StockDriftsStockDriftsTop 50 Invested Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 4.64% | 53.0K | $5.2M | +2.88%(+1.48K) | $99.72(-2.31%) | 2026-06-30 | |
| SUB | ISHARES TR | 4.19% | 44.5K | $4.7M | -2.24%(-1.02K) | $106.57(-0.29%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.57% | 5.4K | $4.0M | -10.35%(-622) | $650.38(+19.52%) | 2026-06-30 | |
| ACWX | ISHARES TR | 3.45% | 51.3K | $3.9M | +2.16%(+1.08K) | $65.29(+18.70%) | 2026-06-30 | |
| IGIB | ISHARES TR | 3.41% | 72.6K | $3.9M | new | $53.05(-1.45%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.19% | 12.5K | $3.6M | -2.98%(-383) | $237.11(+29.34%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.76% | 25.1K | $3.1M | -7.43%(-2.01K) | $112.64(+11.23%) | 2026-06-30 | |
| IWD | ISHARES TR | 2.71% | 12.6K | $3.1M | -2.98%(-387) | $201.61(+28.19%) | 2026-06-30 | |
| BCI | ABRDN ETFS | 2.45% | 124.0K | $2.8M | +3.37%(+4.04K) | $20.63(+18.27%) | 2026-06-30 | |
| SHY | ISHARES TR | 2.35% | 32.3K | $2.7M | +220.40%(+22.24K) | $82.49(-0.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.32% |
Invested Advisors reports $113.07M in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are AGG (4.6%), SUB (4.2%) and IVV (3.6%). The top 20 holdings account for 47.87% of reported assets. Its disclosed equity book has returned +8.37% cumulatively over 3 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 Invested Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2090165). View Invested Advisors’s 13F filings on SEC