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CIK: 0002139692
Total reported value
$425.5M
$425.5M
122 檔
72.4%
In Q1 2026, Go Invest LLC's U.S. equity holdings reached a combined market value of $425.5M, distributed across 122 disclosed stock positions.
In Q1 2026, Go Invest LLC displayed an active expansion posture, initiating 13 new positions and adding to 81 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, USTB, IWF) accounted for 72.4% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 31.60% | +1.37% | — | |
| 2 | USTB | Victoryshares Short-term Bon | ETF-Other | 29.48% | -1.63% | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.29% | +0.41% | — | |
| 4 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 10.46% | +0.14% | — | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.52% | -0.15% | — | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.48% | -0.23% | — | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.70% | +0.33% | — | |
| 8 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.35% | -0.31% | — | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.25% | +0.44% | — | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 0.86% | -0.18% | — | |
| 11 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.56% | -0.17% | — | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.33% | +0.10% | — | |
| 13 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.31% | -0.09% | — | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 0.30% | +0.01% | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | +0.02% | — | |
| 16 | IQLT | Ishares Msci International Q | ETF-Other | 0.24% | -0.02% | — | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.24% | +0.03% | — | |
| 18 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.23% | -0.01% | — | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.21% | +0.02% | — | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | -0.04% | — | |
| 21 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.16% | -0.01% | — | |
| 22 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.09% | -0.02% | — | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | — | — | |
| 24 | BITQ | Bitwise Crypto Indu Inno ETF | ETF-Crypto | 0.07% | — | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | — | — | |
| 26 | TRTY | Cambria Trinity ETF | ETF-Other | 0.04% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | — | — | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.04% | — | — | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.04% | — | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.04% | -0.01% | — | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.03% | — | — | |
| 32 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.03% | — | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.03% | -0.01% | — | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.03% | -0.01% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | — | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.02% | — | — | |
| 37 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.02% | — | — | |
| 38 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.02% | — | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.02% | -0.01% | — | |
| 40 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.02% | -0.01% | — | |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.01% | — | — | |
| 42 | PTL | Inspire 500 ETF | ETF-Other | 0.01% | — | — | |
| 43 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.01% | +0.01% | — | |
| 44 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.01% | — | — | |
| 45 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.01% | — | — | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.01% | — | — | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.01% | — | — | |
| 48 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.01% | — | — | |
| 49 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.01% | — | — | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.01% | — | — |
According to official SEC Form 13F filings, Go Invest LLC reported a total U.S. public equity portfolio value of $425.5M across 122 disclosed positions in Q1 2026.
During Q1 2026, Go Invest LLC's top holdings by market value included VOO (31.6%)、USTB (29.5%)、IWF (12.3%). The largest single position, VOO, represented 31.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BIV
市值: $8.6M
Top Position Liquidated / Trimmed
THNQ
前期市值: $5.7K
In Q1 2026, Go Invest LLC made 109 total portfolio adjustments, initiating 13 new buys, adding to 81 positions, trimming 10 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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