INVESTED ADVISORS
All 13F Filings
- Location
- State College, PA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 99,030
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/29/2026 | 138 | 99,030 | 13F-HR | INVESTED ADVISORS |
| Q4 2025 | 1/26/2026 | 134 | 96,560 | 13F-HR | INVESTED ADVISORS |
| Q3 2025 | 10/23/2025 | 108 | 68,652 | 13F-HR | INVESTED ADVISORS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.58 K | 44.2% | 0 | 22.94 K | -22.94 K |
| ETFs | 54.92 K | 55.8% | 28.97 K | 0 | 28.97 K |
| Other | 0 | 0.0% | 0 | 3.591 K | -3.591 K |
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Fund Snapshot
Q1 2026
Latest filed
4/29/2026
Total value ($000)
99,030
Holdings
138
QoQ value change ($000)
2,470
(2.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.