Invested Advisors Top Holdings and 13F Report (2026) About Invested AdvisorsInvestment ActivityInvested Advisors has $113.07 million in total holdings as of June 30, 2026.Invested Advisors owns shares of 152 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 17.59% of the portfolio was purchased this quarter.About 8.81% of the portfolio was sold this quarter.This quarter, Invested Advisors has purchased 138 new stocks and bought additional shares in 50 stocks.Invested Advisors sold shares of 71 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $5,249,628iShares Short-Term National Muni Bond ETF $4,734,640iShares Core S&P 500 ETF $4,036,517iShares MSCI ACWI ex U.S. ETF $3,905,589iShares 5-10 Year Investment Grade Corporate Bond ETF $3,860,940 Largest New Holdings this Quarter 464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF $3,860,940 Holding922908736 - Vanguard Growth ETF $572,745 Holding922908744 - Vanguard Value ETF $555,504 Holding458140100 - Intel $486,890 Holding46432F396 - iShares MSCI USA Momentum Factor ETF $387,398 Holding Largest Purchases this Quarter iShares 5-10 Year Investment Grade Corporate Bond ETF 72,615 shares (about $3.86M)iShares Russell 1000 Growth ETF 18,315 shares (about $2.27M)iShares 1-3 Year Treasury Bond ETF 22,243 shares (about $1.83M)iShares Core High Dividend ETF 48,728 shares (about $1.34M)Vanguard Growth ETF 6,649 shares (about $572.75K) Largest Sales this Quarter iShares Core S&P 500 ETF 622 shares (about $465.81K)SPDR Portfolio S&P 500 ETF 2,308 shares (about $202.83K)Broadcom 487 shares (about $183.96K)iShares Treasury Floating Rate Bond ETF 3,610 shares (about $182.77K)Vanguard International High Dividend Yield ETF 1,794 shares (about $176.15K) 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 PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$5,249,628$146,887 ▲2.9%53,0374.6%ETFSUBiShares Short-Term National Muni Bond ETF$4,734,640$108,600 ▼-2.2%44,4694.2%ETFIVViShares Core S&P 500 ETF$4,036,517$465,810 ▼-10.3%5,3903.6%ETFACWXiShares MSCI ACWI ex U.S. ETF$3,905,589$82,579 ▲2.2%51,3153.5%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,860,940$3,860,940 ▲New Holding72,6153.4%ETFAAPLApple$3,609,187$110,825 ▼-3.0%12,4733.2%TechnologyIWFiShares Russell 1000 Growth ETF$3,115,549$2,274,173 ▲270.3%25,0912.8%ETFIWDiShares Russell 1000 Value ETF$3,058,982$93,820 ▼-3.0%12,6182.7%ETFBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$2,771,277$90,254 ▲3.4%124,0502.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,655,027$1,826,373 ▲220.4%32,3352.3%ETFGOOGLAlphabet$2,024,501$136,515 ▼-6.3%5,6651.8%Communication ServicesMUBiShares National Muni Bond ETF$2,002,378$326,519 ▲19.5%18,6061.8%ETFMSFTMicrosoft$1,974,768$44,762 ▼-2.2%5,2941.7%TechnologySPLGSPDR Portfolio S&P 500 ETF$1,909,105$202,827 ▼-9.6%21,7241.7%ETFDESWisdomTree U.S. SmallCap Dividend Fund$1,742,585$62,485 ▲3.7%42,8361.5%ETFHDViShares Core High Dividend ETF$1,670,585$1,335,635 ▲398.8%60,9481.5%ETFJNJJohnson & Johnson$1,587,313$134,350 ▼-7.8%6,2501.4%HealthcareNVDANVIDIA$1,503,076$45,621 ▼-2.9%7,5121.3%TechnologyXBISPDR S&P Biotech ETF$1,379,465$6,172 ▲0.4%8,7171.2%ETFIDViShares International Select Dividend ETF$1,329,066$106,392 ▼-7.4%32,0801.2%ETFAVGOBroadcom$1,316,459$183,964 ▼-12.3%3,4851.2%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,164,565$4,970 ▼-0.4%14,0581.0%ETFRSPInvesco S&P 500 Equal Weight ETF$1,156,937$58,506 ▲5.3%5,4381.0%ETFIEURiShares Core MSCI Europe ETF$1,147,245$253,549 ▲28.4%15,2621.0%ETFSPTLSPDR Portfolio Long Term Treasury ETF$1,083,079$265,235 ▲32.4%41,2921.0%ETFIPACiShares Core MSCI Pacific ETF$1,071,399$330,014 ▲44.5%13,0770.9%ETFLLYEli Lilly and Company$1,061,496$7,197 ▼-0.7%8850.9%HealthcareCSCOCisco Systems$1,046,334$102,660 ▼-8.9%8,9080.9%TechnologyGOVTiShares U.S. Treasury Bond ETF$1,040,773$261,036 ▲33.5%45,6880.9%ETFJPMJPMorgan Chase & Co.$987,882$59,574 ▼-5.7%3,0180.9%FinanceHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$945,287$24,689 ▼-2.5%10,1080.8%ETFAMZNAmazon.com$912,604$5,720 ▼-0.6%3,8290.8%Consumer DiscretionaryILCGiShares Morningstar Growth ETF$799,949$167,105 ▲26.4%6,8360.7%ETFVRTVertiv$772,430$4,018 ▼-0.5%2,3070.7%IndustrialsFRANKLIN TEMPLETON ETF TR$765,153$109,594 ▲16.7%24,4220.7%US DIVID BOOSTERDVYiShares Select Dividend ETF$756,198$3,751 ▲0.5%4,8380.7%ETFABBVAbbVie$743,848$48,063 ▼-6.1%2,9560.7%HealthcareHSTHost Hotels & Resorts$720,167$1,517 ▼-0.2%30,3740.6%Real EstateUSHYiShares Broad USD High Yield Corporate Bond ETF$696,961$231,370 ▲49.7%18,8270.6%ETFCATCaterpillar$662,368$20,233 ▼-3.0%6220.6%IndustrialsXEMDBondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF$658,303$416,768 ▲172.5%14,6550.6%ETFVNQVanguard Real Estate ETF$644,455$53,616 ▲9.1%6,6830.6%ETFVVisa$637,118$8,577 ▲1.4%1,8570.6%FinanceCOSTCostco Wholesale$623,023$14,032 ▲2.3%6660.6%Consumer StaplesLAM RESEARCH CORP$609,262$867 ▲0.1%1,4060.5%COM NEWHPEHewlett Packard Enterprise$581,545$21,607 ▼-3.6%12,8920.5%TechnologyVUGVanguard Growth ETF$572,745$572,745 ▲New Holding6,6490.5%ETFIEFAiShares Core MSCI EAFE ETF$571,6470.0%5,9190.5%ETFVYMVanguard High Dividend Yield ETF$567,246$115,219 ▼-16.9%3,5890.5%ETFVOOVanguard S&P 500 ETF$565,2450.0%8230.5%ETFVTVVanguard Value ETF$555,504$555,504 ▲New Holding2,5490.5%ETFQCOMQualcomm$550,489$29,936 ▲5.8%2,9790.5%TechnologyNVSNovartis$541,468$62,061 ▼-10.3%3,4550.5%HealthcareVZVerizon Communications$536,532$38,953 ▼-6.8%12,6720.5%Communication ServicesCVXChevron$532,255$33,649 ▲6.7%3,2110.5%EnergyFNBF.N.B.$525,368$2,519 ▲0.5%27,5350.5%FinanceIWNiShares Russell 2000 Value ETF$522,253$1,991 ▲0.4%2,3610.5%ETFHSYHershey$520,209$13,685 ▼-2.6%2,9650.5%Consumer StaplesIWOiShares Russell 2000 Growth ETF$503,481$4,728 ▲0.9%1,2780.4%ETFAWFAllianceBernstein Global High Income Fund$502,506$134,951 ▼-21.2%48,7870.4%FinanceIWSiShares Russell Mid-Cap Value ETF$499,232$19,587 ▼-3.8%3,0330.4%ETFPWRQuanta Services$493,227$24,481 ▼-4.7%6850.4%IndustrialsINTCIntel$486,890$486,890 ▲New Holding3,4870.4%TechnologyEXCExelon$484,848$20,932 ▲4.5%10,4000.4%UtilitiesAMGNAmgen$468,583$12,312 ▼-2.6%1,2940.4%HealthcareTSLATesla$462,660$6,730 ▲1.5%1,1000.4%Consumer DiscretionaryAXPAmerican Express$461,711$33,487 ▼-6.8%1,3650.4%FinanceFRANKLIN TEMPLETON ETF TR$452,855$60,645 ▲15.5%12,5450.4%INTL DIV BOOSTERMETAMeta Platforms$448,379$23,658 ▼-5.0%7960.4%Communication ServicesTYGTortoise Energy Infrastructure$442,568$96,462 ▼-17.9%10,3230.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$437,348$150,520 ▼-25.6%12,9240.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$434,456$28,649 ▲7.1%4,5040.4%ETFBMYBristol Myers Squibb$417,226$8,528 ▼-2.0%7,2410.4%HealthcarePGProcter & Gamble$410,592$14,224 ▼-3.3%2,8000.4%Consumer StaplesIBMInternational Business Machines$406,911$31,214 ▼-7.1%1,4470.4%TechnologySDGiShares MSCI Global Sustainable Development Goals ETF$404,763$47,935 ▼-10.6%4,5260.4%ETFDVYEiShares Emerging Markets Dividend ETF$402,618$20,112 ▼-4.8%12,4920.4%ETFDEMWisdomTree Emerging Markets High Dividend Fund$396,518$114,459 ▼-22.4%7,3720.4%ETFDGROiShares Core Dividend Growth ETF$394,862$69,802 ▼-15.0%5,2100.3%ETFBRK.BBerkshire Hathaway$393,807$13,511 ▲3.6%7870.3%FinancePRUPrudential Financial$390,275$24,500 ▼-5.9%3,6160.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$387,398$387,398 ▲New Holding1,1300.3%ETFAMATApplied Materials$384,636$384,636 ▲New Holding5320.3%TechnologyGILDGilead Sciences$382,052$78,836 ▼-17.1%3,0240.3%HealthcareDEDeere & Company$378,6950.0%5970.3%IndustrialsBACBank of America$374,302$16,353 ▼-4.2%6,5690.3%FinanceTSMTaiwan Semiconductor Manufacturing$373,937$155,210 ▼-29.3%7830.3%TechnologyFFord Motor$367,002$403 ▼-0.1%26,4030.3%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$358,7680.0%1,6350.3%ETFKMLMKraneShares Mount Lucas Managed Futures Index Strategy ETF$355,806$355,806 ▲New Holding12,9290.3%ETFPFFDGlobal X U.S. Preferred ETF$352,198$45,529 ▲14.8%18,8440.3%ETFHASIHA Sustainable Infrastructure Capital$349,693$5,818 ▼-1.6%8,9550.3%FinanceTFLOiShares Treasury Floating Rate Bond ETF$343,170$182,774 ▼-34.8%6,7780.3%ETFKRANESHARES TRUST$342,289$342,289 ▲New Holding10,1470.3%MAN BUYOUT BETAWALMART INC$339,440$32,279 ▼-8.7%2,9970.3%COMKRBNKraneShares Global Carbon Strategy ETF$338,564$338,564 ▲New Holding10,2100.3%ETFGOOGAlphabet$338,137$69,606 ▲25.9%9570.3%Communication ServicesFNDXSchwab Fundamental U.S. Large Company ETF$327,390$87,640 ▼-21.1%10,5270.3%ETFGLWCorning$321,331$321,331 ▲New Holding1,2580.3%TechnologyBTALAGF U.S. Market Neutral Anti-Beta Fund$315,868$315,868 ▲New Holding28,3290.3%ETFShowing largest 100 holdings. 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