Kestra Investment Management, LLC Q4 2025 Filing

Filed February 9, 2026

Portfolio Value

$4.1B

Holdings

429

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (429 positions)

StockValue
IUSVISHARES TR
$386.8M
SPYGSPDR SERIES TRUST
$279.1M
IUSBISHARES TR
$214.3M
VEUVANGUARD INTL EQUITY INDEX F
$212.3M
IUSGISHARES TR
$190.1M
QUALISHARES TR
$162.6M
DFIVDIMENSIONAL ETF TRUST
$121.9M
AVEMAMERICAN CENTY ETF TR
$113.6M
VOVANGUARD INDEX FDS
$95.3M
CGGRCAPITAL GROUP GROWTH ETF
$93.4M
CGDGCAPITAL GROUP DIVIDEND VALUE
$89.3M
DFICDIMENSIONAL ETF TRUST
$86.5M
DIHPDIMENSIONAL ETF TRUST
$84.6M
JAAAJANUS DETROIT STR TR
$76.4M
BINCBLACKROCK ETF TRUST II
$66.1M
FTECFIDELITY COVINGTON TRUST
$62.7M
TOTLSSGA ACTIVE ETF TR
$62.3M
MBBISHARES TR
$56.5M
DEMWISDOMTREE TR
$56.4M
IVEISHARES TR
$56.2M
FSMDFIDELITY COVINGTON TRUST
$55.5M
USIGISHARES TR
$52.5M
MUBISHARES TR
$50.7M
INTFISHARES TR
$47.1M
IGLBISHARES TR
$46.9M
DFAIDIMENSIONAL ETF TRUST
$41.8M
ONEYSPDR SERIES TRUST
$41.3M
VWOBVANGUARD WHITEHALL FDS
$40.4M
VTEBVANGUARD MUN BD FDS
$39.9M
LRGFISHARES TR
$39.5M
MLNVANECK ETF TRUST
$39.3M
VGITVANGUARD SCOTTSDALE FDS
$37.4M
BNDXVANGUARD CHARLOTTE FDS
$37.3M
CGCPCAPITAL GRP FIXED INCM ETF T
$36.7M
MTUMISHARES TR
$35.0M
VMBSVANGUARD SCOTTSDALE FDS
$32.7M
BCCCGLOBAL X FDS
$32.2M
NVDANVIDIA CORPORATION
$27.4M
HYDBISHARES TR
$25.5M
JMBSJANUS DETROIT STR TR
$22.9M
STIPISHARES TR
$21.2M
MEARISHARES U S ETF TR
$19.8M
AAPLAPPLE INC
$19.0M
IGSBISHARES TR
$18.8M
USRTISHARES TR
$18.1M
AVLVAMERICAN CENTY ETF TR
$17.7M
CGMMCAPITAL GROUP EQUITY ETF TR
$16.3M
HIMUBLACKROCK ETF TRUST II
$13.2M
CGGOCAPITAL GROUP GBL GROWTH EQT
$13.0M
GOOGLALPHABET INC
$13.0M
MSFTMICROSOFT CORP
$12.8M
MUNIPIMCO ETF TR
$11.9M
AMZNAMAZON COM INC
$11.4M
FDVVFIDELITY COVINGTON TRUST
$10.9M
AVIGAMERICAN CENTY ETF TR
$10.8M
JPMJPMORGAN CHASE &CO.
$10.0M
METAMETA PLATFORMS INC
$9.9M
DFUSDIMENSIONAL ETF TRUST
$9.7M
AVGOBROADCOM INC
$9.0M
AVUSAMERICAN CENTY ETF TR
$8.6M
DFGXDIMENSIONAL ETF TRUST
$8.5M
CGIBCAPITAL GRP FIXED INCM ETF T
$8.0M
CGMSCAPITAL GRP FIXED INCM ETF T
$7.4M
FBNDFIDELITY MERRIMACK STR TR
$7.4M
INFLLISTED FDS TR
$7.0M
AVUVAMERICAN CENTY ETF TR
$6.9M
DFSDDIMENSIONAL ETF TRUST
$6.8M
CSCOCISCO SYS INC
$6.6M
DGCBDIMENSIONAL ETF TRUST
$6.1M
VOOVANGUARD INDEX FDS
$5.6M
AVDVAMERICAN CENTY ETF TR
$5.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.3M
QRVOQORVO INC
$5.3M
ADSKAUTODESK INC
$5.1M
IVVISHARES TR
$4.5M
DFASDIMENSIONAL ETF TRUST
$4.4M
HYDVANECK ETF TRUST
$4.3M
PEGAPEGASYSTEMS INC
$4.3M
NRANRG ENERGY INC
$4.0M
TSLATESLA INC
$3.9M
MDTMEDTRONIC PLC
$3.9M
EMHYISHARES INC
$3.9M
JNJJOHNSON &JOHNSON
$3.8M
A4SAMERIPRISE FINL INC
$3.8M
SPMBSPDR SERIES TRUST
$3.8M
KLMNINVESCO EXCH TRADED FD TR II
$3.6M
DUHPDIMENSIONAL ETF TRUST
$3.5M
4I1PHILIP MORRIS INTL INC
$3.5M
CHWYCHEWY INC
$3.5M
PCTYPAYLOCITY HLDG CORP
$3.4M
ICVTISHARES TR
$3.4M
JHGJANUS HENDERSON GROUP PLC
$3.3M
THCTENET HEALTHCARE CORP
$3.2M
AQLTISHARES TR
$3.1M
MUMICRON TECHNOLOGY INC
$3.1M
DFGPDIMENSIONAL ETF TRUST
$3.1M
SCHWSCHWAB CHARLES CORP
$3.0M
QCOMQUALCOMM INC
$3.0M
COFCAPITAL ONE FINL CORP
$3.0M
AMATAPPLIED MATLS INC
$3.0M
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