2026 Q2 Portfolio Activity
In 2026 Q2, INVESTED ADVISORS maintained a portfolio of 162 distinct positions. The most significant new addition was ISHARES TR, now representing 3.41% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 220.4%. Conversely, INVESTED ADVISORS completely exited their position in ISHARES TR.
Position History
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INVESTED ADVISORS
AUM $112M
Total Positions
162
Quarter
2026 Q2
Top Holding
AGG (4.6%)
Top 10 Concentration
32.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 162
INVESTED ADVISORS Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AGG
ISHARES TR
|
ETF | 4.64% | 5.17% |
#1
Prev: #1
|
4.4 |
—
|
1,484 | 2.9% |
P
S
|
53,037 | $5,249,628 |
$96.43
+0.6%
|
2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | ||
|
SUB
ISHARES TR
|
ETF | 4.19% | 4.89% |
#2
Prev: #2
|
3.7 |
—
|
-1,020 | -2.2% |
P
S
|
44,469 | $4,734,640 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IVV
ISHARES TR
|
ETF | 3.57% | 3.97% |
#3
Prev: #3
|
2.9 |
—
|
-622 | -10.3% |
P
S
|
5,390 | $4,036,517 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ACWX
ISHARES TR
|
ETF | 3.45% | 3.47% |
#4
1
Prev: #5
|
2.4 |
—
|
1,085 | 2.2% |
P
S
|
51,315 | $3,905,589 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IGIB
ISHARES TR
|
ETF | 3.41% | — |
#5
Prev: #—
|
5.4 |
—
|
72,615 | — |
NEW
|
72,615 | $3,860,940 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AAPL
APPLE INC
|
Technology | 3.19% | 3.29% |
#6
Prev: #6
|
1.8 |
—
|
-383 | -3.0% |
P
S
|
12,473 | $3,609,187 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IWF
ISHARES TR
|
ETF | 2.76% | 2.92% |
#7
1
Prev: #8
|
4.1 |
—
|
18,315 | 270.3% |
P
S
|
25,091 | $3,115,549 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IWD
ISHARES TR
|
ETF | 2.71% | 2.81% |
#8
1
Prev: #9
|
1.6 |
—
|
-387 | -3.0% |
P
S
|
12,618 | $3,058,982 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
BCI
ABRDN ETFS
|
ETF | 2.45% | 2.94% |
#9
2
Prev: #7
|
1.5 |
—
|
4,040 | 3.4% |
P
S
|
124,050 | $2,771,277 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SHY
ISHARES TR
|
ETF | 2.35% | 0.84% |
#10
16
Prev: #26
|
3.9 |
—
|
22,243 | 220.4% |
P
S
|
32,335 | $2,655,027 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.79% | 1.76% |
#11
1
Prev: #12
|
1.2 |
—
|
-382 | -6.3% |
P
S
|
5,665 | $2,024,501 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MUB
ISHARES TR
|
ETF | 1.77% | 1.67% |
#12
3
Prev: #15
|
2.7 |
—
|
3,034 | 19.5% |
P
S
|
18,606 | $2,002,378 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.75% | 2.02% |
#13
3
Prev: #10
|
1.2 |
—
|
-120 | -2.2% |
P
S
|
5,294 | $1,974,768 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.69% | 1.86% |
#14
3
Prev: #11
|
1.2 |
—
|
-2,308 | -9.6% |
P
S
|
21,724 | $1,909,105 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
DES
WISDOMTREE TR
|
Unknown | 1.54% | 1.50% |
#15
1
Prev: #16
|
1.1 |
—
|
1,536 | 3.7% |
P
S
|
42,836 | $1,742,585 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
HDV
ISHARES TR
|
ETF | 1.48% | 1.67% |
#16
3
Prev: #13
|
3.6 |
—
|
48,728 | 398.8% |
P
S
|
60,948 | $1,670,585 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.40% | 1.67% |
#17
3
Prev: #14
|
1.1 |
—
|
-529 | -7.8% |
P
S
|
6,250 | $1,587,313 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.33% | 1.36% |
#18
Prev: #18
|
1.0 |
—
|
-228 | -2.9% |
P
S
|
7,512 | $1,503,076 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 1.22% | 1.12% |
#19
1
Prev: #20
|
1.0 |
—
|
39 | 0.4% |
P
S
|
8,717 | $1,379,465 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 1.18% | 1.49% |
#20
3
Prev: #17
|
1.0 |
—
|
-2,568 | -7.4% |
P
S
|
32,080 | $1,329,066 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.16% | 1.24% |
#21
2
Prev: #19
|
1.0 |
—
|
-487 | -12.3% |
P
S
|
3,485 | $1,316,459 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IEMG
ISHARES INC
|
ETF | 1.03% | 0.99% |
#22
Prev: #22
|
0.9 |
—
|
-60 | -0.4% |
P
S
|
14,058 | $1,164,565 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.02% | 1.00% |
#23
2
Prev: #21
|
2.4 |
—
|
275 | 5.3% |
P
S
|
5,438 | $1,156,937 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IEUR
ISHARES TR
|
ETF | 1.01% | 0.84% |
#24
1
Prev: #25
|
2.9 |
—
|
3,373 | 28.4% |
P
S
|
15,262 | $1,147,245 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 0.96% | 0.83% |
#25
2
Prev: #27
|
2.9 |
—
|
10,112 | 32.4% |
P
S
|
41,292 | $1,083,079 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IPAC
ISHARES TR
|
ETF | 0.95% | 0.70% |
#26
7
Prev: #33
|
2.9 |
—
|
4,028 | 44.5% |
P
S
|
13,077 | $1,071,399 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.94% | 0.83% |
#27
1
Prev: #28
|
0.9 |
—
|
-6 | -0.7% |
P
S
|
885 | $1,061,496 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.93% | 0.77% |
#28
3
Prev: #31
|
0.9 |
—
|
-874 | -8.9% |
P
S
|
8,908 | $1,046,334 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
GOVT
ISHARES TR
|
ETF | 0.92% | 0.79% |
#29
1
Prev: #30
|
2.9 |
—
|
11,459 | 33.5% |
P
S
|
45,688 | $1,040,773 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.87% | 0.95% |
#30
6
Prev: #24
|
0.8 |
—
|
-182 | -5.7% |
P
S
|
3,018 | $987,882 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
HYS
PIMCO ETF TR
|
ETF | 0.84% | 0.98% |
#31
8
Prev: #23
|
0.8 |
—
|
-264 | -2.5% |
P
S
|
10,108 | $945,287 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.81% | 0.81% |
#32
3
Prev: #29
|
0.8 |
—
|
-24 | -0.6% |
P
S
|
3,829 | $912,604 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ILCG
ISHARES TR
|
Warrant | 0.71% | 0.52% |
#33
17
Prev: #50
|
2.8 |
—
|
1,428 | 26.4% |
P
S
|
6,836 | $799,949 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.68% | 0.59% |
#34
11
Prev: #45
|
0.8 |
—
|
-12 | -0.5% |
P
S
|
2,307 | $772,430 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
XUDV
FRANKLIN TEMPLE...
|
ETF | 0.68% | 0.60% |
#35
7
Prev: #42
|
2.3 |
—
|
3,498 | 16.7% |
P
S
|
24,422 | $765,153 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
DVY
ISHARES TR
|
ETF | 0.67% | 0.74% |
#36
4
Prev: #32
|
0.8 |
—
|
24 | 0.5% |
P
S
|
4,838 | $756,198 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.66% | 0.69% |
#37
3
Prev: #34
|
0.8 |
—
|
-191 | -6.1% |
P
S
|
2,956 | $743,848 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
HST
HOST HOTELS & R...
|
Real Estate | 0.64% | 0.59% |
#38
6
Prev: #44
|
0.8 |
—
|
-64 | -0.2% |
P
S
|
30,374 | $720,167 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
USHY
ISHARES TR
|
ETF | 0.62% | 0.47% |
#39
19
Prev: #58
|
2.7 |
—
|
6,250 | 49.7% |
P
S
|
18,827 | $696,961 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.59% | 0.46% |
#40
21
Prev: #61
|
0.7 |
—
|
-19 | -3.0% |
P
S
|
622 | $662,368 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
XEMD
BONDBLOXX ETF T...
|
ETF | 0.58% | 0.24% |
#41
74
Prev: #115
|
3.2 |
—
|
9,278 | 172.5% |
P
S
|
14,655 | $658,303 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.57% | 0.55% |
#42
5
Prev: #47
|
2.2 |
—
|
556 | 9.1% |
P
S
|
6,683 | $644,455 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
V
VISA INC
|
Financial Services | 0.56% | 0.56% |
#43
3
Prev: #46
|
0.7 |
—
|
25 | 1.4% |
P
S
|
1,857 | $637,118 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.55% | 0.66% |
#44
8
Prev: #36
|
0.7 |
—
|
15 | 2.3% |
P
S
|
666 | $623,023 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.54% | 0.30% |
#45
52
Prev: #97
|
0.7 |
—
|
2 | 0.1% |
P
S
|
1,406 | $609,262 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
HPE
HEWLETT PACKARD...
|
Technology | 0.51% | 0.32% |
#46
45
Prev: #91
|
0.7 |
—
|
-479 | -3.6% |
P
S
|
12,892 | $581,545 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.51% | — |
#47
Prev: #—
|
3.7 |
—
|
6,649 | — |
NEW
|
6,649 | $572,745 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
IEFA
ISHARES TR
|
ETF | 0.51% | 0.54% |
#48
Prev: #48
|
1.2 |
—
|
no change | no change |
P
S
|
5,919 | $571,647 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.50% | 0.65% |
#49
12
Prev: #37
|
0.7 |
—
|
-729 | -16.9% |
P
S
|
3,589 | $567,246 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-04 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.50% | 0.50% |
#50
3
Prev: #53
|
1.2 |
—
|
no change | no change |
P
S
|
823 | $565,245 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-04 |
Showing 1-50 of 162 holdings