61%
11.03%
$47.435M
7,574 shares@ $6262.91 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 5.82%
6.72%
$28.894M
44,295 shares@ $652.32 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.7%
6.6%
$28.393M
49,186 shares@ $577.25 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.2%
4.74%
$20.353M
301,168 shares@ $67.59 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.46%
4.62%
$19.862M
159,751 shares@ $124.33 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.57%
3.38%
$14.531M
57,187 shares@ $254.1 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 4.27%
1.96%
$8.422M
74,436 shares@ $113.15 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.22%
1.49%
$6.402M
70,671 shares@ $90.6 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.08%
1.33%
$5.707M
17,788 shares@ $320.82 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -4.48%
1.22%
$5.237M
29,950 shares@ $174.88 avg price

1-10 of 228