Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kestra Investment Management, LLC (CIK 1962449) reported $5.80B across 439 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSV ($398.1M, 6.87%), VEU ($363.2M, 6.26%), IUSB ($353.2M, 6.09%), SPYG ($350.4M, 6.04%), AVEM ($245.9M, 4.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSV | ISHARES TR | $398.1M | 6.87% | 3.9M | Added |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $363.2M | 6.26% | 4.8M | Added |
| 3 | IUSB | ISHARES TR | $353.2M | 6.09% | 7.6M | Added |
| 4 | SPYG | SPDR SERIES TRUST | $350.4M | 6.04% | 3.6M | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $245.9M | 4.24% | 3.1M | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $212.5M | 3.66% | 4.0M | Added |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $178.4M | 3.08% | 3.0M | Added |
| 8 | QUAL | ISHARES TR | $178.5M | 3.08% | 930,665 | Added |
| 9 | IUSG | ISHARES TR | $175.9M | 3.03% | 1.1M | Added |
| 10 | DIHP | DIMENSIONAL ETF TRUST | $165.5M | 2.85% | 5.1M | Added |
| 11 | CGGR | CAPITAL GROUP GROWTH ETF | $153.2M | 2.64% | 3.8M | Added |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $140.3M | 2.42% | 3.3M | Added |
| 13 | PAVE | GLOBAL X FDS | $136.9M | 2.36% | 2.7M | Added |
| 14 | FTEC | FIDELITY COVINGTON TRUST | $113.9M | 1.96% | 547,277 | Added |
| 15 | IVE | ISHARES TR | $109.9M | 1.90% | 520,387 | Added |
| 16 | VXF | VANGUARD INDEX FDS | $104.6M | 1.80% | 508,333 | New |
| 17 | BNDX | VANGUARD CHARLOTTE FDS | $103.9M | 1.79% | 2.2M | Added |
| 18 | MUB | ISHARES TR | $97.3M | 1.68% | 916,625 | Added |
| 19 | STIP | ISHARES TR | $95.5M | 1.65% | 923,635 | Added |
| 20 | BINC | BLACKROCK ETF TRUST II | $95.4M | 1.64% | 1.8M | Added |
| 21 | DEM | WISDOMTREE TR | $94.9M | 1.64% | 1.9M | Added |
| 22 | DFIC | DIMENSIONAL ETF TRUST | $90.9M | 1.57% | 2.6M | Added |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $90.2M | 1.56% | 1.7M | Added |
| 24 | SPTI | SPDR SERIES TRUST | $82.2M | 1.42% | 2.9M | New |
| 25 | TOTL | SSGA ACTIVE ETF TR | $78.7M | 1.36% | 2.0M | Added |
Source: SEC Form 13F filings · as of 2026-03-31