SEC Form 13F

Kestra Investment Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-06
Reported value$5,162,116,743
Positions519

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIUSVCORE S&P US VLU$491,722,7974,464,120
SPDR SERIES TRUSTSPYGST STR P500GRW$347,477,1102,920,221
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$273,323,0343,263,559
ISHARES TRIUSBCORE UNIVRSL USD$246,275,1375,336,406
ISHARES TRIUSGCORE S&P US GWT$207,666,1871,322,967
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$181,930,5371,885,486
DIMENSIONAL ETF TRUSTDFIVINTERNATNAL VAL$139,183,5022,576,518
VANGUARD INDEX FDSVXFEXTEND MKT ETF$135,635,438550,893
CAPITAL GROUP GROWTH ETFCGGRSHS CREAT UNIT$133,317,0352,824,513
ISHARES TRQUALMSCI USA QLT FCT$130,319,461593,900

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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