INVESTED ADVISORS
SEC Form 13F institutional filer · CIK 0002090165
13F-HR · 67 reported holdings · 2026-03-31
Reported long-US-equity value
$0.07B
Top-10 concentration
63.5%
INVESTED ADVISORS — $66.2M AUM allocation strategy
INVESTED ADVISORS files SEC Form 13F and reports $66.2M of long US equity value across 67 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 13.0%, followed by Health Care 4.8% and Financials 4.6%.
The top 10 holdings account for 64% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
INVESTED ADVISORS — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$66.2M
total across 67 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
64% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +27.6K sh · +$1.15M+$IVZ +10.7K sh · +$368K+$SPYM +1.83K sh · +$58.5K
Biggest trims (shares)
−$IWM −1.18K sh · −$532K−$GILD −959 sh · −$57K−$JNJ −911 sh · +$65.6K
Exited to nil (held last quarter, gone now)
$UNH ($226K last qtr)$ROP ($225K last qtr)$CCI ($215K last qtr)$LOW ($202K last qtr)$HIG ($202K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals4.9%—
- Semiconductors3.9%—
- Pharmaceuticals3.7%—
- Systems Software3.0%—
- Interactive Media & Services2.6%—
- Asset Management & Custody Banks1.8%—
- Diversified Banks1.4%—
- Investment Banking & Brokerage1.4%—
- Other holdings77.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
6 of 6 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 12.9K | $3.26M | -228 | 4.9% |
| $MSFT | Microsoft Corporation | 5.41K | $2M | -120 | 3.0% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 6.05K | $1.74M | +234 | 2.6% |
| $JNJ | Johnson & Johnson | 6.78K | $1.66M | -911 | 2.5% |
| $NVDA | NVIDIA Corporation | 7.74K | $1.35M | +53 | 2.0% |
| $AVGO | Broadcom Inc | 3.97K | $1.23M | +1 | 1.9% |
…and 61 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.