13F Insight
DOSSIER · 13F-HR · Q1 2026

Invst, LLC

$886M in tracked AUM across 341 positions as of Q1 2026.

IL
CIK 0001867587 · last filed Mar 31, 2026
Total AUM
$886M
as of Q1 2026
Holdings
341
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Invst, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
VTI
VANGUARD INDEX FDS
$52M161K5.8%02
SPMO
INVESCO EXCH TRADED FD TR II
$35M311K3.9%03
SCHG
SCHWAB STRATEGIC TR
$29M997K3.3%04
VEA
VANGUARD TAX-MANAGED FDS
$27M424K3.1%05
LQD
ISHARES TR
$21M196K2.4%06
IVV
ISHARES TR
$21M33K2.4%07
IUSB
ISHARES TR
$20M442K2.3%08
SCHF
SCHWAB STRATEGIC TR
$18M746K2.1%09
HYG
ISHARES TR
$18M231K2.1%10
EMB
ISHARES TR
$18M192K2.0%

Filing history

2026Q1Mar 31
$886M▼ 3.7%
341 positionsView →2025Q4Dec 31
$920M▲ 4.6%
308 positionsView →2025Q3Sep 30
$880M▲ 136.1%
307 positionsView →2025Q2Jun 30
$373M▲ 20.7%
151 positionsLocked2025Q1Mar 31
$309M▼ 62.5%
136 positionsLocked2024Q4Dec 31
$823M▼ 0.4%
252 positionsLocked2024Q3Sep 30
$826M▼ 8.8%
258 positionsLocked2024Q2Jun 30
$906M▲ 7.5%
269 positionsLocked2024Q1Mar 31
$844M▲ 7.8%
248 positionsLocked2023Q4Dec 31
$782M▲ 13.1%
221 positionsLocked2023Q3Sep 30
$692M▲ 0.0%
195 positionsLocked2023Q2Jun 30
$692M▲ 7.1%
186 positionsLocked
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