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CIK: 0002139692
Total reported value
$472.5M
$472.5M
129 檔
79.7%
As reported in its official Q2 2026 Form 13F filing, Go Invest LLC's tracked investment portfolio stood at $472.5M with 129 total positions.
In Q2 2026, Go Invest LLC displayed an active expansion posture, initiating 11 new positions and adding to 97 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, USTB, IWF) accounted for 79.7% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 32.97% | +0.53% | +10.74% | |
| 2 | USTB | Victoryshares Short-term Bon | ETF-Other | 27.85% | -0.15% | +15.12% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.70% | +0.05% | +332.77% | |
| 4 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-Other | 10.60% | -0.24% | +9.00% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.37% | -0.10% | +497.20% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.25% | +0.02% | +11.19% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.03% | +0.05% | +6.07% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.69% | +0.23% | +859.47% | |
| 9 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 1.04% | +0.10% | +10.04% | |
| 10 | VDE | Vanguard Energy ETF | ETF-Other | 0.68% | +0.07% | +11.43% | |
| 11 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.43% | +0.01% | +40.80% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.39% | — | -16.14% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-Other | 0.31% | +0.02% | +14.47% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.28% | -0.03% | +12.41% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.27% | -0.04% | +15.88% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.23% | -0.02% | +25.33% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.22% | -0.22% | EXIT | |
| 18 | IQLT | Ishares Msci International Q | ETF-Other | 0.22% | -0.01% | +4.63% | |
| 19 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.22% | -0.02% | +7.43% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.16% | -0.01% | -20.73% | |
| 21 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.15% | -0.01% | -4.53% | |
| 22 | BITQ | Bitwise Crypto Indu Inno ETF | ETF-Crypto | 0.07% | -0.07% | EXIT | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | -0.02% | +3.78% | |
| 24 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.07% | -0.01% | -14.03% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | -0.01% | +0.51% | |
| 26 | TRTY | Cambria Trinity ETF | ETF-Other | 0.04% | +0.02% | +20.70% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | +0.04% | +1.90% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.04% | -0.03% | +1.01% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.04% | -0.01% | +0.58% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.03% | -0.01% | +309.03% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.03% | -0.03% | EXIT | |
| 32 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.03% | -0.01% | +9.16% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.02% | +0.02% | +2.30% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.02% | — | +0.74% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | +0.74% | |
| 36 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.02% | — | -14.49% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.02% | — | +6.68% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.02% | — | +9.09% | |
| 39 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.02% | — | -20.20% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.01% | — | +12.11% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.01% | -0.01% | EXIT | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.01% | — | +11.76% | |
| 43 | PTL | Inspire 500 ETF | ETF-Other | 0.01% | -0.01% | EXIT | |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.01% | -0.01% | EXIT | |
| 45 | PSI | Invesco Semiconductors ETF | ETF-Other | 0.01% | — | +1.87% | |
| 46 | IDGT | Ishares US Dgtl Infra & R/e | ETF-Other | 0.01% | — | -8.99% | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.01% | -0.01% | EXIT | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.01% | — | +0.50% | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.01% | — | — | |
| 50 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.01% | -0.01% | EXIT |
According to official SEC Form 13F filings, Go Invest LLC reported a total U.S. public equity portfolio value of $472.5M across 129 disclosed positions in Q2 2026.
During Q2 2026, Go Invest LLC's top holdings by market value included VOO (33.0%)、USTB (27.9%)、IWF (12.7%). The largest single position, VOO, represented 33.0% of total portfolio value.
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Top New Position Initiated
SLV
市值: $35.6K
Top Position Liquidated / Trimmed
AVUV
前期市值: $5.9K
In Q2 2026, Go Invest LLC made 124 total portfolio adjustments, initiating 11 new buys, adding to 97 positions, trimming 13 holdings, and fully liquidating 3 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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