Ally Invest Advisors Inc.

Q3 2025 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
77
Total value ($000)
$1,393,915
Net value change ($000)
+110,956 (8.6%)
New positions
2
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 26,569 8.9%
VEA 18,095 7.1%
VWO 8,011 12.0%
IJH 6,642 8.0%
BNDX 6,575 6.4%
IEF 5,294 6.2%
IJR 4,810 11.6%
SCHG 4,556 19.1%
VMBS 3,763 6.6%
SCHV 3,735 16.0%
Top Reduces (Value $000, Stocks/ETFs)
EUSB -17 -2.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type