13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002090165
Total reported value
$117.2M
$117.2M
152 檔
18.6%
According to the latest 13F quarterly dataset, Invested Advisors managed an equity portfolio of $117.2M at the end of Q2 2026, spanning 152 distinct U.S. exchange-listed positions.
Invested Advisors executed strategic sector rebalancing during Q2 2026, establishing 24 new positions while fully exiting 10 holdings and trimming 71 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.64% | -0.68% | +2.88% | |
| 2 | SUB | Ishares Short-term National | ETF-Other | 4.19% | -0.15% | -2.24% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.57% | -0.16% | -10.35% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.45% | -0.28% | +2.16% | |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 3.41% | -0.20% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.19% | +0.30% | -2.98% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.76% | -0.56% | +270.29% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.71% | -0.34% | -2.98% | |
| 9 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 2.45% | +0.25% | +3.37% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.35% | -1.41% | +220.40% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | -0.18% | -6.32% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.77% | +0.22% | +19.48% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | +0.54% | -2.22% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.69% | -0.24% | -9.60% | |
| 15 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.54% | -0.16% | +3.72% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-Other | 1.48% | -0.02% | +398.76% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.02% | -7.80% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.11% | -2.95% | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 1.22% | -0.05% | +0.45% | |
| 20 | IDV | Ishares International Select | ETF-Other | 1.18% | -0.01% | -7.41% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | -0.13% | -12.26% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.03% | -0.09% | -0.42% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | — | +5.33% | |
| 24 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.01% | +0.11% | +28.37% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.96% | -0.04% | +32.43% | |
| 26 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.95% | +0.33% | +44.51% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.94% | -0.07% | -0.67% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | -0.13% | -8.93% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.92% | -0.23% | +33.48% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.02% | -5.69% | |
| 31 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 0.84% | -0.02% | -2.55% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.01% | -0.62% | |
| 33 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.71% | +0.16% | +26.41% | |
| 34 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.68% | -0.22% | -0.52% | |
| 35 | XUDV | Franklin US Dividend Booster | ETF-Other | 0.68% | -0.02% | +16.72% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.67% | -0.04% | +0.50% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.02% | -6.07% | |
| 38 | HST | Host Hotels & Resorts Inc | Stock-Real Estate | 0.64% | -0.06% | -0.21% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.62% | +0.05% | +49.69% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | -0.16% | -2.96% | |
| 41 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | ETF-Other | 0.58% | +0.02% | +172.55% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | -0.06% | +9.07% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.02% | +1.36% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.04% | +2.30% | |
| 45 | LRCX | Lam Research CORP | Stock-Tech | 0.54% | -0.16% | +0.14% | |
| 46 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.51% | +0.09% | -3.58% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | +0.39% | — | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.51% | -0.02% | — | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.02% | -16.88% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +3.4% | NEW | New buy |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +1.5% | +220.40% | Add |
| 3 | VUG | Vanguard Growth ETF | +0.5% | NEW | New buy |
| 4 | VTV | Vanguard Value ETF | +0.5% | NEW | New buy |
| 5 | INTC | Intel CORP | +0.4% | NEW | New buy |
| 6 | XEMD | Bondbloxx-jpm Usd Em Mk 1-10 | +0.3% | +172.55% | Add |
| 7 | MTUM | Ishares Msci USA Momentum Fa | +0.3% | NEW | New buy |
| 8 | AMAT | Applied Materials Inc | +0.3% | NEW | New buy |
| 9 | KMLM | Kraneshares Mt Lc Mn Ft Id S | +0.3% | NEW | New buy |
| 10 | BUYO | Kraneshares Mb Beta Indx ETF | +0.3% | NEW | New buy |
| 11 | KRBN | Ks Global Carbon Stratgy ETF | +0.3% | NEW | New buy |
| 12 | GLW | Corning Inc | +0.3% | NEW | New buy |
| 13 | BTAL | Agf US Market Neutral Anti-b | +0.3% | NEW | New buy |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | +0.3% | NEW | New buy |
| 15 | IPAC | Ishares Core Msci Pacific Et | +0.3% | +44.51% | Add |
| 16 | UNH | Unitedhealth Group Inc | +0.3% | NEW | New buy |
| 17 | LRCX | Lam Research CORP | +0.2% | +0.14% | Add |
| 18 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 19 | GNRC | Generac Holdings Inc | +0.2% | NEW | New buy |
| 20 | MAA | Mid-america Apartment Comm | +0.2% | NEW | New buy |
| 21 | WAB | Wabtec CORP | +0.2% | NEW | New buy |
| 22 | ILCG | Ishares Morningstar Growth E | +0.2% | +26.41% | Add |
| 23 | HPE | Hewlett Packard Enterprise | +0.2% | -3.58% | Trim |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | +0.2% | NEW | New buy |
| 25 | DAL | Delta Air Lines Inc | +0.2% | NEW | New buy |
| 26 | VBR | Vanguard Small-cap Value ETF | +0.2% | NEW | New buy |
| 27 | EUHY | Ishares Euro High Yield CORP | +0.2% | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | +0.2% | NEW | New buy |
| 29 | NVT | nVent Electric plc | +0.2% | NEW | New buy |
| 30 | KEMX | Kraneshares Msci E-mkt Ex-ch | +0.2% | NEW | New buy |
| 31 | IEUR | Ishares Core Msci Europe ETF | +0.2% | +28.37% | Add |
| 32 | CSCO | Cisco Systems Inc | +0.2% | -8.93% | Trim |
| 33 | USHY | Ishares Broad Usd High Yield | +0.2% | +49.69% | Add |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +32.43% | Add |
| 35 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +33.48% | Add |
| 36 | CAT | Caterpillar Inc | +0.1% | -2.96% | Trim |
| 37 | QCOM | Qualcomm Inc | +0.1% | +5.75% | Add |
| 38 | LLY | Eli Lilly & Co | +0.1% | -0.67% | Trim |
| 39 | MUB | Ishares National Muni Bond E | +0.1% | +19.48% | Add |
| 40 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +0.45% | Add |
| 41 | VRT | Vertiv Holdings Co-a | +0.1% | -0.52% | Trim |
| 42 | XUDV | Franklin US Dividend Booster | +0.1% | +16.72% | Add |
| 43 | GOOG | Alphabet Inc-cl C | +0.1% | +25.92% | Add |
| 44 | HST | Host Hotels & Resorts Inc | +0.1% | -0.21% | Trim |
| 45 | IWO | Ishares Russell 2000 Growth | +0.1% | +0.95% | Add |
| 46 | DES | Wisdomtree US Smallcap Divid | 0% | +3.72% | Add |
| 47 | IEMG | Ishares Core Msci Emerging | 0% | -0.42% | Trim |
| 48 | PWR | Quanta Services Inc | 0% | -4.73% | Trim |
| 49 | AMLP | Alerian Mlp ETF | 0% | +38.62% | Add |
| 50 | GOOGL | Alphabet Inc-cl A | 0% | -6.32% | Trim |
According to official SEC Form 13F filings, Invested Advisors reported a total U.S. public equity portfolio value of $117.2M across 152 disclosed positions in Q2 2026.
During Q2 2026, Invested Advisors's top holdings by market value included AGG (4.6%)、SUB (4.2%)、IVV (3.6%). The largest single position, AGG, represented 4.6% 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.
In terms of portfolio concentration, the top 5 core holdings (including AGG, SUB, IVV) accounted for 18.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
IGIB
市值: $3.9M
Top Position Liquidated / Trimmed
ISTB
前期市值: $3.6M
In Q2 2026, Invested Advisors made 155 total portfolio adjustments, initiating 24 new buys, adding to 50 positions, trimming 71 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.