Kestra Investment Management
$5.2B 13F equity value
561 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kestra Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IUSV | ISHARES TR | 4,464,120 | $492M | 9.5% |
| SPYG | SPDR SERIES TRUST | 2,920,221 | $347M | 6.7% |
| VEU | VANGUARD INTL EQUITY INDEX F | 3,263,559 | $273M | 5.3% |
| IUSB | ISHARES TR | 5,336,406 | $246M | 4.8% |
| IUSG | ISHARES TR | 1,322,967 | $208M | 4.0% |
| AVEM | AMERICAN CENTY ETF TR | 1,885,486 | $182M | 3.5% |
| DFIV | DIMENSIONAL ETF TRUST | 2,576,518 | $139M | 2.7% |
| VXF | VANGUARD INDEX FDS | 550,893 | $136M | 2.6% |
| CGGR | CAPITAL GROUP GROWTH ETF | 2,824,513 | $133M | 2.6% |
| QUAL | ISHARES TR | 593,900 | $130M | 2.5% |
Track Kestra Investment Management's 13F portfolio: $5.2B in reported holdings, 561 positions. Top holdings and quarterly changes on SentiSense.
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