§ 13F · FUND PROFILE
InvesTrust.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $259.1T (13F)Positions · 94Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T 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 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 39K | $24.6T | 9.5% | ±0% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 230K | $14.4T | 5.6% | +5% |
| 3 | MSFT | MICROSOFT CORP COM | 20K | $9.5T | 3.7% | −23% |
| 4 | IBDS | ISHARES TR | 344K | $8.4T | 3.2% | −2% |
| 5 | IBDR | ISHARES TR | 334K | $8.1T | 3.1% | −3% |
| 6 | IJJ | ISHARES TR | 60K | $7.8T | 3.0% | ±0% |
| 7 | IBDT | ISHARES TR | 306K | $7.8T | 3.0% | +1% |
| 8 | AAPL | APPLE INC COM | 27K | $7.2T | 2.8% | −7% |
| 9 | JPM | JPMORGAN CHASE & CO. COM | 21K | $6.7T | 2.6% | −4% |
| 10 | LLY | ELI LILLY & CO COM | 6K | $6.4T | 2.5% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTRUST SIGNAL
AC read
InvesTrust is a Other fund managing $259144.1 trillion in assets. The fund runs a portfolio of 94 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed