Invested Advisors Top Holdings and 13F Report (2026) About Invested AdvisorsInvestment ActivityInvested Advisors has $117.24 million in total holdings as of September 30, 2026.Invested Advisors owns shares of 162 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 9.19% of the portfolio was purchased this quarter.About 5.79% of the portfolio was sold this quarter.This quarter, Invested Advisors has purchased 152 new stocks and bought additional shares in 78 stocks.Invested Advisors sold shares of 58 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Short-Term National Muni Bond ETF $4,737,150iShares Core U.S. Aggregate Bond ETF $4,644,586Apple $4,094,481iShares Core S&P 500 ETF $3,993,908iShares 5-10 Year Investment Grade Corporate Bond ETF $3,767,079 Largest New Holdings this Quarter 46432F859 - iShares Core 1-5 Year USD Bond ETF $668,635 Holding40434L105 - HP $371,857 Holding832696405 - J. M. Smucker $320,972 Holding922908595 - Vanguard Small-Cap Growth ETF $285,804 Holding500767306 - KraneShares CSI China Internet ETF $261,105 Holding Largest Purchases this Quarter iShares Core 1-5 Year USD Bond ETF 14,151 shares (about $668.64K)iShares 3-7 Year Treasury Bond ETF 5,646 shares (about $640.48K)Vanguard Growth ETF 5,058 shares (about $455.78K)iShares National Muni Bond ETF 4,451 shares (about $450.00K)Vanguard Value ETF 1,864 shares (about $402.77K) Largest Sales this Quarter iShares 1-3 Year Treasury Bond ETF 18,827 shares (about $1.53M)iShares Russell 1000 Growth ETF 4,544 shares (about $569.18K)iShares Core U.S. Aggregate Bond ETF 3,909 shares (about $369.56K)iShares Russell 1000 Value ETF 1,431 shares (about $354.79K)SPDR Portfolio S&P 500 ETF 2,801 shares (about $251.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvested Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSUBiShares Short-Term National Muni Bond ETF$4,737,150$88,337 ▲1.9%45,3144.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,644,586$369,559 ▼-7.4%49,1284.0%ETFAAPLApple$4,094,481$59,278 ▼-1.4%12,2953.5%TechnologyIVViShares Core S&P 500 ETF$3,993,908$134,024 ▼-3.2%5,2153.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,767,079$110,921 ▲3.0%74,8183.2%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,720,584$159,861 ▼-4.1%49,2013.2%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$3,160,357$48,817 ▼-1.5%122,1632.7%ETFIWDiShares Russell 1000 Value ETF$2,773,593$354,788 ▼-11.3%11,1872.4%ETFMSFTMicrosoft$2,687,596$27,697 ▼-1.0%5,2402.3%TechnologyIWFiShares Russell 1000 Growth ETF$2,573,717$569,181 ▼-18.1%20,5472.2%ETFMUBiShares National Muni Bond ETF$2,331,063$449,996 ▲23.9%23,0572.0%ETFGOOGLAlphabet$1,888,655$60,558 ▼-3.1%5,4891.6%Communication ServicesHDViShares Core High Dividend ETF$1,710,034$5,928 ▲0.3%61,1601.5%ETFSPLGSPDR Portfolio S&P 500 ETF$1,698,528$251,418 ▼-12.9%18,9231.4%ETFNVDANVIDIA$1,685,673$29,918 ▼-1.7%7,3811.4%TechnologyDESWisdomTree U.S. SmallCap Dividend Fund$1,613,523$9,968 ▼-0.6%42,5731.4%ETFJNJJohnson & Johnson$1,613,135$41,566 ▼-2.5%6,0931.4%HealthcareIPACiShares Core MSCI Pacific ETF$1,503,298$390,314 ▲35.1%17,6631.3%ETFXBISPDR S&P Biotech ETF$1,376,546$2,050 ▲0.1%8,7301.2%ETFIDViShares International Select Dividend ETF$1,371,540$18,099 ▲1.3%32,5091.2%ETFIEURiShares Core MSCI Europe ETF$1,315,545$190,736 ▲17.0%17,8501.1%ETFAVGOBroadcom$1,204,231$19,667 ▼-1.6%3,4291.0%TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,191,643$60,529 ▲5.4%5,7291.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,099,393$41,554 ▼-3.6%13,5460.9%ETFSHYiShares 1-3 Year Treasury Bond ETF$1,096,850$1,528,753 ▼-58.2%13,5080.9%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,077,440$92,633 ▲9.4%45,1760.9%ETFVUGVanguard Growth ETF$1,054,918$455,776 ▲76.1%11,7070.9%ETFLLYEli Lilly and Company$1,024,0160.0%8850.9%HealthcareILCGiShares Morningstar Growth ETF$1,014,715$215,108 ▲26.9%8,6750.9%ETFJPMJPMorgan Chase & Co.$996,460$1,985 ▼-0.2%3,0120.8%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$965,687$51,121 ▲5.6%10,6730.8%ETFAMZNAmazon.com$962,716$8,720 ▲0.9%3,8640.8%Consumer DiscretionaryVTVVanguard Value ETF$953,561$402,773 ▲73.1%4,4130.8%ETFCSCOCisco Systems$940,579$18,189 ▼-1.9%8,7390.8%TechnologyIEIiShares 3-7 Year Treasury Bond ETF$924,309$640,482 ▲225.7%8,1480.8%ETFGOVTiShares U.S. Treasury Bond ETF$812,711$186,485 ▼-18.7%37,1610.7%ETFABBVAbbVie$791,571$18,311 ▲2.4%3,0260.7%HealthcareUSHYiShares Broad USD High Yield Corporate Bond ETF$790,733$118,233 ▲17.6%22,1370.7%ETFFRANKLIN TEMPLETON ETF TR$772,272$3,651 ▲0.5%24,5380.7%US DIVID BOOSTERDVYiShares Select Dividend ETF$739,536$3,802 ▲0.5%4,8630.6%ETFHPEHewlett Packard Enterprise$701,456$122,223 ▼-14.8%10,9790.6%TechnologyXEMDBondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF$700,484$70,693 ▲11.2%16,3000.6%ETFVVisa$685,602$18,326 ▲2.7%1,9080.6%FinanceHSTHost Hotels & Resorts$681,111$1,030 ▲0.2%30,4200.6%Real EstateISTBiShares Core 1-5 Year USD Bond ETF$668,635$668,635 ▲New Holding14,1510.6%ETFCVXChevron$654,289$1,429 ▼-0.2%3,2040.6%EnergyMTUMiShares MSCI USA Momentum Factor ETF$647,374$288,780 ▲80.5%2,0400.6%ETFKRBNKraneShares Global Carbon Strategy ETF$605,892$261,815 ▲76.1%17,9790.5%ETFVNQVanguard Real Estate ETF$601,001$1,972 ▲0.3%6,7050.5%ETFCOSTCostco Wholesale$597,183$9,103 ▼-1.5%6560.5%Consumer StaplesKMLMKraneShares Mount Lucas Managed Futures Index Strategy ETF$591,332$189,369 ▲47.1%19,0200.5%ETFKRANESHARES TRUST$578,293$254,884 ▲78.8%18,1440.5%MAN BUYOUT BETAIEFAiShares Core MSCI EAFE ETF$573,4230.0%5,9190.5%ETFVZVerizon Communications$567,733$13,532 ▼-2.3%12,3770.5%Communication ServicesMETAMeta Platforms$565,640$11,603 ▼-2.0%7800.5%Communication ServicesVOOVanguard S&P 500 ETF$564,192$12,615 ▼-2.2%8050.5%ETFVYMVanguard High Dividend Yield ETF$561,281$4,345 ▲0.8%3,6170.5%ETFVRTVertiv$542,465$14,237 ▼-2.6%2,2480.5%IndustrialsAMGNAmgen$531,946$13,488 ▼-2.5%1,2620.5%HealthcareQCOMQualcomm$521,201$27,054 ▼-4.9%2,8320.4%TechnologyCATCaterpillar$504,3110.0%6220.4%IndustrialsBMYBristol Myers Squibb$499,637$47,798 ▲10.6%8,0070.4%HealthcareAWFAllianceBernstein Global High Income Fund$491,608$16,911 ▲3.6%50,5250.4%FinanceIWNiShares Russell 2000 Value ETF$477,755$16,756 ▼-3.4%2,2810.4%ETFFRANKLIN TEMPLETON ETF TR$474,644$2,147 ▲0.5%12,6020.4%INTL DIV BOOSTERFNBF.N.B.$474,600$723 ▲0.2%27,5770.4%FinanceEXCExelon$469,246$49,086 ▲11.7%11,6150.4%UtilitiesHSYHershey$467,3140.0%2,9650.4%Consumer StaplesFBNDFidelity Total Bond ETF$463,348$180,775 ▲64.0%10,7010.4%ETFNVSNovartis$459,646$32,934 ▼-6.7%3,2240.4%HealthcareBTALAGF U.S. Market Neutral Anti-Beta Fund$455,448$115,500 ▲34.0%37,9540.4%ETFSCHGSchwab U.S. Large-Cap Growth ETF$453,580$10,779 ▼-2.3%12,6240.4%ETFLAM RESEARCH CORP$448,088$13,797 ▼-3.0%1,3640.4%COM NEWUSMViShares MSCI USA Min Vol Factor ETF$441,598$2,728 ▲0.6%4,5320.4%ETFDVYEiShares Emerging Markets Dividend ETF$438,669$13,940 ▲3.3%12,9020.4%ETFIWOiShares Russell 2000 Growth ETF$434,704$21,414 ▼-4.7%1,2180.4%ETFPRUPrudential Financial$430,923$20,217 ▲4.9%3,7940.4%FinancePWRQuanta Services$429,839$10,280 ▼-2.3%6690.4%IndustrialsDGROiShares Core Dividend Growth ETF$424,065$31,287 ▲8.0%5,6250.4%ETFAXPAmerican Express$420,266$5,170 ▲1.2%1,3820.4%FinanceGILDGilead Sciences$412,869$37,859 ▼-8.4%2,7700.4%HealthcareDEMWisdomTree Emerging Markets High Dividend Fund$410,253$2,489 ▲0.6%7,4170.3%ETFMPCMarathon Petroleum$409,260$1,186 ▲0.3%1,0350.3%EnergyKEMXKraneShares MSCI Emerging Markets ex China Index ETF$407,388$211,913 ▲108.4%7,9550.3%ETFPGProcter & Gamble$404,169$2,615 ▼-0.6%2,7820.3%Consumer StaplesTSLATesla$398,452$8,161 ▲2.1%1,1230.3%Consumer DiscretionaryTYGTortoise Energy Infrastructure$383,371$11,909 ▼-3.0%10,0120.3%FinanceDEDeere & Company$379,426$21,490 ▼-5.4%5650.3%IndustrialsBRK.BBerkshire Hathaway$377,446$14,441 ▼-3.7%7580.3%FinanceHPQHP$371,857$371,857 ▲New Holding11,8880.3%TechnologyQUALiShares MSCI USA Quality Factor ETF$363,3620.0%1,6350.3%ETFGBDCGolub Capital BDC$359,361$77,018 ▲27.3%28,4530.3%FinanceBACBank of America$354,884$2,667 ▼-0.7%6,5200.3%FinanceVBRVanguard Small-Cap Value ETF$346,545$150,632 ▲76.9%1,5000.3%ETFINTCIntel$345,060$74,182 ▼-17.7%2,8700.3%TechnologyMCKMcKesson$343,232$1,708 ▲0.5%4020.3%HealthcareAREAlexandria Real Estate Equities$340,193$58,613 ▲20.8%7,1680.3%Real EstateMRKMerck & Co., Inc.$339,008$36,763 ▲12.2%2,3330.3%HealthcareEFAViShares MSCI EAFE Min Vol Factor ETF$338,420$28,065 ▲9.0%3,7140.3%ETFTSMTaiwan Semiconductor Manufacturing$337,124$20,072 ▼-5.6%7390.3%TechnologyShowing largest 100 holdings. 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