Invst, LLC has filed its 13F form on October 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $772 Million distributed in 297 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $49.8M, Ishares Core Total Usd Bond Ma with a value of $27.6M, Schwab Strategic Tr Us Large C with a value of $26.5M, Vanguard Ftse Developed Market with a value of $25.4M, and Jp Morgan ETF Tr Ultra Short I with a value of $23.6M.
Examining the 13F form we can see an increase of $57.9M in the current position value, from $714M to 772M.
Invst, LLC is based out at Indianapolis, IN
Below you can find more details about Invst, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$772 Million
ETFs: $574 Million
Technology: $43.2 Million
Consumer Cyclical: $31.6 Million
Financial Services: $30.1 Million
Consumer Defensive: $20.6 Million
Communication Services: $20.2 Million
Healthcare: $14.7 Million
Industrials: $13.2 Million
Other: $20.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
