Invested Advisors
Invested Advisors reported 162 stocks worth $117M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are SUB (4.0%), AGG (4.0%) and AAPL (3.5%). Compared with Q2 2026, the fund opened new positions in ISTB and HPQ, added to SUB, IGIB and MUB, trimmed AGG, AAPL and IVV and sold out of GLW, ENB and GNRC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 5 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SUB Ishares Short Term Ntnl | $4.7M | 4.0% | 45K | +845 (+2%) | 5 of 5 | |
| 2 |  AGG Ishares TR | $4.6M | 4.0% | 49K | −3,909 (−7%) | 5 of 5 | |
| 3 |  AAPL Apple Inc | $4.1M | 3.5% | 12K | −178 (−1%) | 5 of 5 | |
| 4 |  IVV Ishares TR | $4M | 3.4% | 5,215 | −175 (−3%) | 5 of 5 | |
| 5 |  IGIB Ishares TR | $3.8M | 3.2% | 75K | +2,203 (+3%) | 2 of 5 | |
| 6 |  ACWX Ishares TR | $3.7M | 3.2% | 49K | −2,114 (−4%) | 5 of 5 | |
| 7 |  BCI Abrdn Bloomberg All Commodity Strategy K-1 Free ETF | $3.2M | 2.7% | 122K | −1,887 (−2%) | 4 of 5 | |
| 8 |  IWD Ishares TR | $2.8M | 2.4% | 11K | −1,431 (−11%) | 5 of 5 | |
| 9 |  MSFT Microsoft Corp | $2.7M | 2.3% | 5,240 | −54 (−1%) | 5 of 5 | |
| 10 |  IWF Ishares TR | $2.6M | 2.2% | 21K | −4,544 (−18%) | 5 of 5 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GLW Corning Inc | $321K | 1,258 |
 ENB Enbridge Inc F | $275K | 5,082 |
 GNRC Generac Hldgs Inc | $236K | 806 |
 ORCL Oracle Corp | $216K | 1,473 |
 DAL Delta Air Lines Inc Del | $215K | 2,299 |
🔒 Free account: see all 7.
Reported value
last 5 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Invested Advisors 13F FAQ
What does Invested Advisors own?
Invested Advisors reported 162 stocks worth $117M in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are SUB (4.0%), AGG (4.0%) and AAPL (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Invested Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 78 added to, 58 trimmed and 7 sold out. New positions include ISTB and HPQ. It sold all of GLW, ENB and GNRC.
When will Invested Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Invested Advisors's portfolio worth?
The Q3 2026 filing reports $117M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.