INVESTED ADVISORS

Est. AUM

$99.0M

13F long equity, this entity only

Positions

138

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$5.1M	51553	5.17%	SOLE
2	ISHARES TR	SHRT NAT MUN ETF	$4.8M	45489	4.89%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$3.9M	6012	3.97%	SOLE
4	ISHARES TR	CORE 1 5 YR USD	$3.6M	74838	3.66%	SOLE
5	ISHARES TR	MSCI ACWI EX US	$3.4M	50230	3.47%	SOLE
6	APPLE INC	COM	$3.3M	12856	3.30%	SOLE
7	ABRDN ETFS	BBRG ALL COMD K1	$2.9M	120010	2.94%	SOLE
8	ISHARES TR	RUS 1000 GRW ETF	$2.9M	6776	2.92%	SOLE
9	ISHARES TR	RUS 1000 VAL ETF	$2.8M	13005	2.81%	SOLE
10	MICROSOFT CORP	COM	$2.0M	5414	2.02%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	24032	1.86%	SOLE
12	ALPHABET INC	CAP STK CL A	$1.7M	6047	1.76%	SOLE
13	ISHARES TR	CORE HIGH DV ETF	$1.7M	12220	1.67%	SOLE
14	JOHNSON & JOHNSON	COM	$1.7M	6779	1.67%	SOLE
15	ISHARES TR	NATIONAL MUN ETF	$1.7M	15572	1.67%	SOLE
16	WISDOMTREE TR	US SMALLCAP DIVD	$1.5M	41300	1.50%	SOLE
17	ISHARES TR	INTL SEL DIV ETF	$1.5M	34648	1.49%	SOLE
18	NVIDIA CORPORATION	COM	$1.4M	7740	1.36%	SOLE
19	BROADCOM INC	COM	$1.2M	3972	1.24%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	8678	1.12%	SOLE
21	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$991K	5163	1.00%	SOLE
22	ISHARES INC	CORE MSCI EMKT	$985K	14118	0.99%	SOLE
23	PIMCO ETF TR	0-5 HIGH YIELD	$967K	10372	0.98%	SOLE
24	JPMORGAN CHASE & CO	COM	$941K	3200	0.95%	SOLE
25	ISHARES TR	CORE MSCI EURO	$835K	11889	0.84%	SOLE
26	ISHARES TR	1 3 YR TREAS BD	$833K	10092	0.84%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$820K	31180	0.83%	SOLE
28	ELI LILLY & CO	COM	$820K	891	0.83%	SOLE
29	AMAZON COM INC	COM	$802K	3853	0.81%	SOLE
30	ISHARES TR	US TREAS BD ETF	$784K	34229	0.79%	SOLE
31	CISCO SYS INC	COM	$759K	9782	0.77%	SOLE
32	ISHARES TR	SELECT DIVID ETF	$729K	4814	0.74%	SOLE
33	ISHARES TR	CORE MSCI PAC	$692K	9049	0.70%	SOLE
34	ABBVIE INC	COM	$684K	3147	0.69%	SOLE
35	VERIZON COMMUNICATIONS INC	COM	$682K	13592	0.69%	SOLE
36	COSTCO WHOLESALE CORPORATION	COM	$649K	651	0.66%	SOLE
37	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$640K	4318	0.65%	SOLE
38	HERSHEY CO	COM	$633K	3043	0.64%	SOLE
39	ALLIANCEBERNSTEIN GLOBAL HIG	COM	$629K	61889	0.64%	SOLE
40	TORTOISE ENERGY INFRSTRCTR C	COM	$627K	12573	0.63%	SOLE
41	CHEVRON CORPORATION	COM	$622K	3008	0.63%	SOLE
42	FRANKLIN TEMPLETON ETF TR	US DIVID BOOSTER	$590K	20924	0.60%	SOLE
43	NOVARTIS AG	SPONSORED ADR	$588K	3851	0.59%	SOLE
44	HOST HOTELS & RESORTS INC	COM	$583K	30438	0.59%	SOLE
45	VERTIV HOLDINGS CO	COM CL A	$581K	2319	0.59%	SOLE
46	VISA INC	COM CL A	$554K	1832	0.56%	SOLE
47	VANGUARD INDEX FDS	REAL ESTATE ETF	$543K	6127	0.55%	SOLE
48	ISHARES TR	CORE MSCI EAFE	$536K	5919	0.54%	SOLE
49	ISHARES TR	TRS FLT RT BD	$526K	10388	0.53%	SOLE
50	ISHARES TR	MORNINGSTAR GRWT	$516K	5408	0.52%	SOLE

1–50 of 138

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.