Q2 2026 13F · SEC CIK 1706013

Ally Invest Advisors Inc.

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 75
Top holdings a year, 3 yrs: +12.7%
Assets under management: $1.7B

Ally Invest Advisors Inc. is a wealth manager that reported 75 positions worth $1.7B in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Ishares Tr (IVV, 23.2%), Vanguard Ftse Developed Markets Index Fu (VEA, 19.6%), Vanguard Charlotte Fds (BNDX, 7.8%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 20.4% for the S&P 500.

Ally Invest Advisors Inc. holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ally Invest Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Tr	23.2%	22.5%	513,402	+0.4%	$384.5M
VEAVanguard Ftse Developed Markets Index Fu	19.6%	19.7%	4,566,227	+0.2%	$325.3M
BNDXVanguard Charlotte Fds	7.8%	8.2%	2,662,224	+4.8%	$128.9M
IJHIshares Tr	6.8%	6.6%	1,467,792	+0.5%	$113.2M
IEFIshares Tr	6.4%	6.9%	1,124,596	+5.1%	$106.4M
VWOVanguard Intl Equity Index F	5.2%	5.2%	1,429,618	+0.9%	$85.3M
VMBSVanguard Scottsdale Fds	4.3%	4.6%	1,520,621	+4.7%	$71.2M
IGIBIshares Tr	3.8%	4.0%	1,181,331	+4.6%	$62.8M
IJRIshares Tr	3.7%	3.4%	410,725	-0.3%	$60.9M
ESGUIshares Tr	3.5%	3.3%	350,467	+0.7%	$57.4M
SCHVSchwab Strategic Tr	2.1%	2.0%	978,090	+1.4%	$34.0M
SCHGSchwab Strategic Tr	1.9%	1.8%	934,561	+1.9%	$31.6M
ESGDiShares ESG Aware MSCI EAFE ETF	1.8%	1.9%	297,816	+2.6%	$30.6M
MUBIshares Tr	1.7%	1.8%	256,431	+3.9%	$27.6M
AGGIshares Tr	1.4%	1.4%	226,868	+6.4%	$22.5M
ESGEiShares ESG Aware MSCI EM ETF	0.6%	0.5%	169,049	-2.6%	$9.2M
VOTVanguard Index Fds	0.5%	0.5%	29,609	+2.9%	$9.1M
VOEVanguard Index Fds	0.5%	0.5%	44,758	+2.5%	$8.8M
ESMLIshares Tr	0.5%	0.5%	144,256	-0.2%	$8.1M
VYMVanguard Whitehall Fds	0.3%	0.3%	35,689	+5.1%	$5.6M
VBKVanguard Index Fds	0.3%	0.3%	13,747	+1.4%	$5.0M
IGSBIshares Tr	0.3%	0.3%	93,130	+6.8%	$4.9M
VBRVanguard Index Fds	0.3%	0.3%	19,226	+2.3%	$4.7M
XLKSelect Sector Spdr Tr	0.3%	0.3%	22,229	-21.8%	$4.2M
VYMIVanguard Whitehall Fds	0.2%	0.2%	39,786	+4.7%	$3.9M
USXFIshares Tr	0.2%	0.2%	52,573	+2.0%	$3.7M
VTIVanguard Index Fds	0.2%	0.2%	8,576	+7.5%	$3.2M
BSVVanguard Bd Index Fds	0.2%	0.2%	39,130	+7.6%	$3.0M
EMBIshares Tr	0.2%	0.2%	31,138	+5.0%	$3.0M
SUBIshares Tr	0.2%	0.2%	26,271	+7.4%	$2.8M
EAGGIshares Tr	0.1%	0.1%	45,240	+1.8%	$2.1M
SPIBSpdr Series Trust	0.1%	0.1%	59,338	+7.8%	$2.0M
VUGVanguard Index Fds	0.1%	0.1%	22,749	+472.9%	$2.0M
SCHDSchwab Strategic Tr	0.1%	0.1%	56,231	+10.2%	$1.8M
XLVSelect Sector Spdr Tr	0.1%	0.1%	8,627	+4.8%	$1.4M
XLFSelect Sector Spdr Tr	0.1%	0.1%	23,868	+6.9%	$1.3M
VTVVanguard Index Fds	0.1%	0.1%	5,814	-1.4%	$1.3M
DMXFIshares Tr	0.1%	0.1%	13,373	+6.9%	$1.1M
XTIshares Tr	0.1%	0.1%	13,283	-3.5%	$1.1M
IXUSIshares Tr	0.1%	0.1%	11,446	+7.5%	$1.1M
XLYSelect Sector Spdr Tr	0.1%	0.1%	8,607	+1.6%	$1.0M
IEFAIshares Tr	0.1%	0.1%	10,397	-1.9%	$1.0M
SPLBSpdr Series Trust	0.1%	0.1%	44,547	+9.6%	$998K
CRBNIshares Tr	0.1%	0.1%	3,918	-0.5%	$991K
PZAInvesco Exch Traded Fd Tr II	0.1%	0.1%	39,359	+6.3%	$926K
XLISelect Sector Spdr Tr	0.1%	0.1%	4,662	-4.0%	$864K
XLCSelect Sector Spdr Tr	0.1%	0.1%	7,818	+0.9%	$838K
SPYXSpdr Series Trust	0.0%	0.0%	12,987	-0.7%	$794K
BOTZGlobal X Fds	0.0%	—	19,561	—	$742K
SKYYFirst Tr Exchange-Traded Fd	0.0%	0.0%	5,472	-16.3%	$736K

What Ally Invest Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

XLK Select Sector Spdr Tr-21.8% shares
SKYY First Tr Exchange-Traded Fd-16.3% shares

Left the top 50

EUSB Ishares Trwas 0.0%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.4% /yr; S&P 500 +20.1%
3 years: +12.7% /yr; S&P 500 +20.4%
5 years: +5.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	75
Q1 2026	$1.5B	75
Q4 2025	$1.4B	76
Q3 2025	$1.4B	77
Q2 2025	$1.3B	75
Q1 2025	$1.2B	72
Q4 2024	$1.2B	67
Q3 2024	$1.1B	67
Q2 2024	$1.0B	66
Q1 2024	$1.0B	60
Q4 2023	$938.8M	59
Q3 2023	$855.1M	55

Questions about Ally Invest Advisors Inc.'s portfolio

What stocks does Ally Invest Advisors Inc. own?

Ally Invest Advisors Inc.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 75 positions worth $1.7B. The largest are Ishares Tr (IVV) at 23.2%, Vanguard Ftse Developed Markets Index Fu (VEA) at 19.6%, Vanguard Charlotte Fds (BNDX) at 7.8%, Ishares Tr (IJH) at 6.8% and Ishares Tr (IEF) at 6.4%.

What did Ally Invest Advisors Inc. buy last quarter?

In Q2 2026, Ally Invest Advisors Inc. added Vanguard Index Fds (VUG) (+472.9% shares), Schwab Strategic Tr (SCHD) (+10.2% shares) and Spdr Series Trust (SPLB) (+9.6% shares), compared with its Q1 2026 filing.

What did Ally Invest Advisors Inc. sell last quarter?

In Q2 2026, Ally Invest Advisors Inc. cut from its top 50 Ishares Tr (EUSB), Select Sector Spdr Tr (XLK) (-21.8% shares) and First Tr Exchange-Traded Fd (SKYY) (-16.3% shares), compared with its Q1 2026 filing.

How has Ally Invest Advisors Inc.'s portfolio performed?

A portfolio copying Ally Invest Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.4% against +20.1%. Over 5 years: +5.0% a year against +11.6%.

When is Ally Invest Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Ally Invest Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ally Invest Advisors Inc. manage?

Ally Invest Advisors Inc. reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.