CIK 2090165
INVESTED ADVISORS
Institutional 13F holdings & portfolio
Holdings
134
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 134
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGG | ISHARES TR | 52K | $1M+ | SH |
| SUB | ISHARES TR | 43K | $1M+ | SH |
| IVV | ISHARES TR | 6K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| IWF | ISHARES TR | 7K | $1M+ | SH |
| IWD | ISHARES TR | 15K | $1M+ | SH |
| ACWX | ISHARES TR | 44K | $1M+ | SH |
| ISTB | ISHARES TR | 60K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| BCI | ABRDN ETFS | 120K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 22K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| MUB | ISHARES TR | 15K | $1M+ | SH |
| HDV | ISHARES TR | 12K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 8K | $1M+ | SH |
| IDV | ISHARES TR | 35K | $1M+ | SH |
| AVGO | BROADCOM INC | 4K | $1M+ | SH |
| DES | WISDOMTREE TR | 41K | $1M+ | SH |
| XBI | SPDR SERIES TRUST | 9K | $1M+ | SH |
| LLY | ELI LILLY & CO | 965 | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 3K | $1M+ | SH |
| HYS | PIMCO ETF TR | 10K | $500K+ | SH |
| IEMG | ISHARES INC | 14K | $500K+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| IEUR | ISHARES TR | 11K | $500K+ | SH |
| SHY | ISHARES TR | 10K | $500K+ | SH |
| SPTL | SPDR SERIES TRUST | 30K | $500K+ | SH |
| CSCO | CISCO SYS INC | 10K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| DVY | ISHARES TR | 5K | $500K+ | SH |
| AWF | ALLIANCEBERNSTEIN GLOBAL HIG | 61K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| IPAC | ISHARES TR | 8K | $500K+ | SH |
| ILCG | ISHARES TR | 6K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 18K | $500K+ | SH |
| GILD | GILEAD SCIENCES INC | 5K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 14K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 647 | $500K+ | SH |
| XUDV | FRANKLIN TEMPLETON ETF TR | 21K | $500K+ | SH |
| GOVT | ISHARES TR | 24K | $500K+ | SH |
| HSY | HERSHEY CO | 3K | $500K+ | SH |
| NVS | NOVARTIS AG | 4K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $500K+ | SH |
| META | META PLATFORMS INC | 813 | $500K+ | SH |
| HST | HOST HOTELS & RESORTS INC | 30K | $500K+ | SH |
| IEFA | ISHARES TR | 6K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 6K | $500K+ | SH |