Kestra Investment Management, LLC
Kestra Investment Management, LLC reported 519 positions worth $5.16B as of June 30, 2026 (13F filed August 5, 2026). Largest holding: IUSV (9.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IUSV | SH | $491.7M | 9.53% | 4,464,120 | — | — | |
| ▸ 2 | SPYG | SH | $347.5M | 6.73% | 2,920,221 | — | — | |
| ▸ 3 | VEU | SH | $273.3M | 5.29% | 3,263,559 | — | — | |
| ▸ 4 | IUSB | SH | $246.3M | 4.77% | 5,336,406 | — | — | |
| ▸ 5 | IUSG | SH | $207.7M | 4.02% | 1,322,967 | — | — | |
| ▸ 6 | AVEM | SH | $181.9M | 3.52% | 1,885,486 | — | — | |
| ▸ 7 | DFIV | SH | $139.2M | 2.70% | 2,576,518 | — | — | |
| ▸ 8 | VXF | SH | $135.6M | 2.63% | 550,893 | — | — | |
| ▸ 9 | CGGR | SH | $133.3M | 2.58% | 2,824,513 | — | — | |
| ▸ 10 | QUAL | SH | $130.3M | 2.52% | 593,900 | — | — |
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Frequently Asked Questions
What stocks does Kestra Investment Management, LLC hold as of Q2 2026?
Kestra Investment Management, LLC reported 519 positions worth $5.16B in its Q2 2026 13F filing. Largest positions: IUSV (9.5%), SPYG (6.7%), VEU (5.3%), IUSB (4.8%) and IUSG (4.0%).
What did Kestra Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kestra Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.