Invested Advisors holds a diversified book of 152 stocks worth $113.1M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ishares 5-10Y Inv Grade Corp and trimmed Ishares Short-Term National. Their largest long position is Ishares Core U.S. Aggregate at 5% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+14.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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/2090165/holdings"
Use Arkolith to show INVESTED ADVISORS's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Invested Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE US AGGBD ET | $5.2M | 53.0K | 4.6% | ▲+2.9% Added · +1K sh | |
| 2 | Ishares TR SHRT NAT MUN ETF | $4.7M | 44.5K | 4.2% | ▼−2.2% Reduced · −1K sh | |
| 3 | Ishares TR CORE S&P500 ETF | $4.0M | 5.4K | 3.6% | ▼−10% Reduced · −622 sh | |
| 4 | Ishares TR MSCI ACWI EX US | $3.9M | 51.3K | 3.5% | ▲+2.2% Added · +1K sh | |
| 5 | Ishares TR ISHS 5-10YR INVT | $3.9M | 72.6K | 3.4% | ▲New New position | |
| 6 | Apple Inc COM | $3.6M | 12.5K | 3.2% | ▼−3.0% Reduced · −383 sh | |
| 7 | Ishares TR RUS 1000 GRW ETF | $3.1M | 25.1K | 2.8% | ▲+270% Added · +18K sh | |
| 8 | Ishares TR RUS 1000 VAL ETF | $3.1M | 12.6K | 2.7% | ▼−3.0% Reduced · −387 sh | |
| 9 | Abrdn Etfs BBRG ALL COMD K1 | $2.8M | 124.0K | 2.5% | ▲+3.4% Added · +4K sh | |
| 10 | Ishares TR 1 3 YR TREAS BD | $2.7M | 32.3K | 2.3% | ▲+220% Added · +22K sh | |
| 11 | Alphabet Inc CAP STK CL A | $2.0M | 5.7K | 1.8% | ▼−6.3% Reduced · −382 sh | |
| 12 | Ishares TR NATIONAL MUN ETF | $2.0M | 18.6K | 1.8% | ▲+19% Added · +3K sh | |
| 13 | Microsoft Corp COM | $2.0M | 5.3K | 1.7% | ▼−2.2% Reduced · −120 sh | |
| 14 | SPDR Series Trust ST STR P500ETF | $1.9M | 21.7K | 1.7% | ▼−9.6% Reduced · −2K sh | |
| 15 | Wisdomtree TR US SMALLCAP DIVD | $1.7M | 42.8K | 1.5% | ▲+3.7% Added · +2K sh | |
| 16 | Ishares TR CORE HIGH DV ETF | $1.7M | 60.9K | 1.5% | ▲+399% Added · +49K sh | |
| 17 | Johnson & Johnson COM | $1.6M | 6.3K | 1.4% | ▼−7.8% Reduced · −529 sh | |
| 18 | Nvidia Corporation COM | $1.5M | 7.5K | 1.3% | ▼−2.9% Reduced · −228 sh | |
| 19 | SPDR Series Trust ST STR SP BIOT | $1.4M | 8.7K | 1.2% | ▲+0.4% Added · +39 sh | |
| 20 | Ishares TR INTL SEL DIV ETF | $1.3M | 32.1K | 1.2% | ▼−7.4% Reduced · −3K sh | |
| 21 | Broadcom Inc COM | $1.3M | 3.5K | 1.2% | ▼−12% Reduced · −487 sh | |
| 22 | Ishares Inc CORE MSCI EMKT | $1.2M | 14.1K | 1.0% | ▼−0.4% Reduced · −60 sh | |
| 23 | Invesco Exchange Traded FD T S&P500 EQL WGT | $1.2M | 5.4K | 1.0% | ▲+5.3% Added · +275 sh | |
| 24 | Ishares TR CORE MSCI EURO | $1.1M | 15.3K | 1.0% | ▲+28% Added · +3K sh | |
| 25 | SPDR Series Trust ST LON TREAS ETF | $1.1M | 41.3K | 1.0% | ▲+32% Added · +10K sh | |
| 26 | Ishares TR CORE MSCI PAC | $1.1M | 13.1K | 0.9% | ▲+45% Added · +4K sh | |
| 27 | Eli Lilly & Co COM | $1.1M | 885 | 0.9% | ▼−0.7% Reduced · −6 sh | |
| 28 | Cisco Sys Inc COM | $1.0M | 8.9K | 0.9% | ▼−8.9% Reduced · −874 sh | |
| 29 | Ishares TR US TREAS BD ETF | $1.0M | 45.7K | 0.9% | ▲+33% Added · +11K sh | |
| 30 | JPMorgan Chase & Co COM | $988K | 3.0K | 0.9% | ▼−5.7% Reduced · −182 sh | |
| 31 | Pimco ETF TR 0-5 HIGH YIELD | $945K | 10.1K | 0.8% | ▼−2.5% Reduced · −264 sh | |
| 32 | Amazon Com Inc COM | $913K | 3.8K | 0.8% | ▼−0.6% Reduced · −24 sh | |
| 33 | Ishares TR MORNINGSTAR GRWT | $800K | 6.8K | 0.7% | ▲+26% Added · +1K sh | |
| 34 | Vertiv Holdings Co COM CL A | $772K | 2.3K | 0.7% | ▼−0.5% Reduced · −12 sh | |
| 35 | Franklin Templeton ETF TR US DIVID BOOSTER | $765K | 24.4K | 0.7% | ▲+17% Added · +3K sh | |
| 36 | Ishares TR SELECT DIVID ETF | $756K | 4.8K | 0.7% | ▲+0.5% Added · +24 sh | |
| 37 | Abbvie Inc COM | $744K | 3.0K | 0.7% | ▼−6.1% Reduced · −191 sh | |
| 38 | Host Hotels & Resorts Inc COM | $720K | 30.4K | 0.6% | ▼−0.2% Reduced · −64 sh | |
| 39 | Ishares TR BROAD USD HIGH | $697K | 18.8K | 0.6% | ▲+50% Added · +6K sh | |
| 40 | Caterpillar Inc COM | $662K | 622 | 0.6% | ▼−3.0% Reduced · −19 sh | |
| 41 | Bondbloxx ETF Trust JP MOR USD 1 ETF | $658K | 14.7K | 0.6% | ▲+173% Added · +9K sh | |
| 42 | Vanguard Index FDS REAL ESTATE ETF | $644K | 6.7K | 0.6% | ▲+9.1% Added · +556 sh | |
| 43 | Visa Inc COM CL A | $637K | 1.9K | 0.6% | ▲+1.4% Added · +25 sh | |
| 44 | Costco Wholesale Corporation COM | $623K | 666 | 0.6% | ▲+2.3% Added · +15 sh | |
| 45 | Lam Research Corp COM NEW | $609K | 1.4K | 0.5% | ▲+0.1% Added · +2 sh | |
| 46 | Hewlett Packard Enterprise C COM | $582K | 12.9K | 0.5% | ▼−3.6% Reduced · −479 sh | |
| 47 | Vanguard Index FDS GROWTH ETF | $573K | 6.6K | 0.5% | ▲New New position | |
| 48 | Ishares TR CORE MSCI EAFE | $572K | 5.9K | 0.5% | —Held | |
| 49 | Vanguard Whitehall FDS HIGH DIV YLD | $567K | 3.6K | 0.5% | ▼−17% Reduced · −729 sh | |
| 50 | Vanguard Index FDS S&P 500 ETF SHS | $565K | 823 | 0.5% | —Held |
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. The performance line is a simulation of the disclosed long book, not an audited return.