13F Filings History of INVESTED ADVISORS

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$96,560,118
Signature - Title
Ashleigh Swayze - Counsel
Location
State College, PA
Summary
This page shows a list of all the recent 13F filings made by INVESTED ADVISORS. Form 13F is required to be filed within 45 days of the end of a calendar quarter. INVESTED ADVISORS reported 134 stock holdings with total value $96,560,118 as of Q4 2025. Top holdings included AGG, SUB, IVV, AAPL, and IWF.

Notify me when INVESTED ADVISORS files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 134 $96,560,118 +$29,808,945 -$9,511,670 +$20,297,275 AGG, SUB, IVV, AAPL, IWF 13F-HR 23 Jan 2026, 18:36
Q3 2025 108 $67,316,302 $0 $0 $0 AGG, SUB, ISTB, IVV, AAPL 13F-HR 23 Oct 2025, 14:55