§ 13F · FUND PROFILE
INVESTED ADVISORS.
AUM · $113M (13F)Positions · 152Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 53K | $5M | 4.6% | +3% |
| 2 | SUB | ISHARES TR | 44K | $5M | 4.2% | −2% |
| 3 | IVV | ISHARES TR | 5K | $4M | 3.6% | −10% |
| 4 | ACWX | ISHARES TR | 51K | $4M | 3.5% | +2% |
| 5 | IGIB | ISHARES TR | 73K | $4M | 3.4% | NEW |
| 6 | AAPL | APPLE INC | 12K | $4M | 3.2% | −3% |
| 7 | IWF | ISHARES TR | 25K | $3M | 2.8% | +270% |
| 8 | IWD | ISHARES TR | 13K | $3M | 2.7% | −3% |
| 9 | BCI | ABRDN ETFS | 124K | $3M | 2.5% | +3% |
| 10 | SHY | ISHARES TR | 32K | $3M | 2.3% | +220% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTED SIGNAL
AC read
INVESTED ADVISORS is a Other fund managing $113 million in assets. The fund runs a portfolio of 152 positions.
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