KCS Wealth Advisory

13F Portfolio Filings

  • Most recent 13F
    Q3 2023
  • Location
    los angeles, CA
  • CIK
    0001697719
  • All SEC filings
Q3 2023
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

133

$234.55M
AAPL, JAAA, VGSH, GSST
13F-HR
Nov 3, 2023
000108514623004067

153

$288.63M
AAPL, JAAA, VGSH, IVV
13F-HR
Jul 18, 2023
000108514623002737

145

$264.39M
AAPL, JAAA, VGSH, GSST
13F-HR
Apr 18, 2023
000108514623001729

143

$240.67M
AAPL, JAAA, VGSH, IVV
13F-HR
Feb 8, 2023
000108514623000755

143

$216.78M
AAPL, IVV, VGSH, GSST
13F-HR
Oct 21, 2022
000108514622003532

149

$224.85M
AAPL, IVV, VGSH, MSFT
13F-HR
Jul 22, 2022
000108514622002517

157

$216.19M
IVV, BRK.B, VGSH, MSFT
13F-HR
Apr 13, 2022
000108514622001373

161

$249.10M
AAPL, IVV, MSFT, EMB
13F-HR
Jan 26, 2022
000108514622000322

148

$211.49M
AAPL, IVV, EMB, MSFT
13F-HR
Oct 20, 2021
000108514621002844

150

$212.48M
AAPL, IVV, EMB, MSFT
13F-HR
Jul 27, 2021
000108514621002080

149

$193.71M
AAPL, IVV, EMB, AMAT
13F-HR
Apr 19, 2021
000108514621001203

147

$151.45M
IVV, EMB, AAPL, MELI
13F-HR
Jan 28, 2021
000108514621000292

142

$125.44M
EMB, AAPL, BRK.B, MBB
13F-HR
Oct 27, 2020
000108514620002663

141

$120.84M
EMB, SABA, AAPL, VANGUARD SCOTTSDALE FDS
13F-HR
Jul 16, 2020
000108514620001808

139

$98.34M
SABA, EMB, VANGUARD SCOTTSDALE FDS, IEUR
13F-HR
Apr 28, 2020
000108514620001229

149

$133.60M
EMB, IEUR, AAPL, SABA
13F-HR
Jan 15, 2020
000108514620000146

454

$144.62B
SLQD, SHV, SABA, EMB
13F-HR
Oct 29, 2019
000108514619002655

151

$126.60M
SHV, SLQD, SABA, EMB
13F-HR
Jul 29, 2019
000108514619001996

149

$114.71M
SLQD, SABA, EMB, IEUR
13F-HR
Apr 29, 2019
000108514619001273

147

$94.83M
SABA, SLQD, IEUR, EMB
13F-HR
Jan 17, 2019
000108514619000178

149

$107.72M
SLQD, TPYP, IEUR, EMB
13F-HR
Nov 6, 2018
000108514618002508

151

$107.37M
IVV, SLQD, IEUR, FEI
13F-HR
Aug 7, 2018
000108514618001865

165

$110.01M
IVV, FEI, IEUR, EMB
13F-HR
May 4, 2018
000108514618001230

171

$103.38M
IVV, FEI, IEUR, EMB
13F-HR
Jan 12, 2018
000108514618000116
Kcs Wealth Advisory 13F Filings