StockDriftsStockDriftsTop 50 Invested Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES TR | 4.04% | 45.3K | $4.7M | +1.90%(+845) | $106.55(-0.71%) | 2026-09-30 | |
| AGG | ISHARES TR | 3.96% | 49.1K | $4.6M | -7.37%(-3.91K) | $99.72(-3.77%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.49% | 12.3K | $4.1M | -1.43%(-178) | $237.11(+46.26%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.41% | 5.2K | $4.0M | -3.25%(-175) | $650.38(+17.49%) | 2026-09-30 | |
| IGIB | ISHARES TR | 3.21% | 74.8K | $3.8M | +3.03%(+2.20K) | $53.01(-3.89%) | 2026-09-30 | |
| ACWX | ISHARES TR | 3.17% | 49.2K | $3.7M | -4.12%(-2.11K) | $65.29(+12.49%) | 2026-09-30 | |
| BCI | ABRDN ETFS | 2.7% | 122.2K | $3.2M | -1.52%(-1.89K) | $20.63(+27.45%) | 2026-09-30 | |
| IWD | ISHARES TR | 2.37% | 11.2K | $2.8M | -11.34%(-1.43K) | $201.61(+27.75%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.29% | 5.2K | $2.7M | -1.02%(-54) | $507.38(+3.25%) | 2026-09-30 | |
| IWF | ISHARES TR | 2.2% | 20.5K | $2.6M | -18.11%(-4.54K) | $114.78(+4.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (4 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.13% |
Invested Advisors reports $117.24M in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are SUB (4.0%), AGG (4.0%) and AAPL (3.5%). The top 20 holdings account for 45.17% of reported assets. Its disclosed equity book has returned +11.15% cumulatively over 4 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.
Sign up free to track Invested Advisors, compare funds side by side, and get alerts the moment positions change.
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