Invst, LLC Portfolio Holdings
Invst, LLC
- $772 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 297
- Current Value $772 Million
- Prior Value $714 Million
- Filing
- Period Q2 2025
- Filing Date October 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 41 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks