Kestra Investment Management, LLC

13F Portfolio Filings

Most recent 13F
Q3 2026
Location
Austin, TX
CIK
0001962449
All SEC filings
View on sec.gov
Holdings Value, Excluding Options
Quarter Holdings Value, Excl. Options ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2026 482 5,269,179 IUSV, SPYG, VEU, IUSG 13F-HR 11/4/2026 000196244926000006
Q2 2026 519 5,162,117 IUSV, SPYG, VEU, IUSB 13F-HR 8/5/2026 000196244926000004
Q1 2026 439 5,798,283 IUSV, VEU, IUSB, SPYG 13F-HR 5/11/2026 000196244926000002
Q4 2025 429 4,089,121 IUSV, SPYG, IUSB, VEU 13F-HR 2/9/2026 000196244926000001
Q3 2025 433 3,725,143 IUSV, SPYG, IUSB, VEU 13F-HR 11/17/2025 000196244925000007
Q2 2025 721 3,299,937 IUSV, SPYG, IUSB, VEU NEW HOLDINGS 8/18/2025 000196244925000005
Q2 2025 897 3,191,806 IUSV, IUSB, SPYG, QUAL 13F-HR 8/14/2025 000183081925000010
Q1 2025 897 3,191,806 IUSV, IUSB, SPYG, QUAL NEW HOLDINGS 5/16/2025 000196244925000003
Q1 2025 376 2,607,093 IUSV, IUSB, SPYG, VEU 13F-HR 5/15/2025 000196244925000002
Q4 2024 1,161 2,544,601 IUSV, SPYG, IUSB, IUSG 13F-HR 1/31/2025 000196244925000001
Q3 2024 337 2,328,364 IUSV, IUSB, SPYG, IUSG 13F-HR 11/14/2024 000196244924000007
Q2 2024 98 1,468,459 IUSV, IUSB, SPYG, IUSG 13F-HR 8/28/2024 000196244924000005