Kestra Investment Management, LLC Portfolio Holdings
Kestra Investment Management, LLC
- $3.19 Trillion
- Q2 2025
Kestra Investment Management, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.19 Trillion distributed in 897 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 $255B, Ishares Core Total Usd Bond Ma with a value of $191B, Spdr Portfolio with a value of $175B, Ishares Msci Usa Quality Facto with a value of $135B, and Dimensional ETF Tr Dimensional with a value of $131B.
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
$3.19 Trillion
Technology: $115 Billion
Financial Services: $53.6 Billion
Communication Services: $42.2 Billion
Healthcare: $40.4 Billion
Consumer Cyclical: $35.3 Billion
Industrials: $27.1 Billion
Consumer Defensive: $18.1 Billion
Real Estate: $16.7 Billion
Other: $36.8 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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