Q3 2026 13F · SEC CIK 2090165

Invested Advisors

Wealth managerFiled 2026-10-23 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $117.2M
Reported positions: 162
Holdings vs S&P 500, 3 yrs: —
Assets under management: $268.3M

Invested Advisors is a wealth manager that reported 162 positions worth $117.2M in its Q3 2026 13F, filed 2026-10-23. Its largest holdings were Ishares Tr (SUB, 4.0%), Ishares Tr (AGG, 4.0%), Apple Inc (AAPL, 3.5%).

Invested Advisors holdings largest 50 of 162 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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.

Invested Advisors 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SUBIshares Tr	4.0%	4.2%	45,314	+1.9%	$4.7M
AGGIshares Tr	4.0%	4.6%	49,128	-7.4%	$4.6M
AAPLApple Inc	3.5%	3.2%	12,295	-1.4%	$4.1M
IVVIshares Tr	3.4%	3.6%	5,215	-3.2%	$4.0M
IGIBIshares Tr	3.2%	3.4%	74,818	+3.0%	$3.8M
ACWXIshares Tr	3.2%	3.5%	49,201	-4.1%	$3.7M
BCIAbrdn Etfs	2.7%	2.5%	122,163	-1.5%	$3.2M
IWDIshares Tr	2.4%	2.7%	11,187	-11.3%	$2.8M
MSFTMicrosoft Corp	2.3%	1.7%	5,240	-1.0%	$2.7M
IWFIshares Tr	2.2%	2.8%	20,547	-18.1%	$2.6M
MUBIshares Tr	2.0%	1.8%	23,057	+23.9%	$2.3M
GOOGLAlphabet Inc	1.6%	1.8%	5,489	-3.1%	$1.9M
HDVIshares Tr	1.5%	1.5%	61,160	+0.3%	$1.7M
SPLGSpdr Series Trust	1.4%	1.7%	18,923	-12.9%	$1.7M
NVDANvidia Corporation	1.4%	1.3%	7,381	-1.7%	$1.7M
DESWisdomtree Tr	1.4%	1.5%	42,573	-0.6%	$1.6M
JNJJohnson & Johnson	1.4%	1.4%	6,093	-2.5%	$1.6M
IPACIshares Tr	1.3%	0.9%	17,663	+35.1%	$1.5M
XBISpdr Series Trust	1.2%	1.2%	8,730	+0.1%	$1.4M
IDVIshares Tr	1.2%	1.2%	32,509	+1.3%	$1.4M
IEURIshares Core Msci Europeetf	1.1%	1.0%	17,850	+17.0%	$1.3M
AVGOBroadcom Inc	1.0%	1.2%	3,429	-1.6%	$1.2M
RSPInvesco Exchange Traded Fd T	1.0%	1.0%	5,729	+5.4%	$1.2M
IEMGIshares Inc	0.9%	1.0%	13,546	-3.6%	$1.1M
SHYIshares Tr	0.9%	2.3%	13,508	-58.2%	$1.1M
SPTLSpdr Series Trust	0.9%	1.0%	45,176	+9.4%	$1.1M
VUGVanguard Index Fds	0.9%	0.5%	11,707	+76.1%	$1.1M
LLYEli Lilly & Co	0.9%	0.9%	885	+0.0%	$1.0M
JKEIshares Tr	0.9%	0.7%	8,675	+26.9%	$1.0M
JPMJpmorgan Chase & Co	0.8%	0.9%	3,012	-0.2%	$996K
HYSPimco 0-5 Year High Yield Corporate Bond	0.8%	0.8%	10,673	+5.6%	$966K
AMZNAmazon Com Inc	0.8%	0.8%	3,864	+0.9%	$963K
VTVVanguard Index Fds	0.8%	—	4,413	—	$954K
CSCOCisco Sys Inc	0.8%	0.9%	8,739	-1.9%	$941K
IEIIshares Tr	0.8%	—	8,148	—	$924K
GOVTIshares Tr	0.7%	0.9%	37,161	-18.7%	$813K
ABBVAbbvie Inc	0.7%	0.7%	3,026	+2.4%	$792K
USHYiShares Broad USD High Yield Corporate B	0.7%	0.6%	22,137	+17.6%	$791K
XUDVFranklin Templeton ETF Tr	0.7%	0.7%	24,538	+0.5%	$772K
DVYIshares Tr	0.6%	0.7%	4,863	+0.5%	$740K
HPEHewlett Packard Enterprise C	0.6%	0.5%	10,979	-14.8%	$701K
XEMDBondbloxx ETF Trust	0.6%	0.6%	16,300	+11.2%	$700K
VVisa Inc	0.6%	0.6%	1,908	+2.7%	$686K
HSTHost Hotels & Resorts Inc	0.6%	0.6%	30,420	+0.2%	$681K
ISTBIshares Tr	0.6%	—	14,151	—	$669K
CVXChevron Corporation	0.6%	—	3,204	—	$654K
MTUMIshares Tr	0.6%	—	2,040	—	$647K
KRBNKraneshares Trust	0.5%	—	17,979	—	$606K
VNQVanguard Index Fds	0.5%	0.6%	6,705	+0.3%	$601K
COSTCostco Wholesale Corporation	0.5%	0.6%	656	-1.5%	$597K

What Invested Advisors bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+76.1% shares
IPAC Ishares Tr+35.1% shares
JKE Ishares Tr+26.9% shares
MUB Ishares Tr+23.9% shares
USHY iShares Broad USD High Yield Corporate B+17.6% shares
IEUR Ishares Core Msci Europeetf+17.0% shares
XEMD Bondbloxx ETF Trust+11.2% shares
SPTL Spdr Series Trust+9.4% shares

Reduced

SHY Ishares Tr-58.2% shares
GOVT Ishares Tr-18.7% shares
IWF Ishares Tr-18.1% shares
HPE Hewlett Packard Enterprise C-14.8% shares
SPLG Spdr Series Trust-12.9% shares
IWD Ishares Tr-11.3% shares
AGG Ishares Tr-7.4% shares

Left the top 50

Share counts compared with the Q2 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: +8.5% /yr; S&P 500 +11.7%
3 years: —
5 years: —

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
Q3 2026	$117.2M	162
Q2 2026	$113.1M	152
Q1 2026	$99.0M	138
Q4 2025	$96.6M	134
Q3 2025	$68.7M	108

Questions about Invested Advisors's portfolio

What stocks does Invested Advisors own?

Invested Advisors's latest 13F, for Q3 2026 and filed Oct 23, 2026, lists 162 positions worth $117.2M. The largest are Ishares Tr (SUB) at 4.0%, Ishares Tr (AGG) at 4.0%, Apple Inc (AAPL) at 3.5%, Ishares Tr (IVV) at 3.4% and Ishares Tr (IGIB) at 3.2%.

What did Invested Advisors buy last quarter?

In Q3 2026, Invested Advisors added Vanguard Index Fds (VUG) (+76.1% shares), Ishares Tr (IPAC) (+35.1% shares) and Ishares Tr (JKE) (+26.9% shares), compared with its Q2 2026 filing.

What did Invested Advisors sell last quarter?

In Q3 2026, Invested Advisors cut from its top 50 Vertiv Holdings Co (VRT), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Lam Research Corp (LRCX), cut from its top 50 Ishares Tr (IEFA), cut from its top 50 Vanguard Whitehall Fds (VYM), Ishares Tr (SHY) (-58.2% shares), Ishares Tr (GOVT) (-18.7% shares) and Ishares Tr (IWF) (-18.1% shares), compared with its Q2 2026 filing.

When is Invested Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Invested Advisors's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Invested Advisors manage?

Invested Advisors reported $268.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $117.2M.