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

InvesTrust 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: InvesTrust 13F Holdings (2026-03-31)
Creator: ko.io

InvesTrust (CIK 2050848) reported $238.0M across 91 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($14.8M, 6.24%), IBDS ($8.4M, 3.54%), IBDT ($8.0M, 3.35%), IJJ ($7.9M, 3.32%), IBDR ($7.9M, 3.30%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$14.8M	6.24%	231,634	Added
2	IBDS	ISHARES TR	$8.4M	3.54%	347,814	Added
3	IBDT	ISHARES TR	$8.0M	3.35%	314,466	Added
4	IJJ	ISHARES TR	$7.9M	3.32%	59,633	Hold
5	IBDR	ISHARES TR	$7.9M	3.30%	324,114	Trimmed
6	MSFT	MICROSOFT CORP COM	$6.9M	2.88%	18,538	Trimmed
7	AAPL	APPLE INC COM	$6.6M	2.78%	26,077	Trimmed
8	XOM	EXXON MOBIL CORP COM	$6.4M	2.69%	37,735	Trimmed
9	IBDU	ISHARES TR	$6.4M	2.67%	273,075	Added
10	IJK	ISHARES TR	$6.1M	2.55%	60,384	Hold
11	JPM	JPMORGAN CHASE & CO. COM	$5.9M	2.50%	20,186	Trimmed
12	IJH	ISHARES TR	$5.9M	2.49%	87,855	Added
13	IWO	ISHARES TR	$5.5M	2.32%	17,590	Trimmed
14	IWN	ISHARES TR	$5.3M	2.25%	28,204	Added
15	LLY	ELI LILLY & CO COM	$5.3M	2.24%	5,784	Trimmed
16	IBDV	ISHARES TR	$5.0M	2.11%	229,146	Added
17	JNJ	JOHNSON & JOHNSON COM	$4.5M	1.87%	18,226	Trimmed
18	MCD	MCDONALDS CORP COM	$3.9M	1.64%	12,577	Trimmed
19	CSCO	CISCO SYS INC COM	$3.7M	1.54%	47,131	Trimmed
20	CVX	CHEVRON CORP NEW COM	$3.7M	1.54%	17,657	Trimmed
21	NTRS	NORTHERN TR CORP COM	$3.5M	1.48%	25,273	Trimmed
22	IJS	ISHARES TR	$3.5M	1.48%	29,817	Hold
23	IWF	ISHARES TR	$3.3M	1.38%	7,706	Trimmed
24	PM	PHILIP MORRIS INTL INC COM	$3.2M	1.33%	19,084	Trimmed
25	WFC	WELLS FARGO CO NEW COM	$3.0M	1.27%	38,071	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31