Invested Advisors has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $96.6 Billion distributed in 134 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $5.2B, Ishares Short Term National Mu with a value of $4.61B, Ishares Core S&P 500 ETF with a value of $4.13B, Apple Inc. with a value of $3.56B, and Ishares Russell 1000 Gr ETF with a value of $3.15B.
Examining the 13F form we can see an increase of $27.9B in the current position value, from $68.7B to 96.6B.
Invested Advisors is based out at State College, PA
Below you can find more details about Invested Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$96.6 Billion
ETFs: $55.5 Billion
Technology: $11.7 Billion
Healthcare: $6.55 Billion
Financial Services: $6.29 Billion
Communication Services: $3.45 Billion
Consumer Cyclical: $2.51 Billion
Consumer Defensive: $2.38 Billion
Real Estate: $1.66 Billion
Other: $3.6 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
