INVESTED ADVISORS Portfolio Holdings - 13F Filings | 13F Fund Database
INVESTED ADVISORS 13F Holdings
CIK 0002090165 · STATE COLLEGE, PA
As of Sep 30, 2025, INVESTED ADVISORS reported
108 positions worth $68.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 49,125 | $4.7M | 6.90% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 40,600 | $4.3M | 6.24% |
| ISHARES CORE 1-5 YEAR USD BOND ETF | ISTB | — | 71,730 | $3.4M | 4.99% |
| ISHARES CORE S&P 500 ETF | IVV | — | 5,041 | $3.0M | 4.35% |
| APPLE INC | AAPL | Technology | 11,841 | $2.9M | 4.19% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 22,129 | $2.3M | 3.42% |
| MICROSOFT CORP | MSFT | Technology | 5,295 | $2.2M | 3.27% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 9,919 |
|
.8M2.69% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 3,174 |
.3M | 1.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 18,186 |
.3M | 1.84% |
| WISDOMTREE US SMALLCAP DIVIDEND FUND | DES | — | 36,020 |
.2M | 1.77% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 14,066 |
.2M | 1.68% |
| ALPHABET INC | GOOGL | Equity | 5,568 |
.1M | 1.57% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 9,389 |
.1M | 1.53% |
| NVIDIA CORP | NVDA | Technology | 7,417 |
.0M | 1.51% |
| BROADCOM INC | AVGO | Technology | 4,503 |
.0M | 1.50% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 18,424 | $960.3K | 1.40% |
| ISHARES MSCI ACWI EX US ETF | ACWX | — | 18,258 | $958.5K | 1.40% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 6,597 | $938.6K | 1.37% |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | IDV | — | 30,289 | $827.8K | 1.21% |
| AMAZON.COM INC | AMZN | Equity | 3,614 | $802.8K | 1.17% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3,141 | $763.7K | 1.11% |
| CISCO SYSTEMS INC | CSCO | Technology | 12,448 | $736.9K | 1.07% |
| ELI LILLY & CO | LLY | Healthcare | 874 | $688.0K | 1.00% |
| FISERV INC | FISV | Technology | 3,346 | $686.7K | 1.00% |