INVESTED ADVISORS

Q3 2026 13F-HR Holdings

Location
State College, PA
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
162
Total value ($000)
$117,236
Net value change ($000)
+4,168 (3.7%)
New positions
17
Sold out positions
7
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 713 36.1%
ISTB 669 NEW
IEI 630 214.3%
AAPL 485 13.4%
VUG 482 84.1%
IPAC 432 40.3%
VTV 398 71.6%
BCI 389 14.0%
HPQ 372 NEW
MUB 329 16.4%
Top Reduces (Value $000, Stocks/ETFs)
SHY -1,558 -58.7%
AGG -605 -11.5%
IWF -542 -17.4%
GLW -321 -100.0%
IWD -285 -9.3%
ENB -275 -100.0%
IWS -241 -48.3%
GNRC -236 -100.0%
VRT -230 -29.8%
GOVT -228 -21.9%
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