DOSSIER · 13F-HR · Q1 2026

Ally Invest Advisors Inc.

Ally Invest's pension fund based in Stamford, CT $1.5B in tracked AUM across 75 positions as of Q1 2026.

AI
Ally Invest·Stamford, CT·Pension Fund
CIK 0001706013 · last filed Mar 31, 2026
Total AUM
$1.5B
7.3%
vs prior
Holdings
75
positions
Whale Score
76
76
strong
Activity
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: Ally Invest Advisors Inc.

1. Portfolio Overview

Ally Invest Advisors Inc. reported a significant contraction in portfolio management activity for the quarter ended September 30, 2025. The total portfolio value plummeted by 77.9%, decreasing from $1.28 billion to $283.69 million. This dramatic reduction is not indicative of a market crash but rather a substantial redeployment of capital or a change in the underlying client assets advi...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$334M511K22.5%
02
VEA
VANGUARD TAX MANAGED INTL
$292M4.6M19.7%
03
BNDX
VANGUARD CHARLOTTE FDS
$122M2.5M8.2%
04
IEF
ISHARES TR
$102M1.1M6.9%
05
IJH
ISHARES TR
$99M1.5M6.6%
06
VWO
VANGUARD INTL EQUITY INDEX F
$77M1.4M5.2%
07
VMBS
VANGUARD SCOTTSDALE FDS
$68M1.5M4.6%
08
IGIB
ISHARES TR
$60M1.1M4.0%
09
IJR
ISHARES TR
$51M412K3.4%
10
ESGU
ISHARES TR
$49M348K3.3%

Filing history

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