§ 13F · FUND PROFILE
INVESTED ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $69M (13F)Positions · 108Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 52K | $5M | 5.2% | −1% |
| 2 | SUB | ISHARES TR | 45K | $5M | 4.9% | +5% |
| 3 | IVV | ISHARES TR | 6K | $4M | 4.0% | ±0% |
| 4 | ISTB | ISHARES TR | 75K | $4M | 3.7% | +26% |
| 5 | ACWX | ISHARES TR | 50K | $3M | 3.5% | +14% |
| 6 | AAPL | APPLE INC | 13K | $3M | 3.3% | −2% |
| 7 | BCI | ABRDN ETFS | 120K | $3M | 2.9% | ±0% |
| 8 | IWF | ISHARES TR | 7K | $3M | 2.9% | +2% |
| 9 | IWD | ISHARES TR | 13K | $3M | 2.8% | −13% |
| 10 | MSFT | MICROSOFT CORP | 5K | $2M | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTED SIGNAL
AC read
INVESTED ADVISORS is a Other fund managing $69 million in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed