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.
Invst, LLC (CIK 1867587) reported $885.8M across 323 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($51.7M, 5.84%), SPMO ($34.8M, 3.93%), SCHG ($29.0M, 3.28%), VEA ($27.2M, 3.07%), LQD ($21.4M, 2.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $51.7M | 5.84% | 161,223 | Trimmed |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $34.8M | 3.93% | 310,790 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $29.0M | 3.28% | 996,818 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $27.2M | 3.07% | 424,139 | Trimmed |
| 5 | LQD | ISHARES TR | $21.4M | 2.41% | 195,993 | Added |
| 6 | IVV | ISHARES TR | $21.3M | 2.41% | 32,632 | Added |
| 7 | IUSB | ISHARES TR | $20.4M | 2.30% | 441,757 | Trimmed |
| 8 | SCHF | SCHWAB STRATEGIC TR | $18.5M | 2.08% | 746,237 | Trimmed |
| 9 | HYG | ISHARES TR | $18.4M | 2.08% | 231,224 | Added |
| 10 | EMB | ISHARES TR | $18.0M | 2.03% | 191,589 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $17.9M | 2.02% | 91,317 | Added |
| 12 | JCPB | J P MORGAN EXCHANGE TRADED F | $17.4M | 1.96% | 369,306 | Added |
| 13 | DFIV | DIMENSIONAL ETF TRUST | $16.0M | 1.81% | 303,916 | Trimmed |
| 14 | IVE | ISHARES TR | $15.6M | 1.76% | 73,869 | Trimmed |
| 15 | FRDM | EA SERIES TRUST | $15.1M | 1.71% | 276,703 | Trimmed |
| 16 | IEMG | ISHARES INC | $15.0M | 1.70% | 215,308 | Trimmed |
| 17 | IVW | ISHARES TR | $14.0M | 1.58% | 123,530 | Trimmed |
| 18 | DYNF | BLACKROCK ETF TRUST | $13.1M | 1.48% | 224,683 | Trimmed |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $11.9M | 1.35% | 167,769 | Trimmed |
| 20 | JPST | J P MORGAN EXCHANGE TRADED F | $11.0M | 1.24% | 216,586 | Added |
| 21 | EFV | ISHARES TR | $10.9M | 1.23% | 146,107 | Trimmed |
| 22 | AAPL | APPLE INC | $10.7M | 1.21% | 42,071 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $10.5M | 1.19% | 60,336 | Trimmed |
| 24 | DUHP | DIMENSIONAL ETF TRUST | $10.3M | 1.16% | 279,566 | Trimmed |
| 25 | DYNF | BLACKROCK ETF TRUST | $10.0M | 1.13% | 410,661 | Added |
Source: SEC Form 13F filings · as of 2026-03-31