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 $99.0M across 138 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($5.1M, 5.17%), SUB ($4.8M, 4.89%), IVV ($3.9M, 3.97%), ISTB ($3.6M, 3.66%), ACWX ($3.4M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $5.1M | 5.17% | 51,553 | Trimmed |
| 2 | SUB | ISHARES TR | $4.8M | 4.89% | 45,489 | Added |
| 3 | IVV | ISHARES TR | $3.9M | 3.97% | 6,012 | Trimmed |
| 4 | ISTB | ISHARES TR | $3.6M | 3.66% | 74,838 | Added |
| 5 | ACWX | ISHARES TR | $3.4M | 3.47% | 50,230 | Added |
| 6 | AAPL | APPLE INC | $3.3M | 3.29% | 12,856 | Trimmed |
| 7 | BCI | ABRDN ETFS | $2.9M | 2.94% | 120,010 | Added |
| 8 | IWF | ISHARES TR | $2.9M | 2.92% | 6,776 | Added |
| 9 | IWD | ISHARES TR | $2.8M | 2.81% | 13,005 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $2.0M | 2.02% | 5,414 | Trimmed |
| 11 | SPLG | SPDR SERIES TRUST | $1.8M | 1.86% | 24,032 | Added |
| 12 | GOOGL | ALPHABET INC | $1.7M | 1.76% | 6,047 | Added |
| 13 | JNJ | JOHNSON & JOHNSON | $1.7M | 1.67% | 6,779 | Trimmed |
| 14 | MUB | ISHARES TR | $1.7M | 1.67% | 15,572 | Added |
| 15 | HDV | ISHARES TR | $1.7M | 1.67% | 12,220 | Added |
| 16 | DES | WISDOMTREE TR | $1.5M | 1.50% | 41,300 | Added |
| 17 | IDV | ISHARES TR | $1.5M | 1.49% | 34,648 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $1.3M | 1.36% | 7,740 | Added |
| 19 | AVGO | BROADCOM INC | $1.2M | 1.24% | 3,972 | Added |
| 20 | XBI | SPDR SERIES TRUST | $1.1M | 1.12% | 8,678 | Trimmed |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $990,883 | 1.00% | 5,163 | Added |
| 22 | IEMG | ISHARES INC | $984,731 | 0.99% | 14,118 | Trimmed |
| 23 | HYS | PIMCO ETF TR | $967,410 | 0.98% | 10,372 | Added |
| 24 | JPM | JPMORGAN CHASE & CO | $941,312 | 0.95% | 3,200 | Added |
| 25 | IEUR | ISHARES TR | $835,440 | 0.84% | 11,889 | Added |
Source: SEC Form 13F filings · as of 2026-03-31