Go Invest LLC
CIK 0002139692 · WEST JORDAN, UT · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$425.5M
2026 Q2
Positions
129
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
96.2%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VOO
VANGUARD INDEX FDS
33.0%
USTB
VICTORY PORTFOLIOS II
27.8%
IWF
ISHARES TR
12.7%
HFXI
NEW YORK LIFE INVESTMENTS ET
10.6%
VUG
VANGUARD INDEX FDS
4.4%
BIV
VANGUARD BD INDEX FDS
2.2%
FTEC
FIDELITY COVINGTON TRUST
2.0%
VGT
VANGUARD WORLD FD
1.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.