INVESTED ADVISORS
INVESTED ADVISORS reported 152 positions worth $113.1M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: AGG (4.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $5.2M | 4.64% | 53,037 | — | — | |
| ▸ 2 | SUB | SH | $4.7M | 4.19% | 44,469 | — | — | |
| ▸ 3 | IVV | SH | $4.0M | 3.57% | 5,390 | — | — | |
| ▸ 4 | ACWX | SH | $3.9M | 3.45% | 51,315 | — | — | |
| ▸ 5 | IGIB | SH | $3.9M | 3.41% | 72,615 | — | — | |
| ▸ 6 | AAPL | SH | $3.6M | 3.19% | 12,473 | — | — | |
| ▸ 7 | IWF | SH | $3.1M | 2.76% | 25,091 | — | — | |
| ▸ 8 | IWD | SH | $3.1M | 2.71% | 12,618 | — | — | |
| ▸ 9 | BCI | SH | $2.8M | 2.45% | 124,050 | — | — | |
| ▸ 10 | SHY | SH | $2.7M | 2.35% | 32,335 | — | — |
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Frequently Asked Questions
What stocks does INVESTED ADVISORS hold as of Q2 2026?
INVESTED ADVISORS reported 152 positions worth $113.1M in its Q2 2026 13F filing. Largest positions: AGG (4.6%), SUB (4.2%), IVV (3.6%), ACWX (3.5%) and IGIB (3.4%).
What did INVESTED ADVISORS buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did INVESTED ADVISORS sell in Q2 2026?
No previous quarter is available yet.
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.