Invested Advisors 13F Holdings · Q2 2026
Invested Advisors reported 152 securities worth $113.07M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AGG (4.64%), SUB (4.19%), IVV (3.57%). Among its top 25 positions this quarter: 1 new, 12 added, 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $5.2M | 4.64% | 53,037 | Added |
| 2 | SUB | ISHARES TR | $4.7M | 4.19% | 44,469 | Trimmed |
| 3 | IVV | ISHARES TR | $4.0M | 3.57% | 5,390 | Trimmed |
| 4 | ACWX | ISHARES TR | $3.9M | 3.45% | 51,315 | Added |
| 5 | IGIB | ISHARES TR | $3.9M | 3.41% | 72,615 | New |
| 6 | AAPL | APPLE INC | $3.6M | 3.19% | 12,473 | Trimmed |
| 7 | IWF | ISHARES TR | $3.1M | 2.76% | 25,091 | Added |
| 8 | IWD | ISHARES TR | $3.1M | 2.71% | 12,618 | Trimmed |
| 9 | BCI | ABRDN ETFS | $2.8M | 2.45% | 124,050 | Added |
| 10 | SHY | ISHARES TR | $2.7M | 2.35% | 32,335 | Added |
| 11 | GOOGL | ALPHABET INC | $2.0M | 1.79% | 5,665 | Trimmed |
| 12 | MUB | ISHARES TR | $2.0M | 1.77% | 18,606 | Added |
| 13 | MSFT | MICROSOFT CORP | $2.0M | 1.75% | 5,294 | Trimmed |
| 14 | SPYM | SPDR SERIES TRUST | $1.9M | 1.69% | 21,724 | Trimmed |
| 15 | DES | WISDOMTREE TR | $1.7M | 1.54% | 42,836 | Added |
| 16 | HDV | ISHARES TR | $1.7M | 1.48% | 60,948 | Added |
| 17 | JNJ | JOHNSON & JOHNSON | $1.6M | 1.40% | 6,250 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $1.5M | 1.33% | 7,512 | Trimmed |
| 19 | XBI | SPDR SERIES TRUST | $1.4M | 1.22% | 8,717 | Added |
| 20 | IDV | ISHARES TR | $1.3M | 1.18% | 32,080 | Trimmed |
| 21 | AVGO | BROADCOM INC | $1.3M | 1.16% | 3,485 | Trimmed |
| 22 | IEMG | ISHARES INC | $1.2M | 1.03% | 14,058 | Trimmed |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $1.2M | 1.02% | 5,438 | Added |
| 24 | IEUR | ISHARES TR | $1.1M | 1.01% | 15,262 | Added |
| 25 | SPTL | SPDR SERIES TRUST | $1.1M | 0.96% | 41,292 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR