Kestra Investment Management, LLC
Kestra Investment Management, LLC is an asset management firm headquartered in Austin, Texas. The firm is registered with the SEC (CIK: 0001962449) and focuses on managing equity securities portfolios for a diverse range of institutional and high-net-worth clients. It was incorporated in Delaware. As of 2025, the firm manages billions in assets and employs approximately 17 professionals, primarily investment managers and brokers. Kestra offers portfolio management, investment advisory, and related services, often leveraging model portfolios and research-backed strategies to serve the independent financial advisor community.
Investment Strategy
Kestra Investment Management focuses on providing comprehensive investment management services, with an emphasis on constructing diversified portfolios of equity and fixed income securities. The firm leverages both active and passive strategies, integrating fundamental research and quantitative analysis. Kestra often designs model portfolios and customized investment solutions to cater to financial advisors and their end clients, aiming for risk-adjusted returns within client risk parameters. Their approach is rooted in disciplined asset allocation and ongoing portfolio monitoring, seeking to optimize returns while managing downside risk.
Top Holdings
Equity Positions (985)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSV | ISHARES TR | 8.66% | $287.4M | 3,036,844 | $91.01 | $94.63 | +$32.0M |
S SPYG | SPDR SERIES TRUST | 6.33% | $210.1M | 2,203,650 | $82.13 | $95.32 | +$34.8M |
I IUSB | ISHARES TR | 5.23% | $173.5M | 3,752,017 | $45.71 | $46.23 | -$17.1M |
V VEU | VANGUARD INTL EQUITY INDEX F | 4.76% | $158.0M | 2,349,882 | $61.49 | $67.22 | +$28.0M |
Q QUAL | ISHARES TR | 4.31% | $143.0M | 782,445 | $172.08 | $182.82 | +$8.3M |