StockDriftsStockDriftsTop 50 Go Invest LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 32.97% | 204.3K | $140.3M | +10.74%(+19.82K) | $619.92(+14.70%) | 2026-06-30 | |
| USTB | VICTORY PORTFOLIOS II | 27.85% | 2.34M | $118.5M | +15.12%(+307.41K) | $50.84(-0.88%) | 2026-06-30 | |
| IWF | ISHARES TR | 12.7% | 435.3K | $54.0M | +8.19%(+32.96K) | $116.67(+7.39%) | 2026-06-30 | |
| HFXI | NEW YORK LIFE INVESTMENTS ET | 10.6% | 1.18M | $45.1M | +9.00%(+97.79K) | $33.09(+15.36%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.37% | 215.8K | $18.6M | -0.47%(-1.01K) | $80.08(+11.22%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.25% | 124.6K | $9.6M | +11.19%(+12.54K) | $77.46(-2.48%) | 2026-06-30 | |
| FTEC | FIDELITY COVINGTON TRUST | 2.03% | 30.2K | $8.6M | +6.07%(+1.73K) | $224.05(+28.24%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 1.69% | 60.1K | $7.2M | +19.93%(+9.99K) | $94.58(+27.37%) | 2026-06-30 | |
| SGOL | ETFS GOLD TR | 1.04% | 115.9K | $4.4M | +10.04%(+10.57K) | $39.86(+5.01%) | 2026-06-30 | |
| VDE | VANGUARD WORLD FD | 0.68% | 19.4K | $2.9M | +11.43%(+1.99K) | $134.40(+26.91%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.86% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.36% |
Go Invest LLC reports $425.55M in US-listed equity holdings across 129 positions in its most recent 13F filing. Its largest disclosed positions are VOO (33.0%), USTB (27.9%) and IWF (12.7%). The top 20 holdings account for 98.91% of reported assets. Its disclosed equity book has returned +6.86% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Go Invest LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2139692). View Go Invest LLC’s 13F filings on SEC