StockDriftsStockDriftsTop 50 Kestra Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSV | ISHARES TR | 6.87% | 3.89M | $398.1M | +3.21%(+121.20K) | $92.86(+20.15%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.26% | 4.84M | $363.2M | +67.55%(+1.95M) | $67.08(+23.70%) | 2026-03-31 | |
| IUSB | ISHARES TR | 6.09% | 7.65M | $353.2M | +66.06%(+3.04M) | $46.06(-0.21%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 6.04% | 3.58M | $350.4M | +36.83%(+963.45K) | $88.19(+32.89%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.24% | 3.05M | $245.9M | +106.78%(+1.58M) | $75.28(+22.79%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.66% | 4.03M | $212.5M | +64.81%(+1.58M) | $43.37(+26.50%) | 2026-03-31 | |
| QUAL | ISHARES TR | 3.08% | 930.7K | $178.5M | +13.66%(+111.88K) | $173.96(+25.56%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.08% | 3.00M | $178.4M | +380.39%(+2.37M) | $59.74(-1.58%) | 2026-03-31 | |
| IUSG | ISHARES TR | 3.03% | 1.13M | $175.9M | +0.18%(+2.00K) | $137.82(+34.45%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 2.85% | 5.14M | $165.5M | +92.31%(+2.47M) | $30.45(+12.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.60% | +28.09% |
| Top 20 Holdings Unweighted | +8.41% | +27.41% |
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