Go Invest LLC

Q1 2026 13F-HR Holdings

Location
West Jordan, UT
Holdings as of
3/31/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
122
Total value ($000)
$348,878
Net value change ($000)
+44,474 (14.6%)
New positions
13
Sold out positions
4
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: 8/5/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HFXI 33,155 991.2%
USTB 15,561 17.8%
VOO 15,393 16.2%
BIV 8,648 NEW
IWF 4,750 12.5%
VDE 1,313 77.1%
SGOL 1,305 38.5%
VUG 847 5.7%
ICSH 632 47.6%
VGT 548 14.3%
Top Reduces (Value $000, Stocks/ETFs)
IQLT -31,191 -97.4%
SCHD -7,227 -99.9%
VHT -200 -16.0%
FTEC -31 -0.5%
SPYG -24 -3.3%
IWY -11 -7.9%
THNQ -6 -100.0%
GBTC -5 -14.3%
VTI -4 -2.6%
FBTC -4 -7.8%
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