Kestra Investment Management
$5.8B Assets Reported
525 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IUSV | ISHARES TR | 3,893,371 | $398M | 6.9% |
| VEU | VANGUARD INTL EQUITY INDEX F | 4,836,410 | $363M | 6.3% |
| IUSB | ISHARES TR | 7,645,647 | $353M | 6.1% |
| SPYG | SPDR SERIES TRUST | 3,579,192 | $350M | 6.0% |
| AVEM | AMERICAN CENTY ETF TR | 3,051,056 | $246M | 4.2% |
| DFIV | DIMENSIONAL ETF TRUST | 4,025,407 | $212M | 3.7% |
| QUAL | ISHARES TR | 930,665 | $179M | 3.1% |
| VGIT | VANGUARD SCOTTSDALE FDS | 2,996,562 | $178M | 3.1% |
| IUSG | ISHARES TR | 1,133,813 | $176M | 3.0% |
| DIHP | DIMENSIONAL ETF TRUST | 5,137,263 | $166M | 2.9% |
Track Kestra Investment Management's 13F portfolio: $5.8B in reported holdings, 525 positions. Top holdings, AUM, and quarterly changes on SentiSense.