Go Invest LLC

CIK 2139692
League rank
#28
in — · #4797 overall
Long book
$348.9M
Q1 2026
Positions
122
Top-10 weight
96%
concentration
Last quarter
-2.5%
SPY -4.4%
Turnover
14%
of book per quarter

Strategy in plain words

auto-generated from filings

Go Invest LLC is an institutional manager, running a $348.9M US long book across 122 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, VICTORYSHARES SHORT-TERM BON, ISHARES RUSSELL 1000 GROWTH, NYLI FTSE INTL EQ CUR NTRL, VANGUARD GROWTH ETF.

Sector allocation

No sector data

Long book by quarter

$304.4M
Q4 2025
$348.9M
Q1 2026

What does Go Invest own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRAug 5, 2026122$348.9M canonicalSEC ↗
Q4 202513F-HRAug 5, 2026113$304.4M canonicalSEC ↗