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Kestra Investment Management, LLC - Portfolio Stock Holdings

Kestra Investment Management, LLC disclosed 559 stock positions in a recent SEC 13F filing. $5,200,054,775 of stock holdings were filed, with the largest holdings including IUSV, SPYG, and VEU. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $4,312,723,263 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from other investment advisers.

Report Period:

June 30, 2026

No. of Stocks:

559

Est. Stock Holding Value:

$5,200,054,775

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Kestra Investment Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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