SEC Form 13F · Q1 2026

Kestra Investment Management, LLC

Institutional Holdings Report

13F-HRTX
$5.8B
Portfolio Value
439
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Kestra Investment Management, LLC
CIK
1962449
Accession No.
0001962449-26-000002
Location
AUSTIN, TX
Form Type
13F-HR
Portfolio Value
$5.8B
Holdings Reported
439
Reporting Period
Q1 2026
Filed
May 11, 2026

About this Filing

Kestra Investment Management, LLC is an institutional investment manager based in AUSTIN, TX reporting approximately $5.8B in 13(f) securities across 439 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.