DOSSIER · 13F-HR · Q2 2026

Go Invest LLC

$426M in tracked AUM across 129 positions as of Q2 2026.

GI
CIK 0002139692 · last filed Jun 30, 2026
Total AUM
$426M
as of Q2 2026
Holdings
129
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Go Invest LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$140M204K33.0%
02
USTB
VICTORY PORTFOLIOS II
$119M2.3M27.8%
03
IWF
ISHARES TR
$54M435K12.7%
04
HFXI
NEW YORK LIFE INVESTMENTS ET
$45M1.2M10.6%
05
VUG
VANGUARD INDEX FDS
$19M216K4.4%
06
BIV
VANGUARD BD INDEX FDS
$10M125K2.2%
07
FTEC
FIDELITY COVINGTON TRUST
$9M30K2.0%
08
VGT
VANGUARD WORLD FD
$7M60K1.7%
09
SGOL
ETFS GOLD TR
$4M116K1.0%
10
VDE
VANGUARD WORLD FD
$3M19K0.7%

Filing history

2026Q2Jun 30
$426M 22.0%
129 positionsView →
2026Q1Mar 31
$349M 14.6%
122 positionsView →
2025Q4Dec 31
$304M
113 positionsView →