Filed: 10/23/2025ACC: 0002090165-25-000001
📋 What this filing means
INVESTED ADVISORS filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $68.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$68.65M
Total AUM (reported)
1M
Total Shares
Allocation by class
COM$26.77M39.0%
CORE US AGGBD ET$4.74M6.9%
SHRT NAT MUN ETF$4.28M6.2%
CORE 1 5 YR USD$3.43M5.0%
CORE S&P500 ETF$2.99M4.3%
NATIONAL MUN ETF$2.35M3.4%
RUS 1000 VAL ETF$1.85M2.7%
Portfolio Concentration
Top 3$12.45M18.1%
4–10$14.85M21.6%
11–25$13.94M20.3%
Rest$27.42M39.9%
Top 3 weight
18.1%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 1M
Sole
Full voting authority
1M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings108
Rows:
ISHARES TR
SOLEShares49.13K
TypeSH
Market value$4.74M
6.90%
Sole
49.13K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.60K
TypeSH
Market value$4.28M
6.24%
Sole
40.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares71.73K
TypeSH
Market value$3.43M
4.99%
Sole
71.73K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.04K
TypeSH
Market value$2.99M
4.35%
Sole
5.04K
Shared
0.00
None
0.00
APPLE INC
SOLEShares11.84K
TypeSH
Market value$2.87M
4.19%
Sole
11.84K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.13K
TypeSH
Market value$2.35M
3.42%
Sole
22.13K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares5.29K
TypeSH
Market value$2.25M
3.27%
Sole
5.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.92K
TypeSH
Market value$1.85M
2.69%
Sole
9.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.17K
TypeSH
Market value$1.28M
1.87%
Sole
3.17K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares18.19K
TypeSH
Market value$1.26M
1.84%
Sole
18.19K
Shared
0.00
None
0.00
WISDOMTREE TR
SOLEShares36.02K
TypeSH
Market value$1.22M
1.77%
Sole
36.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.07K
TypeSH
Market value$1.15M
1.68%
Sole
14.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.57K
TypeSH
Market value$1.08M
1.57%
Sole
5.57K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.39K
TypeSH
Market value$1.05M
1.53%
Sole
9.39K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares7.42K
TypeSH
Market value$1.04M
1.51%
Sole
7.42K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares4.50K
TypeSH
Market value$1.03M
1.50%
Sole
4.50K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares18.42K
TypeSH
Market value$960.3K
1.40%
Sole
18.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.26K
TypeSH
Market value$958.5K
1.40%
Sole
18.26K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares6.60K
TypeSH
Market value$938.6K
1.37%
Sole
6.60K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares30.29K
TypeSH
Market value$827.8K
1.21%
Sole
30.29K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.61K
TypeSH
Market value$802.8K
1.17%
Sole
3.61K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares3.14K
TypeSH
Market value$763.7K
1.11%
Sole
3.14K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares12.45K
TypeSH
Market value$736.9K
1.07%
Sole
12.45K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares874.00
TypeSH
Market value$688.0K
1.00%
Sole
874.00
Shared
0.00
None
0.00
FISERV INC
SOLEShares3.35K
TypeSH
Market value$686.7K
1.00%
Sole
3.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE US AGGBD ET | 49.13K | SH | $4.74M 6.90% | 49.13K | 0.00 | 0.00 |
ISHARES TRSOLE | SHRT NAT MUN ETF | 40.60K | SH | $4.28M 6.24% | 40.60K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE 1 5 YR USD | 71.73K | SH | $3.43M 4.99% | 71.73K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.04K | SH | $2.99M 4.35% | 5.04K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 11.84K | SH | $2.87M 4.19% | 11.84K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 22.13K | SH | $2.35M 3.42% | 22.13K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 5.29K | SH | $2.25M 3.27% | 5.29K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 9.92K | SH | $1.85M 2.69% | 9.92K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 3.17K | SH | $1.28M 1.87% | 3.17K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 18.19K | SH | $1.26M 1.84% | 18.19K | 0.00 | 0.00 |
WISDOMTREE TRSOLE | US SMALLCAP DIVD | 36.02K | SH | $1.22M 1.77% | 36.02K | 0.00 | 0.00 |
ISHARES TRSOLE | 1 3 YR TREAS BD | 14.07K | SH | $1.15M 1.68% | 14.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.57K | SH | $1.08M 1.57% | 5.57K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE HIGH DV ETF | 9.39K | SH | $1.05M 1.53% | 9.39K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 7.42K | SH | $1.04M 1.51% | 7.42K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 4.50K | SH | $1.03M 1.50% | 4.50K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 18.42K | SH | $960.3K 1.40% | 18.42K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 18.26K | SH | $958.5K 1.40% | 18.26K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 6.60K | SH | $938.6K 1.37% | 6.60K | 0.00 | 0.00 |
ISHARES TRSOLE | INTL SEL DIV ETF | 30.29K | SH | $827.8K 1.21% | 30.29K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.61K | SH | $802.8K 1.17% | 3.61K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 3.14K | SH | $763.7K 1.11% | 3.14K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 12.45K | SH | $736.9K 1.07% | 12.45K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 874.00 | SH | $688.0K 1.00% | 874.00 | 0.00 | 0.00 |
FISERV INCSOLE | COM | 3.35K | SH | $686.7K 1.00% | 3.35K | 0.00 | 0.00 |
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