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INVESTED ADVISORS
hedge fundUpdated 13 days agoManaged by Invested Advisors • Latest filing Q3 2026
Portfolio value
$117.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
29.5%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $96.6M |
| Q1 2026 | $99M |
| Q2 2026 | $113.1M |
| Q3 2026 | $117.2M |
Top holdings
162 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $4.7M | 45.3K | 4.04% | Added(+1.9%) | |
| 2 | $4.6M | 49.1K | 3.96% | Trimmed(-7.4%) | |
| 3 | $4.1M | 12.3K | 3.49% | Trimmed(-1.4%) | |
| 4 | $4M | 5.2K | 3.41% | Trimmed(-3.3%) | |
| 5 | $3.8M | 74.8K | 3.21% | Added(+3.0%) | |
| 6 | $3.7M | 49.2K | 3.17% | Trimmed(-4.1%) | |
| 7 | ? N/A ABRDN ETFS | $3.2M | 122.2K | 2.70% | Trimmed(-1.5%) |
| 8 | $2.8M | 11.2K | 2.37% | Trimmed(-11.3%) | |
| 9 | $2.7M | 5.2K | 2.29% | Trimmed(-1.0%) | |
| 10 | $2.6M | 20.5K | 2.20% | Trimmed(-18.1%) | |
| 11 | $2.3M | 23.1K | 1.99% | Added(+23.9%) | |
| 12 | $1.9M | 5.5K | 1.61% | Trimmed(-3.1%) | |
| 13 | $1.7M | 61.2K | 1.46% | Added(+0.3%) | |
| 14 | $1.7M | 18.9K | 1.45% | Trimmed(-12.9%) | |
| 15 | $1.7M | 7.4K | 1.44% | Trimmed(-1.7%) | |
| 16 | $1.6M | 42.6K | 1.38% | Trimmed(-0.6%) | |
| 17 | $1.6M | 6.1K | 1.38% | Trimmed(-2.5%) | |
| 18 | $1.5M | 17.7K | 1.28% | Added(+35.1%) | |
| 19 | $1.4M | 8.7K | 1.17% | Added(+0.1%) | |
| 20 | $1.4M | 32.5K | 1.17% | Added(+1.3%) |