What does INVESTED ADVISORS hold?

INVESTED ADVISORS's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include AAPL. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2090165.

What is INVESTED ADVISORS's AUM?

INVESTED ADVISORS reported approximately $117.2M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $268.3M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source INVESTED ADVISORS's holdings?

All INVESTED ADVISORS holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2090165. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is INVESTED ADVISORS's 13F data updated on 13F Pro?

INVESTED ADVISORS's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

INVESTED ADVISORS

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2090165

Institutional-grade research for retail investors

Sector Allocation

Other59.6%$69.9M
Technology15.2%$17.8M
Financials7.3%$8.6M
Healthcare6.2%$7.2M
Consumer Staples2.9%$3.4M
Consumer Discretionary1.9%$2.2M
Real Estate1.5%$1.8M
Energy1.5%$1.8M
Industrials1.5%$1.8M
Utilities1.2%$1.4M

AUM History

13fpro.ai/research/fund/invested-advisors-2090165

Conviction and streaks

Diversifying · top 10 = 30.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold4.0% weight · held 5 quarters

$AAPLConviction hold3.5% weight · held 5 quarters

$Conviction hold3.4% weight · held 5 quarters

$Conviction hold3.2% weight · held 5 quarters

$Accumulating+551% shares · 4 quarters running

$Accumulating+370% shares · 4 quarters running

$Accumulating+356% shares · 4 quarters running

$EXCAccumulating+68% shares · 4 quarters running

$GBDCAccumulating+56% shares · 4 quarters running

$Trimming-27% shares · 4 quarters running

$CSCOTrimming-30% shares · 4 quarters running

$AMGNTrimming-9% shares · 4 quarters running

$PWRTrimming-38% shares · 4 quarters running

$GILDTrimming-49% shares · 4 quarters running

Largest positions — Q3 2026

ISHARES
$4.7M
ISHARES
$4.6M
AAPL
$4.1M
ISHARES
$4.0M
ISHARES
$3.8M
ISHARES
$3.7M
ABRDN
$3.2M
ISHARES
$2.8M
MSFT
$2.7M
ISHARES
$2.6M
ISHARES
$2.3M
GOOGL
$1.9M
ISHARES
$1.7M
SPDR
$1.7M
NVDA
$1.7M
WT
$1.6M
JNJ
$1.6M
ISHARES
$1.5M
SPDR
$1.4M
ISHARES
$1.4M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/invested-advisors-2090165

INVESTED ADVISORS 13F holdings — Q3 2026

$117.2M portfolio (+3.7% QoQ) · 162 holdings · Q3 2026 13F · top 10 are 31% of the stock portfolio

1
ISHARES TR - SHRT NAT MUN ETF
$4.7M
4.0% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
ISHARES TR - CORE US AGGBD ET
$4.6M
4.0% of stocks
-7%This quarter—Since filed—Held
AIQuality—Est. buy—
3
Apple Inc.
$AAPL
$4.1M
3.5% of stocks
-1%This quarter-1.1%Since filed5+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
4
ISHARES TR - CORE S&P500 ETF
$4.0M
3.4% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES TR - ISHS 5-10YR INVT
$3.8M
3.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - MSCI ACWI EX US
$3.7M
3.2% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
7
ABRDN ETFS - BBRG ALL COMD K1
$3.2M
2.7% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES TR - RUS 1000 VAL ETF
$2.8M
2.4% of stocks
-11%This quarter—Since filed—Held
AIQuality—Est. buy—
9
MICROSOFT CORP
$MSFT
$2.7M
2.3% of stocks
-1%This quarter+1.5%Since filed5+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
10
ISHARES TR - RUS 1000 GRW ETF
$2.6M
2.2% of stocks
-18%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - SHRT NAT MUN ETF	$4.7M	4.0%	+2%	—	—	—	—
2	ISHARES TR - CORE US AGGBD ET	$4.6M	4.0%	-7%	—	—	—	—
3	Apple Inc.$AAPL	$4.1M	3.5%	-1%	-1.1%	5+ qtrsTrimmed 3 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
4	ISHARES TR - CORE S&P500 ETF	$4.0M	3.4%	-3%	—	—	—	—
5	ISHARES TR - ISHS 5-10YR INVT	$3.8M	3.2%	+3%	—	—	—	—
6	ISHARES TR - MSCI ACWI EX US	$3.7M	3.2%	-4%	—	—	—	—
7	ABRDN ETFS - BBRG ALL COMD K1	$3.2M	2.7%	-2%	—	—	—	—
8	ISHARES TR - RUS 1000 VAL ETF	$2.8M	2.4%	-11%	—	—	—	—
9	MICROSOFT CORP$MSFT	$2.7M	2.3%	-1%	+1.5%	5+ qtrsTrimmed 3 qtrs in a row	79.8#30	Estimated buy price is Pro: unlock with a free trial
10	ISHARES TR - RUS 1000 GRW ETF	$2.6M	2.2%	-18%	—	—	—	—

All holdings — INVESTED ADVISORS (Q3 2026)

Sort

162 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES TR - NATIONAL MUN ETFetf/fund	—	$2.3M	2.0%	23K	+24%	—	—	13F
12	$GOOGL	Alphabet Inc.	Technology	$1.9M	1.6%	5,489	-3%	5+ qtrsTrimmed 2 qtrs in a row	77.7	13F
13	—	ISHARES TR - CORE HIGH DV ETFetf/fund	—	$1.7M	1.5%	61K	+0.3%	—	—	13F
14	—	SPDR SERIES TRUST - ST STR P500ETFetf/fund	—	$1.7M	1.4%	19K	-13%	—	—	13F
15	$NVDA	NVIDIA CORP	Technology	$1.7M	1.4%	7,381	-2%	5+ qtrsTrimmed 2 qtrs in a row	86.0	13F
16	$WT	WisdomTree, Inc.	Financials	$1.6M	1.4%	43K	-0.6%	5+ qtrs	61.4	13F
17	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.6M	1.4%	6,093	-3%	5+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	—	ISHARES TR - CORE MSCI PACetf/fund	—	$1.5M	1.3%	18K	+35%	—	—	13F
19	—	SPDR SERIES TRUST - ST STR SP BIOTetf/fund	—	$1.4M	1.2%	8,730	+0.1%	—	—	13F
20	—	ISHARES TR - INTL SEL DIV ETFetf/fund	—	$1.4M	1.2%	33K	+1%	—	—	13F
21	—	ISHARES TR - CORE MSCI EUROetf/fund	—	$1.3M	1.1%	18K	+17%	—	—	13F
22	$AVGO	Broadcom Inc.	Technology	$1.2M	1.0%	3,429	-2%	5+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
23	$IVZ	Invesco Ltd.	Financials	$1.2M	1.0%	5,729	+5%	5+ qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
24	—	ISHARES INC - CORE MSCI EMKTetf/fund	—	$1.1M	0.9%	14K	-4%	—	—	13F
25	—	ISHARES TR - 1 3 YR TREAS BDetf/fund	—	$1.1M	0.9%	14K	-58%	—	—	13F
26	—	SPDR SERIES TRUST - ST LON TREAS ETF	—	$1.1M	0.9%	45K	+9%
27	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$1.1M	0.9%	12K	+76%
28	$LLY	ELI LILLY & Co	Healthcare	$1.0M	0.9%	885	—
29	—	ISHARES TR - MORNINGSTAR GRWT	—	$1.0M	0.9%	8,675	+27%
30	$JPM	JPMORGAN CHASE & CO	Financials	$996K	0.8%	3,012	-0.2%
31	—	PIMCO ETF TR - 0-5 HIGH YIELD	—	$966K	0.8%	11K	+6%
32	$AMZN	AMAZON COM INC	Consumer Discretionary	$963K	0.8%	3,864	+0.9%
33	—	VANGUARD INDEX FDS - MRNGSTR VAL ETF	—	$954K	0.8%	4,413	+73%
34	$CSCO	CISCO SYSTEMS, INC.	Technology	$941K	0.8%	8,739	-2%
35	—	ISHARES TR - 3 7 YR TREAS BD	—	$924K	0.8%	8,148	+226%
36	—	ISHARES TR - US TREAS BD ETF	—	$813K	0.7%	37K	-19%
37	$ABBV	AbbVie Inc.	Healthcare	$792K	0.7%	3,026	+2%
38	—	ISHARES TR - BROAD USD HIGH	—	$791K	0.7%	22K	+18%
39	—	FRANKLIN TEMPLETON ETF TR - US DIVID BOOSTER	—	$772K	0.7%	25K	+0.5%
40	—	ISHARES TR - SELECT DIVID ETF	—	$740K	0.6%	4,863	+0.5%
41	$HPE	Hewlett Packard Enterprise Co	Technology	$701K	0.6%	11K	-15%
42	—	BONDBLOXX ETF TRUST - JP MOR USD 1 ETF	—	$700K	0.6%	16K	+11%
43	$V	VISA INC.	Financials	$686K	0.6%	1,908	+3%
44	$HST	HOST HOTELS & RESORTS, INC.	Real Estate	$681K	0.6%	30K	+0.2%
45	—	ISHARES TR - CORE 1 5 YR USD	—	$669K	0.6%	14K	New
46	$CVX	CHEVRON CORP	Energy	$654K	0.6%	3,204	-0.2%
47	—	ISHARES TR - MSCI USA MMENTM	—	$647K	0.6%	2,040	+81%
48	—	KRANESHARES TRUST - GLOBAL CARB STRA	—	$606K	0.5%	18K	+76%
49	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$601K	0.5%	6,705	+0.3%
50	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$597K	0.5%	656	-2%
51	—	KRANESHARES TRUST - MOUNT LUCAS ETF	—	$591K	0.5%	19K	+47%
52	—	KRANESHARES TRUST - MAN BUYOUT BETA	—	$578K	0.5%	18K	+79%
53	—	ISHARES TR - CORE MSCI EAFE	—	$573K	0.5%	5,919	—
54	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$568K	0.5%	12K	-2%
55	$META	Meta Platforms, Inc.	Technology	$566K	0.5%	780	-2%
56	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$564K	0.5%	805	-2%
57	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$561K	0.5%	3,617	+0.8%
58	$VRT	Vertiv Holdings Co	Technology	$542K	0.5%	2,248	-3%
59	$AMGN	AMGEN INC	Healthcare	$532K	0.5%	1,262	-2%
60	$QCOM	QUALCOMM INC/DE	Technology	$521K	0.4%	2,832	-5%
61	$CAT	CATERPILLAR INC	Industrials	$504K	0.4%	622	—
62	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$500K	0.4%	8,007	+11%
63	—	ALLIANCEBERNSTEIN GLOBAL HIG - COM	—	$492K	0.4%	51K	+4%
64	—	ISHARES TR - RUS 2000 VAL ETF	—	$478K	0.4%	2,281	-3%
65	—	FRANKLIN TEMPLETON ETF TR - INTL DIV BOOSTER	—	$475K	0.4%	13K	+0.5%
66	$FNB	FNB CORP/PA/	Financials	$475K	0.4%	28K	+0.2%
67	$EXC	EXELON CORP	Utilities	$469K	0.4%	12K	+12%
68	$HSY	HERSHEY CO	Consumer Staples	$467K	0.4%	2,965	—
69	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	—	$463K	0.4%	11K	+64%
70	$NVS	NOVARTIS AG	Healthcare	$460K	0.4%	3,224	-7%
71	—	AGF INVTS TR - US MARKET NETRL	—	$455K	0.4%	38K	+34%
72	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	—	$454K	0.4%	13K	-2%
73	$LRCX	LAM RESEARCH CORP	Technology	$448K	0.4%	1,364	-3%
74	—	ISHARES TR - MSCI USA MIN ETF	—	$442K	0.4%	4,532	+0.6%
75	—	ISHARES INC - EM MKTS DIV ETF	—	$439K	0.4%	13K	+3%
76	—	ISHARES TR - RUS 2000 GRW ETF	—	$435K	0.4%	1,218	-5%
77	$PFH	PRUDENTIAL FINANCIAL INC	Financials	$431K	0.4%	3,794	+5%
78	$PWR	QUANTA SERVICES, INC.	Industrials	$430K	0.4%	669	-2%
79	—	ISHARES TR - CORE DIV GRWTH	—	$424K	0.4%	5,625	+8%
80	$AXP	AMERICAN EXPRESS CO	Financials	$420K	0.4%	1,382	+1%
81	$GILD	GILEAD SCIENCES, INC.	Healthcare	$413K	0.3%	2,770	-8%
82	$WT	WisdomTree, Inc.	Financials	$410K	0.3%	7,417	+0.6%
83	$MPC	Marathon Petroleum Corp	Energy	$409K	0.3%	1,035	+0.3%
84	—	KRANESHARES TRUST - MSCI EMG EX CH	—	$407K	0.3%	7,955	+108%
85	$PG	PROCTER & GAMBLE Co	Consumer Staples	$404K	0.3%	2,782	-0.6%
86	$TSLA	Tesla, Inc.	Consumer Discretionary	$398K	0.3%	1,123	+2%
87	$TYG	TORTOISE ENERGY INFRASTRUCTURE CORP	Other	$383K	0.3%	10K	-3%
88	$DE	DEERE & CO	Industrials	$379K	0.3%	565	-5%
89	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$377K	0.3%	758	-4%
90	$HPQ	HP INC	Technology	$372K	0.3%	12K	New
91	—	ISHARES TR - MSCI USA QLT FCT	—	$363K	0.3%	1,635	—
92	$GBDC	GOLUB CAPITAL BDC, Inc.	Other	$359K	0.3%	28K	+27%
93	$BAC	BANK OF AMERICA CORP /DE/	Financials	$355K	0.3%	6,520	-0.7%
94	—	VANGUARD INDEX FDS - MRNGSTR SML CP V	—	$347K	0.3%	1,500	+77%
95	$INTC	INTEL CORP	Technology	$345K	0.3%	2,870	-18%
96	$MCK	MCKESSON CORP	Consumer Staples	$343K	0.3%	402	+0.5%
97	$ARE	ALEXANDRIA REAL ESTATE EQUITIES, INC.	Real Estate	$340K	0.3%	7,168	+21%
98	$MRK	Merck & Co., Inc.	Healthcare	$339K	0.3%	2,333	+12%
99	—	ISHARES TR - MSCI EAFE MIN VL	—	$338K	0.3%	3,714	+9%
100	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$337K	0.3%	739	-6%
101	$NOTV	Inotiv, Inc.	Healthcare	$336K	0.3%	19K	+1%
102	$F	FORD MOTOR CO	Consumer Discretionary	$336K	0.3%	28K	+5%
103	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$331K	0.3%	11K	—
104	$GOOG	Alphabet Inc.	Technology	$326K	0.3%	957	—
105	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$323K	0.3%	1,467	+1%
106	$SJM	J M SMUCKER Co	Consumer Staples	$321K	0.3%	2,699	New
107	—	SPDR SERIES TRUST - ST INTER ETF	—	$314K	0.3%	12K	+12%
108	—	ISHARES TR - MSCI GBL SUS DEV	—	$313K	0.3%	3,577	-21%
109	$ING	ING GROEP NV	Financials	$311K	0.3%	8,753	-5%
110	$MAR	MARRIOTT INTERNATIONAL INC /MD/	Consumer Discretionary	$294K	0.3%	826	+0.1%
111	$WMT	Walmart Inc.	Consumer Staples	$293K	0.3%	2,818	-6%
112	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	—	$292K	0.3%	6,874	+42%
113	—	ISHARES TR - 10+ YR INVST GRD	—	$292K	0.3%	6,394	+5%
114	$KHC	Kraft Heinz Co	Consumer Staples	$291K	0.3%	13K	+20%
115	$GLDM	World Gold Trust	Financials	$287K	0.3%	3,497	+16%
116	—	ISHARES TR - IBOXX INV CP ETF	—	$287K	0.2%	2,808	+20%
117	—	VANGUARD INDEX FDS - MRNGSTR SM CP GR	—	$286K	0.2%	846	New
118	$HASI	HA Sustainable Infrastructure Capital, Inc.	Financials	$285K	0.2%	7,965	-11%
119	$GSK	GSK plc	Healthcare	$279K	0.2%	5,788	+16%
120	$UL	UNILEVER PLC	Consumer Staples	$277K	0.2%	4,567	+16%
121	$AMP	AMERIPRISE FINANCIAL INC	Financials	$277K	0.2%	562	+0.7%
122	$AMAT	APPLIED MATERIALS INC /DE	Technology	$274K	0.2%	535	+0.6%
123	—	ALPS ETF TR - ALERIAN MLP	—	$273K	0.2%	5,267	-0.8%
124	—	ISHARES INC - MSCI EMRG CHN	—	$272K	0.2%	2,749	-5%
125	$UGI	UGI CORP /PA/	Utilities	$270K	0.2%	7,570	+22%
126	$MU	MICRON TECHNOLOGY INC	Technology	$264K	0.2%	248	+15%
127	—	VANGUARD WHITEHALL FDS - INTL HIGH ETF	—	$263K	0.2%	2,598	+0.6%
128	—	KRANESHARES TRUST - CSI CHI INTERNET	—	$261K	0.2%	11K	New
129	$CWEN	Clearway Energy, Inc.	Utilities	$259K	0.2%	8,844	+7%
130	—	ISHARES TR - RUS MDCP VAL ETF	—	$258K	0.2%	1,605	-47%
131	—	KRANESHARES TRUST - BOSE MSC CHI ETF	—	$255K	0.2%	8,244	New
132	$TTE	TotalEnergies SE	Energy	$253K	0.2%	2,954	-9%
133	$IVZ	Invesco Ltd.	Financials	$252K	0.2%	12K	+18%
134	$HCXY	Hercules Capital, Inc.	Other	$252K	0.2%	15K	+11%
135	$DIS	Walt Disney Co	Communication Services	$248K	0.2%	2,368	-4%
136	$PFE	PFIZER INC	Healthcare	$247K	0.2%	8,672	New
137	—	ISHARES TR - CORE MSCI TOTAL	—	$247K	0.2%	2,597	+0.7%
138	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$246K	0.2%	671	-3%
139	$ASML	ASML HOLDING NV	Technology	$245K	0.2%	135	-10%
140	$WAB	WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	Industrials	$242K	0.2%	844	+2%
141	$EHC	Encompass Health Corp	Healthcare	$240K	0.2%	1,978	New
142	$PSX	Phillips 66	Energy	$237K	0.2%	927	New
143	$KO	COCA COLA CO	Consumer Staples	$236K	0.2%	2,743	—
144	$MAA	MID AMERICA APARTMENT COMMUNITIES INC.	Real Estate	$234K	0.2%	1,985	+19%
145	—	ISHARES TR - TRS FLT RT BD	—	$230K	0.2%	4,532	-33%
146	—	SPDR SERIES TRUST - ST SHO TREAS ETF	—	$225K	0.2%	7,840	New
147	$HD	HOME DEPOT, INC.	Consumer Discretionary	$221K	0.2%	778	-8%
148	$O	REALTY INCOME CORP	Real Estate	$218K	0.2%	4,015	+12%
149	—	FRANKLIN TEMPLETON ETF TR - FTSE CHINA	—	$216K	0.2%	10K	New
150	$BEN	FRANKLIN TEMPLETON INC	Financials	$215K	0.2%	6,683	New

What changed in Q3 2026

Against the previous quarter's 13F: 17 new, 78 added to, 58 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (17)

ISHARES TR - CORE 1 5 YR USD$669K
first bought this quarter
$HPQHP INC$372K
first bought this quarter
$SJMJ M SMUCKER Co$321K
first bought this quarter
VANGUARD INDEX FDS - MRNGSTR SM CP GR$286K
first bought this quarter
KRANESHARES TRUST - CSI CHI INTERNET$261K
first bought this quarter
KRANESHARES TRUST - BOSE MSC CHI ETF$255K
first bought this quarter

+11 more in the Excel export

Added to (78)

ISHARES TR - 3 7 YR TREAS BD+226%
now $924K
VANGUARD INDEX FDS - MRNGSTR GRWT ETF+76%
now $1.1M
ISHARES TR - NATIONAL MUN ETF+24%
now $2.3M
VANGUARD INDEX FDS - MRNGSTR VAL ETF+73%
now $954K
ISHARES TR - CORE MSCI PAC+35%
now $1.5M
ISHARES TR - MSCI USA MMENTM+81%
now $647K

+72 more in the Excel export

Trimmed (58)

ISHARES TR - 1 3 YR TREAS BD-58%
now $1.1M
ISHARES TR - RUS 1000 GRW ETF-18%
now $2.6M
ISHARES TR - CORE US AGGBD ET-7%
now $4.6M
ISHARES TR - RUS 1000 VAL ETF-11%
now $2.8M
SPDR SERIES TRUST - ST STR P500ETF-13%
now $1.7M
ISHARES TR - RUS MDCP VAL ETF-47%
now $258K

+52 more in the Excel export

Sold out (7)

$GLWCORNING INC /NYwas $321K
held 1 qtr
$ENBENBRIDGE INCwas $275K
held 4+ qtrs
$GNRCGENERAC HOLDINGS INC.was $236K
held 1 qtr
$ORCLORACLE CORPwas $216K
held 4+ qtrs
$DALDELTA AIR LINES, INC.was $215K
held 1 qtr
$BEPCBrookfield Renewable Corpwas $208K

+1 more in the Excel export

Firm AUM (Form ADV): $268.3M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F INVESTED ADVISORS has filed, 4 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of INVESTED ADVISORS's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+0.4%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 32% over the last 4

Top 10 weight

31%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

89%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

INVESTED ADVISORS disclosed 162 positions worth $117.2M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 17 new positions and exited 7 and a full exit from $GLW. The portfolio is most concentrated in Other (59.6% of disclosed assets). All figures are sourced directly from INVESTED ADVISORS’s Form 13F-HR filing with the SEC under CIK 2090165.

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AI-Powered Hedge Fund Analysis: INVESTED ADVISORS

13F Pro is an AI hedge fund tracker and stock research platform. For INVESTED ADVISORS (SEC CIK: 2090165), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in INVESTED ADVISORS's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.