account_balance
Investment manager · 13F filer · SEC CIK 1867587
Invst, LLC
Reported value$1.03Bas of Jun 30, 2026
Positions343 33 new, 21 sold out
Top 10 weight33.3%IVV alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.9%Added +147%
VTIVanguard Index FDS
5.6%Trimmed −5%
SPMOInvesco Exch Traded Fd Tr II
4.5%Trimmed −8%
SCHGSchwab Strategic Tr
3.4%Added +3%
IUSBiShares Tr
2.8%Added +39%
MTUMiShares Tr
2.7%Added +200%
LQDiShares Tr
2.3%Added +11%
SCHFSchwab Strategic Tr
2.1%Added +4%
HYGiShares Tr
2.0%Added +12%
EMBiShares Tr
2.0%Added +11%
QQQInvesco QQQ Tr
2.0%Added +625%
JCPBJ P Morgan Exchange Traded F
1.8%Added +9%
IVViShares Tr
5.9%Added +147%
VTIVanguard Index FDS
5.6%Trimmed −5%
SPMOInvesco Exch Traded Fd Tr II
4.5%
SCHGSchwab Strategic Tr
3.4%
IUSBiShares Tr
2.8%+39%
MTUMiShares Tr
2.7%+200%
LQDiShares Tr
2.3%
SCHFSchwab Strategic Tr
2.1%
HYG2.0%
EMB2.0%
QQQ2.0%
JCPB1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.9% Added +147%
VTI Vanguard Index FDS 5.6% Trimmed −5%
SPMO Invesco Exch Traded Fd Tr II 4.5% Trimmed −8%
SCHG Schwab Strategic Tr 3.4% Added +3%
IUSB iShares Tr 2.8% Added +39%
MTUM iShares Tr 2.7% Added +200%
LQD iShares Tr 2.3% Added +11%
SCHF Schwab Strategic Tr 2.1% Added +4%
HYG iShares Tr 2.0% Added +12%
EMB iShares Tr 2.0% Added +11%
QQQ Invesco QQQ Tr 2.0% Added +625%
JCPB J P Morgan Exchange Traded F 1.8% Added +9%
What changed
Biggest moves since Mar 31, 2026
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