Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INVESTED ADVISORS (CIK 2090165) reported $113.1M across 152 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AGG ($5.2M, 4.64%), SUB ($4.7M, 4.19%), IVV ($4.0M, 3.57%), ACWX ($3.9M, 3.45%), IGIB ($3.9M, 3.41%). Source: SEC Form 13F.
| 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 | SPLG | 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