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Annmarie Young

Kpp Advisory Services Llc

Assets Managed
$790.727M
Holdings
361
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
14.84%(2Q avg: 7.42%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Kpp Advisory Services Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 361 positions.

Assets under management

The assets under management (AUM) of Kpp Advisory Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 790.727M in assets, with a quarterly growth rate of 14.84% and a 2-quarter average growth rate of 7.42%. The portfolio is managed by Annmarie Young, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 5.11%
5.76%
$45.536M
150,298 shares@ $302.98 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.28%
3.13%
$24.716M
33,563 shares@ $736.4 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 43.04%
2.86%
$22.583M
32,880 shares@ $686.83 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 0.54%
2.64%
$20.809M
184,344 shares@ $112.88 avg price
JHMM
John Hancock Multi Fact Mid
Recent Activity
Increased 1.12%
2.56%
$20.227M
269,833 shares@ $74.96 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.59%
2.56%
$20.203M
69,821 shares@ $289.36 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 2.85%
2.27%
$17.936M
218,892 shares@ $81.94 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 2.18%
2.15%
$16.985M
344,673 shares@ $49.28 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -2.41%
1.69%
$13.294M
66,441 shares@ $200.1 avg price
CGGR
Cap Group Growth Equity
Recent Activity
Increased 5.83%
1.68%
$13.247M
280,651 shares@ $47.21 avg price

1-10 of 361