Invested Advisors has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of the close of business on September 30, 2026. The filing, signed by Counsel Ashleigh Swayze on October 22, 2026, lists 162 total holdings.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Major technology holdings include Apple Inc., with 4,094,481 shares, and Microsoft Corporation, with 2,687,596 shares. Other notable individual stock positions include NVIDIA Corporation (1,685,673 shares), Broadcom Inc. (1,204,231 shares), and Alphabet Inc. Class A (1,888,655 shares).
A significant portion of the portfolio is allocated to ETFs, with the iShares Core S&P 500 ETF (ticker: IVV) holding 3,993,908 shares. Other ETFs listed include the iShares Core MSCI Emerging Markets ETF (IEMG) with 1,099,393 shares and the iShares Core U.S. Aggregate Bond ETF (AGG) with 4,644,586 shares.
The filing also lists specific positions in real estate, energy, and healthcare sectors. Realty Income Corporation holds 218,015 shares, while Tortoise Energy Infrastructure Corporation holds 383,371 shares. In the healthcare sector, Eli Lilly & Co. is listed with 1,024,016 shares.
