INVESTED ADVISORS
Long book
$99.0M
Q1 2026
Positions
138
Top-10 weight
35%
concentration
Last quarter
+8.8%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsINVESTED ADVISORS is a wealth-management firm allocating client money, running a $99.0M US long book across 138 positions.
The portfolio is moderately concentrated (top 10 ≈ 35% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE U.S. AGGREGATE, ISHARES SHORT-TERM NATIONAL, ISHARES CORE S&P 500 ETF, ISHARES CORE 1-5 YEAR USD BO, ISHARES MSCI ACWI EX US ETF.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q3 2025
+2.8%
Q4 2025
+0.2%
Q1 2026
+8.8%
Sector allocation
Technology 38%
Healthcare 14%
Financials 10%
Industrials 8%
Consumer discretionary 7%
Utilities 5%
Energy 5%
Other 4%
Long book by quarter
What does INVESTED ADVISORS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 12.9K | $3.3M | 3.3% | -1.7% |
| MSFT MICROSOFT CORP | Technology | 5.4K | $2.0M | 2.0% | -2.2% |
| GOOGL ALPHABET INC-CL A | Technology | 6.0K | $1.7M | 1.8% | +4.0% |
| JNJ JOHNSON & JOHNSON | Healthcare | 6.8K | $1.7M | 1.7% | -11.8% |
| NVDA NVIDIA CORP | Technology | 7.7K | $1.3M | 1.4% | +0.7% |
| AVGO BROADCOM INC | Technology | 4.0K | $1.2M | 1.2% | 0.0% |
| JPM JPMORGAN CHASE & CO | Financials | 3.2K | $941K | 1.0% | +0.5% |
| LLY ELI LILLY & CO | Healthcare | 891 | $820K | 0.8% | -7.7% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.9K | $802K | 0.8% | +1.2% |
| CSCO CISCO SYSTEMS INC | Technology | 9.8K | $759K | 0.8% | -1.5% |
| ABBV ABBVIE INC | Healthcare | 3.1K | $684K | 0.7% | -1.2% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 13.6K | $682K | 0.7% | -1.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 651 | $649K | 0.7% | +0.6% |
| HSY HERSHEY CO/THE | Consumer staples | 3.0K | $633K | 0.6% | +0.6% |
| CVX CHEVRON CORP | Energy | 3.0K | $622K | 0.6% | -0.2% |
| VRT VERTIV HOLDINGS CO-A | Technology | 2.3K | $581K | 0.6% | -1.1% |
| V VISA INC-CLASS A SHARES | Services media | 1.8K | $554K | 0.6% | -1.6% |
| GILD GILEAD SCIENCES INC | Healthcare | 3.6K | $508K | 0.5% | -20.8% |
| EXC EXELON CORP | Utilities | 10.0K | $488K | 0.5% | +0.4% |
| META META PLATFORMS INC-CLASS A | Technology | 838 | $479K | 0.5% | +3.1% |
| AMGN AMGEN INC | Healthcare | 1.3K | $467K | 0.5% | -0.8% |
| FNB FNB CORP | Financials | 27.4K | $458K | 0.5% | Held |
| CAT CATERPILLAR INC | Industrials | 641 | $454K | 0.5% | +4.2% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 7.4K | $448K | 0.5% | +1.9% |
| AXP AMERICAN EXPRESS CO | Financials | 1.5K | $443K | 0.4% | +0.7% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.9K | $418K | 0.4% | -0.1% |
| WMT WALMART INC | Consumer discretionary | 3.3K | $408K | 0.4% | -0.8% |
| TSLA TESLA INC | Industrials | 1.1K | $403K | 0.4% | -4.4% |
| PWR QUANTA SERVICES INC | Industrials | 719 | $395K | 0.4% | -0.4% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 1.6K | $378K | 0.4% | +0.6% |
| PRU PRUDENTIAL FINANCIAL INC | Financials | 3.8K | $375K | 0.4% | +0.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 760 | $364K | 0.4% | +0.5% |
| QCOM QUALCOMM INC | Technology | 2.8K | $363K | 0.4% | 0.0% |
| MCK MCKESSON CORP | Consumer discretionary | 418 | $362K | 0.4% | -1.4% |
| DE DEERE & CO | Industrials | 597 | $336K | 0.3% | +0.2% |
| HASI HA SUSTAINABLE INFRASTRUCTUR | Financials | 9.1K | $335K | 0.3% | -0.4% |
| CWEN CLEARWAY ENERGY INC-C | Utilities | 8.5K | $334K | 0.3% | +10.8% |
| BAC BANK OF AMERICA CORP | Financials | 6.9K | $334K | 0.3% | -0.9% |
| BEPC BROOKFIELD RENEWABLE CORP | Utilities | 8.3K | $333K | 0.3% | -31.0% |
| HPE HEWLETT PACKARD ENTERPRISE | Technology | 13.4K | $318K | 0.3% | +0.8% |
| TTE TOTALENERGIES SE | Energy | 3.5K | $318K | 0.3% | New |
| F FORD MOTOR CO | Industrials | 26.4K | $305K | 0.3% | -0.3% |
| LRCX LAM RESEARCH CORP | Industrials | 1.4K | $300K | 0.3% | -1.8% |
| HD HOME DEPOT INC | Consumer discretionary | 896 | $295K | 0.3% | -4.4% |