13F Filings History of Kestra Investment Management, LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$4,089,121,167
Signature - Title
Stephen Smith - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by Kestra Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kestra Investment Management, LLC reported 429 stock holdings with total value $4,089,121,167 as of Q4 2025. Top holdings included IUSV, SPYG, IUSB, VEU, and IUSG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 429 $4,089,121,167 +$701,960,707 -$390,674,275 +$311,286,432 IUSV, SPYG, IUSB, VEU, IUSG 13F-HR 09 Feb 2026, 15:31
Q3 2025 433 $3,725,143,014 +$384,815,907 -$151,719,242 +$233,096,665 IUSV, SPYG, IUSB, VEU, QUAL 13F-HR 17 Nov 2025, 10:12
Q2 2025 721 $3,299,937,075 $0 $0 $0 IUSV, SPYG, IUSB, VEU, QUAL New Holdings 18 Aug 2025, 10:56
Q2 2025 1,000 $3,318,091,418 +$409,959,141 -$509,539,171 -$99,580,030 IUSV, SPYG, IUSB, VEU, QUAL 13F-HR 14 Aug 2025, 21:50
Q1 2025 897 $3,191,805,520 $0 $0 $0 IUSV, IUSB, SPYG, QUAL, DFIC New Holdings 16 May 2025, 15:07
Q1 2025 908 $3,191,805,520 +$972,703,028 -$292,352,987 +$680,350,041 IUSV, IUSB, SPYG, QUAL, DFIC 13F-HR 15 May 2025, 21:54
Q4 2024 1,153 $2,544,601,267 +$349,761,748 -$84,545,853 +$265,215,895 IUSV, SPYG, IUSB, IUSG, QUAL 13F-HR 31 Jan 2025, 14:37
Q3 2024 337 $2,328,363,927 +$874,099,701 -$86,933,309 +$787,166,392 IUSV, IUSB, SPYG, IUSG, VEU 13F-HR 14 Nov 2024, 16:35
Q2 2024 98 $1,468,458,723 $0 $0 $0 IUSV, IUSB, SPYG, IUSG, QUAL 13F-HR 28 Aug 2024, 12:15