INVESTED ADVISORS

Q2 2026 13F-HR Holdings

Location
State College, PA
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$113,068
Net value change ($000)
+14,038 (14.2%)
New positions
24
Sold out positions
10
Turnover %
14.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/29/2026 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)
IGIB 3,861 NEW
SHY 1,822 218.7%
VUG 573 NEW
VTV 556 NEW
INTC 487 NEW
ACWX 467 13.6%
XEMD 422 178.8%
MTUM 387 NEW
AMAT 385 NEW
IPAC 379 54.8%
Top Reduces (Value $000, Stocks/ETFs)
ISTB -3,627 -100.0%
IWP -417 -100.0%
HYG -262 -100.0%
LYB -248 -100.0%
CF -242 -100.0%
FLCH -228 -100.0%
NXTE -222 -100.0%
XOM -206 -100.0%
DHR -206 -100.0%
TYG -184 -29.3%
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