Invst, LLC
CIK 1867587
13F filing for Q2 2026・No. 2,544
- Holdings
- US$1.03B
- Quarter change
- +US$139.95M
- Entries
- 359
- Net bought (estimate)
- +US$36.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 34
- Sold out 22
- Cut 142
- Added 145
- Corporate actions 0
- Unchanged 22
Largest holdings
343 stocks worth US$1.03B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 80,709 | US$60.44M | 5.89% |
| VANGUARD INDEX FDSTOTAL STK MKT | Cut | 153,853 | US$56.93M | 5.55% |
| INVESCO EXCH TRADED FD TR IIS&P 500 MOMNTM | Cut | 284,962 | US$46.03M | 4.49% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 1,029,556 | US$34.84M | 3.40% |
| ISHARES TRCORE UNIVRSL USD | Added | 616,039 | US$28.43M | 2.77% |
| ISHARES TRMSCI USA MMENTM | Added | 81,852 | US$28.06M | 2.74% |
| LQDISHARES TRIBOXX INV CP ETF | Added | 217,669 | US$23.74M | 2.31% |
| SCHWAB STRATEGIC TRINTL EQTY ETF | Added | 778,497 | US$21.56M | 2.10% |
| HYGISHARES TRIBOXX HI YD ETF | Added | 259,299 | US$20.74M | 2.02% |
| ISHARES TRJPMORGAN USD EMG | Added | 212,408 | US$20.48M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.