INVESTED ADVISORS
Q3 2026 Form 13-F

STATE COLLEGE, PENNSYLVANIA
CIK 0002090165 · Institutional investment manager
$117.2M Reported Value Total
Reported value
$117.2M
Quarter over quarter
+0.2%
Holdings
162
Top-10 concentration
30.8%

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Ashleigh Swayze
Counsel
Q2 2026
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Q3 2026 13F filing summary

Period of report September 30, 2026
Filed October 23, 2026
Form 13F-HR
Reported value $117.2M
Positions 162
Change in reported value +3.7%
New positions 17
Exited positions 7
Position turnover 14.2%
Top-10 concentration 30.8%

13F filings by quarter

Quarter Positions Value
Q3 2026 13F
Filed Oct 23, 2026
 162 $117.2M
Q2 2026 13F
Filed Aug 4, 2026
 152 $113.1M
Q1 2026 13F
Filed Apr 29, 2026
 138 $99.0M
Q4 2025 13F
Filed Jan 26, 2026
 134 $96.6M
Q3 2025 13F
Filed Oct 23, 2025
 108 $68.7M

Top 20 holdings · Q3 2026

# Holding Reported value % of portfolio
1 SUB ISHARES TR $4.7M 4.04%
2 AGG ISHARES TR $4.6M 3.96%
3 AAPL APPLE INC $4.1M 3.49%
4 IVV ISHARES TR $4.0M 3.41%
5 IGIB ISHARES TR $3.8M 3.21%
6 ACWX ISHARES TR $3.7M 3.17%
7 BCI ABRDN ETFS $3.2M 2.7%
8 IWD ISHARES TR $2.8M 2.37%
9 MSFT MICROSOFT CORP $2.7M 2.29%
10 IWF ISHARES TR $2.6M 2.2%
11 MUB ISHARES TR $2.3M 1.99%
12 GOOGL ALPHABET INC $1.9M 1.61%
13 HDV ISHARES TR $1.7M 1.46%
14 SPYM SPDR SERIES TRUST $1.7M 1.45%
15 NVDA NVIDIA CORPORATION $1.7M 1.44%
16 DES WISDOMTREE TR $1.6M 1.38%
17 JNJ JOHNSON & JOHNSON $1.6M 1.38%
18 IPAC ISHARES TR $1.5M 1.28%
19 XBI SPDR SERIES TRUST $1.4M 1.17%
20 IDV ISHARES TR $1.4M 1.17%

Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.

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