INVESTED ADVISORS
•CIK: 2090165•Filing: Q4 2025
**INVESTED ADVISORS** manages $97M across a diversified portfolio of 134 positions. The fund exhibits significant allocations to fixed income and broad market exposure, notably holding AGG ($5.2M) and SUB ($4.6M). Key technology and index plays include substantial positions in IVV ($4.1M), AAPL ($3.6M), and MSFT ($2.7M). This structure suggests a core strategy balancing fixed income stability with exposure to major market indices and tech leaders.
Total AUM
$96.6M
QoQ Performance
+40.6%
Positions
91
Top 10 Concentration
35.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AGG
AGG5.4%
SUB4.8%
IVV4.3%
AAPL3.7%
IWF3.3%
IWD3.3%
ACWX3.1%
ISTB3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.1%
Technology14.4%
Healthcare5.6%
ETF4.7%
Financial4.1%
Consumer3.2%
Industrial0.7%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
—
TORTOISE SUSTAINABLE & SOCIA
SOLD
$558.9K
+13 more exited positions
Changes from Q3 2025
NEW44 new positions
↑58 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025