INVESTED ADVISORS

Q4 2025 13F-HR Holdings

Location
State College, PA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$96,560
Net value change ($000)
+27,908 (40.7%)
New positions
44
Sold out positions
18
Turnover %
24.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BCI 2,334 NEW
ACWX 1,999 208.4%
IWF 1,871 145.7%
IWD 1,294 70.1%
IVV 1,149 38.5%
RSP 853 NEW
SPTL 789 NEW
HYS 758 366.2%
GOOGL 739 68.4%
AAPL 683 23.8%
Top Reduces (Value $000, Stocks/ETFs)
MUB -764 -32.5%
FISV -687 -100.0%
XTEAX -559 -100.0%
ISTB -522 -15.2%
ITM -453 -100.0%
PLD -449 -100.0%
IAT -449 -100.0%
SHY -359 -31.1%
PZA -324 -100.0%
KVUE -310 -100.0%
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