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Manager record

Kestra Investment Management, LLC

Austin, TX · CIK 1962449 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$5.16BReported 13F valueQ2 2026 · as filed
519Holdings listed
-11.0%vs prior quartervalue change includes market moves
5Quarters on record
Aug 05Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $3.3B$3.3BQ2 2025721 holdingsQ3 2025: $3.7B$3.7BQ3 2025433 holdingsQ4 2025: $4.1B$4.1BQ4 2025429 holdingsQ1 2026: $5.8B$5.8BQ1 2026439 holdingsQ2 2026: $5.2B$5.2BQ2 2026519 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 05 2026 13F-HR · period Q2 2026

$5.16B · 519 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$5.80B · 439 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$4.09B · 429 holdings listed · View original SEC filing ↗
Nov 17 2025 13F-HR · period Q3 2025

$3.73B · 433 holdings listed · View original SEC filing ↗
Aug 18 2025 13F-HR/A · period Q2 2025

$3.30B · 721 holdings listed · amendment (new holdings) · View original SEC filing ↗
Aug 15 2025 13F-HR · period Q2 2025

$3.19B · 897 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 05, 2026 · Change methodology