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Portfolio (Quarterly) Guide ↗

Kestra Investment Management, LLC

· CIK 0001962449
13F Portfolio $5.2B AUM 519 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 519 New
Page 1 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IUSV ISHARES TR 4,464,120.0 $491.7M 9.53% NEW $110.15 +4.3%
2 SPYG SPDR SERIES TRUST 2,920,221.0 $347.5M 6.73% NEW $118.99 +1.0%
3 VEU VANGUARD INTL EQUITY INDEX F 3,263,559.0 $273.3M 5.29% NEW $83.75 +2.4%
4 IUSB ISHARES TR 5,336,406.0 $246.3M 4.77% NEW $46.15 -1.2%
5 IUSG ISHARES TR 1,322,967.0 $207.7M 4.02% NEW $156.97 +20.9%
6 AVEM AMERICAN CENTY ETF TR 1,885,486.0 $181.9M 3.52% NEW $96.49 -2.3%
7 DFIV DIMENSIONAL ETF TRUST 2,576,518.0 $139.2M 2.70% NEW $54.02 +7.7%
8 VXF VANGUARD INDEX FDS 550,893.0 $135.6M 2.63% NEW $246.21 -1.0%
9 CGGR CAPITAL GROUP GROWTH ETF 2,824,513.0 $133.3M 2.58% NEW $47.20 -0.5%
10 QUAL ISHARES TR 593,900.0 $130.3M 2.52% NEW $219.43 +2.1%
11 CGDV CAPITAL GROUP DIVIDEND VALUE 2,530,961.0 $124.7M 2.42% NEW $49.28 +1.7%
12 VGIT VANGUARD SCOTTSDALE FDS 1,895,511.0 $111.8M 2.17% NEW $58.98 -0.8%
13 DIHP DIMENSIONAL ETF TRUST 3,071,494.0 $104.8M 2.03% NEW $34.12 +4.8%
14 PAVE GLOBAL X FDS 1,646,301.0 $97.0M 1.88% NEW $58.92 -5.0%
15 FTEC FIDELITY COVINGTON TRUST 323,063.0 $92.3M 1.79% NEW $285.58 -1.5%
16 DEM WISDOMTREE TR 1,677,279.0 $90.2M 1.75% NEW $53.79 +2.7%
17 DFIC DIMENSIONAL ETF TRUST 2,234,347.0 $83.3M 1.61% NEW $37.26 +5.9%
18 VWOB VANGUARD WHITEHALL FDS 1,229,693.0 $82.7M 1.60% NEW $67.24 -1.6%
19 FSMD FIDELITY COVINGTON TRUST 1,439,993.0 $76.1M 1.47% NEW $52.85 -2.0%
20 BINC BLACKROCK ETF TRUST II 1,401,838.0 $73.4M 1.42% NEW $52.34 -0.5%
Page 1 of 26  ·  519 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Financial Services 13.2%
Industrials 10.3%
Consumer Cyclical 9.6%
Healthcare 9.3%
Communication Services 7.2%
Consumer Defensive 4.8%
Real Estate 2.9%
Energy 2.7%
Utilities 2.2%