StockDriftsStockDriftsTop 50 Go Invest LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 33.5% | 225.8K | $158.3M | +10.55%(+21.55K) | $626.97(+12.38%) | 2026-09-30 | |
| USTB | VICTORY PORTFOLIOS II | 27.7% | 2.62M | $130.9M | +12.11%(+283.50K) | $50.78(-1.69%) | 2026-09-30 | |
| IWF | ISHARES TR | 12.75% | 481.0K | $60.2M | +10.50%(+45.70K) | $117.21(+4.60%) | 2026-09-30 | |
| HFXI | INDEXIQ ETF TR | 10.36% | 1.32M | $49.0M | +11.16%(+132.22K) | $33.55(+8.20%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 4.27% | 223.8K | $20.2M | +3.72%(+8.03K) | $80.37(+10.52%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.27% | 147.3K | $10.7M | +18.20%(+22.68K) | $77.05(-4.86%) | 2026-09-30 | |
| FTEC | FIDELITY COVINGTON TR | 2.08% | 32.7K | $9.8M | +8.23%(+2.49K) | $229.28(+25.30%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FDS | 1.92% | 72.4K | $9.1M | +20.33%(+12.22K) | $99.31(+21.16%) | 2026-09-30 | |
| SGOL | ABERDEEN STD GOLD ETF TR | 1.14% | 136.0K | $5.4M | +17.34%(+20.09K) | $39.72(-0.75%) | 2026-09-30 | |
| VDE | VANGUARD WORLD FDS | 0.75% | 20.5K | $3.5M | +5.82%(+1.13K) | $135.87(+39.13%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.33% |
Go Invest LLC reports $472.55M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are VOO (33.5%), USTB (27.7%) and IWF (12.8%). The top 20 holdings account for 99.29% of reported assets. Its disclosed equity book has returned +7.50% cumulatively over 3 quarters. Figures reflect the Q3 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