CIK 1867587
Invst, LLC
Institutional 13F holdings & portfolio
Holdings
308
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 308
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 167K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 307K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.0M | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 438K | $1M+ | SH |
| IUSB | ISHARES TR | 454K | $1M+ | SH |
| IVE | ISHARES TR | 92K | $1M+ | SH |
| EMB | ISHARES TR | 200K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 30K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 747K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 295K | $1M+ | SH |
| IVV | ISHARES TR | 26K | $1M+ | SH |
| HYG | ISHARES TR | 214K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 352K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 324K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 327K | $1M+ | SH |
| LQD | ISHARES TR | 146K | $1M+ | SH |
| IEMG | ISHARES INC | 237K | $1M+ | SH |
| IVW | ISHARES TR | 125K | $1M+ | SH |
| OEF | ISHARES TR | 37K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 65K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 173K | $1M+ | SH |
| EFV | ISHARES TR | 162K | $1M+ | SH |
| AAPL | APPLE INC | 41K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 281K | $1M+ | SH |
| AMZN | AMAZON COM INC | 43K | $1M+ | SH |
| BDYN | BLACKROCK ETF TRUST | 390K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 186K | $1M+ | SH |
| TLH | ISHARES TR | 87K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 262K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 122K | $1M+ | SH |
| MBB | ISHARES TR | 84K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 171K | $1M+ | SH |
| BDVL | BLACKROCK ETF TRUST | 321K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 139K | $1M+ | SH |
| LLY | ELI LILLY & CO | 7K | $1M+ | SH |
| QUAL | ISHARES TR | 37K | $1M+ | SH |
| MTUM | ISHARES TR | 29K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 208K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 127K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 173K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 9K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 13K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 101K | $1M+ | SH |
| GOOGL | ALPHABET INC | 16K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 57K | $1M+ | SH |
| IAGG | ISHARES TR | 92K | $1M+ | SH |
| META | META PLATFORMS INC | 7K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 39K | $1M+ | SH |
| TFI | SPDR SERIES TRUST | 96K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 73K | $1M+ | SH |