account_balance
Investment manager · 13F filer · SEC CIK 2050848
InvesTrust
Reported value$247Mas of Sep 30, 2026
Positions91 0 new, 4 sold out
Top 10 weight36.8%VEA alone is 7%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Ftse Developed Markets ETF
6.6%
IBDSiShares Tr
4.5%Added +29%
IBDTiShares Tr
3.9%Added +17%
IBDRiShares Tr
3.8%Added +21%
IBDUiShares Tr
3.4%Added +21%
MSFTMicrosoft Corp
3.3%Trimmed −13%
IJJiShares Tr
3.1%
IBDViShares Tr
2.9%Added +29%
AAPLApple Inc.
2.8%Trimmed −17%
IJKiShares Tr
2.5%
IWOiShares Tr
2.5%
IJHiShares Tr
2.4%
VEAVanguard Ftse Developed Markets ETF
6.6%
IBDSiShares Tr
4.5%+29%
IBDTiShares Tr
3.9%+17%
IBDRiShares Tr
3.8%+21%
IBDUiShares Tr
3.4%+21%
MSFTMicrosoft Corp
3.3%
IJJiShares Tr
3.1%
IBDViShares Tr
2.9%
AAPLApple Inc.
2.8%
IJK2.5%
IWO2.5%
IJH2.4%
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
VEA Vanguard Ftse Developed Markets ETF 6.6% Held
IBDS iShares Tr 4.5% Added +29%
IBDT iShares Tr 3.9% Added +17%
IBDR iShares Tr 3.8% Added +21%
IBDU iShares Tr 3.4% Added +21%
MSFT Microsoft Corp 3.3% Trimmed −13%IJJ iShares Tr 3.1% Held
IBDV iShares Tr 2.9% Added +29%
AAPL Apple Inc. 2.8% Trimmed −17%IJK iShares Tr 2.5% Held
IWO iShares Tr 2.5% Held
IJH iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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