Invested Advisors Portfolio Holdings

Invested Advisors

  • $96.6 Billion
  • Q4 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.2 Billion 5.39% of portfolio
52,112
Q4 2025 Added 6.08%
$0
$4.61 Billion 4.77% of portfolio
43,193
Q4 2025 Added 6.39%
$0
$4.13 Billion 4.28% of portfolio
6,036
Q4 2025 Added 19.74%
$4.3T
$3.56 Billion 3.68% of portfolio
13,084
Q4 2025 Added 10.5%
$0
$3.15 Billion 3.27% of portfolio
6,665
Q4 2025 Added 109.99%
$0
$3.14 Billion 3.25% of portfolio
14,934
Q4 2025 Added 50.56%
$0
$2.96 Billion 3.06% of portfolio
44,065
Q4 2025 Added 141.35%
$0
$2.9 Billion 3.01% of portfolio
59,542
Q4 2025 Reduced 16.99%
$3.78T
$2.68 Billion 2.77% of portfolio
5,534
Q4 2025 Added 4.51%
$0
$2.33 Billion 2.42% of portfolio
119,502
Q4 2025 New
$1.65T
$1.82 Billion 1.88% of portfolio
5,813
Q4 2025 Added 4.4%
$0
$1.78 Billion 1.84% of portfolio
22,200
Q4 2025 Added 22.07%
$522B
$1.59 Billion 1.65% of portfolio
7,690
Q4 2025 Added 16.57%
$0
$1.58 Billion 1.64% of portfolio
14,786
Q4 2025 Reduced 33.18%
$0
$1.48 Billion 1.53% of portfolio
12,169
Q4 2025 Added 29.61%
$465B
$1.43 Billion 1.48% of portfolio
7,687
Q4 2025 Added 3.64%
$139B
$1.37 Billion 1.42% of portfolio
3,971
Q4 2025 Reduced 11.81%
$0
$1.37 Billion 1.42% of portfolio
41,008
Q4 2025 Added 13.85%
$0
$1.08 Billion 1.12% of portfolio
8,888
Q4 2025 Added 63.35%
$971B
$1.04 Billion 1.07% of portfolio
965
Q4 2025 Added 10.41%
$881B
$1.03 Billion 1.06% of portfolio
3,183
Q4 2025 Added 1.34%
$0
$965 Million 1.0% of portfolio
10,176
Q4 2025 Added 362.76%
$0
$957 Million 0.99% of portfolio
14,238
Q4 2025 Reduced 22.72%
$2.39T
$879 Million 0.91% of portfolio
3,809
Q4 2025 Added 5.4%
$0
$853 Million 0.88% of portfolio
4,451
Q4 2025 New
$0
$805 Million 0.83% of portfolio
11,341
Q4 2025 Added 189.98%
$0
$789 Million 0.82% of portfolio
29,815
Q4 2025 New
$0
$794 Million 0.82% of portfolio
9,591
Q4 2025 Reduced 31.81%
$319B
$765 Million 0.79% of portfolio
9,931
Q4 2025 Reduced 20.22%
$414B
$728 Million 0.75% of portfolio
3,184
Q4 2025 Added 8.3%
$0
$681 Million 0.71% of portfolio
4,825
Q4 2025 Added 64.23%
$0
$654 Million 0.68% of portfolio
61,201
Q4 2025 Added 13.59%
$533B
$653 Million 0.68% of portfolio
1,861
Q4 2025 Added 3.1%
$0
$621 Million 0.64% of portfolio
4,324
Q4 2025 New
$0
$616 Million 0.64% of portfolio
8,414
Q4 2025 Added 123.9%
-
$581 Million 0.6% of portfolio
-
Q4 2025 New
$0
$580 Million 0.6% of portfolio
17,786
Q4 2025 Added 45.06%
$156B
$565 Million 0.59% of portfolio
4,607
Q4 2025 Reduced 14.92%
$172B
$564 Million 0.58% of portfolio
13,838
Q4 2025 Added 4.2%
$404B
$558 Million 0.58% of portfolio
647
Q4 2025 Added 10.6%
Franklin Templeton ETF Tr
-
$556 Million 0.58% of portfolio
-
Q4 2025 New
$0
$551 Million 0.57% of portfolio
23,909
Q4 2025 Reduced 11.07%
$26.3B
$550 Million 0.57% of portfolio
3,025
Q4 2025 New
$283B
$548 Million 0.57% of portfolio
3,974
Q4 2025 Added 3.33%
$1.37T
$537 Million 0.56% of portfolio
813
Q4 2025 Added 0.74%
$255B
$538 Million 0.56% of portfolio
1,454
Q4 2025 Reduced 14.42%
$12.6B
$536 Million 0.56% of portfolio
30,236
Q4 2025 New
$0
$530 Million 0.55% of portfolio
5,919
Q4 2025 Reduced 22.05%
$0
$521 Million 0.54% of portfolio
5,889
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 134
  • Current Value $96.6 Billion
  • Prior Value $68.7 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 44 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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