AI Portfolio Summary
In 2026 Q1, INVESTED ADVISORS maintained a portfolio of 145 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 5.3%. The fund also reduced its exposure to ISHARES TR by 12.9%.
Total Positions
145
Quarter
2026 Q1
Top Holding
AGG (5.2%)
Top 10 Concentration
35.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 145
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AGG
ISHARES TR
|
ETF | 5.17% | 5.39% |
#1
Prev: #1
|
4.6 | -559 | -1.1% |
P
S
|
51,553 | $5,117,692 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SUB
ISHARES TR
|
ETF | 4.89% | 4.77% |
#2
Prev: #2
|
5.5 | 2,296 | 5.3% |
P
S
|
45,489 | $4,844,604 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IVV
ISHARES TR
|
ETF | 3.97% | 4.28% |
#3
Prev: #3
|
3.1 | -24 | -0.4% |
P
S
|
6,012 | $3,927,099 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
ISTB
ISHARES TR
|
ETF | 3.66% | 3.01% |
#4
4
Prev: #8
|
4.5 | 15,296 | 25.7% |
P
S
|
74,838 | $3,626,649 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
ACWX
ISHARES TR
|
ETF | 3.47% | 3.06% |
#5
2
Prev: #7
|
3.9 | 6,165 | 14.0% |
P
S
|
50,230 | $3,439,262 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AAPL
APPLE INC
|
Technology | 3.29% | 3.68% |
#6
2
Prev: #4
|
1.8 | -228 | -1.7% |
P
S
|
12,856 | $3,262,782 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
BCI
ABRDN ETFS
|
ETF | 2.94% | 2.42% |
#7
3
Prev: #10
|
1.7 | 508 | 0.4% |
P
S
|
120,010 | $2,915,043 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWF
ISHARES TR
|
ETF | 2.92% | 3.27% |
#8
3
Prev: #5
|
1.7 | 111 | 1.7% |
P
S
|
6,776 | $2,889,286 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWD
ISHARES TR
|
ETF | 2.81% | 3.25% |
#9
3
Prev: #6
|
1.6 | -1,929 | -12.9% |
P
S
|
13,005 | $2,778,778 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.02% | 2.77% |
#10
1
Prev: #9
|
1.3 | -120 | -2.2% |
P
S
|
5,414 | $2,004,100 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.86% | 1.84% |
#11
1
Prev: #12
|
2.7 | 1,832 | 8.3% |
P
S
|
24,032 | $1,839,409 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.76% | 1.88% |
#12
1
Prev: #11
|
1.2 | 234 | 4.0% |
P
S
|
6,047 | $1,738,875 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
HDV
ISHARES TR
|
ETF | 1.67% | 1.53% |
#13
2
Prev: #15
|
1.2 | 51 | 0.4% |
P
S
|
12,220 | $1,658,498 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.67% | 1.65% |
#14
1
Prev: #13
|
1.2 | -911 | -11.8% |
P
S
|
6,779 | $1,657,059 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
MUB
ISHARES TR
|
ETF | 1.67% | 1.64% |
#15
1
Prev: #14
|
2.7 | 786 | 5.3% |
P
S
|
15,572 | $1,652,968 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DES
WISDOMTREE TR
|
Unknown | 1.50% | 1.42% |
#16
3
Prev: #19
|
1.1 | 292 | 0.7% |
P
S
|
41,300 | $1,484,312 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 1.49% | 1.43% |
#17
Prev: #17
|
1.1 | -291 | -0.8% |
P
S
|
34,648 | $1,474,625 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.36% | 1.48% |
#18
2
Prev: #16
|
1.0 | 53 | 0.7% |
P
S
|
7,740 | $1,349,857 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.24% | 1.42% |
#19
1
Prev: #18
|
1.0 | 1 | 0.0% |
P
S
|
3,972 | $1,229,374 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 1.12% | 1.12% |
#20
Prev: #20
|
0.9 | -210 | -2.4% |
P
S
|
8,678 | $1,108,441 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.00% | 0.88% |
#21
5
Prev: #26
|
2.4 | 712 | 16.0% |
P
S
|
5,163 | $990,883 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IEMG
ISHARES INC
|
ETF | 0.99% | 0.99% |
#22
2
Prev: #24
|
0.9 | -120 | -0.8% |
P
S
|
14,118 | $984,731 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
HYS
PIMCO ETF TR
|
ETF | 0.98% | 1.00% |
#23
Prev: #23
|
0.9 | 196 | 1.9% |
P
S
|
10,372 | $967,410 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.95% | 1.06% |
#24
2
Prev: #22
|
0.9 | 17 | 0.5% |
P
S
|
3,200 | $941,312 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IEUR
ISHARES TR
|
ETF | 0.84% | 0.83% |
#25
2
Prev: #27
|
0.8 | 548 | 4.8% |
P
S
|
11,889 | $835,440 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SHY
ISHARES TR
|
ETF | 0.84% | 0.82% |
#26
2
Prev: #28
|
2.3 | 501 | 5.2% |
P
S
|
10,092 | $833,296 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 0.83% | 0.82% |
#27
2
Prev: #29
|
0.8 | 1,365 | 4.6% |
P
S
|
31,180 | $820,036 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.83% | 1.07% |
#28
7
Prev: #21
|
0.8 | -74 | -7.7% |
P
S
|
891 | $819,515 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.81% | 0.91% |
#29
4
Prev: #25
|
0.8 | 44 | 1.2% |
P
S
|
3,853 | $802,464 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
GOVT
ISHARES TR
|
ETF | 0.79% | 0.57% |
#30
13
Prev: #43
|
2.8 | 10,320 | 43.2% |
P
S
|
34,229 | $784,186 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.77% | 0.79% |
#31
1
Prev: #30
|
0.8 | -149 | -1.5% |
P
S
|
9,782 | $758,985 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DVY
ISHARES TR
|
ETF | 0.74% | 0.71% |
#32
Prev: #32
|
0.8 | -11 | -0.2% |
P
S
|
4,814 | $728,909 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IPAC
ISHARES TR
|
ETF | 0.70% | 0.64% |
#33
3
Prev: #36
|
2.3 | 635 | 7.5% |
P
S
|
9,049 | $692,339 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.69% | 0.75% |
#34
3
Prev: #31
|
0.8 | -37 | -1.2% |
P
S
|
3,147 | $684,441 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 0.69% | 0.58% |
#35
5
Prev: #40
|
0.8 | -246 | -1.8% |
P
S
|
13,592 | $682,318 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.66% | 0.58% |
#36
5
Prev: #41
|
0.8 | 4 | 0.6% |
P
S
|
651 | $648,676 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 0.65% | 0.64% |
#37
2
Prev: #35
|
0.8 | -6 | -0.1% |
P
S
|
4,318 | $639,550 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
HSY
HERSHEY CO
|
Consumer Defensive | 0.64% | 0.57% |
#38
6
Prev: #44
|
0.8 | 18 | 0.6% |
P
S
|
3,043 | $632,609 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AWF
ALLIANCEBERNSTE...
|
Financial Services | 0.64% | 0.68% |
#39
6
Prev: #33
|
0.8 | 688 | 1.1% |
P
S
|
61,889 | $629,411 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
TYG
TORTOISE ENERGY...
|
Financial Services | 0.63% | 0.54% |
#40
11
Prev: #51
|
0.8 | -82 | -0.6% |
P
S
|
12,573 | $626,789 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.63% | 0.48% |
#41
17
Prev: #58
|
0.8 | -6 | -0.2% |
P
S
|
3,008 | $622,355 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
XUDV
FRANKLIN TEMPLE...
|
ETF | 0.60% | 0.58% |
#42
Prev: #42
|
0.7 | -56 | -0.3% |
P
S
|
20,924 | $590,479 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
NVS
NOVARTIS AG
|
Healthcare | 0.59% | 0.57% |
#43
2
Prev: #45
|
0.7 | -123 | -3.1% |
P
S
|
3,851 | $588,240 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
HST
HOST HOTELS & R...
|
Real Estate | 0.59% | 0.56% |
#44
4
Prev: #48
|
0.7 | 202 | 0.7% |
P
S
|
30,438 | $583,186 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VRT
VERTIV HOLDINGS...
|
Industrials | 0.59% | 0.39% |
#45
32
Prev: #77
|
0.7 | -26 | -1.1% |
P
S
|
2,319 | $581,095 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
V
VISA INC
|
Financial Services | 0.56% | 0.68% |
#46
12
Prev: #34
|
0.7 | -29 | -1.6% |
P
S
|
1,832 | $553,704 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.55% | 0.54% |
#47
3
Prev: #50
|
0.7 | 238 | 4.0% |
P
S
|
6,127 | $543,459 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IEFA
ISHARES TR
|
ETF | 0.54% | 0.55% |
#48
1
Prev: #49
|
1.2 | no change | no change |
P
S
|
5,919 | $535,838 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
TFLO
ISHARES TR
|
ETF | 0.53% | 0.52% |
#49
4
Prev: #53
|
0.7 | 389 | 3.9% |
P
S
|
10,388 | $525,955 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
ILCG
ISHARES TR
|
Warrant | 0.52% | 0.60% |
#50
13
Prev: #37
|
0.7 | -177 | -3.2% |
P
S
|
5,408 | $516,356 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 |
Showing 1-50 of 145 holdings