Invst, LLC: 13F holdings
CIK 18675872026Q2
| Positions | 343 |
|---|---|
| Reported value | $1.0bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 80,709 | $60.4m | 5.9% |
| VTI VANGUARD INDEX FDS | 153,853 | $56.9m | 5.6% |
| SPMO INVESCO EXCH TRADED FD TR II | 284,962 | $46.0m | 4.5% |
| SCHG SCHWAB STRATEGIC TR | 1,029,556 | $34.8m | 3.4% |
| IUSB ISHARES TR | 616,039 | $28.4m | 2.8% |
| MTUM ISHARES TR | 81,852 | $28.1m | 2.7% |
| LQD ISHARES TR | 217,669 | $23.7m | 2.3% |
| SCHF SCHWAB STRATEGIC TR | 778,497 | $21.6m | 2.1% |
| HYG ISHARES TR | 259,299 | $20.7m | 2.0% |
| EMB ISHARES TR | 212,408 | $20.5m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1867587")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.