INVESTED ADVISORS
13F Reported Value
ⓘ$99.0M
Holdings
138
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
INVESTED ADVISORS disclosed 138 positions worth $99.0M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 9 new positions and exited 6 — including a new stake in $TTE and a full exit from $UNH. The portfolio is most concentrated in Other (59.2% of disclosed assets). All figures are sourced directly from INVESTED ADVISORS’s Form 13F-HR filing with the SEC under CIK 2090165.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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ISHARES TR
—Quality
$5.1M51,553 shISHARES TR
—Quality
$4.8M45,489 shISHARES TR
—Quality
$3.9M6,012 shISHARES TR
—Quality
$3.6M74,838 shISHARES TR
—Quality
$3.4M50,230 sh- 76.1
Quality
$3.3M12,856 sh ABRDN ETFS
—Quality
$2.9M120,010 shISHARES TR
—Quality
$2.9M6,776 shISHARES TR
—Quality
$2.8M13,005 sh- 83.7
Quality
$2.0M5,414 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $5.1M | 51,553 |
| ISHARES TR | — | $4.8M | 45,489 |
| ISHARES TR | — | $3.9M | 6,012 |
| ISHARES TR | — | $3.6M | 74,838 |
| ISHARES TR | — | $3.4M | 50,230 |
 Apple Inc.$AAPL | 76.1 | $3.3M | 12,856 |
| ABRDN ETFS | — | $2.9M | 120,010 |
| ISHARES TR | — | $2.9M | 6,776 |
| ISHARES TR | — | $2.8M | 13,005 |
 MICROSOFT CORP$MSFT | 83.7 | $2.0M | 5,414 |
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32-signal composite ranking on each of INVESTED ADVISORS's 138 positions.
Showing top 10 of 138 holdings.
Sector Allocation
Other
$58.6M
Technology
$12.8M
Financials
$7.7M
Healthcare
$6.0M
Industrials
$3.1M
Consumer Discretionary
$2.4M
Consumer Staples
$1.9M
Energy
$1.9M
Full Holdings — INVESTED ADVISORS (Q1 2026)
All 138 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $5.1M | 5.2% | -1% | — |
| 2 | — | ISHARES TR | $4.8M | 4.9% | +5% | — |
| 3 | — | ISHARES TR | $3.9M | 4.0% | -0% | — |
| 4 | — | ISHARES TR | $3.6M | 3.7% | +26% | — |
| 5 | — | ISHARES TR | $3.4M | 3.5% | +14% | — |
| 6 | $AAPL | Apple Inc. | $3.3M | 3.3% | -2% | 76.1 |
| 7 | — | ABRDN ETFS | $2.9M | 2.9% | +0% | — |
| 8 | — | ISHARES TR | $2.9M | 2.9% | +2% | — |
| 9 | — | ISHARES TR | $2.8M | 2.8% | -13% | — |
| 10 | $MSFT | MICROSOFT CORP | $2.0M | 2.0% | -2% | 83.7 |
| 11 | — | SPDR SERIES TRUST | $1.8M | 1.9% | +8% | — |
| 12 |  $GOOG | Alphabet Inc. | $1.7M | 1.8% | +4% | 80.2 |
| 13 | — | ISHARES TR | $1.7M | 1.7% | +0% | — |
| 14 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 1.7% | -12% | 72.8 |
| 15 | — | ISHARES TR | $1.7M | 1.7% | +5% | — |
| 16 |  $WT | WisdomTree, Inc. | $1.5M | 1.5% | +1% | 62.9 |
| 17 | — | ISHARES TR | $1.5M | 1.5% | -1% | — |
| 18 |  $NVDA | NVIDIA CORP | $1.3M | 1.4% | +1% | 90.2 |
| 19 |  $AVGO | Broadcom Inc. | $1.2M | 1.2% | +0% | 86.4 |
| 20 | — | SPDR SERIES TRUST | $1.1M | 1.1% | -2% | — |
| 21 |  $IVZ | Invesco Ltd. | $990,883 | 1.0% | +16% | — |
| 22 | — | ISHARES INC | $984,731 | 1.0% | -1% | — |
| 23 | — | PIMCO ETF TR | $967,410 | 1.0% | +2% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $941,312 | 0.9% | +1% | 35.6 |
| 25 | — | ISHARES TR | $835,440 | 0.8% | +5% | — |
| 26 | — | ISHARES TR | $833,296 | 0.8% | +5% | — |
| 27 | — | SPDR SERIES TRUST | $820,036 | 0.8% | +5% | — |
| 28 |  $LLY | ELI LILLY & Co | $819,515 | 0.8% | -8% | 89.3 |
| 29 |  $AMZN | AMAZON COM INC | $802,464 | 0.8% | +1% | 74.6 |
| 30 | — | ISHARES TR | $784,186 | 0.8% | +43% | — |
| 31 |  $CSCO | CISCO SYSTEMS, INC. | $758,985 | 0.8% | -2% | 72.3 |
| 32 | — | ISHARES TR | $728,909 | 0.7% | -0% | — |
| 33 | — | ISHARES TR | $692,339 | 0.7% | +8% | — |
| 34 |  $ABBV | AbbVie Inc. | $684,441 | 0.7% | -1% | 59.3 |
| 35 |  $VZ | VERIZON COMMUNICATIONS INC | $682,318 | 0.7% | -2% | 71.6 |
| 36 |  $COST | COSTCO WHOLESALE CORP /NEW | $648,676 | 0.7% | +1% | 67 |
| 37 | — | VANGUARD WHITEHALL FDS | $639,550 | 0.7% | -0% | — |
| 38 |  $HSY | HERSHEY CO | $632,609 | 0.6% | +1% | 59.4 |
| 39 | — | ALLIANCEBERNSTEIN GLOBAL HIG | $629,411 | 0.6% | +1% | — |
| 40 |  $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | $626,789 | 0.6% | -1% | — |
| 41 |  $CVX | CHEVRON CORP | $622,355 | 0.6% | -0% | 54.7 |
| 42 | — | FRANKLIN TEMPLETON ETF TR | $590,479 | 0.6% | -0% | — |
| 43 |  $NVS | NOVARTIS AG | $588,240 | 0.6% | -3% | — |
| 44 |  $HST | HOST HOTELS & RESORTS, INC. | $583,186 | 0.6% | +1% | 72.6 |
| 45 |  $VRT | Vertiv Holdings Co | $581,095 | 0.6% | -1% | 82.7 |
| 46 |  $V | VISA INC. | $553,704 | 0.6% | -2% | 83.5 |
| 47 | — | VANGUARD INDEX FDS | $543,459 | 0.6% | +4% | — |
| 48 | — | ISHARES TR | $535,838 | 0.5% | +0% | — |
| 49 | — | ISHARES TR | $525,955 | 0.5% | +4% | — |
| 50 | — | ISHARES TR | $516,356 | 0.5% | -3% | — |
| 51 |  $GILD | GILEAD SCIENCES, INC. | $508,422 | 0.5% | -21% | 77.8 |
| 52 | — | SCHWAB STRATEGIC TR | $506,046 | 0.5% | -2% | — |
| 53 | — | VANGUARD INDEX FDS | $491,871 | 0.5% | +15% | — |
| 54 |  $EXC | EXELON CORP | $487,798 | 0.5% | +0% | 63.9 |
| 55 |  $META | Meta Platforms, Inc. | $479,445 | 0.5% | +3% | 80.9 |
| 56 | $WT | WisdomTree, Inc. | $472,052 | 0.5% | -0% | 62.9 |
| 57 |  $AMGN | AMGEN INC | $467,257 | 0.5% | -1% | 79.5 |
| 58 | — | ISHARES TR | $463,327 | 0.5% | +3% | — |
| 59 | — | ISHARES TR | $459,372 | 0.5% | +0% | — |
| 60 |  $FNB | FNB CORP/PA/ | $458,178 | 0.5% | +0% | — |
| 61 |  $CAT | CATERPILLAR INC | $454,123 | 0.5% | +4% | 67.8 |
| 62 | — | ISHARES INC | $450,929 | 0.5% | -0% | — |
| 63 |  $BMY | BRISTOL MYERS SQUIBB CO | $448,143 | 0.5% | +2% | 70.1 |
| 64 | — | ISHARES TR | $445,916 | 0.5% | +5% | — |
| 65 |  $AXP | AMERICAN EXPRESS CO | $442,831 | 0.5% | +1% | 73.2 |
| 66 | — | ISHARES TR | $430,270 | 0.4% | +16% | — |
| 67 | — | ISHARES TR | $424,968 | 0.4% | +1% | — |
| 68 |  $PG | PROCTER & GAMBLE Co | $418,443 | 0.4% | -0% | 72.9 |
| 69 | — | ISHARES TR | $416,646 | 0.4% | +17% | — |
| 70 | — | VANGUARD WHITEHALL FDS | $412,479 | 0.4% | -1% | — |
| 71 |  $WMT | Walmart Inc. | $407,887 | 0.4% | -1% | 63.2 |
| 72 |  $TSLA | Tesla, Inc. | $402,977 | 0.4% | -4% | 50.1 |
| 73 | — | ISHARES TR | $397,283 | 0.4% | +4% | — |
| 74 |  $PWR | QUANTA SERVICES, INC. | $394,745 | 0.4% | -0% | 62.6 |
| 75 | — | FRANKLIN TEMPLETON ETF TR | $394,212 | 0.4% | -1% | — |
| 76 | — | ISHARES TR | $390,157 | 0.4% | +9% | — |
| 77 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $377,644 | 0.4% | +1% | 66.7 |
| 78 |  $PFH | PRUDENTIAL FINANCIAL INC | $375,423 | 0.4% | +1% | 58.6 |
| 79 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $374,449 | 0.4% | +4% | — |
| 80 | — | SCHWAB STRATEGIC TR | $371,658 | 0.4% | -0% | — |
| 81 |  $BRK.B | BERKSHIRE HATHAWAY INC | $364,192 | 0.4% | +1% | 64.5 |
| 82 |  $QCOM | QUALCOMM INC/DE | $362,773 | 0.4% | +0% | 81.9 |
| 83 |  $MCK | MCKESSON CORP | $361,720 | 0.4% | -1% | 63.7 |
| 84 | — | ISHARES TR | $359,946 | 0.4% | -25% | — |
| 85 | — | ISHARES TR | $350,805 | 0.3% | +19% | — |
| 86 |  $DE | DEERE & CO | $336,290 | 0.3% | +0% | 57.4 |
| 87 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $334,572 | 0.3% | -0% | 50.1 |
| 88 |  $CWEN | Clearway Energy, Inc. | $334,279 | 0.3% | +11% | 64.2 |
| 89 |  $BAC | BANK OF AMERICA CORP /DE/ | $334,230 | 0.3% | -1% | 68.4 |
| 90 |  $BEPC | Brookfield Renewable Corp | $332,581 | 0.3% | -31% | — |
| 91 |  $HPE | Hewlett Packard Enterprise Co | $318,364 | 0.3% | +1% | 52.5 |
| 92 |  $TTE | TotalEnergies SE | $318,248 | 0.3% | NEW | — |
| 93 | — | ISHARES TR | $313,609 | 0.3% | -0% | — |
| 94 |  $F | FORD MOTOR CO | $305,025 | 0.3% | -0% | 58.5 |
| 95 | — | FIDELITY MERRIMACK STR TR | $303,490 | 0.3% | NEW | — |
| 96 |  $NOTV | Inotiv, Inc. | $301,906 | 0.3% | +0% | 29.3 |
| 97 |  $LRCX | LAM RESEARCH CORP | $299,979 | 0.3% | -2% | 82.4 |
| 98 |  $GSK | GSK plc | $298,633 | 0.3% | -2% | — |
| 99 |  $HD | HOME DEPOT, INC. | $294,685 | 0.3% | -4% | 69.2 |
| 100 | — | ISHARES TR | $293,206 | 0.3% | +8% | — |
| 101 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $277,596 | 0.3% | +3% | — |
| 102 |  $ENB | ENBRIDGE INC | $275,139 | 0.3% | -2% | — |
| 103 | — | SPDR SERIES TRUST | $272,578 | 0.3% | +2% | — |
| 104 | — | ISHARES TR | $262,071 | 0.3% | +0% | — |
| 105 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $261,983 | 0.3% | -1% | 65.9 |
| 106 |  $MRK | Merck & Co., Inc. | $261,270 | 0.3% | +7% | 70.9 |
| 107 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $257,074 | 0.3% | +15% | 45.1 |
| 108 | — | ISHARES TR | $255,908 | 0.3% | +2% | — |
| 109 |  $MPC | Marathon Petroleum Corp | $250,285 | 0.3% | NEW | 50.7 |
| 110 |  $LYB | LyondellBasell Industries N.V. | $248,386 | 0.3% | NEW | — |
| 111 |  $ING | ING GROEP NV | $244,766 | 0.3% | +1% | — |
| 112 |  $DIS | Walt Disney Co | $244,516 | 0.3% | +0% | 68.9 |
| 113 |  $CF | CF Industries Holdings, Inc. | $241,502 | 0.2% | NEW | 76.8 |
| 114 |  $KHC | Kraft Heinz Co | $236,775 | 0.2% | +2% | 42.5 |
| 115 | — | BONDBLOXX ETF TRUST | $236,319 | 0.2% | +4% | — |
| 116 |  $KO | COCA COLA CO | $232,485 | 0.2% | -8% | 74 |
| 117 | $IVZ | Invesco Ltd. | $229,869 | 0.2% | NEW | — |
| 118 |  $ASML | ASML HOLDING NV | $229,824 | 0.2% | NEW | — |
| 119 | — | FRANKLIN TEMPLETON ETF TR | $227,729 | 0.2% | -7% | — |
| 120 | — | ISHARES INC | $227,485 | 0.2% | +0% | — |
| 121 |  $UL | UNILEVER PLC | $227,367 | 0.2% | +0% | — |
| 122 |  $UGI | UGI CORP /PA/ | $223,874 | 0.2% | -2% | 70.3 |
| 123 | — | INVESTMENT MANAGERS SER TR I | $221,938 | 0.2% | +0% | — |
| 124 |  $O | REALTY INCOME CORP | $221,839 | 0.2% | -0% | 74.6 |
| 125 |  $AMP | AMERIPRISE FINANCIAL INC | $218,645 | 0.2% | +3% | 70.2 |
| 126 |  $GOOGL | Alphabet Inc. | $218,014 | 0.2% | -2% | 80.2 |
| 127 |  $ORCL | ORACLE CORP | $217,870 | 0.2% | +5% | 67.2 |
| 128 |  $GLDM | World Gold Trust | $214,021 | 0.2% | -3% | — |
| 129 |  $NUE | NUCOR CORP | $212,390 | 0.2% | -0% | 58.9 |
| 130 |  $XOM | EXXON MOBIL CORP | $205,967 | 0.2% | NEW | 61.8 |
| 131 |  $DHR | DANAHER CORP /DE/ | $205,526 | 0.2% | -2% | 63.9 |
| 132 |  $HCXY | Hercules Capital, Inc. | $203,265 | 0.2% | +2% | — |
| 133 | — | ALPS ETF TR | $201,716 | 0.2% | NEW | — |
| 134 |  $WMB | WILLIAMS COMPANIES, INC. | $201,018 | 0.2% | NEW | 72.8 |
| 135 |  $XIFR | XPLR Infrastructure, LP | $186,944 | 0.2% | -2% | 40.8 |
| 136 |  $BDN | BRANDYWINE REALTY TRUST | $103,601 | 0.1% | +9% | 31.5 |
| 137 |  $CIG | ENERGY CO OF MINAS GERAIS | $60,818 | 0.1% | -0% | — |
| 138 |  $GPMT | Granite Point Mortgage Trust Inc. | $25,014 | 0.0% | -47% | — |
New Positions (9)
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