Go Invest LLC holds a concentrated book of 129 stocks worth $425.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Ishares Silver Trust and trimmed Ishares Ultra Short Duration. Their largest long position is Vanguard S&P 500 ETF at 33% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2139692/holdings"
Use Arkolith to show Go Invest LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
1% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Go Invest LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $11.1B |
| Farther Finance Advisors, LLC | 79 / 80 | $2.2B |
| MORGAN STANLEY | 78 / 80 | $128.6B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $80.1B |
| LPL Financial LLC | 78 / 80 | $68.7B |
| JPMORGAN CHASE & CO | 77 / 80 | $86.4B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 76 / 80 | $63.0B |
| ROYAL BANK OF CANADA | 76 / 80 | $36.2B |
Ranked by how many of Go Invest LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $140.3M | 204.3K | 33.0% | ▲+11% Added · +20K sh | |
| 2 | Victory Portfolios II ETF | $118.5M | 2.34M | 27.8% | ▲+15% Added · +307K sh | |
| 3 | Ishares TR RUS 1000 GRW ETF | $54.0M | 435.3K | 12.7% | ▲+333% Added · +335K sh | |
| 4 | New York Life Investments Et ETF | $45.1M | 1.18M | 10.6% | ▲+9.0% Added · +98K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $18.6M | 215.8K | 4.4% | ▲+497% Added · +180K sh | |
| 6 | Vanguard BD Index FDS INTERMED TERM | $9.6M | 124.6K | 2.2% | ▲+11% Added · +13K sh | |
| 7 | Fidelity Covington Trust ETF | $8.6M | 30.2K | 2.0% | ▲+6.1% Added · +2K sh | |
| 8 | Vanguard World FD ETF | $7.2M | 60.1K | 1.7% | ▲+859% Added · +54K sh | |
| 9 | Etfs Gold TR ETF | $4.4M | 115.9K | 1.0% | ▲+10% Added · +11K sh | |
| 10 | Vanguard World FD ETF | $2.9M | 19.4K | 0.7% | ▲+11% Added · +2K sh | |
| 11 | Schwab Strategic TR FUNDAMENTAL US L | $1.8M | 58.6K | 0.4% | ▲+41% Added · +17K sh | |
| 12 | Ishares TR ETF | $1.6M | 32.5K | 0.4% | ▼−16% Reduced · −6K sh | |
| 13 | Vanguard World FD ETF | $1.3M | 4.4K | 0.3% | ▲+14% Added · +557 sh | |
| 14 | Ishares TR ETF | $1.2M | 8.1K | 0.3% | ▲+12% Added · +897 sh | |
| 15 | SPDR Series Trust ETF | $1.2M | 20.3K | 0.3% | ▲+16% Added · +3K sh | |
| 16 | Select Sector SPDR TR ETF | $980K | 22.3K | 0.2% | ▲+25% Added · +4K sh | |
| 17 | Ishares Bitcoin Trust ETF ETF | $956K | 28.7K | 0.2% | ▲+1.7% Added · +489 sh | |
| 18 | Ishares TR ETF | $952K | 19.2K | 0.2% | ▲+4.6% Added · +850 sh | |
| 19 | Fidelity Covington Trust ETF | $931K | 12.2K | 0.2% | ▲+7.4% Added · +841 sh | |
| 20 | SPDR Series Trust ETF | $684K | 5.8K | 0.2% | ▼−21% Reduced · −2K sh | |
| 21 | J P Morgan Exchange Traded F ETF | $629K | 10.5K | 0.1% | ▼−4.5% Reduced · −496 sh | |
| 22 | Bitwise Funds Trust ETF | $307K | 12.5K | 0.1% | ▲+2.4% Added · +291 sh | |
| 23 | Vanguard Index FDS VALUE ETF | $299K | 1.4K | 0.1% | ▲+3.8% Added · +50 sh | |
| 24 | Ishares TR ETF | $292K | 3.1K | 0.1% | ▼−14% Reduced · −504 sh | |
| 25 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $212K | 3.0K | 0.0% | ▲+0.5% Added · +15 sh | |
| 26 | Cambria ETF TR TRINITY | $188K | 6.2K | 0.0% | ▲+21% Added · +1K sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $179K | 483 | 0.0% | ▲+1.9% Added · +9 sh | |
| 28 | Vanguard Index FDS SMALL CP ETF | $152K | 502 | 0.0% | ▲+1.0% Added · +5 sh | |
| 29 | Ishares TR ETF | $151K | 521 | 0.0% | ▲+0.6% Added · +3 sh | |
| 30 | Vanguard Index FDS MID CAP ETF | $142K | 1.8K | 0.0% | ▲+309% Added · +1K sh | |
| 31 | Ishares TR ETF | $138K | 629 | 0.0% | ▲+1.6% Added · +10 sh | |
| 32 | SPDR Series Trust ETF | $128K | 2.7K | 0.0% | ▲+9.2% Added · +225 sh | |
| 33 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $104K | 1.7K | 0.0% | ▲+2.3% Added · +39 sh | |
| 34 | Ishares TR ETF | $103K | 137 | 0.0% | ▲+0.7% Added · +1 sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $100K | 136 | 0.0% | ▲+0.7% Added · +1 sh | |
| 36 | Global X FDS ETF | $88K | 1.3K | 0.0% | ▼−14% Reduced · −226 sh | |
| 37 | Vanguard Charlotte FDS ETF | $83K | 1.7K | 0.0% | ▲+6.7% Added · +107 sh | |
| 38 | Vaneck ETF Trust ETF | $71K | 108 | 0.0% | ▲+9.1% Added · +9 sh | |
| 39 | Flexshares TR ETF | $69K | 391 | 0.0% | ▼−20% Reduced · −99 sh | |
| 40 | Vanguard BD Index FDS TOTAL BND MRKT | $63K | 852 | 0.0% | ▲+12% Added · +92 sh | |
| 41 | Dimensional ETF Trust ETF | $62K | 1.4K | 0.0% | ▲+3.9% Added · +53 sh | |
| 42 | Ishares TR ETF | $49K | 76 | 0.0% | ▲+12% Added · +8 sh | |
| 43 | Northern LTS FD TR IV ETF | $47K | 165 | 0.0% | ▲+5.1% Added · +8 sh | |
| 44 | Fidelity Wise Origin Bitcoin ETF | $46K | 894 | 0.0% | ▲+12% Added · +97 sh | |
| 45 | Invesco Exchange Traded FD T ETF | $41K | 218 | 0.0% | ▲+1.9% Added · +4 sh | |
| 46 | Ishares TR ETF | $40K | 334 | 0.0% | ▼−9.0% Reduced · −33 sh | |
| 47 | Grayscale Bitcoin Trust ETF ETF | $39K | 866 | 0.0% | ▲+51% Added · +293 sh | |
| 48 | Ishares Inc ETF | $38K | 405 | 0.0% | ▲+0.5% Added · +2 sh | |
| 49 | Ishares Silver TR ETF | $36K | 667 | 0.0% | ▲New New position | |
| 50 | Ishares Inc ETF | $35K | 341 | 0.0% | ▼−8.8% Reduced · −33 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.