CIK 1962449
Kestra Investment Management, LLC
Institutional 13F holdings & portfolio
Holdings
429
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 429
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 27K | $1M+ | SH |
| MUNI | PIMCO ETF TR | 228K | $1M+ | SH |
| AMZN | AMAZON COM INC | 50K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 192K | $1M+ | SH |
| AVIG | AMERICAN CENTY ETF TR | 257K | $1M+ | SH |
| JPM | JPMORGAN CHASE &CO. | 31K | $1M+ | SH |
| META | META PLATFORMS INC | 15K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 130K | $1M+ | SH |
| AVGO | BROADCOM INC | 26K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 77K | $1M+ | SH |
| DFGX | DIMENSIONAL ETF TRUST | 162K | $1M+ | SH |
| CGIB | CAPITAL GRP FIXED INCM ETF T | 315K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 270K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 161K | $1M+ | SH |
| INFL | LISTED FDS TR | 157K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 67K | $1M+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 141K | $1M+ | SH |
| CSCO | CISCO SYS INC | 85K | $1M+ | SH |
| DGCB | DIMENSIONAL ETF TRUST | 113K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 59K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| QRVO | QORVO INC | 62K | $1M+ | SH |
| ADSK | AUTODESK INC | 17K | $1M+ | SH |
| IVV | ISHARES TR | 7K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 63K | $1M+ | SH |
| HYD | VANECK ETF TRUST | 84K | $1M+ | SH |
| PEGA | PEGASYSTEMS INC | 72K | $1M+ | SH |
| NRG | NRG ENERGY INC | 25K | $1M+ | SH |
| TSLA | TESLA INC | 9K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 40K | $1M+ | SH |
| EMHY | ISHARES INC | 96K | $1M+ | SH |
| JNJ | JOHNSON &JOHNSON | 18K | $1M+ | SH |
| AMP | AMERIPRISE FINL INC | 8K | $1M+ | SH |
| SPMB | SPDR SERIES TRUST | 169K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 30K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 93K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 22K | $1M+ | SH |
| CHWY | CHEWY INC | 105K | $1M+ | SH |
| PCTY | PAYLOCITY HLDG CORP | 22K | $1M+ | SH |
| ICVT | ISHARES TR | 34K | $1M+ | SH |
| JHG | JANUS HENDERSON GROUP PLC | 69K | $1M+ | SH |
| THC | TENET HEALTHCARE CORP | 16K | $1M+ | SH |
| IEFA | ISHARES TR | 35K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 11K | $1M+ | SH |
| DFGP | DIMENSIONAL ETF TRUST | 57K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 30K | $1M+ | SH |
| QCOM | QUALCOMM INC | 18K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 12K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 12K | $1M+ | SH |