AI Portfolio Summary
In 2025 Q4, Investure, LLC maintained a portfolio of 16 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 14.9%. Conversely, Investure, LLC completely exited their position in OFFERPAD SOLUTIONS I.
Total Positions
16
Quarter
2025 Q4
Top Holding
VOO (63.3%)
Top 10 Concentration
96.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-16 of 16
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 63.28% | 59.49% |
#1
Prev: #1
|
10.0 | 234,448 | 14.9% |
P
S
|
1,804,877 | $1,131,892,513 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 11.75% | 13.99% |
#2
Prev: #2
|
4.7 | -62,664 | -9.1% |
P
S
|
626,608 | $210,082,864 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 10.34% | 10.81% |
#3
Prev: #3
|
6.1 | 67,474 | 3.4% |
P
S
|
2,068,119 | $185,013,926 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XBI
SPDR SER TR
|
Unknown | 2.81% | 2.56% |
#4
Prev: #4
|
1.1 | no change | no change |
P
S
|
412,250 | $50,265,643 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 2.39% | 2.46% |
#5
Prev: #5
|
3.0 | 33,390 | 5.5% |
P
S
|
636,645 | $42,795,277 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRBN
ISHARES TR
|
ETF | 1.34% | 1.44% |
#6
Prev: #6
|
2.5 | 1,490 | 1.5% |
P
S
|
104,151 | $24,009,930 | 2015 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CPT
CAMDEN PPTY TR
|
Bond/Debt | 1.12% | 1.21% |
#7
2
Prev: #9
|
0.4 | no change | no change |
P
S
|
182,728 | $20,114,698 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MAA
MID-AMER APT CM...
|
Real Estate | 1.09% | 1.22% |
#8
1
Prev: #7
|
0.4 | no change | no change |
P
S
|
140,688 | $19,542,970 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESS
ESSEX PPTY TR I...
|
Real Estate | 1.07% | 1.21% |
#9
1
Prev: #8
|
0.4 | no change | no change |
P
S
|
73,031 | $19,110,752 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EQR
EQUITY RESIDENT...
|
Bond/Debt | 1.02% | 1.16% |
#10
1
Prev: #11
|
0.4 | no change | no change |
P
S
|
290,699 | $18,325,665 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UDR
UDR INC
|
Real Estate | 1.01% | 1.14% |
#11
2
Prev: #13
|
0.4 | no change | no change |
P
S
|
493,909 | $18,116,582 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INVH
INVITATION HOME...
|
Real Estate | 1.01% | 1.18% |
#12
2
Prev: #10
|
0.4 | no change | no change |
P
S
|
649,916 | $18,061,166 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVB
AVALONBAY CMNTY...
|
Real Estate | 0.98% | 1.16% |
#13
1
Prev: #12
|
0.4 | no change | no change |
P
S
|
96,900 | $17,568,939 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.73% | 0.81% |
#14
Prev: #14
|
0.3 | no change | no change |
P
S
|
222,200 | $13,049,806 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AGG
ISHARES TR
|
ETF | 0.04% | 0.04% |
#15
1
Prev: #16
|
2.0 | 235 | 3.3% |
P
S
|
7,345 | $733,619 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OPAD
OFFERPAD SOLUTI...
|
Real Estate | 0.00% | 0.13% |
Sold All 😨
(Was: #15) |
0.3 | -521,603 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-16 of 16 holdings