§ 13F · FUND PROFILE
INVESTED ADVISORS.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $68.7T (13F)Positions · 108Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$18.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 52K | $5.2T | 5.4% | +6% |
| 2 | SUB | ISHARES TR | 43K | $4.6T | 4.8% | +6% |
| 3 | IVV | ISHARES TR | 6K | $4.1T | 4.3% | +20% |
| 4 | AAPL | APPLE INC | 13K | $3.6T | 3.7% | +10% |
| 5 | IWF | ISHARES TR | 7K | $3.2T | 3.3% | +110% |
| 6 | IWD | ISHARES TR | 15K | $3.1T | 3.3% | +51% |
| 7 | ACWX | ISHARES TR | 44K | $3.0T | 3.1% | +141% |
| 8 | ISTB | ISHARES TR | 60K | $2.9T | 3.0% | −17% |
| 9 | MSFT | MICROSOFT CORP | 6K | $2.7T | 2.8% | +5% |
| 10 | BCI | ABRDN ETFS | 120K | $2.3T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTED SIGNAL
AC read
INVESTED ADVISORS is a Other fund managing $68651.6 trillion in assets. The fund runs a portfolio of 108 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed