13F-HR filed by INVESTED ADVISORS
INVESTED ADVISORS filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-29, with 138 holding rows worth $99,029,551.
- Accession
- 0002090165-26-000002
- Filer
- CIK 2090165
- Filed
- 2026-04-29
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 138 entries on the cover page, a total value of $99,029,551 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,029,551 with VALUE read as dollars as filed, 13F file number 028-25801. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 51,553 | $5,117,692 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 45,489 | $4,844,604 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 6,012 | $3,927,099 | dollars as filed | |
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 74,838 | $3,626,649 | dollars as filed | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 50,230 | $3,439,262 | dollars as filed | |
| Apple Inc | 037833100 | COM | 12,856 | $3,262,782 | dollars as filed | |
| ABRDN ETFS | 003261104 | BBRG ALL COMD K1 | 120,010 | $2,915,043 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 6,776 | $2,889,286 | dollars as filed | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 13,005 | $2,778,778 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 5,414 | $2,004,100 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 24,032 | $1,839,409 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 6,047 | $1,738,875 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 12,220 | $1,658,498 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,779 | $1,657,059 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 15,572 | $1,652,968 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 41,300 | $1,484,312 | dollars as filed | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 34,648 | $1,474,625 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 7,740 | $1,349,857 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,972 | $1,229,374 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 8,678 | $1,108,441 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 5,163 | $990,883 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 14,118 | $984,731 | dollars as filed | |
| PIMCO ETF TR | 72201R783 | 0-5 HIGH YIELD | 10,372 | $967,410 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,200 | $941,312 | dollars as filed | |
| ISHARES TR | 46434V738 | CORE MSCI EURO | 11,889 | $835,440 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 10,092 | $833,296 | dollars as filed | |
| SPDR Portfolio Long Term Treasury ETF | 78464A664 | SHS | 31,180 | $820,036 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 891 | $819,515 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,853 | $802,464 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 34,229 | $784,186 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,782 | $758,985 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 4,814 | $728,909 | dollars as filed | |
| ISHARES TR | 46434V696 | CORE MSCI PAC | 9,049 | $692,339 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 3,147 | $684,441 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 13,592 | $682,318 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 651 | $648,676 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 4,318 | $639,550 | dollars as filed | |
| HERSHEY CO COM | 427866108 | Stock | 3,043 | $632,609 | dollars as filed | |
| ALLIANCEBERNSTEIN GLOBAL HIG | 01879R106 | COM | 61,889 | $629,411 | dollars as filed | |
| TORTOISE ENERGY INFRA CORP | 89147L886 | COM | 12,573 | $626,789 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,008 | $622,355 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P389 | US DIVID BOOSTER | 20,924 | $590,479 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 3,851 | $588,240 | dollars as filed | |
| HOST HOTELS & RESORTS INC COM | 44107P104 | REIT | 30,438 | $583,186 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 2,319 | $581,095 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,832 | $553,704 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 6,127 | $543,459 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 5,919 | $535,838 | dollars as filed | |
| iShares Treasury Floating Rate Bond ETF | 46434V860 | SHS | 10,388 | $525,955 | dollars as filed | |
| ISHARES MORNINGSTAR GROWTH ETF | 464287119 | ETF | 5,408 | $516,356 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 3,648 | $508,422 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 17,372 | $506,046 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 823 | $491,871 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 9,951 | $487,798 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 838 | $479,445 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 9,500 | $472,052 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,328 | $467,257 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 12,577 | $463,327 | dollars as filed | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 3,152 | $459,372 | dollars as filed | |
| F N B CORP | 302520101 | COM | 27,403 | $458,178 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 641 | $454,123 | dollars as filed | |
| iShares Emerging Markets Dividend ETF | 464286319 | SHS | 13,116 | $450,929 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 7,389 | $448,143 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 2,352 | $445,916 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,464 | $442,831 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 6,131 | $430,270 | dollars as filed | |
| ISHARES TR | 46435G532 | MSCI GBL SUS DEV | 5,062 | $424,968 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,897 | $418,443 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 3,252 | $416,646 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 4,377 | $412,479 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,282 | $407,887 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,084 | $402,977 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 1,266 | $397,283 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 719 | $394,745 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P371 | INTL DIV BOOSTER | 10,865 | $394,212 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 4,207 | $390,157 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,558 | $377,644 | dollars as filed | |
| PRUDENTIAL FINL INC COM | 744320102 | Stock | 3,843 | $375,423 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,108 | $374,449 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 13,345 | $371,658 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 760 | $364,192 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,817 | $362,773 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 418 | $361,720 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 3,303 | $359,946 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 4,049 | $350,805 | dollars as filed | |
| Deere & Company | 244199105 | COM | 597 | $336,290 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 9,104 | $334,572 | dollars as filed | |
| CLEARWAY ENERGY INC CL C | 18539C204 | Stock | 8,508 | $334,279 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 6,856 | $334,230 | dollars as filed | |
| BROOKFIELD RENEWABLE CORP | 11285B108 | CL A EX SUB VTG | 8,350 | $332,581 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 13,371 | $318,364 | dollars as filed | |
| TOTALENERGIES SE ACT | F92124100 | Stock | 3,498 | $318,248 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,635 | $313,609 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 26,432 | $305,025 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 6,653 | $303,490 | dollars as filed | |
| GLOBAL X FDS | 37954Y657 | US PFD ETF | 16,408 | $301,906 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,404 | $299,979 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 5,411 | $298,633 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 896 | $294,685 | dollars as filed | |
| ISHARES MSCI EAFE MIN VOL FACTOR ETF | 46429B689 | ETF | 3,209 | $293,206 | dollars as filed | |
| GOLUB CAP BDC INC | 38173M102 | COM | 21,927 | $277,596 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 5,082 | $275,139 | dollars as filed | |
| SPDR SERIES TRUST | 78464A672 | ST INTER ETF | 9,511 | $272,578 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 3,294 | $262,071 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 801 | $261,983 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 2,172 | $261,270 | dollars as filed | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 5,538 | $257,074 | dollars as filed | |
| ISHARES 10 Y INVE GRADE COR B | 464289511 | 10+ YR INVST GRD | 5,156 | $255,908 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 1,025 | $250,285 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 3,083 | $248,386 | dollars as filed | |
| ING GROEP N.V. SPONSORED ADR | 456837103 | ADR | 9,396 | $244,766 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,537 | $244,516 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 1,860 | $241,502 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 10,528 | $236,775 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C879 | JP MOR USD 1 ETF | 5,377 | $236,319 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,057 | $232,485 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E537 | NATL AMT MUNI | 10,003 | $229,869 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 174 | $229,824 | dollars as filed | |
| FRANKLIN FTSE CHINA ETF | 35473P819 | ETF | 10,171 | $227,729 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 2,892 | $227,485 | dollars as filed | |
| UNILEVER PLC SPON ADR NEW | 904767803 | ADR | 3,991 | $227,367 | dollars as filed | |
| UGI CORP NEW COM | 902681105 | Stock | 6,147 | $223,874 | dollars as filed | |
| AXS GREEN ALPHA ETF | 46144X586 | ETF | 5,665 | $221,938 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 3,626 | $221,839 | dollars as filed | |
| AMERIPRISE FINL INC COM | 03076C106 | Stock | 492 | $218,645 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 760 | $218,014 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,481 | $217,870 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 2,309 | $214,021 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 1,256 | $212,390 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,214 | $205,967 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,084 | $205,526 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 13,762 | $203,265 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 3,832 | $201,716 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 2,762 | $201,018 | dollars as filed | |
| XPLR INFRASTRUCTURE LP | 65341B106 | COM UNIT PART IN | 17,603 | $186,944 | dollars as filed | |
| BRANDYWINE RLTY TR | 105368203 | SH BEN INT NEW | 38,229 | $103,601 | dollars as filed | |
| CIA ENERGETICA DE MINAS GERA | 204409601 | SP ADR N-V PFD | 25,447 | $60,818 | dollars as filed | |
| GRANITE PT MTG TR INC | 38741L107 | COM STK | 17,251 | $25,014 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002090165-26-000002 | this filing | 2026-04-29 | acceptance time not in the bulk data set |