Go Invest LLC 13F Holdings &amp; Recent Stock Buys (Q3 2026)

Add VOO
+10.5%　$18.0M
Trim HFXI
+11.2%　$3.8M
Add VGT
+20.3%　$1.9M
Sold out IBIT
Trim USTB
+12.1%　$12.4M
Trim VUG
+3.7%　$1.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Download CSV Download Excel

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	33.50%	+0.53%	+10.55%
2	USTB	Victoryshares Short-term Bon	ETF-Other	27.70%	-0.15%	+12.11%
3	IWF	Ishares Russell 1000 Growth	ETF-Other	12.75%	+0.05%	+10.50%
4	HFXI	Nyli Ftse Intl Eq Cur Ntrl	ETF-Other	10.36%	-0.24%	+11.16%
5	VUG	Vanguard Growth ETF	ETF-Other	4.27%	-0.10%	+3.72%
6	BIV	Vanguard Intermediate-term B	ETF-Other	2.27%	+0.02%	+18.20%
7	FTEC	Fidelity Msci Info Tech Indx	ETF-Tech	2.08%	+0.05%	+8.23%
8	VGT	Vanguard Info Tech ETF	ETF-Tech	1.92%	+0.23%	+20.33%
9	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	1.14%	+0.10%	+17.34%
10	VDE	Vanguard Energy ETF	ETF-Other	0.75%	+0.07%	+5.82%
11	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.44%	+0.01%	+13.80%
12	ICSH	Ishares Ultra Short Duration	ETF-Other	0.39%	—	+12.33%
13	VHT	Vanguard Health Care ETF	ETF-Other	0.33%	+0.02%	+12.05%
14	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.25%	-0.03%	+7.66%
15	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.23%	-0.04%	+1.63%
16	IQLT	Ishares Msci International Q	ETF-Other	0.21%	-0.01%	+2.71%
17	XLRE	Ss Real Estate Select Sector	ETF-Other	0.21%	-0.02%	+6.79%
18	FNCL	Fidelity Msci Financial Indx	ETF-Other	0.20%	-0.02%	+0.71%
19	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.15%	-0.01%	+1.48%
20	JPSE	JPM Diversified Rt Small Cap	ETF-Small Cap	0.14%	-0.01%	+13.96%
21	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.08%	+0.04%	+117.39%
22	REZ	Ishars Res And Multi Reales	ETF-Other	0.06%	-0.01%	+7.77%
23	TRTY	Cambria Trinity ETF	ETF-Other	0.06%	+0.02%	+36.20%
24	VTV	Vanguard Value ETF	ETF-Other	0.05%	-0.02%	-17.84%
25	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.04%	-0.01%	-17.52%
26	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.04%	+0.02%	+62.23%
27	IWY	Ishares Russell Top 200 Grow	ETF-Other	0.03%	-0.01%	-0.38%
28	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	0.02%	-0.01%	-2.98%
29	ESG	Flexshares Stoxx US Esg Sele	ETF-Other	0.02%	—	+57.54%
30	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.02%	—	+0.73%
31	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.02%	—	-2.21%
32	AIQ	Global X Art Intel & Tech	ETF-Tech	0.02%	—	+4.65%
33	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.02%	—	+6.55%
34	SMH	Vaneck Semiconductor ETF	ETF-Other	0.02%	—	+12.96%
35	VO	Vanguard Mid-cap ETF	ETF-Other	0.02%	-0.01%	-46.92%
36	SCHI	Schwab 5-10 Year Corporate B	ETF-Corp Bonds	0.01%	+0.01%	+3585.39%
37	BND	Vanguard Total Bond Market	ETF-Other	0.01%	—	+5.52%
38	VB	Vanguard Small-cap ETF	ETF-Other	0.01%	-0.03%	-56.77%
39	SOXX	Ishares Semiconductor ETF	ETF-Other	0.01%	—	+3.95%
40	EWJ	Ishares Msci Japan ETF	ETF-Other	0.01%	—	+7.90%
41	SLV	Ishares Silver Trust	ETF-Commodities	0.01%	—	+15.29%
42	ARTY	Ishares Future Ai & Tech ETF	ETF-Tech	0.01%	+0.01%	NEW
43	IXN	Ishares Global Tech ETF	ETF-Tech	0.01%	—	+20.00%
44	IDGT	Ishares US Dgtl Infra & R/e	ETF-Other	0.01%	—	+0.30%
45	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.01%	+0.01%	+435.77%
46	PSI	Invesco Semiconductors ETF	ETF-Other	0.01%	—	+2.29%
47	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.01%	+0.01%	+125.14%
48	SIL	Global X Silver Miners ETF	ETF-Commodities	0.01%	+0.01%	NEW
49	IYW	Ishares Ustechnology ETF	ETF-Tech	0.01%	—	—
50	GDXJ	Vaneck Junior Gold Miners	ETF-Commodities	0.01%	+0.01%	NEW

1–50 of 104

Portfolio Performance

Performance for Q4 2026

+2.7%

Performance Last 4 Quarters

+7.3%

Stdev: +10.2%
Beta: +0.63
Alpha: -1.9%
Max Drawdown: -0.9%
Annualized Perf: +11.1%
Batting Avg vs S&P: +37.5%
Sortino: +2.38
Stutzer: +0.34
Treynor: +0.17
Sterling: —
Calmar: +11.93
Information Ratio: -1.58
Tracking Error: +6%
Stdev Down: +4.6%
Winning Months %: +50%
Losing Months %: +50%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +0.42
Sharpe: +1.08
Stdev Sectors: —
Skewness: +0.31
Kurtosis: -0.26
Upside Potential: +3.97

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q3	104	$472.5M	12	1VOO 2USTB 3IWF Top holdings2026 Q3 1.VOO 2.USTB 3.IWF 4.HFXI 5.VUG 6.BIV 7.FTEC 8.VGT 9.SGOL 10.VDE
2026 Q2	129	$425.5M	20	1VOO 2USTB 3IWF Top holdings2026 Q2 1.VOO 2.USTB 3.IWF 4.HFXI 5.VUG 6.BIV 7.FTEC 8.VGT 9.SGOL 10.VDE
2026 Q1	122	$348.9M	37	1VOO 2USTB 3IWF Top holdings2026 Q1 1.VOO 2.USTB 3.IWF 4.HFXI 5.VUG 6.BIV 7.FTEC 8.SGOL 9.VGT 10.VDE
2025 Q4	113	$304.4M	0	1VOO 2USTB 3IWF Top holdings2025 Q4 1.VOO 2.USTB 3.IWF 4.IQLT 5.VUG 6.SCHD 7.FTEC 8.VGT 9.SGOL 10.HFXI

Note: Data on this page is curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, dedicated to providing accurate insider trading and institutional portfolio reports. Please credit the source when reposting.

Holding changes this quarter

Go Invest LLC's most significant position changes for 2026-09-30: Sold out: Ishares Bitcoin Trust ETF (IBIT); Sold out: Bitwise Crypto Indu Inno ETF (BITQ); Sold out: Ishares Msci USA Quality Fac (QUAL); Sold out: Dimensional US Core Equity 2 (DFAC); Sold out: Inspire 500 ETF (PTL).

Position changes disclosed by Go Invest LLC for the quarter ending 2026-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+0.5%	+10.55%	Add
2	VGT	Vanguard Info Tech ETF	+0.2%	+20.33%	Add
3	SGOL	Abrdn Physical Gold Shares	+0.1%	+17.34%	Add
4	VDE	Vanguard Energy ETF	+0.1%	+5.82%	Add
5	IWF	Ishares Russell 1000 Growth	+0.1%	+10.50%	Add
6	FTEC	Fidelity Msci Info Tech Indx	+0.1%	+8.23%	Add
7	VTI	Vanguard Total Stock Mkt ETF	0%	+117.39%	Add
8	BIV	Vanguard Intermediate-term B	0%	+18.20%	Add
9	VHT	Vanguard Health Care ETF	0%	+12.05%	Add
10	TRTY	Cambria Trinity ETF	0%	+36.20%	Add
11	VWO	Vanguard Ftse Emerging Marke	0%	+62.23%	Add
12	FNDX	Schwab Fndmntl US Lrg Co ETF	0%	+13.80%	Add
13	SCHI	Schwab 5-10 Year Corporate B	0%	+3585.39%	Add
14	ARTY	Ishares Future Ai & Tech ETF	0%	NEW	New buy
15	SIL	Global X Silver Miners ETF	0%	NEW	New buy
16	GDXJ	Vaneck Junior Gold Miners	0%	NEW	New buy
17	IGIB	Ishares 5-10y Inv Grade CORP	0%	+435.77%	Add
18	VCIT	Vanguard Int-term Corporate	0%	+125.14%	Add
19	ICSH	Ishares Ultra Short Duration	—	+12.33%	Add
20	ESG	Flexshares Stoxx US Esg Sele	—	+57.54%	Add
21	GLDM	Spdr Gold Minishares Trust	—	EXIT	Sold out
22	SCHG	Schwab US Large-cap Growth	—	-83.39%	Trim
23	SPIB	Ss Spdr P Int C CORP ETF	—	+1153.33%	Add
24	QQQM	Invesco Nasdaq 100 ETF	—	EXIT	Sold out
25	STCE	Schwab Crypto Thematic ETF	—	EXIT	Sold out
26	DFEM	Dimensional Emrg Mrkt Core	—	EXIT	Sold out
27	IAU	Ishares Gold Trust	—	EXIT	Sold out
28	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	Sold out
29	HODL	Vaneck Bitcoin ETF	—	EXIT	Sold out
30	BITO	Proshares Bitcoin Etf-usd	—	EXIT	Sold out
31	BITB	Bitwise Bitcoin ETF	—	EXIT	Sold out
32	SPY	Ss Spdr S&p 500 ETF Trust-us	—	+600.00%	Add
33	IXN	Ishares Global Tech ETF	—	+20.00%	Add
34	BUFR	Ft Vest Lad Buffervetf-usd I	—	EXIT	Sold out
35	PSI	Invesco Semiconductors ETF	—	+2.29%	Add
36	SLV	Ishares Silver Trust	—	+15.29%	Add
37	EWJ	Ishares Msci Japan ETF	—	+7.90%	Add
38	GRID	First Trst Nasd Cl Edg Sgiif	—	EXIT	Sold out
39	SCHD	Schwab US Dvd Equity ETF	—	EXIT	Sold out
40	SOXX	Ishares Semiconductor ETF	—	+3.95%	Add
41	XLE	Ss Energy Select Sector	—	+42.61%	Add
42	SMH	Vaneck Semiconductor ETF	—	+12.96%	Add
43	AIQ	Global X Art Intel & Tech	—	+4.65%	Add
44	JEPI	Jpmorgan Equity Premium Inco	—	EXIT	Sold out
45	VGLT	Vanguard Long-term Treasury	—	EXIT	Sold out
46	IVV	Ishares Core S&p 500 ETF	—	+0.73%	Add
47	HLAL	Wahed Ftse USA Shariah ETF	—	+34.78%	Add
48	BNDX	Vanguard Total Intl Bond ETF	—	+6.55%	Add
49	SPUS	Sp Funds S&p Sharia Indu Exc	—	+35.71%	Add
50	IGPT	Invesco Ai And Next Gen Soft	—	+24.76%	Add

1–50 of 137

Filing History

Period	Filed	Type
2026 Q3	2026-10-09	13F-HR
2026 Q2	2026-08-05	13F-HR
2026 Q1	2026-08-05	13F-HR
2025 Q4	2026-08-05	13F-HR

FAQ

What is Go Invest LLC and what type of investor is it?

Go Invest LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $472.5M, spread across 104 disclosed positions.

What are Go Invest LLC's largest equity positions?

Based on the latest 13F filing, Go Invest LLC's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $158.3M (33.5%) 2. Victoryshares Short-term Bon (USTB) — $130.9M (27.7%) 3. Ishares Russell 1000 Growth (IWF) — $60.2M (12.8%) 4. Nyli Ftse Intl Eq Cur Ntrl (HFXI) — $49.0M (10.4%) 5. Vanguard Growth ETF (VUG) — $20.2M (4.3%)

What changes did Go Invest LLC make in its most recent portfolio filing?

In the latest reported quarter, Go Invest LLC made 119 notable position adjustments: 6 new positions were initiated, 65 existing holdings were added to, 15 positions were partially reduced, and 33 were completely exited. The largest of these moves: Sold out: Ishares Bitcoin Trust ETF (IBIT); Sold out: Bitwise Crypto Indu Inno ETF (BITQ); Sold out: Ishares Msci USA Quality Fac (QUAL); Sold out: Dimensional US Core Equity 2 (DFAC); Sold out: Inspire 500 ETF (PTL)

What sectors does Go Invest LLC focus on?

Sector breakdown data is not yet available for Go Invest LLC. Check back after the next 13F processing cycle.

Investment Profile

Go Invest LLC returned an annualized 11.1% over the trailing 8 months — underperforming the S&P 500 by 1.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.63 (less volatile than the market) and a 38% quarterly batting average against the index.

Its portfolio is concentrated and long-term-holding.

It has added to its VOO position for two straight quarters, increasing it by $48.1M to reach $158.3M.

Peer Institutions

Institutions with a similar AUM

Shelter Mutual Insurance Co

CIK 0001455288

Total reported value

$472.8M

58 stks

2026-06-30

Concentration11.4

Portfolio Stability10.7

Sector conviction41.6

AUM within 0.1% of this institution

Susquehanna International Group Ltd.

CIK 0001765924

Total reported value

$472.2M

108 stks

2024-09-30

Stale — no recent filing

Concentration38.0

Sector conviction57.0

AUM within 0.1% of this institution

First Personal Financial Services

CIK 0001633869

Total reported value

$472.9M

571 stks

2024-09-30

Stale — no recent filing

Concentration7.1

Sector conviction47.7

AUM within 0.1% of this institution

Similar Holdings Style

Institutions with overlapping top holdings

Brighton Securities CORP.

CIK 0000014213

Total reported value

$239.0M

48 stks

2026-09-30

Concentration60.3

Portfolio Stability6.0

Sector conviction54.9

Also holds Vanguard S&p 500 ETF as its largest position

Equitable Trust Co

CIK 0000033250

Total reported value

$2.4B

748 stks

2026-09-30

Concentration8.1

Portfolio Stability13.0

Sector conviction51.8

Also holds Vanguard S&p 500 ETF as its largest position

New York Life Insurance Co

CIK 0000071633

Total reported value

$527.2M

3 stks

2026-06-30

Concentration100.0

Portfolio Stability46.8

Sector conviction0.0

Also holds Vanguard S&p 500 ETF as its largest position

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Developer Access

Access Go Invest LLC's institutional profile programmatically:

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curl https://alphasmo.com/api/v1/institutions/go-invest-llc-0002139692

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Go Invest LLC 13F Holdings & Recent Stock Buys (Q3 2026)

CIK: 0002139692

Momentum followerConcentrated strategyLong-term holder

Total reported value

$472.5M

Reporting period: 2026-09-30 · Number of holdings: 104

Go Invest LLC disclosed 104 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $472.5M and a quarterly turnover rate of 11.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "G"

Reporting periodSep 2026

Personality snowflake

Concentration: 87.73
Portfolio Stability: 11.51
Momentum: 100
Sector conviction: 0
Diversification: 100
Sizing Uniformity: 53.07

Source and citation information

Recent moves

Add VOO
+10.5%　$18.0M
Trim HFXI
+11.2%　$3.8M
Add VGT
+20.3%　$1.9M
Sold out IBIT
Trim USTB
+12.1%　$12.4M
Trim VUG
+3.7%　$1.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Download CSV Download Excel

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	33.50%	+0.53%	+10.55%
2	USTB	Victoryshares Short-term Bon	ETF-Other	27.70%	-0.15%	+12.11%
3	IWF	Ishares Russell 1000 Growth	ETF-Other	12.75%	+0.05%	+10.50%
4	HFXI	Nyli Ftse Intl Eq Cur Ntrl	ETF-Other	10.36%	-0.24%	+11.16%
5	VUG	Vanguard Growth ETF	ETF-Other	4.27%	-0.10%	+3.72%
6	BIV	Vanguard Intermediate-term B	ETF-Other	2.27%	+0.02%	+18.20%
7	FTEC	Fidelity Msci Info Tech Indx	ETF-Tech	2.08%	+0.05%	+8.23%
8	VGT	Vanguard Info Tech ETF	ETF-Tech	1.92%	+0.23%	+20.33%
9	SGOL	Abrdn Physical Gold Shares	ETF-Commodities	1.14%	+0.10%	+17.34%
10	VDE	Vanguard Energy ETF	ETF-Other	0.75%	+0.07%	+5.82%
11	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.44%	+0.01%	+13.80%
12	ICSH	Ishares Ultra Short Duration	ETF-Other	0.39%	—	+12.33%
13	VHT	Vanguard Health Care ETF	ETF-Other	0.33%	+0.02%	+12.05%
14	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.25%	-0.03%	+7.66%
15	SPSM	Ss Spdr P S&p 600 Small Cap	ETF-Small Cap	0.23%	-0.04%	+1.63%
16	IQLT	Ishares Msci International Q	ETF-Other	0.21%	-0.01%	+2.71%
17	XLRE	Ss Real Estate Select Sector	ETF-Other	0.21%	-0.02%	+6.79%
18	FNCL	Fidelity Msci Financial Indx	ETF-Other	0.20%	-0.02%	+0.71%
19	SPYG	Ss Spdr P S&p 500 Growth ETF	ETF-Large Cap & Growth	0.15%	-0.01%	+1.48%
20	JPSE	JPM Diversified Rt Small Cap	ETF-Small Cap	0.14%	-0.01%	+13.96%
21	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.08%	+0.04%	+117.39%
22	REZ	Ishars Res And Multi Reales	ETF-Other	0.06%	-0.01%	+7.77%
23	TRTY	Cambria Trinity ETF	ETF-Other	0.06%	+0.02%	+36.20%
24	VTV	Vanguard Value ETF	ETF-Other	0.05%	-0.02%	-17.84%
25	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.04%	-0.01%	-17.52%
26	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	0.04%	+0.02%	+62.23%
27	IWY	Ishares Russell Top 200 Grow	ETF-Other	0.03%	-0.01%	-0.38%
28	SPYD	Ss Spdr P S&p 500 Hi Div ETF	ETF-Large Cap & Growth	0.02%	-0.01%	-2.98%
29	ESG	Flexshares Stoxx US Esg Sele	ETF-Other	0.02%	—	+57.54%
30	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.02%	—	+0.73%
31	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.02%	—	-2.21%
32	AIQ	Global X Art Intel & Tech	ETF-Tech	0.02%	—	+4.65%
33	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	0.02%	—	+6.55%
34	SMH	Vaneck Semiconductor ETF	ETF-Other	0.02%	—	+12.96%
35	VO	Vanguard Mid-cap ETF	ETF-Other	0.02%	-0.01%	-46.92%
36	SCHI	Schwab 5-10 Year Corporate B	ETF-Corp Bonds	0.01%	+0.01%	+3585.39%
37	BND	Vanguard Total Bond Market	ETF-Other	0.01%	—	+5.52%
38	VB	Vanguard Small-cap ETF	ETF-Other	0.01%	-0.03%	-56.77%
39	SOXX	Ishares Semiconductor ETF	ETF-Other	0.01%	—	+3.95%
40	EWJ	Ishares Msci Japan ETF	ETF-Other	0.01%	—	+7.90%
41	SLV	Ishares Silver Trust	ETF-Commodities	0.01%	—	+15.29%
42	ARTY	Ishares Future Ai & Tech ETF	ETF-Tech	0.01%	+0.01%	NEW
43	IXN	Ishares Global Tech ETF	ETF-Tech	0.01%	—	+20.00%
44	IDGT	Ishares US Dgtl Infra & R/e	ETF-Other	0.01%	—	+0.30%
45	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	0.01%	+0.01%	+435.77%
46	PSI	Invesco Semiconductors ETF	ETF-Other	0.01%	—	+2.29%
47	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.01%	+0.01%	+125.14%
48	SIL	Global X Silver Miners ETF	ETF-Commodities	0.01%	+0.01%	NEW
49	IYW	Ishares Ustechnology ETF	ETF-Tech	0.01%	—	—
50	GDXJ	Vaneck Junior Gold Miners	ETF-Commodities	0.01%	+0.01%	NEW

1–50 of 104

Portfolio Performance

Performance for Q4 2026

+2.7%

Performance Last 4 Quarters

+7.3%

Stdev: +10.2%
Beta: +0.63
Alpha: -1.9%
Max Drawdown: -0.9%
Annualized Perf: +11.1%
Batting Avg vs S&P: +37.5%
Sortino: +2.38
Stutzer: +0.34
Treynor: +0.17
Sterling: —
Calmar: +11.93
Information Ratio: -1.58
Tracking Error: +6%
Stdev Down: +4.6%
Winning Months %: +50%
Losing Months %: +50%
Best 12 Months: —
Worst 12 Months: —
Efficiency Ratio: +0.42
Sharpe: +1.08
Stdev Sectors: —
Skewness: +0.31
Kurtosis: -0.26
Upside Potential: +3.97

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026 Q3	104	$472.5M	12	1VOO 2USTB 3IWF Top holdings2026 Q3 1.VOO 2.USTB 3.IWF 4.HFXI 5.VUG 6.BIV 7.FTEC 8.VGT 9.SGOL 10.VDE
2026 Q2	129	$425.5M	20	1VOO 2USTB 3IWF Top holdings2026 Q2 1.VOO 2.USTB 3.IWF 4.HFXI 5.VUG 6.BIV 7.FTEC 8.VGT 9.SGOL 10.VDE
2026 Q1	122	$348.9M	37	1VOO 2USTB 3IWF Top holdings2026 Q1 1.VOO 2.USTB 3.IWF 4.HFXI 5.VUG 6.BIV 7.FTEC 8.SGOL 9.VGT 10.VDE
2025 Q4	113	$304.4M	0	1VOO 2USTB 3IWF Top holdings2025 Q4 1.VOO 2.USTB 3.IWF 4.IQLT 5.VUG 6.SCHD 7.FTEC 8.VGT 9.SGOL 10.HFXI

Holding changes this quarter

Position changes disclosed by Go Invest LLC for the quarter ending 2026-09-30, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VOO	Vanguard S&p 500 ETF	+0.5%	+10.55%	Add
2	VGT	Vanguard Info Tech ETF	+0.2%	+20.33%	Add
3	SGOL	Abrdn Physical Gold Shares	+0.1%	+17.34%	Add
4	VDE	Vanguard Energy ETF	+0.1%	+5.82%	Add
5	IWF	Ishares Russell 1000 Growth	+0.1%	+10.50%	Add
6	FTEC	Fidelity Msci Info Tech Indx	+0.1%	+8.23%	Add
7	VTI	Vanguard Total Stock Mkt ETF	0%	+117.39%	Add
8	BIV	Vanguard Intermediate-term B	0%	+18.20%	Add
9	VHT	Vanguard Health Care ETF	0%	+12.05%	Add
10	TRTY	Cambria Trinity ETF	0%	+36.20%	Add
11	VWO	Vanguard Ftse Emerging Marke	0%	+62.23%	Add
12	FNDX	Schwab Fndmntl US Lrg Co ETF	0%	+13.80%	Add
13	SCHI	Schwab 5-10 Year Corporate B	0%	+3585.39%	Add
14	ARTY	Ishares Future Ai & Tech ETF	0%	NEW	New buy
15	SIL	Global X Silver Miners ETF	0%	NEW	New buy
16	GDXJ	Vaneck Junior Gold Miners	0%	NEW	New buy
17	IGIB	Ishares 5-10y Inv Grade CORP	0%	+435.77%	Add
18	VCIT	Vanguard Int-term Corporate	0%	+125.14%	Add
19	ICSH	Ishares Ultra Short Duration	—	+12.33%	Add
20	ESG	Flexshares Stoxx US Esg Sele	—	+57.54%	Add
21	GLDM	Spdr Gold Minishares Trust	—	EXIT	Sold out
22	SCHG	Schwab US Large-cap Growth	—	-83.39%	Trim
23	SPIB	Ss Spdr P Int C CORP ETF	—	+1153.33%	Add
24	QQQM	Invesco Nasdaq 100 ETF	—	EXIT	Sold out
25	STCE	Schwab Crypto Thematic ETF	—	EXIT	Sold out
26	DFEM	Dimensional Emrg Mrkt Core	—	EXIT	Sold out
27	IAU	Ishares Gold Trust	—	EXIT	Sold out
28	IEI	Ishares 3-7 Year Treasury Bo	—	EXIT	Sold out
29	HODL	Vaneck Bitcoin ETF	—	EXIT	Sold out
30	BITO	Proshares Bitcoin Etf-usd	—	EXIT	Sold out
31	BITB	Bitwise Bitcoin ETF	—	EXIT	Sold out
32	SPY	Ss Spdr S&p 500 ETF Trust-us	—	+600.00%	Add
33	IXN	Ishares Global Tech ETF	—	+20.00%	Add
34	BUFR	Ft Vest Lad Buffervetf-usd I	—	EXIT	Sold out
35	PSI	Invesco Semiconductors ETF	—	+2.29%	Add
36	SLV	Ishares Silver Trust	—	+15.29%	Add
37	EWJ	Ishares Msci Japan ETF	—	+7.90%	Add
38	GRID	First Trst Nasd Cl Edg Sgiif	—	EXIT	Sold out
39	SCHD	Schwab US Dvd Equity ETF	—	EXIT	Sold out
40	SOXX	Ishares Semiconductor ETF	—	+3.95%	Add
41	XLE	Ss Energy Select Sector	—	+42.61%	Add
42	SMH	Vaneck Semiconductor ETF	—	+12.96%	Add
43	AIQ	Global X Art Intel & Tech	—	+4.65%	Add
44	JEPI	Jpmorgan Equity Premium Inco	—	EXIT	Sold out
45	VGLT	Vanguard Long-term Treasury	—	EXIT	Sold out
46	IVV	Ishares Core S&p 500 ETF	—	+0.73%	Add
47	HLAL	Wahed Ftse USA Shariah ETF	—	+34.78%	Add
48	BNDX	Vanguard Total Intl Bond ETF	—	+6.55%	Add
49	SPUS	Sp Funds S&p Sharia Indu Exc	—	+35.71%	Add
50	IGPT	Invesco Ai And Next Gen Soft	—	+24.76%	Add

1–50 of 137

Filing History

Period	Filed	Type
2026 Q3	2026-10-09	13F-HR
2026 Q2	2026-08-05	13F-HR
2026 Q1	2026-08-05	13F-HR
2025 Q4	2026-08-05	13F-HR

FAQ

What is Go Invest LLC and what type of investor is it?

What are Go Invest LLC's largest equity positions?

What changes did Go Invest LLC make in its most recent portfolio filing?

What sectors does Go Invest LLC focus on?

Sector breakdown data is not yet available for Go Invest LLC. Check back after the next 13F processing cycle.

Investment Profile

Its portfolio is concentrated and long-term-holding.

It has added to its VOO position for two straight quarters, increasing it by $48.1M to reach $158.3M.

Peer Institutions

Institutions with a similar AUM

Shelter Mutual Insurance Co

CIK 0001455288

Total reported value

$472.8M

58 stks

2026-06-30

Concentration11.4

Portfolio Stability10.7

Sector conviction41.6

AUM within 0.1% of this institution

Susquehanna International Group Ltd.

CIK 0001765924

Total reported value

$472.2M

108 stks

2024-09-30

Stale — no recent filing

Concentration38.0

Sector conviction57.0

AUM within 0.1% of this institution

First Personal Financial Services

CIK 0001633869

Total reported value

$472.9M

571 stks

2024-09-30

Stale — no recent filing

Concentration7.1

Sector conviction47.7

AUM within 0.1% of this institution

Similar Holdings Style

Institutions with overlapping top holdings

Brighton Securities CORP.

CIK 0000014213

Total reported value

$239.0M

48 stks

2026-09-30

Concentration60.3

Portfolio Stability6.0

Sector conviction54.9

Also holds Vanguard S&p 500 ETF as its largest position

Equitable Trust Co

CIK 0000033250

Total reported value

$2.4B

748 stks

2026-09-30

Concentration8.1

Portfolio Stability13.0

Sector conviction51.8

Also holds Vanguard S&p 500 ETF as its largest position

New York Life Insurance Co

CIK 0000071633

Total reported value

$527.2M

3 stks

2026-06-30

Concentration100.0

Portfolio Stability46.8

Sector conviction0.0

Also holds Vanguard S&p 500 ETF as its largest position