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CIK: 0002090165
Total reported value
$113.1M
$113.1M
108 檔
16.2%
At the close of Q3 2025, Invested Advisors disclosed equity holdings valued at approximately $113.1M, spread across 108 reported holdings.
During Q3 2025, Invested Advisors's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AGG, SUB, ISTB) accounted for 16.2% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.90% | -0.53% | — | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 6.24% | -0.70% | — | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 4.99% | -3.66% | EXIT | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.35% | -0.40% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.19% | -0.10% | — | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.42% | +0.10% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.27% | — | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.69% | -0.10% | — | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.87% | -0.16% | — | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.17% | — | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.77% | +0.04% | — | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.68% | +1.51% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | +0.03% | — | |
| 14 | HDV | Ishares Core High Dividend E | ETF-Other | 1.53% | -0.19% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | -0.03% | — | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | -0.08% | — | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | +0.04% | — | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.40% | -0.02% | — | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | -0.27% | — | |
| 20 | IDV | Ishares International Select | ETF-Other | 1.21% | -0.31% | — | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.17% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.08% | — | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.16% | — | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.11% | — | |
| 25 | FISV | Fiserv Inc | Stock-Other | 1.00% | — | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.93% | -0.02% | — | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.88% | +0.13% | — | |
| 28 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.84% | -0.20% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | — | — | |
| 30 | XTEAX | Tortoise Sust&social Imp Ter | Stock-Other | 0.81% | — | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.11% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.78% | -0.03% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.76% | -0.03% | — | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.75% | -0.22% | — | |
| 35 | AXP | American Express Co | Stock-Financials | 0.75% | -0.04% | — | |
| 36 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.73% | +0.10% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.06% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.08% | — | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.70% | -0.17% | — | |
| 40 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.66% | — | — | |
| 41 | IAT | Ishares US Regional Banks Et | ETF-Other | 0.65% | — | — | |
| 42 | PLD | Prologis Inc | Stock-Real Estate | 0.65% | — | — | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.65% | -0.08% | — | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.16% | — | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.62% | +0.12% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | — | — | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.60% | — | — | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.25% | NEW | |
| 49 | FNB | Fnb CORP | Stock-Financials | 0.58% | — | — | |
| 50 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.56% | -0.11% | — |
According to official SEC Form 13F filings, Invested Advisors reported a total U.S. public equity portfolio value of $113.1M across 108 disclosed positions in Q3 2025.
During Q3 2025, Invested Advisors's top holdings by market value included AGG (6.9%)、SUB (6.2%)、ISTB (5.0%). The largest single position, AGG, represented 6.9% 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.
In Q3 2025, Invested Advisors made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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