INVESTED ADVISORS: 13F holdings
CIK 20901652026Q2
| Positions | 152 |
|---|
| Reported value | $113.1m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 152 (+14 vs prior quarter) |
|---|
| Reported value | $113.1m (+14.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 53,037 | $5.2m | 4.6% |
| SUB ISHARES TR | 44,469 | $4.7m | 4.2% |
| IVV ISHARES TR | 5,390 | $4.0m | 3.6% |
| ACWX ISHARES TR | 51,315 | $3.9m | 3.5% |
| IGIB ISHARES TR | 72,615 | $3.9m | 3.4% |
| AAPL APPLE INC | 12,473 | $3.6m | 3.2% |
| IWF ISHARES TR | 25,091 | $3.1m | 2.8% |
| IWD ISHARES TR | 12,618 | $3.1m | 2.7% |
| BCI ABRDN ETFS | 124,050 | $2.8m | 2.5% |
| SHY ISHARES TR | 32,335 | $2.7m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2090165")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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