Ally Invest Advisors Inc.

Q2 2026 13F-HR Holdings

Location
Charlotte, NC
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$1,656,131
Net value change ($000)
+170,449 (11.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 50,471 15.1%
VEA 33,309 11.4%
IJH 14,574 14.8%
IJR 9,689 18.9%
VWO 8,716 11.4%
ESGU 8,118 16.5%
BNDX 6,890 5.6%
SCHG 4,902 18.3%
SCHV 4,632 15.7%
IEF 4,218 4.1%
Top Reduces (Value $000, Stocks/ETFs)
XLE -23 -5.8%
XLC -21 -2.4%
XLB -6 -2.0%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type