2026 Q2 Portfolio Activity
In 2026 Q2, Ally Invest Advisors Inc. maintained a portfolio of 75 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 7.5%.
Position History
hover any row below to update
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Total Positions
75
Quarter
2026 Q2
Top Holding
IVV (23.2%)
Top 10 Concentration
84.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 75
Ally Invest Advisors Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 23.22% | 22.48% |
#1
Prev: #1
|
6.5 |
—
|
2,065 | 0.4% |
P
S
|
513,402 | $384,481,247 |
$370.21
+110.4%
|
2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | ||
|
VEA
VANGUARD TAX MA...
|
ETF | 19.64% | 19.66% |
#2
Prev: #2
|
6.0 |
—
|
8,887 | 0.2% |
P
S
|
4,566,227 | $325,343,391 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 7.79% | 8.21% |
#3
Prev: #3
|
4.6 |
—
|
122,349 | 4.8% |
P
S
|
2,662,224 | $128,931,147 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IJH
ISHARES TR
|
ETF | 6.83% | 6.64% |
#4
1
Prev: #5
|
3.7 |
—
|
7,598 | 0.5% |
P
S
|
1,467,792 | $113,181,176 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IEF
ISHARES TR
|
ETF | 6.42% | 6.87% |
#5
1
Prev: #4
|
5.1 |
—
|
54,438 | 5.1% |
P
S
|
1,124,596 | $106,352,684 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 5.15% | 5.16% |
#6
Prev: #6
|
2.6 |
—
|
12,081 | 0.9% |
P
S
|
1,429,618 | $85,333,591 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VMBS
VANGUARD SCOTTS...
|
ETF | 4.30% | 4.59% |
#7
Prev: #7
|
2.2 |
—
|
68,382 | 4.7% |
P
S
|
1,520,621 | $71,179,921 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IGIB
ISHARES TR
|
Bond/Debt | 3.79% | 4.05% |
#8
Prev: #8
|
2.0 |
—
|
51,832 | 4.6% |
P
S
|
1,181,331 | $62,811,086 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IJR
ISHARES TR
|
ETF | 3.68% | 3.45% |
#9
Prev: #9
|
2.0 |
—
|
-1,351 | -0.3% |
P
S
|
410,725 | $60,914,390 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ESGU
ISHARES TR
|
ETF | 3.46% | 3.31% |
#10
Prev: #10
|
1.9 |
—
|
2,264 | 0.7% |
P
S
|
350,467 | $57,360,944 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 2.06% | 1.98% |
#11
Prev: #11
|
1.3 |
—
|
13,659 | 1.4% |
P
S
|
978,090 | $34,047,305 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.91% | 1.80% |
#12
1
Prev: #13
|
1.3 |
—
|
17,169 | 1.9% |
P
S
|
934,561 | $31,625,549 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ESGD
ISHARES TR
|
ETF | 1.85% | 1.87% |
#13
1
Prev: #12
|
1.2 |
—
|
7,653 | 2.6% |
P
S
|
297,816 | $30,618,439 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
MUB
ISHARES TR
|
ETF | 1.67% | 1.76% |
#14
Prev: #14
|
1.2 |
—
|
9,533 | 3.9% |
P
S
|
256,431 | $27,597,058 | 2019 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
AGG
ISHARES TR
|
ETF | 1.36% | 1.42% |
#15
Prev: #15
|
2.5 |
—
|
13,632 | 6.4% |
P
S
|
226,868 | $22,455,385 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ESGE
ISHARES INC
|
ETF | 0.56% | 0.53% |
#16
1
Prev: #17
|
0.7 |
—
|
-4,487 | -2.6% |
P
S
|
169,049 | $9,245,223 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 0.55% | 0.50% |
#17
1
Prev: #18
|
0.7 |
—
|
828 | 2.9% |
P
S
|
29,609 | $9,069,264 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.53% | 0.54% |
#18
2
Prev: #16
|
0.7 |
—
|
1,100 | 2.5% |
P
S
|
44,758 | $8,844,223 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
ESML
ISHARES TR
|
ETF | 0.49% | 0.46% |
#19
Prev: #19
|
0.7 |
—
|
-350 | -0.2% |
P
S
|
144,256 | $8,068,165 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.34% | 0.34% |
#20
Prev: #20
|
2.1 |
—
|
1,717 | 5.1% |
P
S
|
35,689 | $5,639,919 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 0.30% | 0.28% |
#21
1
Prev: #22
|
0.6 |
—
|
186 | 1.4% |
P
S
|
13,747 | $5,027,267 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IGSB
ISHARES TR
|
ETF | 0.29% | 0.31% |
#22
1
Prev: #21
|
2.1 |
—
|
5,951 | 6.8% |
P
S
|
93,130 | $4,880,935 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.28% | 0.27% |
#23
Prev: #23
|
0.6 |
—
|
437 | 2.3% |
P
S
|
19,226 | $4,671,827 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.26% | 0.25% |
#24
Prev: #24
|
0.1 |
—
|
-6,209 | -21.8% |
P
S
|
22,229 | $4,235,038 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 0.24% | 0.24% |
#25
Prev: #25
|
0.6 |
—
|
1,803 | 4.7% |
P
S
|
39,786 | $3,906,948 | 2019 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
USXF
ISHARES TR
|
ETF | 0.22% | 0.19% |
#26
1
Prev: #27
|
0.6 |
—
|
1,009 | 2.0% |
P
S
|
52,573 | $3,651,215 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.19% | 0.17% |
#27
3
Prev: #30
|
2.1 |
—
|
598 | 7.5% |
P
S
|
8,576 | $3,173,337 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.18% | 0.19% |
#28
2
Prev: #26
|
2.1 |
—
|
2,770 | 7.6% |
P
S
|
39,130 | $3,048,587 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EMB
ISHARES TR
|
ETF | 0.18% | 0.19% |
#29
1
Prev: #28
|
0.6 |
—
|
1,473 | 5.0% |
P
S
|
31,138 | $3,002,897 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SUB
ISHARES TR
|
ETF | 0.17% | 0.18% |
#30
1
Prev: #29
|
2.1 |
—
|
1,805 | 7.4% |
P
S
|
26,271 | $2,797,120 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
EAGG
ISHARES TR
|
ETF | 0.13% | 0.14% |
#31
Prev: #31
|
0.6 |
—
|
783 | 1.8% |
P
S
|
45,240 | $2,144,826 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPIB
SPDR SER TR
|
Bond/Debt | 0.12% | 0.12% |
#32
Prev: #32
|
2.0 |
—
|
4,294 | 7.8% |
P
S
|
59,338 | $1,985,455 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.12% | 0.12% |
#33
Prev: #33
|
3.0 |
—
|
18,778 | 472.9% |
P
S
|
22,749 | $1,959,606 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.11% | 0.11% |
#34
Prev: #34
|
2.0 |
—
|
5,198 | 10.2% |
P
S
|
56,231 | $1,783,071 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 0.08% | 0.08% |
#35
Prev: #35
|
0.5 |
—
|
396 | 4.8% |
P
S
|
8,627 | $1,368,768 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.08% | 0.07% |
#36
1
Prev: #37
|
2.0 |
—
|
1,545 | 6.9% |
P
S
|
23,868 | $1,279,573 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.08% | 0.08% |
#37
1
Prev: #36
|
0.5 |
—
|
-85 | -1.4% |
P
S
|
5,814 | $1,266,997 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
DMXF
ISHARES TR
|
ETF | 0.07% | 0.06% |
#38
1
Prev: #39
|
2.0 |
—
|
863 | 6.9% |
P
S
|
13,373 | $1,131,344 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XT
ISHARES TR
|
Bond/Debt | 0.07% | 0.06% |
#39
1
Prev: #40
|
0.5 |
—
|
-475 | -3.5% |
P
S
|
13,283 | $1,097,590 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IXUS
ISHARES TR
|
ETF | 0.07% | 0.06% |
#40
2
Prev: #42
|
2.0 |
—
|
803 | 7.5% |
P
S
|
11,446 | $1,092,406 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 0.06% | 0.06% |
#41
Prev: #41
|
0.5 |
—
|
138 | 1.6% |
P
S
|
8,607 | $1,009,476 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
IEFA
ISHARES TR
|
ETF | 0.06% | 0.06% |
#42
4
Prev: #38
|
0.5 |
—
|
-201 | -1.9% |
P
S
|
10,397 | $1,004,141 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPLB
SPDR SER TR
|
ETF | 0.06% | 0.06% |
#43
Prev: #43
|
2.0 |
—
|
3,889 | 9.6% |
P
S
|
44,547 | $997,839 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CRBN
ISHARES TR
|
ETF | 0.06% | 0.06% |
#44
Prev: #44
|
0.5 |
—
|
-20 | -0.5% |
P
S
|
3,918 | $991,199 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
PZA
INVESCO EXCH TR...
|
ETF | 0.06% | 0.06% |
#45
1
Prev: #46
|
2.0 |
—
|
2,346 | 6.3% |
P
S
|
39,359 | $925,725 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLI
SELECT SECTOR S...
|
Bond/Debt | 0.05% | 0.05% |
#46
1
Prev: #47
|
0.5 |
—
|
-196 | -4.0% |
P
S
|
4,662 | $863,505 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 0.05% | 0.06% |
#47
2
Prev: #45
|
0.5 |
—
|
66 | 0.9% |
P
S
|
7,818 | $837,508 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SPYX
SPDR SER TR
|
ETF | 0.05% | 0.05% |
#48
1
Prev: #49
|
0.5 |
—
|
-96 | -0.7% |
P
S
|
12,987 | $793,533 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
BOTZ
GLOBAL X FDS
|
Bond/Debt | 0.04% | 0.04% |
#49
2
Prev: #51
|
0.5 |
—
|
-413 | -2.1% |
P
S
|
19,561 | $742,126 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
SKYY
FIRST TR EXCHAN...
|
ETF | 0.04% | 0.05% |
#50
2
Prev: #48
|
0.5 |
—
|
-1,063 | -16.3% |
P
S
|
5,472 | $736,325 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-50 of 75 holdings