DOSSIER · 13F-HR · Q2 2026

INVESTED ADVISORS

$113M in tracked AUM across 152 positions as of Q2 2026.

IA
CIK 0002090165 · last filed Jun 30, 2026
Total AUM
$113M
as of Q2 2026
Holdings
152
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

INVESTED ADVISORS 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
AGG
ISHARES TR
$5M53K4.6%
02
SUB
ISHARES TR
$5M44K4.2%
03
IVV
ISHARES TR
$4M5K3.6%
04
ACWX
ISHARES TR
$4M51K3.5%
05
IGIB
ISHARES TR
$4M73K3.4%
06
AAPL
APPLE INC
$4M12K3.2%
07
IWF
ISHARES TR
$3M25K2.8%
08
IWD
ISHARES TR
$3M13K2.7%
09
BCI
ABRDN ETFS
$3M124K2.5%
10
SHY
ISHARES TR
$3M32K2.3%

Filing history

2026Q2Jun 30
$113M 14.2%
152 positionsView →
2026Q1Mar 31
$99M 2.6%
138 positionsView →
2025Q4Dec 31
$97M 263.8%
134 positionsView →
2025Q3Sep 30
$27M
50 positionsView →