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CIK: 0002090165
Total reported value
$113.1M
$113.1M
134 檔
18.3%
In Q4 2025, Invested Advisors's U.S. equity holdings reached a combined market value of $113.1M, distributed across 134 disclosed stock positions.
In Q4 2025, Invested Advisors displayed an active expansion posture, initiating 22 new positions and adding to 19 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AGG, SUB, IVV) accounted for 18.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.39% | -0.53% | +6.08% | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 4.77% | -0.70% | +6.39% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.28% | -0.40% | +19.74% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.68% | -0.10% | +10.50% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.27% | -0.16% | +109.99% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.25% | -0.10% | +50.56% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.06% | -0.02% | +141.35% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.01% | -3.66% | EXIT | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | -0.27% | +4.51% | |
| 10 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 2.42% | -0.49% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.88% | +0.03% | +4.40% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.17% | +22.07% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.65% | -0.27% | +16.57% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.64% | +0.10% | -33.18% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-Other | 1.53% | -0.19% | +29.61% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.48% | -0.03% | +3.64% | |
| 17 | IDV | Ishares International Select | ETF-Other | 1.43% | -0.31% | +15.35% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | -0.08% | -11.81% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.42% | +0.04% | +13.85% | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.12% | +0.10% | +63.35% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.11% | +10.41% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.06% | -0.08% | +1.34% | |
| 23 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.00% | -0.14% | +362.76% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | +0.04% | -22.72% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | — | +5.40% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.88% | +0.02% | — | |
| 27 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.83% | +0.17% | +189.98% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.82% | +1.51% | -31.81% | |
| 29 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.82% | +0.13% | — | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.79% | +0.16% | -20.22% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | -0.03% | +8.30% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.71% | -0.07% | +64.23% | |
| 33 | XAWFX | Alliancebernstein Gl Hi Inc | Stock-Other | 0.68% | -0.20% | +13.59% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | — | +3.10% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.64% | -0.15% | — | |
| 36 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.64% | +0.25% | +123.90% | |
| 37 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.60% | +0.19% | — | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.60% | -0.12% | +45.06% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.59% | -0.17% | -14.92% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.58% | -0.22% | +4.20% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.11% | +10.60% | |
| 42 | XUDV | Franklin US Dividend Booster | ETF-Other | 0.58% | +0.08% | — | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.57% | +0.13% | -11.07% | |
| 44 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.57% | -0.18% | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.57% | -0.11% | +3.33% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.56% | -0.04% | -14.42% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.08% | +0.74% | |
| 48 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.56% | +0.05% | — | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.55% | -0.03% | -22.05% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.54% | +0.02% | — |
According to official SEC Form 13F filings, Invested Advisors reported a total U.S. public equity portfolio value of $113.1M across 134 disclosed positions in Q4 2025.
During Q4 2025, Invested Advisors's top holdings by market value included AGG (5.4%)、SUB (4.8%)、IVV (4.3%). The largest single position, AGG, represented 5.4% of total portfolio value.
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Top New Position Initiated
BCI
市值: $2.3M
Top Position Liquidated / Trimmed
FISV
前期市值: $686.7K
In Q4 2025, Invested Advisors made 50 total portfolio adjustments, initiating 22 new buys, adding to 19 positions, trimming 4 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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