Kc Investment Advisors, LLC Portfolio Holdings

Kc Investment Advisors, LLC

$325 Million
Q3 2025

Kc Investment Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $325 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $83.4M, Ishares Core S&P 500 ETF with a value of $23M, Vanguard Growth ETF with a value of $20.3M, Ishares Tr with a value of $11.4M, and Spdr Portfolio Intermediate Te with a value of $9.49M.

Examining the 13F form we can see an increase of $57.4M in the current position value, from $268M to 325M.

Kc Investment Advisors, LLC is based out at Wichita, KS

Below you can find more details about Kc Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $325 Million

ETFs: $218 Million

Technology: $25 Million

Financial Services: $16.8 Million

Consumer Cyclical: $14.7 Million

Consumer Defensive: $9.27 Million

Communication Services: $9.04 Million

Healthcare: $8.02 Million

Energy: $6.84 Million

Other: $11.4 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$83.4 Million 25.66% of portfolio	136,191	Q3 2025 Added 13.07%
IVV Ishares Core S&P 500 ETF ETFs	$0	$23 Million 7.07% of portfolio	34,354	Q3 2025 Added 25.28%
VUG Vanguard Growth ETF ETFs	$0	$20.3 Million 6.25% of portfolio	42,320	Q3 2025 Added 4.66%
IEFA Ishares Tr ETFs	$0	$11.4 Million 3.5% of portfolio	130,350	Q3 2025 Added 37.38%
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$9.49 Million 2.92% of portfolio	279,992	Q3 2025 Added 5.72%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$6.37 Million 1.96% of portfolio	14,324	Q3 2025 Added 0.61%
MSFT Microsoft Corp Technology	$3.78T	$5.51 Million 1.7% of portfolio	10,643	Q3 2025 Added 2.67%
JPIE J P Morgan Exchange Traded Fd	$0	$5.43 Million 1.67% of portfolio	116,943	Q3 2025 Added 165.95%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$5.26 Million 1.62% of portfolio	52,280	Q3 2025 Added 70.61%
NVDA Nvidia Corp Technology	$465B	$5.21 Million 1.6% of portfolio	27,897	Q3 2025 Added 9.31%
XNTK Spdr Series Trust Spdr Nyse Te ETFs	$0	$5.15 Million 1.58% of portfolio	18,912	Q3 2025 Added 45.75%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$5.11 Million 1.57% of portfolio	86,261	Q3 2025 Added 45.68%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$4.8 Million 1.48% of portfolio	24,668	Q3 2025 Added 12.02%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$4.48 Million 1.38% of portfolio	95,829	Q3 2025 Added 66.82%
GOOGL Alphabet Inc. Communication Services	$1.65T	$4.13 Million 1.27% of portfolio	16,983	Q3 2025 Added 0.48%
AAPL Apple Inc. Technology	$4.3T	$3.96 Million 1.22% of portfolio	15,547	Q3 2025 Reduced 0.5%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$3.58 Million 1.1% of portfolio	44,805	Q3 2025 Added 36.32%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$3.53 Million 1.08% of portfolio	133,851	Q3 2025 Added 2.15%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$3.32 Million 1.02% of portfolio	6,595	Q3 2025 Reduced 33.72%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$3.3 Million 1.01% of portfolio	15,007	Q3 2025 Added 5.42%
OEF Ishares S&P 100 ETF ETFs	$0	$3.27 Million 1.0% of portfolio	12,278	Q3 2025 Added 147.79%
AAAU Goldman Sachs Physical Gold ETF ETFs	$1.34B	$3.12 Million 0.96% of portfolio	81,895	Q3 2025 Added 113.11%
JPM Jpmorgan Chase & CO Financial Services	$881B	$3.11 Million 0.96% of portfolio	9,870	Q3 2025 Reduced 1.7%
VTI Vanguard Total Stock Market Et ETFs	$0	$3.1 Million 0.95% of portfolio	9,435	Q3 2025 Reduced 2.33%
ARWR Arrowhead Pharmaceuticals, Inc. Healthcare	$4.37B	$2.59 Million 0.8% of portfolio	75,000	Q2 2025 Reduced 50.0%
WMT Walmart Inc. Consumer Defensive	$279B	$2.34 Million 0.72% of portfolio	22,706	Q3 2025 Added 0.32%
AVGO Broadcom Inc. Technology	$139B	$2.2 Million 0.68% of portfolio	6,683	Q3 2025 Reduced 36.76%
WMB Williams Companies, Inc. Energy	$74.3B	$2.01 Million 0.62% of portfolio	31,673	Q3 2025 Added 2.61%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.96 Million 0.6% of portfolio	25,022	Q3 2025 Reduced 2.31%
V Visa Inc. Financial Services	$533B	$1.86 Million 0.57% of portfolio	5,437	Q3 2025 Reduced 15.22%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.84 Million 0.57% of portfolio	29,225	Q3 2025 Added 3.25%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$1.69 Million 0.52% of portfolio	5,548	Q3 2025 Added 3.2%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$1.65 Million 0.51% of portfolio	16,036	Q3 2025 Added 73.42%
T At&T Inc. Communication Services	$181B	$1.58 Million 0.49% of portfolio	55,919	Q3 2025 Added 4.97%
META Meta Platforms, Inc. Communication Services	$1.37T	$1.52 Million 0.47% of portfolio	2,072	Q3 2025 Added 19.15%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.45 Million 0.45% of portfolio	2,179	Q3 2025 Added 564.33%
CSCO Cisco Systems, Inc. Technology	$319B	$1.44 Million 0.44% of portfolio	21,082	Q3 2025 Added 27.41%
PANW Palo Alto Networks Inc Technology	$61.4B	$1.39 Million 0.43% of portfolio	6,819	Q3 2025 Added 564.62%
MO Altria Group, Inc. Consumer Defensive	$104B	$1.34 Million 0.41% of portfolio	20,328	Q3 2025 Added 4.89%
LMT Lockheed Martin Corp Industrials	$123B	$1.29 Million 0.4% of portfolio	2,594	Q3 2025 Added 9.96%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$1.31 Million 0.4% of portfolio	40,968	Q3 2025 Added 93.15%
PEP Pepsico Inc Consumer Defensive	$204B	$1.24 Million 0.38% of portfolio	8,836	Q3 2025 Added 15.49%
MA Mastercard Inc Financial Services	$512B	$1.25 Million 0.38% of portfolio	2,192	Q3 2025 Reduced 3.52%
PM Philip Morris International Inc. Consumer Defensive	$237B	$1.21 Million 0.37% of portfolio	7,480	Q3 2025 Added 7.72%
ABBV Abb Vie Inc. Healthcare	$414B	$1.2 Million 0.37% of portfolio	5,184	Q3 2025 Added 6.6%
GS Goldman Sachs Group Inc Financial Services	$265B	$1.18 Million 0.36% of portfolio	1,485	Q3 2025 Added 14.23%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$1.18 Million 0.36% of portfolio	50,908	Q3 2025 Added 40.11%
CTAS Cintas Corp Industrials	$19B	$1.14 Million 0.35% of portfolio	5,568	Q3 2025 Reduced 3.95%
PFG Principal Financial Group Inc Financial Services	$21.1B	$1.1 Million 0.34% of portfolio	13,224	Q3 2025 Added 11.29%
PG Procter & Gamble CO Consumer Defensive	$346B	$1.09 Million 0.33% of portfolio	7,064	Q3 2025 Added 10.07%

Summary

Portfolio
No. of Stocks 168
Current Value $325 Million
Prior Value $268 Million
Filing
Period Q3 2025
Filing Date October 27, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 16 stocks
Additional Purchases 89 stocks
Sold out of 0 stocks
Reduced holdings in 54 stocks

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Kc Investment Advisors, LLC Portfolio Holdings