Invst
$1.0B 13F equity value
364 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Invst covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 80,709 | $60M | 5.9% |
| VTI | VANGUARD INDEX FDS | 153,853 | $57M | 5.6% |
| SPMO | INVESCO EXCH TRADED FD TR II | 284,962 | $46M | 4.5% |
| SCHG | SCHWAB STRATEGIC TR | 1,029,556 | $35M | 3.4% |
| IUSB | ISHARES TR | 616,039 | $28M | 2.8% |
| MTUM | ISHARES TR | 81,852 | $28M | 2.7% |
| LQD | ISHARES TR | 217,669 | $24M | 2.3% |
| SCHF | SCHWAB STRATEGIC TR | 778,497 | $22M | 2.1% |
| HYG | ISHARES TR | 259,299 | $21M | 2.0% |
| EMB | ISHARES TR | 212,408 | $20M | 2.0% |
Track Invst's 13F portfolio: $1.0B in reported holdings, 364 positions. Top holdings and quarterly changes on SentiSense.
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