Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Go Invest LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Go Invest LLC (CIK 2139692) reported $425.5M across 129 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($140.3M, 32.97%), USTB ($118.5M, 27.85%), IWF ($54.0M, 12.70%), HFXI ($45.1M, 10.60%), VUG ($18.6M, 4.37%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$140.3M32.97%204,291Added
2USTBVICTORY PORTFOLIOS II$118.5M27.85%2.3MAdded
3IWFISHARES TR$54.0M12.70%435,281Added
4HFXINEW YORK LIFE INVESTMENTS ET$45.1M10.60%1.2MAdded
5VUGVANGUARD INDEX FDS$18.6M4.37%215,780Added
6BIVVANGUARD BD INDEX FDS$9.6M2.25%124,592Added
7FTECFIDELITY COVINGTON TRUST$8.6M2.03%30,194Added
8VGTVANGUARD WORLD FD$7.2M1.69%60,130Added
9SGOLETFS GOLD TR$4.4M1.04%115,884Added
10VDEVANGUARD WORLD FD$2.9M0.68%19,415Added
11FNDXSCHWAB STRATEGIC TR$1.8M0.43%58,586Added
12ICSHISHARES TR$1.6M0.39%32,479Trimmed
13VHTVANGUARD WORLD FD$1.3M0.31%4,406Added
14IJRISHARES TR$1.2M0.28%8,124Added
15SPSMSPDR SERIES TRUST$1.2M0.27%20,273Added
16XLRESELECT SECTOR SPDR TR$979,7660.23%22,252Added
17FNCLFIDELITY COVINGTON TRUST$931,4150.22%12,166Added
18IBITISHARES BITCOIN TRUST ETF$955,6420.22%28,707Added
19IQLTISHARES TR$952,4700.22%19,222Added
20SPYGSPDR SERIES TRUST$684,3340.16%5,751Trimmed
21JPSEJ P MORGAN EXCHANGE TRADED F$629,4270.15%10,462Trimmed
22VTVVANGUARD INDEX FDS$299,3110.07%1,373Added
23BITQBITWISE FUNDS TRUST$306,5530.07%12,512Added
24REZISHARES TR$292,3950.07%3,088Trimmed
25VEAVANGUARD TAX-MANAGED FDS$212,3550.05%2,980Added

Source: SEC Form 13F filings · as of 2026-06-30