INVESTED ADVISORS - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, INVESTED ADVISORS held in its portfolio 130 assets valued at $96,560,118 (i.e. $96.56M).
The most valuable assets in the portfolio included: ISHARES TR ($5.21M), ISHARES TR ($4.61M), and SPDR SERIES TRUST ($4.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 130 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
INVESTED ADVISORS - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 52112 | 5204973 | CORE US AGGBD ET |
| ISHARES TR | 43193 | 4608718 | SHRT NAT MUN ETF |
| SPDR SERIES TRUST | 76501 | 4134675 | STATE STREET SPD |
| ISHARES TR | 6036 | 4134298 | CORE S&P500 ETF |
| APPLE INC | 13084 | 3557078 | COM |
| ISHARES TR | 6665 | 3154545 | RUS 1000 GRW ETF |
| ISHARES TR | 14934 | 3141218 | RUS 1000 VAL ETF |
| ISHARES TR | 44065 | 2958097 | MSCI ACWI EX US |
| ISHARES TR | 59542 | 2902673 | CORE 1 5 YR USD |
| MICROSOFT CORP | 5534 | 2676353 | COM |
| ABRDN ETFS | 119502 | 2333874 | BBRG ALL COMD K1 |
| ALPHABET INC | 5813 | 1819469 | CAP STK CL A |
| JOHNSON & JOHNSON | 7690 | 1591483 | COM |
| ISHARES TR | 14786 | 1583728 | NATIONAL MUN ETF |
| ISHARES TR | 12169 | 1479872 | CORE HIGH DV ETF |
| NVIDIA CORPORATION | 7687 | 1433626 | COM |
| ISHARES TR | 34939 | 1378335 | INTL SEL DIV ETF |
| BROADCOM INC | 3971 | 1374363 | COM |
| WISDOMTREE TR | 41008 | 1371722 | US SMALLCAP DIVD |
| ELI LILLY & CO | 965 | 1037066 | COM |
| JPMORGAN CHASE & CO. | 3183 | 1025626 | COM |
| PIMCO ETF TR | 10176 | 964909 | 0-5 HIGH YIELD |
| ISHARES INC | 14238 | 957078 | CORE MSCI EMKT |
| AMAZON COM INC | 3809 | 879193 | COM |
| INVESCO EXCHANGE TRADED FD T | 4451 | 852634 | S&P500 EQL WGT |
| ISHARES TR | 11341 | 804984 | CORE MSCI EURO |
| ISHARES TR | 9591 | 794327 | 1 3 YR TREAS BD |
| CISCO SYS INC | 9931 | 764985 | COM |
| ABBVIE INC | 3184 | 727512 | COM |
| ISHARES TR | 4825 | 681036 | SELECT DIVID ETF |
| ALLIANCEBERNSTEIN GLOBAL HIG | 61201 | 654239 | COM |
| VISA INC | 1861 | 652671 | COM CL A |
| VANGUARD WHITEHALL FDS | 4324 | 620602 | HIGH DIV YLD |
| ISHARES TR | 8414 | 615989 | CORE MSCI PAC |
| ISHARES TR | 5585 | 581063 | MORNINGSTAR GRWT |
| SCHWAB STRATEGIC TR | 17786 | 580179 | US LCAP GR ETF |
| GILEAD SCIENCES INC | 4607 | 565463 | COM |
| VERIZON COMMUNICATIONS INC | 13838 | 563622 | COM |
| COSTCO WHSL CORP NEW | 647 | 557934 | COM |
| FRANKLIN TEMPLETON ETF TR | 20980 | 555627 | US DIVID BOOSTER |
| ISHARES TR | 23909 | 550505 | US TREAS BD ETF |
| HERSHEY CO | 3025 | 550490 | COM |
| NOVARTIS AG | 3974 | 547895 | SPONSORED ADR |
| AMERICAN EXPRESS CO | 1454 | 537907 | COM |
| META PLATFORMS INC | 813 | 536653 | CL A |
| HOST HOTELS & RESORTS INC | 30236 | 536089 | COM |
| ISHARES TR | 5919 | 529505 | CORE MSCI EAFE |
| VANGUARD INDEX FDS | 5889 | 521095 | REAL ESTATE ETF |
| TORTOISE ENERGY INFRA CORP | 12655 | 517579 | COM |
| TESLA INC | 1134 | 509982 | COM |
| ISHARES TR | 9999 | 504541 | TRS FLT RT BD |
| ISHARES TR | 4382 | 482902 | IBOXX INV CP ETF |
| QUALCOMM INC | 2816 | 481677 | COM |
| F N B CORP | 27403 | 468591 | COM |
| BROOKFIELD RENEWABLE CORP | 12095 | 463718 | CL A EX SUB VTG |
| CHEVRON CORP NEW | 3014 | 459364 | COM |
| INTERNATIONAL BUSINESS MACHS | 1549 | 458829 | COM |
| ISHARES TR | 12238 | 457651 | BROAD USD HIGH |
| VANGUARD INDEX FDS | 718 | 450371 | S&P 500 ETF SHS |
| WISDOMTREE TR | 9543 | 445761 | EMER MKT HIGH FD |
| ISHARES TR | 3148 | 444025 | RUS MDCP VAL ETF |
| AMGEN INC | 1339 | 438268 | COM |
| EXELON CORP | 9915 | 432195 | COM |
| PRUDENTIAL FINL INC | 3820 | 431202 | COM |
| ISHARES TR | 5024 | 423144 | MSCI GBL SUS DEV |
| PROCTER AND GAMBLE CO | 2899 | 415456 | COM |
| ISHARES INC | 13163 | 410160 | EM MKTS DIV ETF |
| ISHARES TR | 2241 | 406092 | RUS 2000 VAL ETF |
| VANGUARD WHITEHALL FDS | 4416 | 397465 | INTL HIGH ETF |
| ISHARES TR | 1215 | 392457 | RUS 2000 GRW ETF |
| BRISTOL-MYERS SQUIBB CO | 7254 | 391281 | COM |
| ISHARES TR | 2783 | 381104 | RUS MD CP GR ETF |
| BANK AMERICA CORP | 6921 | 380655 | COM |
| BERKSHIRE HATHAWAY INC DEL | 756 | 380003 | CL B NEW |
| VERTIV HOLDINGS CO | 2345 | 379913 | COM CL A |
| FRANKLIN TEMPLETON ETF TR | 10934 | 372311 | INTL DIV BOOSTER |
| WALMART INC | 3309 | 368656 | COM |
| ISHARES TR | 5271 | 365909 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 13373 | 363879 | FUNDAMENTAL US L |
| ISHARES TR | 3844 | 361951 | MSCI USA MIN VOL |
| CATERPILLAR INC | 615 | 352315 | COM |
| MCKESSON CORP | 424 | 347803 | COM |
| FORD MTR CO | 26502 | 347706 | COM |
| ISHARES TR | 1641 | 325935 | MSCI USA QLT FCT |
| TAIWAN SEMICONDUCTOR MFG LTD | 1065 | 323643 | SPONSORED ADS |
| HOME DEPOT INC | 937 | 322422 | COM |
| HEWLETT PACKARD ENTERPRISE C | 13263 | 318580 | COM |
| GLOBAL X FDS | 16397 | 310070 | US PFD ETF |
| QUANTA SVCS INC | 722 | 304727 | COM |
| GOLUB CAP BDC INC | 21304 | 289095 | COM |
| ISHARES TR | 3412 | 288792 | CORE MSCI TOTAL |
| DISNEY WALT CO | 2531 | 287952 | COM |
| HA SUSTAINABLE INFRA CAP INC | 9145 | 287427 | COM |
| DEERE & CO | 596 | 277480 | COM |
| ORACLE CORP | 1414 | 275603 | COM |
| GSK PLC | 5537 | 271534 | SPONSORED ADR |
| ISHARES TR | 3294 | 265595 | IBOXX HI YD ETF |
| UNILEVER PLC | 3987 | 260750 | SPON ADR NEW |
| ING GROEP N.V. | 9260 | 259280 | SPONSORED ADR |
| ISHARES TR | 2971 | 256249 | MSCI EAFE MIN VL |
| ISHARES TR | 5068 | 255666 | 10+ YR INVST GRD |
| CLEARWAY ENERGY INC | 7679 | 255404 | CL C |
| HERCULES CAPITAL INC | 13471 | 253524 | COM |
| DANAHER CORPORATION | 1104 | 252728 | COM |
| MARRIOTT INTL INC NEW | 810 | 251294 | CL A |
| KRAFT HEINZ CO | 10350 | 250988 | COM |
| ENBRIDGE INC | 5172 | 247377 | COM |
| LAM RESEARCH CORP | 1430 | 244787 | COM NEW |
| ALPHABET INC | 772 | 242254 | CAP STK CL C |
| ALEXANDRIA REAL ESTATE EQ IN | 4816 | 235695 | COM |
| AMERIPRISE FINL INC | 477 | 233892 | COM |
| UGI CORP NEW | 6245 | 233750 | COM |
| COCA COLA CO | 3323 | 232311 | COM |
| BONDBLOXX ETF TRUST | 5155 | 229810 | JP MORGAN USD EM |
| UNITEDHEALTH GROUP INC | 686 | 226455 | COM |
| ROPER TECHNOLOGIES INC | 506 | 225236 | COM |
| INVESTMENT MANAGERS SER TR I | 5665 | 218568 | AXS GREEN ALPHA |
| CROWN CASTLE INC | 2415 | 214621 | COM |
| MERCK & CO INC | 2027 | 213362 | COM |
| ISHARES INC | 2892 | 210191 | MSCI EMRG CHN |
| ENCOMPASS HEALTH CORP | 1964 | 208456 | COM |
| NUCOR CORP | 1260 | 205519 | COM |
| REALTY INCOME CORP | 3628 | 204510 | COM |
| WORLD GOLD TR | 2371 | 202412 | SPDR GLD MINIS |
| LOWES COS INC | 838 | 202092 | COM |
| HARTFORD INSURANCE GROUP INC | 1465 | 201877 | COM |
| XPLR INFRASTRUCTURE LP | 17936 | 179360 | COM UNIT PART IN |
| BRANDYWINE RLTY TR | 35026 | 102276 | SH BEN INT NEW |
| GRANITE PT MTG TR INC | 32767 | 78641 | COM STK |
| CIA ENERGETICA DE MINAS GERA | 25517 | 51034 | SP ADR N-V PFD |
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