Kestra Investment Management, LLC - Portfolio overview

Kestra Investment Management, LLC has 553 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IUSV - ISHARES TR, 6.57%
2. VEU - VANGUARD INTL EQUITY INDEX F, 5.99%
3. IUSB - ISHARES TR, 5.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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