account_balance
Investment manager · 13F filer · SEC CIK 1962449
Kestra Investment Management, LLC
Reported value$5.27Bas of Sep 30, 2026
Positions482 59 new, 96 sold out
Top 10 weight46.0%IUSV alone is 10%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IUSViShares Tr
9.7%Added +4%
SPYGSPDR Series Trust
7.0%Added +3%
VEUVanguard Intl Equity Index F
5.3%Added +3%
IUSGiShares Tr
4.7%Trimmed −3%
IUSBiShares Tr
4.7%Added +4%
AVEMAmerican Centy ETF Tr
3.7%Added +9%
CGGRCapital Group Growth ETF
2.8%Added +12%
DFIVDimensional ETF Trust
2.8%
QUALiShares Tr
2.6%Added +5%
CGDVCapital Group Dividend Value
2.6%Added +11%
VXFVanguard Index FDS
2.5%Added +3%
VGITVanguard Scottsdale FDS
2.1%
IUSViShares Tr
9.7%Added +4%
SPYGSPDR Series Trust
7.0%Added +3%
VEUVanguard Intl Equity Index F
5.3%Added +3%
IUSGiShares Tr
4.7%Trimmed −3%
IUSBiShares Tr
4.7%+4%
AVEMAmerican Centy ETF Tr
3.7%
CGGRCapital Group Growth ETF
2.8%
DFIVDimensional ETF Trust
2.8%
QUALiShares Tr
2.6%
CGDV
VXF2.5%
VGIT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IUSV iShares Tr 9.7% Added +4%
SPYG SPDR Series Trust 7.0% Added +3%
VEU Vanguard Intl Equity Index F 5.3% Added +3%
IUSG iShares Tr 4.7% Trimmed −3%
IUSB iShares Tr 4.7% Added +4%
AVEM American Centy ETF Tr 3.7% Added +9%
CGGR Capital Group Growth ETF 2.8% Added +12%
DFIV Dimensional ETF Trust 2.8% Held
QUAL iShares Tr 2.6% Added +5%
CGDV Capital Group Dividend Value 2.6% Added +11%
VXF Vanguard Index FDS 2.5% Added +3%
VGIT Vanguard Scottsdale FDS 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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