Kestra Investment Management, LLC has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.73 Trillion distributed in 433 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P U.S. Value Et with a value of $337B, Spdr Portfolio with a value of $245B, Ishares Core Total Usd Bond Ma with a value of $197B, Vanguard Ftse All World Ex Us with a value of $188B, and Ishares Msci Usa Quality Facto with a value of $171B.
Examining the 13F form we can see an increase of $425B in the current position value, from $3.3T to 3.73T.
Kestra Investment Management, LLC is based out at Austin, TX
Below you can find more details about Kestra Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$3.73 Trillion
Technology: $130 Billion
Financial Services: $63.3 Billion
Consumer Cyclical: $38.9 Billion
Communication Services: $37.9 Billion
Healthcare: $34.9 Billion
Industrials: $31.8 Billion
Real Estate: $15.3 Billion
Consumer Defensive: $13.3 Billion
Other: $30.3 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
